R U.S. Large Cap Stocks 10Y 700 >200 SMA

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

R U.S. Large Cap Stocks 10Y 700 >200 SMA

Currency in USD · Last updated May 16, 2025

U.S. large cap stocks that have increased price by at least 700% in the past 10 years and where the price is now above the 200 SMA.

Asset Allocation

Position	Category/Sector	Target Weight
AAON AAON, Inc.	Industrials	2.33%
AAPL Apple Inc	Technology	2.33%
AMZN Amazon.com, Inc.	Consumer Cyclical	2.33%
ANET Arista Networks, Inc.	Technology	2.33%
APO Apollo Global Management, Inc.	Financial Services	2.33%
ARES Ares Management Corporation	Financial Services	2.33%
AVGO Broadcom Inc.	Technology	2.33%
AXON Axon Enterprise, Inc.	Industrials	2.33%
BX The Blackstone Group Inc.	Financial Services	2.33%
CDNS Cadence Design Systems, Inc.	Technology	2.33%
COKE Coca-Cola Consolidated, Inc.	Consumer Defensive	2.33%
COST Costco Wholesale Corporation	Consumer Defensive	2.33%
CPRT Copart, Inc.	Industrials	2.33%
DECK Deckers Outdoor Corporation	Consumer Cyclical	2.33%
EME EMCOR Group, Inc.	Industrials	2.33%
FCNCA First Citizens BancShares, Inc.	Financial Services	2.33%
FICO Fair Isaac Corporation	Technology	2.33%
FIX Comfort Systems USA, Inc.	Industrials	2.33%
FTNT Fortinet, Inc.	Technology	2.33%
HEI		2.33%
HUBS		2.33%
ISRG		2.33%
KKR		2.33%
LPLA		2.33%
MRVL		2.33%
MSCI		2.33%
MSFT		2.33%
MSI		2.33%
MSTR		2.33%
MUSA		2.33%
NFLX		2.33%
NOW		2.33%
NVDA		2.33%
PANW		2.33%
PGR		2.33%
PWR		2.33%
SAIA		2.33%
TMUS		2.33%
TPL		2.33%
TSLA		2.33%
UI		2.33%
VEEV		2.33%
XPO		2.33%

Benchmark

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Jun 6, 2014, corresponding to the inception date of ANET

Returns By Period

As of May 16, 2025, the R U.S. Large Cap Stocks 10Y 700 >200 SMA returned 1.78% Year-To-Date and 34.50% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	0.60%	9.64%	-0.54%	11.47%	15.67%	10.79%
R U.S. Large Cap Stocks 10Y 700 >200 SMA	1.78%	14.76%	0.68%	39.39%	43.22%	34.50%
Portfolio components:
NVDA	0.41%	20.17%	-8.11%	42.52%	74.20%	74.78%
FICO Fair Isaac Corporation	9.52%	13.33%	-6.14%	59.37%	44.11%	37.84%
TSLA	-15.11%	34.91%	10.17%	97.03%	45.24%	35.46%
TPL	28.28%	12.09%	4.33%	140.14%	54.47%	40.70%
ANET Arista Networks, Inc.	-13.08%	31.24%	-0.43%	17.87%	48.98%	36.73%
AXON Axon Enterprise, Inc.	22.56%	25.93%	20.48%	147.79%	58.20%	36.59%
FIX Comfort Systems USA, Inc.	9.40%	30.08%	5.58%	36.87%	73.30%	36.49%
MSTR	37.09%	27.78%	21.17%	164.08%	103.20%	36.41%
AVGO Broadcom Inc.	0.65%	30.00%	37.32%	63.97%	59.13%	36.98%
HUBS	-4.70%	21.36%	-4.63%	8.12%	29.40%	29.76%
NFLX	32.16%	20.66%	40.69%	92.00%	21.05%	29.65%
FTNT Fortinet, Inc.	8.55%	3.39%	8.58%	68.88%	29.10%	29.27%
CDNS Cadence Design Systems, Inc.	6.09%	20.60%	5.19%	8.76%	31.26%	32.32%
NOW	-2.35%	26.78%	-0.44%	36.11%	22.88%	29.70%
AMZN Amazon.com, Inc.	-6.48%	14.24%	-2.98%	10.31%	11.26%	25.50%
COKE Coca-Cola Consolidated, Inc.	-7.40%	-16.96%	-3.98%	22.92%	39.92%	27.17%
DECK Deckers Outdoor Corporation	-37.50%	21.85%	-28.23%	-15.72%	40.27%	26.54%
CPRT Copart, Inc.	9.72%	4.17%	9.82%	13.85%	25.99%	30.38%
MSCI	-3.80%	3.39%	-4.52%	18.82%	12.07%	26.04%
PWR	7.77%	24.66%	5.17%	25.87%	61.67%	27.79%
UI	26.99%	33.12%	23.07%	203.57%	20.70%	31.16%
EME EMCOR Group, Inc.	2.41%	19.10%	-6.68%	20.69%	52.87%	26.59%
ARES Ares Management Corporation	-3.96%	19.37%	1.10%	15.59%	42.63%	29.73%
MSFT	7.92%	17.69%	6.77%	7.92%	21.01%	27.11%
AAPL Apple Inc	-15.36%	4.74%	-7.12%	11.97%	23.17%	21.96%
PGR	19.72%	1.83%	11.40%	37.20%	32.56%	29.47%
PANW	6.01%	11.15%	-2.18%	23.53%	39.14%	22.10%
ISRG	7.34%	14.75%	4.18%	40.28%	26.50%	25.99%
SAIA	-38.63%	-15.43%	-48.43%	-31.76%	23.81%	20.88%
AAON AAON, Inc.	-11.42%	26.82%	-21.69%	37.84%	27.53%	21.64%
FCNCA First Citizens BancShares, Inc.	-6.84%	15.82%	-8.45%	14.62%	43.41%	23.49%
TMUS	9.17%	-9.95%	1.72%	49.71%	20.44%	21.64%
VEEV	14.91%	8.48%	5.18%	14.30%	3.82%	24.12%
HEI	15.89%	9.74%	-0.55%	30.07%	27.28%	25.47%
MUSA	-9.93%	-11.74%	-14.49%	3.27%	32.93%	22.73%
MRVL	-40.87%	22.28%	-28.00%	-6.75%	20.46%	17.52%
APO Apollo Global Management, Inc.	-12.57%	12.63%	-11.87%	26.61%	32.07%	26.56%
LPLA	16.93%	21.54%	21.38%	43.09%	44.52%	26.22%
MSI	-7.69%	-1.17%	-13.37%	17.74%	28.71%	23.69%
COST Costco Wholesale Corporation	10.55%	3.57%	9.63%	29.05%	29.76%	23.62%
KKR	-14.82%	20.73%	-16.29%	17.35%	39.88%	21.16%
BX The Blackstone Group Inc.	-13.56%	10.67%	-17.75%	14.75%	27.95%	18.66%
XPO	-4.17%	31.22%	-15.61%	10.19%	41.52%	21.98%

