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Risk-Adjusted Performance
Dividends
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Long

Currency in USD · Last updated May 31, 2025

Asset Allocation

FBTC 1.49%MAXI 1.06%USD=X 8.8%MURGY 9.78%FICO 6.09%AVGO 5.72%FIX 5.51%TJX 4.96%SPXCY 4.89%RSG 4.8%PGR 4.52%COST 4.25%IGM 3.83%MA 3.66%V 3.54%IAI 3.37%MSI 3.28%WMT 3.24%MSCI 3.21%ENSG 2.23%NFLX 1.65%TT 1.47%PLTR 1.43%AlternativesAlternativesCryptocurrencyCryptocurrencyCurrencyCurrencyEquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
0.59%
AVGO
Broadcom Inc.		Technology
5.72%
BSX
Boston Scientific Corporation		Healthcare
0.66%
COST
Costco Wholesale Corporation		Consumer Defensive
4.25%
ENSG
The Ensign Group, Inc.		Healthcare
2.23%
FBTC
Fidelity Wise Origin Bitcoin Trust		Blockchain
1.49%
FICO
Fair Isaac Corporation		Technology
6.09%
FIX
Comfort Systems USA, Inc.		Industrials
5.51%
HEI
HEICO Corporation		Industrials
0.58%
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF		Financials Equities
3.37%
IGM
iShares Expanded Tech Sector ETF		Technology Equities
3.83%
MA
Mastercard Inc		Financial Services
3.66%
MAXI
Simplify Bitcoin Strategy PLUS Income ETF		Blockchain
1.06%
META
Meta Platforms, Inc.		Communication Services
0.90%
MSCI
MSCI Inc.		Financial Services
3.21%
MSFT
Microsoft Corporation		Technology
0.64%
MSI
Motorola Solutions, Inc.		Technology
3.28%
MURGY
Muenchener Rueckver Ges		Financial Services
9.78%
NFLX
Netflix, Inc.		Communication Services
1.65%
NVDA
NVIDIA Corporation		Technology
0.66%
NVDL
GraniteShares 2x Long NVDA Daily ETF		Leveraged Equities
0.44%
NVDY
YieldMax NVDA Option Income Strategy ETF		Options Trading
0.68%
PGR
The Progressive Corporation		Financial Services
4.52%
PLTR
Palantir Technologies Inc.		Technology
1.43%
RSG
Republic Services, Inc.		Industrials
4.80%
SHLD
Global X Defense Tech ETF		Technology Equities
0.41%
SNEX
StoneX Group Inc.		Financial Services
0.67%
SPXCY
Singapore Exchange Ltd ADR		Financial Services
4.89%
TJX
The TJX Companies, Inc.		Consumer Cyclical
4.96%
TPL
Texas Pacific Land Corporation		Energy
0.99%
TT
Trane Technologies plc		Industrials
1.47%
USD=X
USD Cash
8.80%
V
Visa Inc.		Financial Services
3.54%
WMT
Walmart Inc.		Consumer Defensive
3.24%

S&P 500

Performance

Performance Chart

Loading data...

The earliest data available for this chart is Jan 11, 2024, corresponding to the inception date of FBTC

