Best performing over 10 yrs plus tecl etc

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Best performing over 10 yrs plus tecl etc

Currency in USD · Last updated May 26, 2025

Asset Allocation

Position	Category/Sector	Target Weight
AMD Advanced Micro Devices, Inc.	Technology	6.67%
AVGO Broadcom Inc.	Technology	6.67%
BLDR Builders FirstSource, Inc.	Industrials	6.67%
CDNS Cadence Design Systems, Inc.	Technology	6.67%
CEG Constellation Energy Corp	Utilities	6.64%
CELH Celsius Holdings, Inc.	Consumer Defensive	6.67%
FICO Fair Isaac Corporation	Technology	6.67%
FRHC Freedom Holding Corp.	Financial Services	6.65%
NVDA NVIDIA Corporation	Technology	6.67%
PANW Palo Alto Networks, Inc.	Technology	6.67%
QLD ProShares Ultra QQQ	Leveraged Equities, Leveraged	6.67%
SOXL Direxion Daily Semiconductor Bull 3x Shares	Leveraged Equities, Leveraged	6.67%
TECL Direxion Daily Technology Bull 3X Shares	Leveraged Equities, Leveraged	6.67%
TPL Texas Pacific Land Corporation	Energy	6.67%
TSLA Tesla, Inc.	Consumer Cyclical	6.67%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Feb 2, 2022, corresponding to the inception date of CEG

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-1.34%	5.02%	-2.79%	9.39%	14.45%	10.68%
Best performing over 10 yrs plus tecl etc	-0.39%	11.32%	-5.38%	14.00%	N/A	N/A
Portfolio components:
CELH Celsius Holdings, Inc.	37.05%	-1.74%	23.17%	-62.06%	64.50%	46.68%
NVDA NVIDIA Corporation	-2.23%	18.27%	-7.49%	23.34%	70.95%	74.49%
AMD Advanced Micro Devices, Inc.	-8.68%	14.14%	-20.27%	-33.69%	14.86%	47.78%
TSLA Tesla, Inc.	-15.97%	19.09%	-3.75%	89.32%	44.18%	35.31%
AVGO Broadcom Inc.	-1.05%	18.93%	40.06%	64.45%	56.51%	36.55%
CDNS Cadence Design Systems, Inc.	5.01%	8.94%	1.17%	7.21%	29.67%	31.84%
BLDR Builders FirstSource, Inc.	-24.21%	-10.73%	-39.32%	-36.69%	41.38%	24.16%
FICO Fair Isaac Corporation	-14.90%	-13.21%	-28.06%	22.37%	34.19%	34.63%
PANW Palo Alto Networks, Inc.	2.63%	4.34%	-2.57%	16.14%	36.33%	21.20%
TPL Texas Pacific Land Corporation	15.18%	-4.66%	-26.29%	112.19%	48.20%	40.17%
TECL Direxion Daily Technology Bull 3X Shares	-24.29%	26.71%	-26.73%	-19.28%	30.19%	33.80%
QLD ProShares Ultra QQQ	-6.72%	15.28%	-5.34%	10.27%	26.12%	26.98%
SOXL Direxion Daily Semiconductor Bull 3x Shares	-42.22%	27.47%	-44.46%	-69.10%	11.22%	21.57%
CEG Constellation Energy Corp	33.41%	33.59%	19.43%	30.05%	N/A	N/A
FRHC Freedom Holding Corp.	29.31%	17.46%	43.87%	118.40%	59.13%	N/A

*Annualized

Monthly Returns

The table below presents the monthly returns of Best performing over 10 yrs plus tecl etc, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2025	2.95%	-7.16%	-8.45%	2.20%	11.39%								-0.39%
2024	3.30%	15.57%	2.21%	-7.20%	9.54%	6.99%	-1.34%	0.71%	6.31%	0.42%	9.99%	-4.08%	48.51%
2023	16.47%	4.48%	11.07%	-4.02%	20.14%	10.88%	4.55%	4.39%	-8.28%	-5.09%	17.34%	10.04%	111.99%
2022		-1.86%	3.46%	-16.53%	4.11%	-12.10%	24.46%	-4.79%	-13.26%	6.61%	15.55%	-12.71%	-14.28%

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

Best performing over 10 yrs plus tecl etc has an expense ratio of 0.20%, 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.

