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+68%
This Month
+68%
Year To Date
+1282.33%
2 Years
+392.99%
5 Years
+392.99%
10 Years
+44.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.87%
- 🚗 Consumer Durables4.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE4.08%
- 🇺🇸 Nasdaq0.79%
Countries Breakdown
- Country
- Total
- 🇨🇳 China4.08%
- 🇺🇸 United States0.79%
Dividends
Dividend Yield
0%
0 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
43.55
43.55
-2
0
2
44
44
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.82
2.82
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
43.55
43.55
-2
0
2
44
44
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.82
2.82
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-2.77
High:
LCID
-1.01LCIDLow:
NIO
-3.16NIODetails
PEG Ratio
-105.74
High:LCID
-4.56LCIDLow:NIO
-125.34NIODetails
Price/Book
12.41
High:NIO
19.99NIOLow:LCID
1.96LCIDDetails
Price/Sales
1.16
High:LCID
3.2LCIDLow:NIO
1.11NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-2.77
High:LCID
-1.01LCIDLow:NIO
-3.16NIODetails
PEG Ratio
-105.74
High:LCID
-4.56LCIDLow:NIO
-125.34NIODetails
Price/Book
12.41
High:NIO
19.99NIOLow:LCID
1.96LCIDDetails
Price/Sales
1.16
High:LCID
3.2LCIDLow:NIO
1.11NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.49% | Jul 2021 | Nov 2024 | 40 |
-39.54% | Feb 2025 | Oct 2025 | 8 |
-27.96% | Nov 2025 | Jan 2026 | 2 |