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		0.51%6.15%-2.00%12.92%14.19%10.85%
Long12.95%5.08%9.44%43.69%N/AN/A
Portfolio components:
AAPL
Apple Inc		-19.60%-5.36%-15.17%5.49%21.05%21.31%
AVGO
Broadcom Inc.		4.73%25.77%50.21%79.63%56.68%36.05%
COST
Costco Wholesale Corporation		13.80%4.73%7.29%28.24%29.64%24.24%
FICO
Fair Isaac Corporation		-13.29%-13.24%-27.32%32.52%33.79%34.57%
FIX
Comfort Systems USA, Inc.		13.02%20.41%-2.83%43.23%67.72%36.48%
IGM
iShares Expanded Tech Sector ETF		0.61%10.84%1.41%17.65%18.83%19.65%
MAXI
Simplify Bitcoin Strategy PLUS Income ETF		16.35%18.56%6.30%41.61%N/AN/A
META
Meta Platforms, Inc.		10.68%17.94%12.93%39.14%23.65%23.25%
MSFT
Microsoft Corporation		9.64%16.68%9.13%11.87%21.26%27.46%
NVDL
GraniteShares 2x Long NVDA Daily ETF		-21.46%50.26%-27.47%-9.35%N/AN/A
NVDY
YieldMax NVDA Option Income Strategy ETF		-4.99%19.19%-7.98%16.77%N/AN/A
TJX
The TJX Companies, Inc.		5.70%-1.06%1.60%24.35%20.82%16.23%
MSI
Motorola Solutions, Inc.		-9.90%-5.68%-16.46%16.62%26.80%23.53%
PGR
The Progressive Corporation		21.33%1.13%8.12%40.61%32.32%29.51%
RSG
Republic Services, Inc.		28.57%2.61%18.48%42.87%26.45%22.63%
NVDA
NVIDIA Corporation		0.63%24.06%-2.24%22.32%72.51%74.01%
ENSG
The Ensign Group, Inc.		10.89%14.16%0.81%24.51%27.82%21.34%
FBTC
Fidelity Wise Origin Bitcoin Trust		12.01%11.19%7.62%51.92%N/AN/A
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF		7.61%9.71%1.37%34.84%22.41%15.32%
MA
Mastercard Inc		11.55%6.85%10.22%33.24%14.89%20.91%
MSCI
MSCI Inc.		-5.41%3.79%-6.90%16.58%12.49%26.04%
MURGY
Muenchener Rueckver Ges		33.08%-6.15%28.57%36.21%28.12%20.73%
NFLX
Netflix, Inc.		35.44%6.67%36.13%86.40%23.53%29.77%
PLTR
Palantir Technologies Inc.		74.24%11.26%96.45%506.44%N/AN/A
TT
Trane Technologies plc		16.82%12.25%3.87%33.70%38.68%25.26%
V
Visa Inc.		15.94%5.87%16.29%35.59%14.15%18.95%
WMT
Walmart Inc.		9.83%1.76%7.51%53.70%20.72%17.03%
SPXCY
Singapore Exchange Ltd ADR		18.04%-0.48%16.19%57.42%18.68%10.82%
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%
BSX
Boston Scientific Corporation		17.85%2.32%16.10%40.35%22.61%19.13%
HEI
HEICO Corporation		26.10%19.49%9.66%39.43%24.51%26.26%
SHLD
Global X Defense Tech ETF		52.47%10.01%45.60%71.16%N/AN/A
SNEX
StoneX Group Inc.		29.61%-4.41%22.38%69.20%30.15%18.37%
TPL
Texas Pacific Land Corporation		0.84%-13.57%-30.23%84.79%43.81%38.16%
*Annualized

Monthly Returns

The table below presents the monthly returns of Long, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.02%-0.20%-3.86%8.75%5.08%12.95%
20242.65%9.78%2.81%-4.18%6.76%3.61%2.45%6.36%3.47%0.44%11.93%-3.11%50.81%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

Long has an expense ratio of 0.17%, 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.

MAXI
Simplify Bitcoin Strategy PLUS Income ETF
IGM
iShares Expanded Tech Sector ETF
NVDL
GraniteShares 2x Long NVDA Daily ETF
NVDY
YieldMax NVDA Option Income Strategy ETF
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
FBTC
Fidelity Wise Origin Bitcoin Trust
SHLD
Global X Defense Tech ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, Long is among the top 6% 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.