TECL

Direxion Daily Technology Bull 3X Shares

SOXL

Direxion Daily Semiconductor Bull 3x Shares

QLD

ProShares Ultra QQQ

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Best performing over 10 yrs plus tecl etc is 26, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
CELH Celsius Holdings, Inc.	-0.91	-1.70	0.81	-0.80	-1.00
NVDA NVIDIA Corporation	0.45	1.22	1.15	1.02	2.50
AMD Advanced Micro Devices, Inc.	-0.59	-0.71	0.91	-0.52	-1.08
TSLA Tesla, Inc.	1.33	1.92	1.23	1.48	3.33
AVGO Broadcom Inc.	1.06	1.79	1.24	1.59	4.39
CDNS Cadence Design Systems, Inc.	0.17	0.60	1.08	0.30	0.60
BLDR Builders FirstSource, Inc.	-0.80	-1.11	0.87	-0.71	-1.50
FICO Fair Isaac Corporation	0.68	1.00	1.15	0.78	1.69
PANW Palo Alto Networks, Inc.	0.55	1.00	1.12	0.74	2.21
TPL Texas Pacific Land Corporation	2.03	2.50	1.36	2.93	6.37
TECL Direxion Daily Technology Bull 3X Shares	-0.20	0.29	1.04	-0.28	-0.65
QLD ProShares Ultra QQQ	0.25	0.67	1.09	0.27	0.76
SOXL Direxion Daily Semiconductor Bull 3x Shares	-0.52	-0.30	0.96	-0.76	-1.19
CEG Constellation Energy Corp	0.51	1.18	1.16	0.69	1.65
FRHC Freedom Holding Corp.	3.23	3.63	1.48	4.27	15.43

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.

Best performing over 10 yrs plus tecl etc Sharpe ratios as of May 26, 2025 (values are recalculated daily):

1-Year: 0.40
All Time: 0.89

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 0.49 to 1.03, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Best performing over 10 yrs plus tecl etc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

Best performing over 10 yrs plus tecl etc provided a 0.39% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.39%	0.33%	0.31%	0.45%	0.24%	0.49%	0.36%	0.41%	0.18%	0.52%	0.18%	0.23%
Portfolio components:
CELH Celsius Holdings, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
AMD Advanced Micro Devices, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TSLA Tesla, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AVGO Broadcom Inc.	0.98%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%
CDNS Cadence Design Systems, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BLDR Builders FirstSource, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FICO Fair Isaac Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.01%	0.07%	0.08%	0.11%
PANW Palo Alto Networks, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TPL Texas Pacific Land Corporation	1.22%	1.58%	0.83%	1.37%	0.88%	3.58%	0.77%	0.75%	0.30%	0.10%	0.22%	0.23%
TECL Direxion Daily Technology Bull 3X Shares	0.52%	0.29%	0.28%	0.22%	0.32%	0.52%	0.25%	0.47%	0.10%	0.00%	0.00%	0.00%
QLD ProShares Ultra QQQ	0.24%	0.25%	0.33%	0.31%	0.00%	0.00%	0.13%	0.06%	0.02%	0.90%	0.11%	0.19%
SOXL Direxion Daily Semiconductor Bull 3x Shares	2.23%	1.18%	0.51%	1.08%	0.04%	0.05%	0.38%	1.30%	0.09%	4.84%	0.00%	0.00%
CEG Constellation Energy Corp	0.62%	0.63%	0.97%	0.65%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FRHC Freedom Holding Corp.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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 Best performing over 10 yrs plus tecl etc. 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 Best performing over 10 yrs plus tecl etc was 34.00%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Best performing over 10 yrs plus tecl etc drawdown is 10.39%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-34%	Jan 24, 2025	52	Apr 8, 2025	—	—	—
-30.22%	Mar 30, 2022	138	Oct 14, 2022	75	Feb 2, 2023	213
-21%	Jul 11, 2024	18	Aug 5, 2024	47	Oct 10, 2024	65
-16.17%	Mar 8, 2024	30	Apr 19, 2024	21	May 20, 2024	51
-14.74%	Feb 10, 2022	22	Mar 14, 2022	8	Mar 24, 2022	30

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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 15 assets, with an effective number of assets of 15.00, 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.