*Annualized

Monthly Returns

The table below presents the monthly returns of R U.S. Large Cap Stocks 10Y 700 >200 SMA , 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	3.85%	-6.89%	-7.92%	4.53%	9.35%								1.78%
2024	2.88%	12.13%	4.74%	-5.41%	6.44%	4.73%	3.26%	4.54%	4.18%	5.15%	17.57%	-5.31%	67.71%
2023	12.75%	2.44%	5.11%	0.84%	4.96%	8.82%	4.88%	1.10%	-4.30%	-1.19%	11.22%	7.08%	66.99%
2022	-10.16%	-0.59%	3.01%	-13.23%	1.55%	-7.22%	17.20%	-3.68%	-8.14%	12.01%	6.93%	-8.91%	-14.90%
2021	1.14%	6.26%	3.68%	6.00%	0.49%	6.09%	3.36%	4.87%	-3.84%	11.61%	1.05%	2.21%	51.28%
2020	4.64%	-6.74%	-11.59%	15.10%	10.01%	4.62%	6.97%	8.46%	-3.46%	0.53%	17.47%	8.21%	63.57%
2019	11.15%	8.68%	3.27%	7.65%	-7.16%	7.96%	2.64%	-1.86%	-0.59%	4.35%	7.48%	1.67%	53.68%
2018	8.66%	0.79%	-1.17%	0.50%	7.68%	1.43%	2.43%	9.48%	0.17%	-9.20%	0.42%	-8.48%	11.38%
2017	6.12%	3.41%	1.76%	3.46%	3.34%	1.63%	2.01%	2.11%	2.71%	5.12%	3.83%	1.71%	44.13%
2016	-8.72%	3.71%	8.41%	-0.35%	4.26%	-1.92%	8.80%	3.75%	2.45%	-0.48%	7.64%	0.71%	30.48%
2015	-0.11%	7.78%	-0.46%	1.50%	3.96%	0.70%	3.23%	-6.46%	-2.42%	3.89%	3.42%	-2.46%	12.44%
2014										6.80%	3.65%	0.24%	10.96%

