Scott Burns Margaritaville vs Bill Schultheis Coffeehouse Portfolio Comparison

Period: January 1985 - September 2024 (~40 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
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Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
October 1994
9.06$
Final Capital
September 2024
7.62%
Yearly Return
10.81
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Bill Schultheis Coffeehouse Portfolio
1.00$
Initial Capital
October 1994
9.87$
Final Capital
September 2024
7.93%
Yearly Return
9.75
Std Deviation
-33.93%
Max Drawdown
36 months
Recovery Period
Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
January 1985
33.85$
Final Capital
September 2024
9.26%
Yearly Return
10.94
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Bill Schultheis Coffeehouse Portfolio
1.00$
Initial Capital
January 1985
32.16$
Final Capital
September 2024
9.12%
Yearly Return
9.64
Std Deviation
-33.93%
Max Drawdown
36 months
Recovery Period

The Scott Burns Margaritaville Portfolio obtained a 7.62% compound annual return, with a 10.81% standard deviation, in the last 30 Years.

The Bill Schultheis Coffeehouse Portfolio obtained a 7.93% compound annual return, with a 9.75% standard deviation, in the last 30 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Margaritaville
Scott Burns 		13.21 2.04 7.86 23.46 8.56 7.03 7.62 9.26
Coffeehouse
Bill Schultheis 		10.18 1.66 7.68 21.90 6.37 6.53 7.93 9.12
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since October 1994, now would be worth 9.06$, with a total return of 805.85% (7.62% annualized).

Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since October 1994, now would be worth 9.87$, with a total return of 887.23% (7.93% annualized).


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Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 33.85$, with a total return of 3284.61% (9.26% annualized).

Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since January 1985, now would be worth 32.16$, with a total return of 3116.21% (9.12% annualized).


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Metrics as of Sep 30, 2024

The following metrics, updated as of 30 September 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 October 2023 - 30 September 2024 (1 year)
Period: 1 October 2019 - 30 September 2024 (5 years)
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Margaritaville Coffeehouse
Author Scott Burns Bill Schultheis
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 23.46 21.90
Infl. Adjusted Return (%) 20.56 19.04
DRAWDOWN
Deepest Drawdown Depth (%) -2.90 -4.00
Start to Recovery (months) 2 4
Longest Drawdown Depth (%) -2.23 -4.00
Start to Recovery (months) 2 4
Longest Negative Period (months) 2 4
RISK INDICATORS
Standard Deviation (%) 8.90 11.40
Sharpe Ratio 2.03 1.45
Sortino Ratio 2.78 2.03
Ulcer Index 1.02 1.46
Ratio: Return / Standard Deviation 2.64 1.92
Ratio: Return / Deepest Drawdown 8.08 5.48
Metrics calculated over the period 1 October 2023 - 30 September 2024
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Margaritaville Coffeehouse
Author Scott Burns Bill Schultheis
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.56 6.37
Infl. Adjusted Return (%) 4.20 2.10
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -19.65
Start to Recovery (months) 27 31
Longest Drawdown Depth (%) -21.96 -19.65
Start to Recovery (months) 27 31
Longest Negative Period (months) 34 36
RISK INDICATORS
Standard Deviation (%) 12.90 12.87
Sharpe Ratio 0.49 0.33
Sortino Ratio 0.65 0.43
Ulcer Index 7.83 7.86
Ratio: Return / Standard Deviation 0.66 0.49
Ratio: Return / Deepest Drawdown 0.39 0.32
Metrics calculated over the period 1 October 2019 - 30 September 2024
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Margaritaville Coffeehouse
Author Scott Burns Bill Schultheis
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.03 6.53
Infl. Adjusted Return (%) 4.06 3.57
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -19.65
Start to Recovery (months) 27 31
Longest Drawdown Depth (%) -21.96 -19.65
Start to Recovery (months) 27 31
Longest Negative Period (months) 34 36
RISK INDICATORS
Standard Deviation (%) 10.74 10.41
Sharpe Ratio 0.52 0.48
Sortino Ratio 0.69 0.65
Ulcer Index 6.09 5.81
Ratio: Return / Standard Deviation 0.65 0.63
Ratio: Return / Deepest Drawdown 0.32 0.33
Metrics calculated over the period 1 October 2014 - 30 September 2024
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Margaritaville Coffeehouse
Author Scott Burns Bill Schultheis
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.62 7.93
Infl. Adjusted Return (%) 4.98 5.28
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -33.93
Start to Recovery (months) 39 36
Longest Drawdown Depth (%) -22.41 -33.93
Start to Recovery (months) 45 36
Longest Negative Period (months) 62 62
RISK INDICATORS
Standard Deviation (%) 10.81 9.75
Sharpe Ratio 0.49 0.58
Sortino Ratio 0.64 0.75
Ulcer Index 8.25 6.14
Ratio: Return / Standard Deviation 0.70 0.81
Ratio: Return / Deepest Drawdown 0.20 0.23
Metrics calculated over the period 1 October 1994 - 30 September 2024
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Margaritaville Coffeehouse
Author Scott Burns Bill Schultheis
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.26 9.12
Infl. Adjusted Return (%) 6.30 6.16
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -33.93
Start to Recovery (months) 39 36
Longest Drawdown Depth (%) -22.41 -33.93
Start to Recovery (months) 45 36
Longest Negative Period (months) 62 62
RISK INDICATORS
Standard Deviation (%) 10.94 9.64
Sharpe Ratio 0.56 0.62
Sortino Ratio 0.74 0.80
Ulcer Index 7.45 5.63
Ratio: Return / Standard Deviation 0.85 0.95
Ratio: Return / Deepest Drawdown 0.24 0.27
Metrics calculated over the period 1 January 1985 - 30 September 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)