	^GSPC	TPL	CELH	CEG	FRHC	BLDR	TSLA	PANW	FICO	AMD	CDNS	AVGO	NVDA	SOXL	TECL	QLD	Portfolio
^GSPC	1.00	0.34	0.46	0.49	0.55	0.60	0.60	0.60	0.62	0.68	0.74	0.72	0.72	0.83	0.92	0.95	0.90
TPL	0.34	1.00	0.18	0.33	0.24	0.25	0.16	0.14	0.20	0.18	0.22	0.24	0.19	0.28	0.26	0.26	0.35
CELH	0.46	0.18	1.00	0.23	0.29	0.41	0.33	0.34	0.34	0.39	0.38	0.31	0.37	0.42	0.43	0.46	0.54
CEG	0.49	0.33	0.23	1.00	0.31	0.30	0.30	0.29	0.32	0.38	0.38	0.41	0.39	0.41	0.44	0.44	0.52
FRHC	0.55	0.24	0.29	0.31	1.00	0.36	0.41	0.40	0.36	0.45	0.43	0.42	0.43	0.51	0.52	0.55	0.58
BLDR	0.60	0.25	0.41	0.30	0.36	1.00	0.37	0.35	0.47	0.47	0.45	0.42	0.43	0.54	0.52	0.55	0.61
TSLA	0.60	0.16	0.33	0.30	0.41	0.37	1.00	0.45	0.36	0.47	0.47	0.49	0.49	0.56	0.58	0.66	0.65
PANW	0.60	0.14	0.34	0.29	0.40	0.35	0.45	1.00	0.48	0.42	0.56	0.49	0.51	0.52	0.62	0.63	0.65
FICO	0.62	0.20	0.34	0.32	0.36	0.47	0.36	0.48	1.00	0.46	0.56	0.49	0.50	0.54	0.61	0.61	0.64
AMD	0.68	0.18	0.39	0.38	0.45	0.47	0.47	0.42	0.46	1.00	0.60	0.63	0.72	0.81	0.75	0.75	0.79
CDNS	0.74	0.22	0.38	0.38	0.43	0.45	0.47	0.56	0.56	0.60	1.00	0.65	0.66	0.73	0.79	0.78	0.79
AVGO	0.72	0.24	0.31	0.41	0.42	0.42	0.49	0.49	0.49	0.63	0.65	1.00	0.71	0.83	0.80	0.78	0.80
NVDA	0.72	0.19	0.37	0.39	0.43	0.43	0.49	0.51	0.50	0.72	0.66	0.71	1.00	0.82	0.83	0.81	0.83
SOXL	0.83	0.28	0.42	0.41	0.51	0.54	0.56	0.52	0.54	0.81	0.73	0.83	0.82	1.00	0.90	0.88	0.92
TECL	0.92	0.26	0.43	0.44	0.52	0.52	0.58	0.62	0.61	0.75	0.79	0.80	0.83	0.90	1.00	0.97	0.93
QLD	0.95	0.26	0.46	0.44	0.55	0.55	0.66	0.63	0.61	0.75	0.78	0.78	0.81	0.88	0.97	1.00	0.94
Portfolio	0.90	0.35	0.54	0.52	0.58	0.61	0.65	0.65	0.64	0.79	0.79	0.80	0.83	0.92	0.93	0.94	1.00

The correlation results are calculated based on daily price changes starting from Feb 3, 2022

Go to the full Correlations tool for more customization options

Performance Analysis

Risk Analysis

Optimization

Factor Model

Best performing over 10 yrs plus tecl etc

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

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