The Risk-Adjusted Performance Rank of Long is 9494
Overall Rank
The Sharpe Ratio Rank of Long is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of Long is 9393
Sortino Ratio Rank
The Omega Ratio Rank of Long is 9595
Omega Ratio Rank
The Calmar Ratio Rank of Long is 9494
Calmar Ratio Rank
The Martin Ratio Rank of Long is 9494
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 ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc		0.16-0.021.00-0.16-0.47
AVGO
Broadcom Inc.		1.231.771.241.554.22
COST
Costco Wholesale Corporation		1.251.541.211.353.81
FICO
Fair Isaac Corporation		0.801.021.160.681.72
FIX
Comfort Systems USA, Inc.		0.721.351.211.102.66
IGM
iShares Expanded Tech Sector ETF		0.600.711.100.401.25
MAXI
Simplify Bitcoin Strategy PLUS Income ETF		0.551.311.160.852.39
META
Meta Platforms, Inc.		1.041.291.170.812.40
MSFT
Microsoft Corporation		0.460.481.060.220.48
NVDL
GraniteShares 2x Long NVDA Daily ETF		-0.080.411.05-0.42-0.82
NVDY
YieldMax NVDA Option Income Strategy ETF		0.340.411.060.090.21
TJX
The TJX Companies, Inc.		1.261.651.211.815.52
MSI
Motorola Solutions, Inc.		0.730.771.120.491.13
PGR
The Progressive Corporation		1.612.351.353.558.74
RSG
Republic Services, Inc.		2.332.781.424.5512.87
NVDA
NVIDIA Corporation		0.370.601.080.220.52
ENSG
The Ensign Group, Inc.		0.911.271.180.962.03
FBTC
Fidelity Wise Origin Bitcoin Trust		0.961.681.201.954.71
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF		1.381.961.301.485.30
MA
Mastercard Inc		1.532.111.321.978.33
MSCI
MSCI Inc.		0.651.081.150.822.27
MURGY
Muenchener Rueckver Ges		1.321.731.242.416.44
NFLX
Netflix, Inc.		2.593.431.474.4814.49
PLTR
Palantir Technologies Inc.		6.615.031.6911.1933.34
TT
Trane Technologies plc		1.151.571.211.253.19
V
Visa Inc.		1.582.191.342.408.63
WMT
Walmart Inc.		2.182.871.402.307.37
SPXCY
Singapore Exchange Ltd ADR		2.173.041.483.9714.79
USD=X
USD Cash		—————
BSX
Boston Scientific Corporation		1.772.081.342.329.28
HEI
HEICO Corporation		1.301.771.241.553.76
SHLD
Global X Defense Tech ETF		3.154.181.646.4818.43
SNEX
StoneX Group Inc.		1.992.881.394.3114.31
TPL
Texas Pacific Land Corporation		1.451.391.201.222.51

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.

Long Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 2.11
  • All Time: 2.51

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 0.60 to 1.13, 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 Long compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Loading data...

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

Long provided a 2.03% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio2.03%1.79%1.63%1.28%1.37%1.69%1.42%1.60%3.22%1.53%1.59%1.80%
Portfolio components:
AAPL
Apple Inc		0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
AVGO
Broadcom Inc.		0.92%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
COST
Costco Wholesale Corporation		0.46%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%0.97%
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%
FIX
Comfort Systems USA, Inc.		0.31%0.28%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%1.31%
IGM
iShares Expanded Tech Sector ETF		0.23%0.22%0.52%0.53%0.16%0.32%0.50%0.57%0.57%0.90%0.79%0.88%
MAXI
Simplify Bitcoin Strategy PLUS Income ETF		30.02%32.06%29.63%4.05%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
META
Meta Platforms, Inc.		0.31%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
Microsoft Corporation		0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
NVDL
GraniteShares 2x Long NVDA Daily ETF		0.00%0.00%11.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NVDY
YieldMax NVDA Option Income Strategy ETF		112.46%83.65%22.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TJX
The TJX Companies, Inc.		1.22%1.21%1.38%1.44%1.37%0.34%1.45%1.66%1.57%1.32%1.14%0.98%
MSI
Motorola Solutions, Inc.		1.00%0.87%1.16%1.26%1.07%1.55%1.46%1.85%2.14%2.05%2.09%1.94%
PGR
The Progressive Corporation		1.72%0.48%0.25%0.31%6.23%2.68%3.89%1.86%1.21%2.50%2.16%5.53%
RSG
Republic Services, Inc.		0.88%0.82%1.25%1.48%1.27%1.72%1.74%2.00%1.97%2.17%2.64%2.68%
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%
ENSG
The Ensign Group, Inc.		0.17%0.18%0.21%0.24%0.25%0.28%0.40%0.47%0.78%0.73%0.97%0.57%
FBTC
Fidelity Wise Origin Bitcoin Trust		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF		1.05%1.05%1.80%2.14%1.31%1.55%1.52%1.58%1.37%1.48%1.31%1.13%
MA
Mastercard Inc		0.48%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%
MSCI
MSCI Inc.		1.21%1.07%0.98%0.98%0.59%0.65%0.98%1.30%1.04%1.27%1.11%0.38%
MURGY
Muenchener Rueckver Ges		3.37%3.19%3.02%3.72%3.88%3.57%3.53%4.93%21.58%4.69%4.22%5.01%
NFLX
Netflix, 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%
PLTR
Palantir Technologies 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%
TT
Trane Technologies plc		0.80%0.91%1.23%1.59%1.17%1.46%1.59%2.15%1.91%1.81%2.10%1.58%
V
Visa Inc.		0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%
WMT
Walmart Inc.		0.90%0.92%1.45%1.58%1.52%1.50%1.78%2.23%2.07%2.87%3.17%2.22%
SPXCY
Singapore Exchange Ltd ADR		2.50%2.79%3.27%3.46%3.46%9.52%3.34%4.55%3.65%4.11%3.86%7.12%
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BSX
Boston Scientific 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%
HEI
HEICO Corporation		0.07%0.09%0.11%0.12%0.12%0.12%0.12%0.14%0.08%0.22%0.28%1.02%
SHLD
Global X Defense Tech ETF		0.35%0.53%0.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SNEX
StoneX Group 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		1.39%1.58%0.83%1.37%0.88%3.58%0.77%0.75%0.30%0.10%0.22%0.23%