Expense Ratio

R U.S. Large Cap Stocks 10Y 700 >200 SMA has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 87, R U.S. Large Cap Stocks 10Y 700 >200 SMA is among the top 13% of portfolios on our website when it comes to balancing risk and reward. Below is 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
NVDA	0.72	1.39	1.18	1.29	3.18
FICO Fair Isaac Corporation	1.68	2.41	1.32	2.05	4.52
TSLA	1.34	2.07	1.25	1.59	3.83
TPL	2.48	2.89	1.43	3.67	8.13
ANET Arista Networks, Inc.	0.38	0.87	1.13	0.45	1.17
AXON Axon Enterprise, Inc.	2.70	3.54	1.54	4.85	12.63
FIX Comfort Systems USA, Inc.	0.77	1.16	1.17	0.85	2.07
MSTR	1.79	2.74	1.32	4.14	8.58
AVGO Broadcom Inc.	1.07	1.87	1.25	1.72	4.74
HUBS	0.20	0.71	1.09	0.27	0.68
NFLX	2.88	3.58	1.48	4.80	15.70
FTNT Fortinet, Inc.	1.61	2.79	1.38	2.27	9.54
CDNS Cadence Design Systems, Inc.	0.25	0.72	1.09	0.43	0.86
NOW	0.84	1.60	1.22	1.13	3.12
AMZN Amazon.com, Inc.	0.34	0.64	1.08	0.31	0.83
COKE Coca-Cola Consolidated, Inc.	0.78	1.08	1.15	1.04	3.12
DECK Deckers Outdoor Corporation	-0.29	-0.07	0.99	-0.25	-0.53
CPRT Copart, Inc.	0.64	1.16	1.14	0.87	2.00
MSCI	0.67	1.19	1.16	0.70	2.66
PWR	0.69	1.15	1.17	0.87	2.16
UI	3.82	4.01	1.57	3.34	15.61
EME EMCOR Group, Inc.	0.56	0.95	1.14	0.67	1.66
ARES Ares Management Corporation	0.45	0.87	1.13	0.49	1.57
MSFT	0.33	0.73	1.10	0.41	0.92
AAPL Apple Inc	0.36	0.80	1.11	0.40	1.32
PGR	1.59	1.89	1.27	2.79	7.12
PANW	0.61	1.29	1.16	1.04	3.13
ISRG	1.23	2.09	1.29	1.76	5.54
SAIA	-0.50	-0.32	0.95	-0.51	-1.30
AAON AAON, Inc.	0.77	1.25	1.20	0.80	1.88
FCNCA First Citizens BancShares, Inc.	0.31	0.78	1.11	0.40	1.04
TMUS	1.85	2.23	1.37	3.40	9.17
VEEV	0.47	1.05	1.13	0.37	1.99
HEI	1.00	1.69	1.23	1.47	3.71
MUSA	0.11	0.48	1.06	0.28	0.63
MRVL	-0.15	0.43	1.06	-0.06	-0.15
APO Apollo Global Management, Inc.	0.66	1.23	1.18	0.81	2.38
LPLA	1.10	1.60	1.24	1.29	2.97
MSI	0.78	1.21	1.19	0.89	2.20
COST Costco Wholesale Corporation	1.29	1.92	1.26	1.77	5.12
KKR	0.46	0.98	1.14	0.53	1.45
BX The Blackstone Group Inc.	0.47	0.96	1.12	0.50	1.26
XPO	0.25	0.73	1.09	0.28	0.68

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.

R U.S. Large Cap Stocks 10Y 700 >200 SMA Sharpe ratios as of May 16, 2025 (values are recalculated daily):

1-Year: 1.48
5-Year: 1.78
10-Year: 1.49
All Time: 1.54

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 0.52 to 1.01, 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 R U.S. Large Cap Stocks 10Y 700 >200 SMA compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

