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new meets old
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

new meets old

Currency in USD · Last updated Apr 3, 2026

Asset Allocation

SGOV 10.20%GLD 5.00%1 position 1.00%GOOGL 5.00%39 positions 78.50%BondBondCommodityCommodityCryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
ALIZY
Allianz SE ADR		Financial Services
2%
AMLP
Alerian MLP ETF		MLPs
3%
AMZN
Amazon.com, Inc		Consumer Cyclical
3%
ASML
ASML Holding N.V.		Technology
1.50%
ASR
Grupo Aeroportuario del Sureste, S. A. B. de C. V.		Industrials
1.50%
AVGO
Broadcom Inc.		Technology
2.50%
AXP
American Express Company		Financial Services
1.50%
B
Barrick Mining Corporation		Basic Materials
2%
BABA
Alibaba Group Holding Limited		Consumer Cyclical
1%
BKNG
Booking Holdings Inc.		Consumer Cyclical
2%
CWEN
Clearway Energy, Inc.		Utilities
1.50%
ETN
Eaton Corporation plc		Industrials
2.50%
FCX
Freeport-McMoRan Inc.		Basic Materials
1%
FICO
Fair Isaac Corporation		Technology
2.50%
GD
General Dynamics Corporation
1.50%
GLD
SPDR Gold Shares		Gold, Precious Metals
5%
GOOGL
Alphabet Inc Class A		Communication Services
5%
IBIT
iShares Bitcoin Trust ETF		Cryptocurrency
0.30%
INTU
Intuit Inc.		Technology
2.50%
ISRG
Intuitive Surgical, Inc.		Healthcare
2.50%
KLAC
KLA Corporation		Technology
1.50%
LDOS
Leidos Holdings, Inc.		Technology
2%
LLY
Eli Lilly and Company		Healthcare
2%
LMT
Lockheed Martin Corporation		Industrials
2%
LRCX
Lam Research Corporation		Technology
3%
MA
Mastercard Inc		Financial Services
1.50%
MELI
MercadoLibre, Inc.		Consumer Cyclical
2%
META
Meta Platforms, Inc.		Communication Services
2%
MSFT
Microsoft Corporation		Technology
3%
MU
Micron Technology, Inc.		Technology
2%
OMAB
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.		Industrials
1.50%
PDO
Pimco Dynamic Income Opportunities Fund		Financial Services
1.50%
PXH
Invesco FTSE RAFI Emerging Markets ETF		Emerging Markets Equities
3%
RTX
Raytheon Technologies Corporation		Industrials
1.50%
RYCEY
Rolls-Royce Holdings plc		Industrials
2.50%
SGOV
iShares 0-3 Month Treasury Bond ETF		Ultrashort Bond
10.20%
SIEGY
Siemens Aktiengesellschaft		Industrials
2.50%
SLV
iShares Silver Trust		Precious Metals
1%
SMNEY
Siemens Energy AG		Industrials
2%
SOBO.TO
South Bow Corp		Energy
1.50%
TSM
Taiwan Semiconductor Manufacturing Company Limited		Technology
2.50%
V
Visa Inc.		Financial Services
1.50%
WDS
Woodside Energy Group Ltd		Energy
1.50%
WMT
Walmart Inc.		Consumer Defensive
2%

S&P 500 Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in new meets old, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is never rebalanced.

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The earliest data available for this chart is Sep 25, 2024, corresponding to the inception date of SOBO.TO

Returns By Period

1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.11%-3.43%-3.84%-1.98%16.08%16.86%10.37%12.29%
Portfolio
new meets old
-0.45%-3.19%2.74%10.34%43.45%———
Portfolio components:
CWEN
Clearway Energy, Inc.		1.15%7.45%22.85%37.68%39.24%16.16%12.66%17.19%
SMNEY
Siemens Energy AG		————————
AXP
American Express Company		-0.11%-2.17%-18.42%-8.45%10.57%23.99%17.15%19.06%
BKNG
Booking Holdings Inc.		0.23%1.20%-21.50%-22.35%-9.87%17.04%12.39%12.79%
INTU
Intuit Inc.		-0.80%-2.51%-36.10%-37.81%-31.50%-0.75%1.99%15.83%
WMT
Walmart Inc.		0.84%-1.46%13.14%24.19%41.38%37.98%24.34%20.62%
ALIZY
Allianz SE ADR		-0.56%1.68%-7.78%-0.21%14.02%28.36%16.04%—
LMT
Lockheed Martin Corporation		0.83%-6.74%29.44%26.33%41.28%11.53%13.95%13.73%
MA
Mastercard Inc		0.36%-5.89%-13.44%-14.29%-9.33%11.07%6.92%18.61%
AMLP
Alerian MLP ETF		0.54%-0.29%13.62%17.06%8.05%19.26%20.26%8.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 26, 2024, new meets old's average daily return is +0.11%, while the average monthly return is +2.10%. At this rate, your investment would double in approximately 2.8 years.