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Margaritaville Coffeehouse
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-33.93 36 Nov 2007
Oct 2010
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-19.65 31 Jan 2022
Jul 2024
-15.36 11 Jan 2020
Nov 2020
-14.40 7 Jan 2020
Jul 2020
-12.82 10 May 2011
Feb 2012
-11.30 14 May 2002
Jun 2003
-10.79 8 May 1998
Dec 1998
-10.66 9 May 2011
Jan 2012
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-9.00 8 Sep 2018
Apr 2019

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Margaritaville Coffeehouse
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-33.93 36 Nov 2007
Oct 2010
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-19.65 31 Jan 2022
Jul 2024
-15.68 14 Sep 1987
Oct 1988
-15.36 11 Jan 2020
Nov 2020
-15.03 14 Sep 1987
Oct 1988
-14.53 14 Jan 1990
Feb 1991
-14.40 7 Jan 2020
Jul 2020
-12.82 10 May 2011
Feb 2012
-11.30 14 May 2002
Jun 2003
-10.79 8 May 1998
Dec 1998
-10.73 14 Jan 1990
Feb 1991
-10.66 9 May 2011
Jan 2012

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 September 2024 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Margaritaville Coffeehouse
Year Return Drawdown Return Drawdown
2024
 13.21% -2.90% 10.18% -4.00%
2023
 15.17% -7.90% 11.65% -9.20%
2022
 -16.10% -21.96% -14.38% -19.65%
2021
 13.33% -2.96% 15.24% -2.68%
2020
 14.40% -14.40% 7.45% -15.36%
2019
 20.39% -3.64% 18.99% -3.17%
2018
 -6.92% -9.97% -5.19% -9.00%
2017
 17.22% 0.00% 11.02% -0.14%
2016
 7.53% -3.63% 11.04% -2.64%
2015
 -2.03% -8.70% -0.91% -5.61%
2014
 3.95% -3.16% 8.90% -2.75%
2013
 13.25% -4.31% 15.45% -2.56%
2012
 13.94% -5.67% 11.51% -3.93%
2011
 0.08% -12.82% 2.80% -10.66%
2010
 11.85% -8.08% 14.67% -7.05%
2009
 25.18% -13.70% 17.77% -15.43%
2008
 -26.90% -30.74% -18.65% -23.09%
2007
 10.88% -2.84% 2.67% -4.24%
2006
 14.22% -2.59% 15.13% -2.29%
2005
 8.11% -2.37% 6.39% -2.22%
2004
 13.95% -3.39% 13.96% -4.05%
2003
 26.41% -2.95% 23.09% -2.53%
2002
 -6.46% -11.78% -4.97% -11.30%
2001
 -7.87% -14.71% 2.01% -6.90%
2000
 -2.92% -8.17% 7.25% -3.83%
1999
 16.49% -2.94% 8.30% -3.23%
1998
 16.12% -9.72% 7.16% -10.79%
1997
 14.48% -4.68% 17.88% -2.22%
1996
 9.11% -2.95% 13.71% -2.62%
1995
 21.08% -0.70% 22.24% -1.06%
1994
 1.10% -5.54% -0.93% -5.85%
1993
 18.69% -4.43% 15.63% -2.89%
1992
 1.10% -5.71% 9.77% -1.73%
1991
 20.28% -3.87% 24.84% -2.96%
1990
 -7.54% -14.53% -5.30% -10.73%
1989
 19.01% -1.19% 17.31% -1.45%
1988
 16.51% -3.08% 15.77% -1.69%
1987
 10.87% -15.03% 2.99% -15.68%
1986
 31.94% -5.15% 20.45% -3.64%
1985
 35.93% -1.79% 29.40% -1.69%