R U.S. Large Cap Stocks 10Y 700 >200 SMA provided a 0.47% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.47%	0.42%	0.52%	0.66%	0.59%	0.79%	0.76%	1.11%	0.99%	1.03%	1.51%	1.30%
Portfolio components:
NVDA	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
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%
TSLA	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	1.10%	1.58%	0.83%	1.37%	0.88%	3.58%	0.77%	0.75%	0.30%	0.10%	0.22%	0.23%
ANET Arista 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%
AXON Axon Enterprise, 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%
FIX Comfort Systems USA, Inc.	0.32%	0.28%	0.41%	0.49%	0.49%	0.81%	0.79%	0.76%	0.68%	0.83%	0.88%	1.31%
MSTR	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.	0.96%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%
HUBS	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NFLX	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FTNT Fortinet, 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%
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%
NOW	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AMZN Amazon.com, 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%
COKE Coca-Cola Consolidated, Inc.	0.69%	1.59%	0.54%	0.20%	0.16%	0.38%	0.35%	0.56%	0.46%	0.56%	0.55%	1.14%
DECK Deckers Outdoor Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CPRT Copart, 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%
MSCI	1.46%	1.07%	0.98%	0.98%	0.59%	0.65%	0.98%	1.30%	1.04%	1.27%	1.11%	0.38%
PWR	0.11%	0.09%	0.15%	0.25%	0.16%	0.29%	0.42%	0.13%	0.00%	0.00%	0.00%	0.00%
UI	0.57%	0.72%	1.72%	0.88%	0.65%	0.50%	0.58%	0.50%	0.00%	0.00%	0.00%	0.57%
EME EMCOR Group, Inc.	0.22%	0.20%	0.32%	0.36%	0.41%	0.35%	0.37%	0.54%	0.39%	0.45%	0.67%	0.72%
ARES Ares Management Corporation	2.32%	2.10%	2.59%	3.57%	2.31%	3.40%	3.59%	7.50%	6.30%	4.32%	6.81%	2.45%
MSFT	0.72%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%	2.48%
AAPL Apple Inc	0.48%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%	1.67%
PGR	1.74%	0.48%	0.25%	0.31%	6.23%	2.68%	3.89%	1.86%	1.21%	2.50%	2.16%	5.53%
PANW	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ISRG	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SAIA	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AAON AAON, Inc.	0.33%	0.27%	0.43%	0.57%	0.48%	0.57%	0.65%	0.91%	0.71%	0.73%	0.95%	0.79%
FCNCA First Citizens BancShares, Inc.	0.37%	0.33%	0.27%	0.28%	0.23%	0.29%	0.30%	0.38%	0.31%	0.34%	0.46%	0.47%
TMUS	1.27%	1.28%	0.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VEEV	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HEI	0.08%	0.09%	0.11%	0.12%	0.12%	0.12%	0.12%	0.14%	0.08%	0.22%	0.28%	1.02%
MUSA	0.52%	0.36%	0.43%	0.45%	0.52%	0.19%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MRVL	0.37%	0.22%	0.40%	0.65%	0.21%	0.50%	0.90%	1.48%	1.12%	1.73%	2.72%	1.66%
APO Apollo Global Management, Inc.	1.64%	1.10%	1.81%	2.51%	2.90%	4.72%	4.23%	7.86%	5.53%	6.46%	12.91%	13.19%
LPLA	0.31%	0.37%	0.53%	0.46%	0.62%	0.96%	1.08%	1.64%	1.75%	2.84%	2.34%	2.15%
MSI	0.97%	0.87%	1.16%	1.26%	1.07%	1.55%	1.46%	1.85%	2.14%	2.05%	2.09%	1.94%
COST Costco Wholesale Corporation	0.47%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%	0.97%
KKR	0.57%	0.47%	0.78%	1.31%	0.77%	1.31%	1.71%	3.23%	3.18%	4.16%	10.13%	8.75%
BX The Blackstone Group Inc.	2.76%	2.00%	2.54%	6.66%	2.76%	2.95%	3.43%	8.12%	7.25%	8.44%	9.76%	5.57%
XPO	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 R U.S. Large Cap Stocks 10Y 700 >200 SMA . 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 R U.S. Large Cap Stocks 10Y 700 >200 SMA was 34.69%, occurring on Mar 23, 2020. Recovery took 50 trading sessions.

The current R U.S. Large Cap Stocks 10Y 700 >200 SMA drawdown is 5.76%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-34.69%	Feb 20, 2020	23	Mar 23, 2020	50	Jun 3, 2020	73
-29.32%	Dec 28, 2021	119	Jun 16, 2022	198	Mar 31, 2023	317
-25.87%	Jan 24, 2025	52	Apr 8, 2025	—	—	—
-23.62%	Sep 17, 2018	69	Dec 24, 2018	41	Feb 25, 2019	110
-19.01%	Jul 20, 2015	144	Feb 11, 2016	52	Apr 27, 2016	196

