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-2.6%
This Month
+1.78%
Year To Date
+0.71%
2 Years
-13.8%
5 Years
-13.8%
10 Years
-4.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ❓ Other97.42%
- 🚗 Consumer Durables2.57%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.82%
- 🇨🇳 China0.75%
Dividends
Dividend Yield
0%
0 out of 3 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 2.4/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-12.03
-12.03
-13
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-12.03
-12.03
-13
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-0.93
High:
LCID
-0.3LCIDLow:
LI
-16.43LIDetails
PEG Ratio
N/A
Details
Price/Book
2.37
High:LI
1.11LILow:LCID
-1.55LCIDDetails
Price/Sales
0.8
High:LCID
1.03LCIDLow:LI
0.73LIDetails
Price/CF
13.88
High:LI
13.88LILow:LI
13.88LIDetails
Price/FCF
N/A
Details
P/E Ratio
-0.93
High:LCID
-0.3LCIDLow:LI
-16.43LIDetails
PEG Ratio
N/A
Details
Price/Book
2.37
High:LI
1.11LILow:LCID
-1.55LCIDDetails
Price/Sales
0.8
High:LCID
1.03LCIDLow:LI
0.73LIDetails
Price/CF
13.88
High:LI
13.88LILow:LI
13.88LIDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.99% | Aug 2023 | - | 39 |