The total return over the past 12 months is +40.51% vs. +16.94% for the S&P 500. So far it's up +23.08% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +36.43% | +27.24% | +9.81% | +7.76% | +9.76% | +1.00% |
| Total Return CAGR | +40.51% | +32.22% | +14.28% | +11.50% | +13.15% | +4.03% |
| Revenue CAGR | +4.80% | +6.53% | +7.86% | +9.76% | +6.47% | +4.57% |
| Net Income CAGR | +10.64% | +8.03% | +1.35% | +9.67% | +14.14% | +4.48% |
| EPS CAGR | +17.81% | +11.75% | +6.15% | +8.89% | +11.54% | +3.24% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (16.26%) | (0.14%) | +2.83% | +5.02% | +0.69% | +3.30% |
| Dividends CAGR | (15.26%) | +2.82% | +4.56% | +9.06% | +9.98% | +4.07% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Sierra Bancorp (BSRR)
| Year | Start price | End price | BSRR Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $32.68 | $39.39 | +23.08% | +14.51% | +8.57% |
| 2025 | $28.92 | $32.68 | +17.04% | +17.72% | (0.68%) |
| 2024 | $22.55 | $28.92 | +34.36% | +24.89% | +9.47% |
| 2023 | $21.24 | $22.55 | +11.44% | +26.19% | (14.75%) |
| 2022 | $27.15 | $21.24 | (18.59%) | (18.17%) | (0.42%) |
| 2021 | $23.92 | $27.15 | +17.52% | +28.74% | (11.22%) |
| 2020 | $29.12 | $23.92 | (14.69%) | +18.37% | (33.06%) |
| 2019 | $24.03 | $29.12 | +24.58% | +31.22% | (6.64%) |
| 2018 | $26.56 | $24.03 | (7.44%) | (4.56%) | (2.88%) |
| 2017 | $26.59 | $26.56 | +2.02% | +21.70% | (19.68%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