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 43 assets, with an effective number of assets of 43.00, 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	COKE	MUSA	PGR	TMUS	TSLA	COST	FCNCA	DECK	NFLX	AXON	MSTR	LPLA	UI	HEI	ARES	SAIA	AAON	FIX	MSI	PANW	HUBS	XPO	VEEV	PWR	EME	APO	AAPL	ANET	AMZN	MRVL	FTNT	FICO	MSCI	BX	AVGO	NVDA	ISRG	NOW	CPRT	KKR	MSFT	CDNS	Portfolio
^GSPC	1.00	0.34	0.35	0.35	0.44	0.46	0.47	0.56	0.53	0.50	0.51	0.46	0.50	0.53	0.50	0.53	0.51	0.51	0.52	0.55	0.59	0.51	0.51	0.58	0.54	0.61	0.60	0.60	0.69	0.56	0.64	0.61	0.58	0.60	0.64	0.64	0.66	0.63	0.67	0.60	0.64	0.65	0.75	0.69	0.89
TPL	0.34	1.00	0.14	0.19	0.18	0.15	0.16	0.14	0.31	0.21	0.15	0.22	0.21	0.29	0.23	0.27	0.25	0.23	0.21	0.28	0.21	0.16	0.18	0.26	0.18	0.32	0.31	0.30	0.21	0.21	0.18	0.24	0.20	0.21	0.19	0.28	0.23	0.21	0.22	0.19	0.21	0.32	0.18	0.22	0.37
COKE	0.35	0.14	1.00	0.22	0.26	0.23	0.19	0.29	0.28	0.20	0.15	0.17	0.20	0.21	0.23	0.26	0.19	0.20	0.29	0.28	0.28	0.18	0.18	0.21	0.19	0.23	0.30	0.20	0.23	0.19	0.21	0.18	0.20	0.25	0.23	0.22	0.21	0.18	0.24	0.21	0.28	0.22	0.23	0.23	0.36
MUSA	0.35	0.19	0.22	1.00	0.27	0.22	0.13	0.30	0.24	0.27	0.19	0.20	0.18	0.24	0.22	0.24	0.18	0.21	0.28	0.31	0.28	0.20	0.15	0.26	0.19	0.29	0.33	0.22	0.20	0.21	0.19	0.20	0.21	0.26	0.24	0.24	0.23	0.20	0.21	0.17	0.28	0.24	0.24	0.23	0.36
PGR	0.44	0.18	0.26	0.27	1.00	0.30	0.10	0.32	0.33	0.23	0.19	0.18	0.18	0.33	0.19	0.34	0.22	0.24	0.27	0.28	0.37	0.20	0.18	0.25	0.22	0.30	0.31	0.26	0.25	0.23	0.20	0.18	0.25	0.30	0.34	0.26	0.23	0.19	0.30	0.23	0.32	0.28	0.30	0.24	0.38
TMUS	0.46	0.15	0.23	0.22	0.30	1.00	0.20	0.32	0.25	0.21	0.28	0.23	0.25	0.24	0.24	0.27	0.24	0.22	0.23	0.22	0.36	0.28	0.26	0.26	0.30	0.26	0.28	0.29	0.32	0.28	0.33	0.27	0.33	0.33	0.35	0.30	0.29	0.30	0.33	0.34	0.35	0.31	0.36	0.33	0.43
TSLA	0.47	0.16	0.19	0.13	0.10	0.20	1.00	0.28	0.22	0.28	0.38	0.32	0.37	0.27	0.29	0.24	0.29	0.26	0.23	0.25	0.25	0.39	0.36	0.29	0.33	0.27	0.23	0.32	0.42	0.36	0.42	0.38	0.37	0.29	0.34	0.34	0.41	0.42	0.36	0.37	0.33	0.34	0.40	0.40	0.53
COST	0.56	0.14	0.29	0.30	0.32	0.32	0.28	1.00	0.23	0.32	0.33	0.25	0.28	0.22	0.28	0.29	0.27	0.31	0.31	0.31	0.40	0.31	0.27	0.31	0.31	0.31	0.32	0.29	0.43	0.33	0.41	0.34	0.36	0.39	0.42	0.35	0.37	0.36	0.43	0.34	0.42	0.34	0.47	0.43	0.50
FCNCA	0.53	0.31	0.28	0.24	0.33	0.25	0.22	0.23	1.00	0.36	0.24	0.31	0.33	0.53	0.31	0.39	0.36	0.40	0.42	0.47	0.34	0.26	0.27	0.43	0.25	0.46	0.51	0.41	0.29	0.28	0.28	0.31	0.28	0.35	0.33	0.41	0.32	0.28	0.30	0.27	0.38	0.45	0.30	0.30	0.53
DECK	0.50	0.21	0.20	0.27	0.23	0.21	0.28	0.32	0.36	1.00	0.26	0.34	0.34	0.36	0.30	0.33	0.32	0.37	0.38	0.40	0.32	0.33	0.35	0.40	0.32	0.42	0.42	0.36	0.30	0.34	0.34	0.36	0.34	0.36	0.34	0.37	0.35	0.34	0.33	0.34	0.44	0.40	0.34	0.39	0.55