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 Long. 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 Long was 15.25%, occurring on Apr 7, 2025. Recovery took 18 trading sessions.

The current Long drawdown is 1.41%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.25%Feb 11, 202540Apr 7, 202518May 1, 202558
-6.43%Jul 17, 202414Aug 5, 20247Aug 14, 202421
-6.04%Dec 17, 202420Jan 13, 20257Jan 22, 202527
-5.97%Mar 22, 202421Apr 19, 202415May 10, 202436
-4.53%Jan 24, 20252Jan 27, 20258Feb 6, 202510
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.

Loading data...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 34 assets, with an effective number of assets of 20.53, 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.
^GSPCUSD=XSPXCYMURGYPGRFBTCWMTTPLENSGRSGAAPLMAXISNEXMSCITJXVHEIMAMSISHLDBSXMETANFLXPLTRFICOCOSTNVDANVDLNVDYAVGOMSFTFIXTTIAIIGMPortfolio
^GSPC1.000.000.100.140.110.360.330.380.380.320.550.440.460.480.470.470.460.480.500.490.490.610.560.590.560.550.670.670.650.690.740.640.680.720.900.88
USD=X0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
SPXCY0.100.001.000.180.12-0.030.030.050.070.150.10-0.020.070.070.110.040.090.090.050.080.05-0.040.06-0.000.050.08-0.000.00-0.00-0.040.010.010.110.090.020.11
MURGY0.140.000.181.000.230.050.050.020.110.140.070.060.200.110.160.080.040.110.100.290.07-0.020.080.030.080.13-0.000.000.000.000.060.040.070.200.070.26
PGR0.110.000.120.231.00-0.030.230.080.220.390.01-0.030.120.080.170.310.240.340.250.270.180.030.100.070.130.24-0.06-0.06-0.05-0.020.020.070.220.22-0.000.20
FBTC0.360.00-0.030.05-0.031.000.140.180.130.090.110.960.240.100.170.160.130.160.150.240.200.220.280.290.190.210.250.250.260.230.230.330.200.470.340.40
WMT0.330.000.030.050.230.141.000.130.270.400.200.160.060.290.410.320.210.340.320.190.350.250.250.220.190.570.080.080.090.110.240.230.310.270.220.36
TPL0.380.000.050.020.080.180.131.000.190.160.170.230.360.160.130.220.270.190.290.280.240.230.220.290.240.140.260.260.280.260.190.350.330.360.350.40
ENSG0.380.000.070.110.220.130.270.191.000.400.200.140.230.310.360.270.360.290.340.370.320.140.110.150.310.330.060.060.070.170.200.260.350.380.250.36
RSG0.320.000.150.140.390.090.400.160.401.000.160.090.190.330.430.360.360.410.440.290.360.110.180.090.300.440.050.050.050.080.150.200.370.280.150.35
AAPL0.550.000.100.070.010.110.200.170.200.161.000.160.220.320.320.240.190.230.270.130.200.300.330.300.300.340.260.260.260.330.450.190.280.300.490.39
MAXI0.440.00-0.020.06-0.030.960.160.230.140.090.161.000.280.130.200.200.160.190.190.250.240.280.320.330.230.230.310.310.320.290.280.380.260.530.420.48
SNEX0.460.000.070.200.120.240.060.360.230.190.220.281.000.320.250.240.310.300.250.410.300.240.270.290.270.160.260.260.260.270.280.440.380.570.350.43
MSCI0.480.000.070.110.080.100.290.160.310.330.320.130.321.000.450.400.310.440.360.370.390.200.210.270.370.350.150.150.140.230.370.290.420.530.350.44
TJX0.470.000.110.160.170.170.410.130.360.430.320.200.250.451.000.400.320.410.410.260.320.210.220.180.270.450.160.160.170.220.350.280.380.440.310.44
V0.470.000.040.080.310.160.320.220.270.360.240.200.240.400.401.000.340.810.410.320.400.230.250.300.290.380.120.110.130.210.270.270.350.480.300.45