Historically, 75% of months were positive and 25% were negative. The best month was Jan 2026 with a return of +8.6%, while the worst month was Mar 2026 at -7.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 2 months.

On a daily basis, new meets old closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +8.7%, while the worst single day was Apr 4, 2025 at -5.9%.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.55%0.74%-7.18%1.23%2.74%
20254.65%-0.19%-2.40%3.22%7.08%6.62%0.34%1.94%7.00%4.53%2.64%2.21%44.21%
20240.23%-0.46%2.66%-1.47%0.93%

Benchmark Metrics

new meets old has an annualized alpha of 20.13%, beta of 0.91, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since September 26, 2024.

  • This portfolio captured 156.09% of S&P 500 Index gains but only 36.27% of its losses — a favorable profile for investors.
  • This portfolio generated an annualized alpha of 20.13% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • With beta of 0.91 and R² of 0.79, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
Alpha
20.13%
Beta
0.91
R²
0.79
Upside Capture
156.09%
Downside Capture
36.27%

Expense Ratio

new meets old has an expense ratio of 0.08%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

AMLP
Alerian MLP ETF
SLV
iShares Silver Trust
PXH
Invesco FTSE RAFI Emerging Markets ETF
GLD
SPDR Gold Shares
IBIT
iShares Bitcoin Trust ETF
SGOV
iShares 0-3 Month Treasury Bond ETF

Return for Risk

Risk / Return Rank

new meets old ranks 95 for risk / return — in the top 95% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

new meets old Risk / Return Rank: 9595
Overall Rank
new meets old Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
new meets old Sortino Ratio Rank: 9494
Sortino Ratio Rank
new meets old Omega Ratio Rank: 9494
Omega Ratio Rank
new meets old Calmar Ratio Rank: 9595
Calmar Ratio Rank
new meets old Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

PortfolioBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.29

0.88

+1.41

Sortino ratio

Return per unit of downside risk

3.10

1.37

+1.73

Omega ratio

Gain probability vs. loss probability

1.46

1.21

+0.25

Calmar ratio

Return relative to maximum drawdown

4.93

1.39

+3.54

Martin ratio

Return relative to average drawdown

22.98

6.43

+16.54

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
CWEN
Clearway Energy, Inc.		781.341.861.262.826.32
SMNEY
Siemens Energy AG		——————
AXP
American Express Company		500.330.671.100.521.47
BKNG
Booking Holdings Inc.		26-0.31-0.230.97-0.30-0.76
INTU
Intuit Inc.		12-0.88-1.150.85-0.55-1.29
WMT
Walmart Inc.		871.722.651.333.9210.75
ALIZY
Allianz SE ADR		590.630.961.131.102.74
LMT
Lockheed Martin Corporation		811.551.991.292.747.01
MA
Mastercard Inc		21-0.39-0.380.95-0.50-1.21
AMLP
Alerian MLP ETF		230.500.751.110.611.55

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

new meets old Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

  • 1-Year: 2.29
  • All Time: 1.73

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.97 to 1.66, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of new meets old compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

new meets old provided a 2.00% dividend yield over the last twelve months.

TTM20252024202320222021202020192018201720162015
Portfolio2.00%2.07%2.16%2.12%2.06%1.37%1.89%1.36%1.60%1.30%2.02%2.02%
Portfolio components:
CWEN
Clearway Energy, Inc.		4.45%5.32%6.36%5.62%4.48%3.68%3.29%4.01%7.29%5.81%5.98%6.88%
SMNEY
Siemens Energy AG		0.00%0.00%0.00%0.00%0.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AXP
American Express Company		1.41%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%
BKNG
Booking Holdings Inc.		0.94%0.72%0.70%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INTU
Intuit Inc.		1.06%0.65%0.60%0.52%0.72%0.38%0.57%0.74%0.83%0.89%1.08%1.09%
WMT
Walmart Inc.		0.76%0.84%0.92%1.45%1.58%1.52%1.50%1.78%2.23%2.07%2.89%3.20%
ALIZY
Allianz SE ADR		4.02%3.71%4.91%4.70%5.43%4.87%2.95%0.00%0.00%0.00%0.00%0.00%
LMT
Lockheed Martin Corporation		2.17%2.76%2.62%2.68%2.34%2.98%2.76%2.31%3.13%2.32%2.71%2.83%
MA
Mastercard Inc		0.64%0.53%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%
AMLP
Alerian MLP ETF		7.58%8.36%7.70%7.86%7.70%8.55%12.31%9.12%9.29%7.97%8.09%9.84%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the new meets old. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the new meets old was 13.93%, occurring on Apr 8, 2025. Recovery took 17 trading sessions.