NFLX	0.51	0.15	0.15	0.19	0.19	0.28	0.38	0.33	0.24	0.26	1.00	0.33	0.33	0.24	0.32	0.26	0.29	0.26	0.26	0.26	0.31	0.39	0.41	0.28	0.41	0.27	0.26	0.33	0.44	0.38	0.54	0.38	0.44	0.39	0.40	0.34	0.40	0.47	0.41	0.50	0.38	0.37	0.50	0.46	0.55
AXON	0.46	0.22	0.17	0.20	0.18	0.23	0.32	0.25	0.31	0.34	0.33	1.00	0.33	0.31	0.37	0.35	0.31	0.31	0.33	0.32	0.32	0.37	0.41	0.37	0.42	0.35	0.34	0.35	0.33	0.37	0.36	0.40	0.41	0.40	0.36	0.39	0.38	0.40	0.37	0.41	0.41	0.40	0.37	0.41	0.57
MSTR	0.50	0.21	0.20	0.18	0.18	0.25	0.37	0.28	0.33	0.34	0.33	0.33	1.00	0.33	0.33	0.31	0.31	0.33	0.35	0.37	0.30	0.35	0.41	0.33	0.38	0.35	0.36	0.35	0.35	0.36	0.39	0.40	0.39	0.38	0.35	0.39	0.37	0.40	0.37	0.41	0.39	0.39	0.40	0.40	0.59
LPLA	0.53	0.29	0.21	0.24	0.33	0.24	0.27	0.22	0.53	0.36	0.24	0.31	0.33	1.00	0.31	0.39	0.36	0.39	0.38	0.42	0.35	0.31	0.30	0.43	0.27	0.46	0.47	0.46	0.30	0.34	0.27	0.35	0.32	0.33	0.37	0.42	0.35	0.32	0.32	0.30	0.38	0.48	0.33	0.32	0.56
UI	0.50	0.23	0.23	0.22	0.19	0.24	0.29	0.28	0.31	0.30	0.32	0.37	0.33	0.31	1.00	0.32	0.31	0.31	0.34	0.34	0.40	0.36	0.35	0.34	0.39	0.35	0.34	0.34	0.38	0.43	0.35	0.41	0.42	0.37	0.39	0.38	0.41	0.38	0.40	0.41	0.35	0.38	0.39	0.43	0.57
HEI	0.53	0.27	0.26	0.24	0.34	0.27	0.24	0.29	0.39	0.33	0.26	0.35	0.31	0.39	0.32	1.00	0.32	0.35	0.41	0.41	0.42	0.31	0.33	0.39	0.33	0.44	0.47	0.38	0.32	0.34	0.30	0.34	0.32	0.43	0.38	0.37	0.32	0.32	0.37	0.34	0.44	0.38	0.36	0.38	0.55
ARES	0.51	0.25	0.19	0.18	0.22	0.24	0.29	0.27	0.36	0.32	0.29	0.31	0.31	0.36	0.31	0.32	1.00	0.37	0.33	0.38	0.34	0.33	0.34	0.39	0.33	0.39	0.37	0.50	0.33	0.38	0.36	0.37	0.35	0.34	0.38	0.52	0.36	0.38	0.37	0.38	0.38	0.54	0.39	0.40	0.57
SAIA	0.51	0.23	0.20	0.21	0.24	0.22	0.26	0.31	0.40	0.37	0.26	0.31	0.33	0.39	0.31	0.35	0.37	1.00	0.40	0.43	0.32	0.30	0.32	0.63	0.32	0.43	0.45	0.40	0.31	0.35	0.29	0.36	0.34	0.34	0.34	0.44	0.36	0.34	0.35	0.33	0.43	0.46	0.33	0.39	0.58
AAON	0.52	0.21	0.29	0.28	0.27	0.23	0.23	0.31	0.42	0.38	0.26	0.33	0.35	0.38	0.34	0.41	0.33	0.40	1.00	0.52	0.35	0.30	0.31	0.39	0.31	0.48	0.57	0.37	0.32	0.34	0.30	0.33	0.33	0.40	0.34	0.39	0.36	0.33	0.36	0.32	0.42	0.40	0.34	0.38	0.57
FIX	0.55	0.28	0.28	0.31	0.28	0.22	0.25	0.31	0.47	0.40	0.26	0.32	0.37	0.42	0.34	0.41	0.38	0.43	0.52	1.00	0.37	0.31	0.29	0.43	0.27	0.58	0.68	0.42	0.31	0.39	0.29	0.36	0.34	0.38	0.31	0.42	0.38	0.34	0.37	0.30	0.43	0.43	0.35	0.37	0.60
MSI	0.59	0.21	0.28	0.28	0.37	0.36	0.25	0.40	0.34	0.32	0.31	0.32	0.30	0.35	0.40	0.42	0.34	0.32	0.35	0.37	1.00	0.37	0.35	0.36	0.37	0.40	0.40	0.38	0.40	0.43	0.37	0.36	0.42	0.43	0.47	0.40	0.41	0.36	0.45	0.40	0.46	0.39	0.46	0.45	0.58
PANW	0.51	0.16	0.18	0.20	0.20	0.28	0.39	0.31	0.26	0.33	0.39	0.37	0.35	0.31	0.36	0.31	0.33	0.30	0.30	0.31	0.37	1.00	0.50	0.33	0.48	0.31	0.30	0.37	0.42	0.49	0.45	0.41	0.62	0.44	0.42	0.38	0.44	0.46	0.45	0.58	0.43	0.38	0.46	0.51	0.62