HEI0.460.000.090.040.240.130.210.270.360.360.190.160.310.310.320.341.000.360.430.470.370.230.280.240.380.300.250.260.280.270.330.390.490.390.350.48
MA0.480.000.090.110.340.160.340.190.290.410.230.190.300.440.410.810.361.000.440.380.400.210.280.300.330.420.100.090.120.190.300.300.400.510.280.47
MSI0.500.000.050.100.250.150.320.290.340.440.270.190.250.360.410.410.430.441.000.330.400.190.270.230.350.390.270.270.280.320.320.350.490.420.370.52
SHLD0.490.000.080.290.270.240.190.280.370.290.130.250.410.370.260.320.470.380.331.000.350.190.250.450.330.310.250.250.270.300.240.460.460.530.370.57
BSX0.490.000.050.070.180.200.350.240.320.360.200.240.300.390.320.400.370.400.400.351.000.360.410.250.370.430.270.280.290.270.360.420.480.450.400.50
META0.610.00-0.04-0.020.030.220.250.230.140.110.300.280.240.200.210.230.230.210.190.190.361.000.490.480.400.420.500.500.490.540.610.460.430.380.690.56
NFLX0.560.000.060.080.100.280.250.220.110.180.330.320.270.210.220.250.280.280.270.250.410.491.000.460.400.390.460.470.470.460.510.420.380.380.610.57
PLTR0.590.00-0.000.030.070.290.220.290.150.090.300.330.290.270.180.300.240.300.230.450.250.480.461.000.400.330.430.430.440.500.450.470.390.490.620.64
FICO0.560.000.050.080.130.190.190.240.310.300.300.230.270.370.270.290.380.330.350.330.370.400.400.401.000.420.410.410.420.430.430.490.440.460.540.64
COST0.550.000.080.130.240.210.570.140.330.440.340.230.160.350.450.380.300.420.390.310.430.420.390.330.421.000.300.290.290.380.430.340.450.370.480.59
NVDA0.670.00-0.00-0.00-0.060.250.080.260.060.050.260.310.260.150.160.120.250.100.270.250.270.500.460.430.410.301.001.000.970.680.550.530.440.390.790.66
NVDL0.670.000.000.00-0.060.250.080.260.060.050.260.310.260.150.160.110.260.090.270.250.280.500.470.430.410.291.001.000.970.680.550.530.440.380.790.66
NVDY0.650.00-0.000.00-0.050.260.090.280.070.050.260.320.260.140.170.130.280.120.280.270.290.490.470.440.420.290.970.971.000.670.530.540.440.390.770.66
AVGO0.690.00-0.040.00-0.020.230.110.260.170.080.330.290.270.230.220.210.270.190.320.300.270.540.460.500.430.380.680.680.671.000.600.540.490.400.800.72
MSFT0.740.000.010.060.020.230.240.190.200.150.450.280.280.370.350.270.330.300.320.240.360.610.510.450.430.430.550.550.530.601.000.460.530.440.780.63
FIX0.640.000.010.040.070.330.230.350.260.200.190.380.440.290.280.270.390.300.350.460.420.460.420.470.490.340.530.530.540.540.461.000.670.560.620.76
TT0.680.000.110.070.220.200.310.330.350.370.280.260.380.420.380.350.490.400.490.460.480.430.380.390.440.450.440.440.440.490.530.671.000.590.580.69
IAI0.720.000.090.200.220.470.270.360.380.280.300.530.570.530.440.480.390.510.420.530.450.380.380.490.460.370.390.380.390.400.440.560.591.000.570.72
IGM0.900.000.020.07-0.000.340.220.350.250.150.490.420.350.350.310.300.350.280.370.370.400.690.610.620.540.480.790.790.770.800.780.620.580.571.000.83
Portfolio0.880.000.110.260.200.400.360.400.360.350.390.480.430.440.440.450.480.470.520.570.500.560.570.640.640.590.660.660.660.720.630.760.690.720.831.00
The correlation results are calculated based on daily price changes starting from Jan 12, 2024
Go to the full Correlations tool for more customization options