The current new meets old drawdown is 8.37%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-13.93%Feb 19, 202535Apr 8, 202517May 2, 202552
-12.31%Jan 30, 202641Mar 30, 2026———
-4.61%Nov 13, 20256Nov 20, 20254Nov 26, 202510
-3.91%Dec 17, 20243Dec 19, 202421Jan 21, 202524
-3.63%Oct 7, 20254Oct 10, 202510Oct 24, 202514

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 44 assets, with an effective number of assets of 30.73, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
BenchmarkSGOVSOBO.TOLMTWMTGLDWDSCWENLLYOMABSLVBBABAAMLPRTXLDOSGDFICOINTUMELIALIZYMAPDOASRVIBITBKNGSMNEYRYCEYMSFTGOOGLFCXMETAAXPAMZNMUAVGOISRGSIEGYTSMPXHASMLETNLRCXKLACPortfolio
Benchmark1.00-0.050.080.130.220.050.150.260.310.270.170.190.290.320.320.370.370.370.450.410.360.460.410.360.480.430.500.450.440.610.590.470.600.630.660.540.610.620.560.600.540.580.670.640.640.86
SGOV-0.051.00-0.010.020.120.010.07-0.030.01-0.01-0.00-0.030.010.08-0.010.06-0.030.040.03-0.05-0.09-0.06-0.02-0.08-0.070.03-0.07-0.03-0.04-0.05-0.06-0.07-0.07-0.05-0.02-0.02-0.09-0.01-0.06-0.11-0.02-0.15-0.09-0.13-0.13-0.06
SOBO.TO0.08-0.011.000.070.070.100.230.240.030.060.110.090.080.290.06-0.010.010.040.060.070.090.060.090.090.010.160.050.120.080.04-0.010.140.070.020.040.050.070.100.070.110.150.140.100.040.070.13
LMT0.130.020.071.000.160.140.080.090.14-0.020.050.120.020.070.500.400.560.060.050.080.060.100.120.020.100.08-0.030.080.15-0.04-0.000.03-0.100.01-0.070.020.02-0.020.060.01-0.010.030.100.020.080.13
WMT0.220.120.070.161.000.03-0.000.100.220.080.030.090.000.120.160.140.130.160.120.030.080.280.170.080.230.050.120.110.070.130.060.030.130.130.09-0.000.030.150.050.030.020.100.160.020.040.15
GLD0.050.010.100.140.031.000.140.100.090.170.730.680.120.060.120.060.15-0.03-0.020.020.19-0.070.100.15-0.040.11-0.100.030.19-0.020.040.40-0.01-0.07-0.050.110.040.060.130.060.290.090.030.120.110.25
WDS0.150.070.230.08-0.000.141.000.210.020.090.190.130.160.410.210.130.210.120.060.060.090.030.150.140.040.120.010.110.080.040.100.290.020.120.050.190.080.070.090.150.360.100.130.100.150.21
CWEN0.26-0.030.240.090.100.100.211.000.190.160.130.190.160.360.180.070.170.080.010.160.240.030.150.240.070.080.040.210.120.120.130.180.070.150.070.190.120.160.200.210.280.180.250.190.210.31
LLY0.310.010.030.140.220.090.020.191.000.080.090.150.070.070.210.220.240.260.180.150.180.230.280.110.230.040.120.140.130.100.160.120.150.180.110.150.130.300.240.180.160.180.190.190.180.29
OMAB0.27-0.010.06-0.020.080.170.090.160.081.000.190.230.180.100.070.04-0.000.120.050.100.250.060.160.700.070.190.100.140.100.140.150.240.190.170.200.280.210.200.260.210.310.220.190.240.240.36
SLV0.17-0.000.110.050.030.730.190.130.090.191.000.650.200.080.060.030.09-0.020.030.040.22-0.060.090.22-0.030.19-0.040.120.220.120.160.530.080.010.100.220.160.140.260.190.430.260.140.240.240.37
B0.19-0.030.090.120.090.680.130.190.150.230.651.000.170.090.110.120.170.020.110.090.230.020.140.260.050.110.050.100.220.070.120.470.060.020.060.190.170.150.230.140.360.200.130.200.210.36
BABA0.290.010.080.020.000.120.160.160.070.180.200.171.000.120.030.060.070.100.060.170.170.120.190.250.130.240.120.150.110.090.250.340.260.130.200.250.180.130.280.250.690.330.200.250.280.35