HUBS	0.51	0.18	0.18	0.15	0.18	0.26	0.36	0.27	0.27	0.35	0.41	0.41	0.41	0.30	0.35	0.33	0.34	0.32	0.31	0.29	0.35	0.50	1.00	0.35	0.54	0.32	0.31	0.37	0.38	0.45	0.49	0.40	0.52	0.48	0.47	0.40	0.40	0.47	0.47	0.62	0.46	0.40	0.48	0.53	0.64
XPO	0.58	0.26	0.21	0.26	0.25	0.26	0.29	0.31	0.43	0.40	0.28	0.37	0.33	0.43	0.34	0.39	0.39	0.63	0.39	0.43	0.36	0.33	0.35	1.00	0.36	0.46	0.46	0.46	0.36	0.39	0.35	0.42	0.36	0.40	0.40	0.47	0.43	0.41	0.40	0.37	0.46	0.50	0.40	0.41	0.63
VEEV	0.54	0.18	0.19	0.19	0.22	0.30	0.33	0.31	0.25	0.32	0.41	0.42	0.38	0.27	0.39	0.33	0.33	0.32	0.31	0.27	0.37	0.48	0.54	0.36	1.00	0.30	0.29	0.36	0.43	0.45	0.47	0.45	0.52	0.48	0.51	0.40	0.41	0.47	0.50	0.59	0.47	0.41	0.49	0.55	0.63
PWR	0.61	0.32	0.23	0.29	0.30	0.26	0.27	0.31	0.46	0.42	0.27	0.35	0.35	0.46	0.35	0.44	0.39	0.43	0.48	0.58	0.40	0.31	0.32	0.46	0.30	1.00	0.63	0.45	0.35	0.38	0.29	0.41	0.35	0.38	0.35	0.45	0.42	0.38	0.40	0.33	0.46	0.48	0.37	0.42	0.62
EME	0.60	0.31	0.30	0.33	0.31	0.28	0.23	0.32	0.51	0.42	0.26	0.34	0.36	0.47	0.34	0.47	0.37	0.45	0.57	0.68	0.40	0.30	0.31	0.46	0.29	0.63	1.00	0.43	0.30	0.39	0.31	0.39	0.33	0.41	0.35	0.43	0.40	0.36	0.38	0.32	0.45	0.46	0.37	0.41	0.62
APO	0.60	0.30	0.20	0.22	0.26	0.29	0.32	0.29	0.41	0.36	0.33	0.35	0.35	0.46	0.34	0.38	0.50	0.40	0.37	0.42	0.38	0.37	0.37	0.46	0.36	0.45	0.43	1.00	0.40	0.40	0.40	0.43	0.38	0.41	0.43	0.63	0.42	0.42	0.42	0.42	0.43	0.68	0.43	0.42	0.64
AAPL	0.69	0.21	0.23	0.20	0.25	0.32	0.42	0.43	0.29	0.30	0.44	0.33	0.35	0.30	0.38	0.32	0.33	0.31	0.32	0.31	0.40	0.42	0.38	0.36	0.43	0.35	0.30	0.40	1.00	0.44	0.56	0.47	0.46	0.43	0.49	0.41	0.55	0.52	0.50	0.48	0.46	0.42	0.63	0.53	0.62
ANET	0.56	0.21	0.19	0.21	0.23	0.28	0.36	0.33	0.28	0.34	0.38	0.37	0.36	0.34	0.43	0.34	0.38	0.35	0.34	0.39	0.43	0.49	0.45	0.39	0.45	0.38	0.39	0.40	0.44	1.00	0.47	0.50	0.51	0.44	0.42	0.39	0.52	0.52	0.46	0.53	0.44	0.43	0.52	0.55	0.66
AMZN	0.64	0.18	0.21	0.19	0.20	0.33	0.42	0.41	0.28	0.34	0.54	0.36	0.39	0.27	0.35	0.30	0.36	0.29	0.30	0.29	0.37	0.45	0.49	0.35	0.47	0.29	0.31	0.40	0.56	0.47	1.00	0.46	0.48	0.46	0.46	0.41	0.48	0.55	0.51	0.57	0.45	0.42	0.66	0.56	0.63
MRVL	0.61	0.24	0.18	0.20	0.18	0.27	0.38	0.34	0.31	0.36	0.38	0.40	0.40	0.35	0.41	0.34	0.37	0.36	0.33	0.36	0.36	0.41	0.40	0.42	0.45	0.41	0.39	0.43	0.47	0.50	0.46	1.00	0.47	0.42	0.41	0.45	0.62	0.64	0.46	0.47	0.43	0.47	0.51	0.55	0.67
FTNT	0.58	0.20	0.20	0.21	0.25	0.33	0.37	0.36	0.28	0.34	0.44	0.41	0.39	0.32	0.42	0.32	0.35	0.34	0.33	0.34	0.42	0.62	0.52	0.36	0.52	0.35	0.33	0.38	0.46	0.51	0.48	0.47	1.00	0.48	0.52	0.41	0.48	0.51	0.50	0.61	0.48	0.41	0.54	0.58	0.67
FICO	0.60	0.21	0.25	0.26	0.30	0.33	0.29	0.39	0.35	0.36	0.39	0.40	0.38	0.33	0.37	0.43	0.34	0.34	0.40	0.38	0.43	0.44	0.48	0.40	0.48	0.38	0.41	0.41	0.43	0.44	0.46	0.42	0.48	1.00	0.52	0.42	0.44	0.46	0.50	0.55	0.52	0.44	0.53	0.56	0.66
