Biglari Holdings Inc. (BH) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$25,379
Total Return
153.79%
CAGR
20.48%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.13% |
| Median | +0.38% |
| Best | +42.61% |
| Worst | -27.45% |
| % of Windows Positive | 51.4% |
1-Year (252 Trading Days)
| Average | +24.38% |
| Median | +17.62% |
| Best | +126.03% |
| Worst | -32.72% |
| % of Windows Positive | 72.9% |
3-Year (756 Trading Days)
| Average | +82.37% |
| Median | +75.50% |
| Best | +226.12% |
| Worst | -3.72% |
| % of Windows Positive | 95.6% |
Risk Metrics
| Maximum Drawdown | -39.60% |
| Average Drawdown | -15.70% |
| Drawdown Duration | 477 Trading Days |
| Sortino Ratio | 1.02 |
| Calmar Ratio | 0.52 |
| CVaR (5%) | -5.10% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.71% (+2.53% ann.) | +$71.29 | $0.00 | $0.00 | $0.00 |
| 2025 | +30.73% | +$3072.87 | $0.00 | $0.00 | $0.00 |
| 2024 | +54.18% | +$5418.06 | $0.00 | $0.00 | $0.00 |
| 2023 | +18.83% | +$1882.56 | $0.00 | $0.00 | $0.00 |
| 2022 | -2.64% | $264.43 | $0.00 | $0.00 | $0.00 |
| 2021 | +28.21% | +$2821.04 | $0.00 | $0.00 | $0.00 |
| 2020 | -2.81% | $281.42 | $0.00 | $0.00 | $0.00 |
| 2019 | +0.74% | +$73.96 | $0.00 | $0.00 | $0.00 |
| 2018 | -58.89% | $5888.75 | $0.00 | $0.00 | $0.00 |
| 2017 | -12.43% | $1242.60 | $0.00 | $0.00 | $0.00 |
| 2016 | +45.23% | +$4523.36 | $0.00 | $0.00 | $0.00 |
| 2015 | -18.45% | $1844.51 | $0.00 | $0.00 | $0.00 |
| 2014 | -15.07% | $1507.34 | $0.00 | $0.00 | $0.00 |
| 2013 | +39.90% | +$3990.34 | $0.00 | $0.00 | $0.00 |
| 2012 | +5.91% | +$591.46 | $0.00 | $0.00 | $0.00 |
| 2011 | -10.23% | $1023.13 | $0.00 | $0.00 | $0.00 |
| 2010 | +26.56% | +$2656.12 | $0.00 | $0.00 | $0.00 |
| 2009 | +172.37% | +$17236.97 | $0.00 | $0.00 | $0.00 |
| 2008 | -45.41% | $4541.28 | $0.00 | $0.00 | $0.00 |
| 2007 | -38.07% | $3806.82 | $0.00 | $0.00 | $0.00 |
| 2006 | +3.83% | +$383.48 | $0.00 | $0.00 | $0.00 |
| 2005 | -15.59% | $1558.77 | $0.00 | $0.00 | $0.00 |
| 2004 | +12.49% | +$1249.30 | $0.00 | $0.00 | $0.00 |
| 2003 | +78.50% | +$7850.00 | $0.00 | $0.00 | $0.00 |
| 2002 | -9.42% | $942.03 | $0.00 | $0.00 | $0.00 |
| 2001 | +60.58% | +$6058.18 | $0.00 | $0.00 | $0.00 |
| 2000 | -32.10% | $3209.88 | $0.00 | $0.00 | $0.00 |
| 1999 | -46.00% | $4600.00 | $0.00 | $0.00 | $0.00 |
| 1998 | +57.44% | +$5744.27 | $0.00 | $0.00 | $0.00 |
| 1997 | +15.46% | +$1546.47 | $0.00 | $0.00 | $0.00 |
| 1996 | +32.20% | +$3220.34 | $0.00 | $0.00 | $0.00 |
| 1995 | +66.41% | +$6641.03 | $0.00 | $0.00 | $0.00 |
| 1994 | +17.97% | +$1797.50 | $0.00 | $0.00 | $0.00 |
| 1993 | +14.29% | +$1428.57 | $0.00 | $0.00 | $0.00 |
| 1992 | +83.33% | +$8333.33 | $0.00 | $0.00 | $0.00 |
| 1991 | +50.00% | +$5000.00 | $0.00 | $0.00 | $0.00 |
| 1990 | -5.62% | $561.86 | $4398.76 | $879.75 | $7.04 |
| 1989 | +24.27% | +$2426.65 | $194.91 | $38.98 | $0.31 |
| 1988 | +68.00% | +$6799.56 | $302.15 | $60.43 | $0.48 |
| 1987 | +62.49% | +$6249.46 | $289.23 | $57.84 | $0.46 |
| 1986 | -10.71% | $1071.43 | $0.00 | $0.00 | $0.00 |
| 1985 | -34.88% | $3488.37 | $0.00 | $0.00 | $0.00 |
| 1984 | -41.10% | $4109.59 | $0.00 | $0.00 | $0.00 |
| 1983 | +160.71% | +$16071.43 | $0.00 | $0.00 | $0.00 |
| 1982 | +33.33% | +$3333.33 | $0.00 | $0.00 | $0.00 |
| 1981 | +75.00% | +$7500.00 | $0.00 | $0.00 | $0.00 |
| 1980 partial | -7.69% (-9.62% ann.) | $769.23 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +37.44% | +7.18% | +$3744.02 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +4.56% | +1.75% | +$456.05 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +55.05% | +9.17% | +$5504.85 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -69.05% | -56.40% | $6904.76 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +223.87% | +41.64% | +$22387.21 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -46.02% | -7.82% | $4601.70 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -61.88% | -100.00% | $6188.31 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +54.25% | +101.46% | +$5424.67 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +46.63% | +43.78% | +$4663.05 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -1.14% | -1.21% | $114.19 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +19.32% | +10.00% | +$1932.32 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +92.13% | +51.62% | +$9212.67 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-25 | $0.1661 | 0.97% |
| 1987-08-27 | $0.2076 | 0.98% |
| 1988-02-29 | $0.2076 | 0.85% |
| 1988-06-14 | $0.1246 | 0.49% |
| 1988-08-29 | $0.1246 | 0.45% |
| 1988-12-15 | $0.1661 | 0.50% |
| 1989-02-27 | $0.1661 | 0.47% |
| 1989-05-26 | $0.1661 | 0.39% |
| 1989-08-28 | $0.1661 | 0.33% |
| 1989-12-08 | $0.1661 | 0.36% |
| 1990-02-26 | $0.2076 | 0.50% |
| 1990-06-04 | $0.2076 | 0.49% |
| 1990-09-17 | $0.2076 | 0.56% |
| 1990-11-28 | $17.6490 | 45.95% |
| Total | 14 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.0000 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.