Holley Inc. (HLLY) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$3,182
Total Return
-68.18%
CAGR
-20.47%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.00% |
| Median | -1.90% |
| Best | +101.00% |
| Worst | -52.49% |
| % of Windows Positive | 43.2% |
1-Year (252 Trading Days)
| Average | -12.59% |
| Median | -31.30% |
| Best | +162.37% |
| Worst | -85.54% |
| % of Windows Positive | 40.4% |
3-Year (756 Trading Days)
| Average | -42.23% |
| Median | -70.05% |
| Best | +117.80% |
| Worst | -85.33% |
| % of Windows Positive | 21.0% |
Risk Metrics
| Maximum Drawdown | -87.81% |
| Average Drawdown | -58.23% |
| Drawdown Duration | 1022 Trading Days (Unrecovered) |
| Sortino Ratio | 0.02 |
| Calmar Ratio | -0.23 |
| CVaR (5%) | -9.41% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -23.49% (-60.94% ann.) | $2348.66 | $0.00 | $0.00 | $0.00 |
| 2025 | +36.75% | +$3675.49 | $0.00 | $0.00 | $0.00 |
| 2024 | -37.99% | $3798.76 | $0.00 | $0.00 | $0.00 |
| 2023 | +129.72% | +$12971.68 | $0.00 | $0.00 | $0.00 |
| 2022 | -83.68% | $8367.97 | $0.00 | $0.00 | $0.00 |
| 2021 | +29.77% | +$2977.02 | $0.00 | $0.00 | $0.00 |
| 2020 partial | +2.67% (+32.67% ann.) | +$266.67 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | November 27, 2020 – November 29, 2021 | +23.08% | +22.96% | +$2307.69 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -76.41% | -78.43% | $7641.28 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +8.63% | +4.57% | +$862.61 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -4.24% | -2.73% | $424.24 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.