MSCI	0.64	0.19	0.23	0.24	0.34	0.35	0.34	0.42	0.33	0.34	0.40	0.36	0.35	0.37	0.39	0.38	0.38	0.34	0.34	0.31	0.47	0.42	0.47	0.40	0.51	0.35	0.35	0.43	0.49	0.42	0.46	0.41	0.52	0.52	1.00	0.49	0.45	0.46	0.52	0.53	0.52	0.47	0.55	0.56	0.65
BX	0.64	0.28	0.22	0.24	0.26	0.30	0.34	0.35	0.41	0.37	0.34	0.39	0.39	0.42	0.38	0.37	0.52	0.44	0.39	0.42	0.40	0.38	0.40	0.47	0.40	0.45	0.43	0.63	0.41	0.39	0.41	0.45	0.41	0.42	0.49	1.00	0.44	0.42	0.43	0.44	0.47	0.72	0.46	0.46	0.67
AVGO	0.66	0.23	0.21	0.23	0.23	0.29	0.41	0.37	0.32	0.35	0.40	0.38	0.37	0.35	0.41	0.32	0.36	0.36	0.36	0.38	0.41	0.44	0.40	0.43	0.41	0.42	0.40	0.42	0.55	0.52	0.48	0.62	0.48	0.44	0.45	0.44	1.00	0.62	0.49	0.49	0.45	0.46	0.56	0.58	0.68
NVDA	0.63	0.21	0.18	0.20	0.19	0.30	0.42	0.36	0.28	0.34	0.47	0.40	0.40	0.32	0.38	0.32	0.38	0.34	0.33	0.34	0.36	0.46	0.47	0.41	0.47	0.38	0.36	0.42	0.52	0.52	0.55	0.64	0.51	0.46	0.46	0.42	0.62	1.00	0.50	0.55	0.44	0.45	0.60	0.61	0.68
ISRG	0.67	0.22	0.24	0.21	0.30	0.33	0.36	0.43	0.30	0.33	0.41	0.37	0.37	0.32	0.40	0.37	0.37	0.35	0.36	0.37	0.45	0.45	0.47	0.40	0.50	0.40	0.38	0.42	0.50	0.46	0.51	0.46	0.50	0.50	0.52	0.43	0.49	0.50	1.00	0.53	0.50	0.46	0.59	0.58	0.66
NOW	0.60	0.19	0.21	0.17	0.23	0.34	0.37	0.34	0.27	0.34	0.50	0.41	0.41	0.30	0.41	0.34	0.38	0.33	0.32	0.30	0.40	0.58	0.62	0.37	0.59	0.33	0.32	0.42	0.48	0.53	0.57	0.47	0.61	0.55	0.53	0.44	0.49	0.55	0.53	1.00	0.49	0.46	0.61	0.63	0.69
CPRT	0.64	0.21	0.28	0.28	0.32	0.35	0.33	0.42	0.38	0.44	0.38	0.41	0.39	0.38	0.35	0.44	0.38	0.43	0.42	0.43	0.46	0.43	0.46	0.46	0.47	0.46	0.45	0.43	0.46	0.44	0.45	0.43	0.48	0.52	0.52	0.47	0.45	0.44	0.50	0.49	1.00	0.47	0.50	0.56	0.67
KKR	0.65	0.32	0.22	0.24	0.28	0.31	0.34	0.34	0.45	0.40	0.37	0.40	0.39	0.48	0.38	0.38	0.54	0.46	0.40	0.43	0.39	0.38	0.40	0.50	0.41	0.48	0.46	0.68	0.42	0.43	0.42	0.47	0.41	0.44	0.47	0.72	0.46	0.45	0.46	0.46	0.47	1.00	0.48	0.48	0.70
MSFT	0.75	0.18	0.23	0.24	0.30	0.36	0.40	0.47	0.30	0.34	0.50	0.37	0.40	0.33	0.39	0.36	0.39	0.33	0.34	0.35	0.46	0.46	0.48	0.40	0.49	0.37	0.37	0.43	0.63	0.52	0.66	0.51	0.54	0.53	0.55	0.46	0.56	0.60	0.59	0.61	0.50	0.48	1.00	0.65	0.70
CDNS	0.69	0.22	0.23	0.23	0.24	0.33	0.40	0.43	0.30	0.39	0.46	0.41	0.40	0.32	0.43	0.38	0.40	0.39	0.38	0.37	0.45	0.51	0.53	0.41	0.55	0.42	0.41	0.42	0.53	0.55	0.56	0.55	0.58	0.56	0.56	0.46	0.58	0.61	0.58	0.63	0.56	0.48	0.65	1.00	0.74
Portfolio	0.89	0.37	0.36	0.36	0.38	0.43	0.53	0.50	0.53	0.55	0.55	0.57	0.59	0.56	0.57	0.55	0.57	0.58	0.57	0.60	0.58	0.62	0.64	0.63	0.63	0.62	0.62	0.64	0.62	0.66	0.63	0.67	0.67	0.66	0.65	0.67	0.68	0.68	0.66	0.69	0.67	0.70	0.70	0.74	1.00

The correlation results are calculated based on daily price changes starting from Oct 10, 2014

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