AMLP0.320.080.290.070.120.060.410.360.070.100.080.090.121.000.220.180.200.170.160.190.080.230.150.150.210.170.180.150.150.130.110.220.150.310.120.170.160.240.150.170.260.160.280.160.230.29
RTX0.32-0.010.060.500.160.120.210.180.210.070.060.110.030.221.000.320.530.170.160.160.110.240.190.120.270.170.180.190.250.130.120.140.060.280.100.150.180.200.150.150.120.090.250.130.230.31
LDOS0.370.06-0.010.400.140.060.130.070.220.040.030.120.060.180.321.000.590.240.250.170.130.250.150.060.260.230.140.150.180.150.150.140.090.340.130.180.110.280.150.170.150.120.290.180.210.32
GD0.37-0.030.010.560.130.150.210.170.24-0.000.090.170.070.200.530.591.000.160.220.160.180.290.200.050.260.180.120.130.310.110.130.200.030.300.140.060.080.200.210.070.150.120.210.130.180.30
FICO0.370.040.040.060.16-0.030.120.080.260.12-0.020.020.100.170.170.240.161.000.460.260.110.400.170.130.350.130.430.200.130.250.220.100.260.360.280.210.200.370.180.130.150.150.210.150.150.34
INTU0.450.030.060.050.12-0.020.060.010.180.050.030.110.060.160.160.250.220.461.000.300.130.390.120.080.340.190.420.250.210.420.260.070.310.370.380.190.250.470.220.140.140.180.250.200.220.38
MELI0.41-0.050.070.080.030.020.060.160.150.100.040.090.170.190.160.170.160.260.301.000.180.280.220.220.260.240.330.230.210.300.250.150.370.310.340.220.230.330.230.240.260.250.270.190.190.39
ALIZY0.36-0.090.090.060.080.190.090.240.180.250.220.230.170.080.110.130.180.110.130.181.000.240.150.320.280.190.250.280.390.180.140.250.200.260.220.170.160.180.480.220.360.240.230.240.180.40
MA0.46-0.060.060.100.28-0.070.030.030.230.06-0.060.020.120.230.240.250.290.400.390.280.241.000.210.110.840.130.490.130.180.270.190.120.280.550.300.050.090.350.250.070.190.140.200.150.170.30
PDO0.41-0.020.090.120.170.100.150.150.280.160.090.140.190.150.190.150.200.170.120.220.150.211.000.200.180.170.270.200.270.200.270.270.290.270.270.280.310.290.260.320.270.260.330.280.260.40
ASR0.36-0.080.090.020.080.150.140.240.110.700.220.260.250.150.120.060.050.130.080.220.320.110.201.000.140.220.170.240.210.180.220.320.240.240.220.280.250.250.370.260.360.270.240.260.260.44
V0.48-0.070.010.100.23-0.040.040.070.230.07-0.030.050.130.210.270.260.260.350.340.260.280.840.180.141.000.110.460.140.200.240.210.140.270.540.270.100.140.350.260.100.220.170.210.190.210.34
IBIT0.430.030.160.080.050.110.120.080.040.190.190.110.240.170.170.230.180.130.190.240.190.130.170.220.111.000.190.270.300.280.290.250.280.260.310.300.290.280.240.310.320.310.330.300.310.45
BKNG0.50-0.070.05-0.030.12-0.100.010.040.120.10-0.040.050.120.180.180.140.120.430.420.330.250.490.270.170.460.191.000.230.250.340.280.180.360.490.370.200.240.400.320.230.240.250.280.280.250.42
SMNEY0.45-0.030.120.080.110.030.110.210.140.140.120.100.150.150.190.150.130.200.250.230.280.130.200.240.140.270.231.000.360.360.260.230.340.260.330.360.430.240.420.400.300.360.470.340.330.59
RYCEY0.44-0.040.080.150.070.190.080.120.130.100.220.220.110.150.250.180.310.130.210.210.390.180.270.210.200.300.250.361.000.290.260.310.310.270.280.310.390.260.430.330.290.360.370.310.300.55
MSFT0.61-0.050.04-0.040.13-0.020.040.120.100.140.120.070.090.130.130.150.110.250.420.300.180.270.200.180.240.280.340.360.291.000.390.240.530.310.550.320.510.420.350.400.290.320.390.340.330.52
GOOGL0.59-0.06-0.01-0.000.060.040.100.130.160.150.160.120.250.110.120.150.130.220.260.250.140.190.270.220.210.290.280.260.260.391.000.280.480.340.560.390.440.350.370.410.360.390.380.450.440.58
FCX0.47-0.070.140.030.030.400.290.180.120.240.530.470.340.220.140.140.200.100.070.150.250.120.270.320.140.250.180.230.310.240.281.000.290.260.320.420.340.300.460.400.570.430.410.480.450.57
META0.60-0.070.07-0.100.13-0.010.020.070.150.190.080.060.260.150.060.090.030.260.310.370.200.280.290.240.270.280.360.340.310.530.480.291.000.380.620.330.480.480.410.410.350.420.380.400.410.57
AXP0.63-0.050.020.010.13-0.070.120.150.180.170.010.020.130.310.280.340.300.360.370.310.260.550.270.240.540.260.490.260.270.310.340.260.381.000.400.270.280.470.360.300.280.320.440.360.370.49
AMZN0.66-0.020.04-0.070.09-0.050.050.070.110.200.100.060.200.120.100.130.140.280.380.340.220.300.270.220.270.310.370.330.280.550.560.320.620.401.000.390.460.430.390.420.340.390.440.420.390.59
MU0.54-0.020.050.02-0.000.110.190.190.150.280.220.190.250.170.150.180.060.210.190.220.170.050.280.280.100.300.200.360.310.320.390.420.330.270.391.000.520.340.420.600.450.590.540.710.630.70
AVGO0.61-0.090.070.020.030.040.080.120.130.210.160.170.180.160.180.110.080.200.250.230.160.090.310.250.140.290.240.430.390.510.440.340.480.280.460.521.000.400.390.630.370.530.590.570.580.68
ISRG0.62-0.010.10-0.020.150.060.070.160.300.200.140.150.130.240.200.280.200.370.470.330.180.350.290.250.350.280.400.240.260.420.350.300.480.470.430.340.401.000.360.370.300.420.410.470.450.57
SIEGY0.56-0.060.070.060.050.130.090.200.240.260.260.230.280.150.150.150.210.180.220.230.480.250.260.370.260.240.320.420.430.350.370.460.410.360.390.420.390.361.000.410.510.490.380.470.430.64
TSM0.60-0.110.110.010.030.060.150.210.180.210.190.140.250.170.150.170.070.130.140.240.220.070.320.260.100.310.230.400.330.400.410.400.410.300.420.600.630.370.411.000.500.630.630.670.650.71
PXH0.54-0.020.15-0.010.020.290.360.280.160.310.430.360.690.260.120.150.150.150.140.260.360.190.270.360.220.320.240.300.290.290.360.570.350.280.340.450.370.300.510.501.000.450.390.460.490.63
ASML0.58-0.150.140.030.100.090.100.180.180.220.260.200.330.160.090.120.120.150.180.250.240.140.260.270.170.310.250.360.360.320.390.430.420.320.390.590.530.420.490.630.451.000.520.790.790.70
ETN0.67-0.090.100.100.160.030.130.250.190.190.140.130.200.280.250.290.210.210.250.270.230.200.330.240.210.330.280.470.370.390.380.410.380.440.440.540.590.410.380.630.390.521.000.600.600.71
LRCX0.64-0.130.040.020.020.120.100.190.190.240.240.200.250.160.130.180.130.150.200.190.240.150.280.260.190.300.280.340.310.340.450.480.400.360.420.710.570.470.470.670.460.790.601.000.870.75
KLAC0.64-0.130.070.080.040.110.150.210.180.240.240.210.280.230.230.210.180.150.220.190.180.170.260.260.210.310.250.330.300.330.440.450.410.370.390.630.580.450.430.650.490.790.600.871.000.73
Portfolio0.86-0.060.130.130.150.250.210.310.290.360.370.360.350.290.310.320.300.340.380.390.400.300.400.440.340.450.420.590.550.520.580.570.570.490.590.700.680.570.640.710.630.700.710.750.731.00
The correlation results are calculated based on daily price changes starting from Sep 26, 2024