Superior?

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Superior?

Currency in USD · Last updated Jun 3, 2025

Just a playful bunch… long-term gains

Asset Allocation

Position	Category/Sector	Target Weight
CEG Constellation Energy Corp	Utilities	6.67%
COIN Coinbase Global, Inc.	Technology	6.67%
CRWD CrowdStrike Holdings, Inc.	Technology	6.67%
CYBR CyberArk Software Ltd.	Technology	6.67%
DDOG Datadog, Inc.	Technology	6.67%
FTNT Fortinet, Inc.	Technology	6.67%
KTOS Kratos Defense & Security Solutions, Inc.	Industrials	6.67%
MSTR MicroStrategy Incorporated	Technology	6.67%
NET Cloudflare, Inc.	Technology	6.67%
OKTA Okta, Inc.	Technology	6.67%
PLTR Palantir Technologies Inc.	Technology	6.67%
QLYS Qualys, Inc.	Technology	6.67%
SMCI Super Micro Computer, Inc.	Technology	6.67%
TENB Tenable Holdings, Inc.	Technology	6.67%
ZS Zscaler, Inc.	Technology	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	0.92%	4.38%	-1.84%	12.48%	13.71%	10.99%
Superior?	27.34%	11.36%	18.30%	64.06%	N/A	N/A
Portfolio components:
PLTR Palantir Technologies Inc.	74.59%	6.24%	86.08%	519.32%	N/A	N/A
CRWD CrowdStrike Holdings, Inc.	40.04%	8.76%	36.93%	55.23%	37.33%	N/A
SMCI Super Micro Computer, Inc.	35.17%	22.22%	2.46%	-46.53%	71.55%	28.46%
CEG Constellation Energy Corp	40.56%	26.93%	27.04%	51.51%	N/A	N/A
MSTR MicroStrategy Incorporated	28.54%	-5.60%	-0.31%	128.75%	95.72%	35.35%
COIN Coinbase Global, Inc.	-0.64%	20.39%	-20.25%	6.63%	N/A	N/A
ZS Zscaler, Inc.	62.51%	27.21%	47.59%	73.46%	22.24%	N/A
OKTA Okta, Inc.	32.91%	-7.24%	28.17%	18.34%	-11.71%	N/A
FTNT Fortinet, Inc.	8.46%	-3.49%	7.53%	74.27%	29.10%	28.72%
NET Cloudflare, Inc.	57.60%	36.60%	61.76%	151.67%	42.01%	N/A
DDOG Datadog, Inc.	-17.60%	12.13%	-24.04%	7.68%	10.07%	N/A
TENB Tenable Holdings, Inc.	-18.23%	4.65%	-24.09%	-21.62%	1.17%	N/A
CYBR CyberArk Software Ltd.	18.21%	10.23%	21.92%	71.31%	29.97%	19.51%
QLYS Qualys, Inc.	0.35%	9.93%	-10.72%	3.71%	4.25%	12.75%
KTOS Kratos Defense & Security Solutions, Inc.	44.20%	4.82%	44.31%	74.74%	14.67%	20.01%

*Annualized

Monthly Returns

The table below presents the monthly returns of Superior? , 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	13.28%	-5.59%	-6.52%	10.57%	13.17%	1.79%							27.34%
2024	3.19%	27.48%	9.02%	-9.76%	0.11%	5.96%	-3.04%	-1.17%	3.82%	2.45%	25.20%	-5.36%	65.80%
2023	15.16%	7.14%	6.50%	-11.11%	31.72%	3.68%	14.77%	-7.29%	-1.63%	-0.70%	21.32%	11.84%	124.91%
2022		6.16%	3.46%	-15.36%	-12.01%	-8.85%	13.58%	1.84%	-8.47%	7.24%	-9.49%	-7.40%	-29.06%

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

Expense Ratio

Superior? 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, Superior? 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
PLTR Palantir Technologies Inc.	7.13	5.35	1.73	13.06	39.42
CRWD CrowdStrike Holdings, Inc.	1.02	1.26	1.16	0.83	1.89
SMCI Super Micro Computer, Inc.	-0.42	-0.08	0.99	-0.60	-0.96
CEG Constellation Energy Corp	0.65	1.31	1.18	0.85	2.08
MSTR MicroStrategy Incorporated	1.49	2.21	1.26	2.61	5.38
COIN Coinbase Global, Inc.	0.11	0.75	1.08	0.08	0.15
ZS Zscaler, Inc.	1.63	2.15	1.31	1.72	8.56
OKTA Okta, Inc.	0.37	0.60	1.09	0.14	0.55
FTNT Fortinet, Inc.	1.74	2.83	1.39	2.31	9.72
NET Cloudflare, Inc.	2.95	2.97	1.39	2.61	7.77
DDOG Datadog, Inc.	0.17	0.18	1.02	-0.06	-0.15
TENB Tenable Holdings, Inc.	-0.69	-0.87	0.89	-0.47	-1.36
CYBR CyberArk Software Ltd.	2.01	2.62	1.34	2.63	7.58
QLYS Qualys, Inc.	0.00	0.31	1.04	-0.01	-0.02
KTOS Kratos Defense & Security Solutions, Inc.	1.70	2.40	1.29	2.52	8.39

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.

Superior? Sharpe ratios as of Jun 3, 2025 (values are recalculated daily):

1-Year: 1.67
All Time: 1.06

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 0.59 to 1.14, 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 Superior? 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

Superior? provided a 0.03% dividend yield over the last twelve months.

	TTM	2024	2023	2022
Portfolio	0.03%	0.04%	0.06%	0.04%
Portfolio components:
PLTR Palantir Technologies Inc.	0.00%	0.00%	0.00%	0.00%
CRWD CrowdStrike Holdings, Inc.	0.00%	0.00%	0.00%	0.00%
SMCI Super Micro Computer, Inc.	0.00%	0.00%	0.00%	0.00%
CEG Constellation Energy Corp	0.47%	0.63%	0.97%	0.65%
MSTR MicroStrategy Incorporated	0.00%	0.00%	0.00%	0.00%
COIN Coinbase Global, Inc.	0.00%	0.00%	0.00%	0.00%
ZS Zscaler, Inc.	0.00%	0.00%	0.00%	0.00%
OKTA Okta, Inc.	0.00%	0.00%	0.00%	0.00%
FTNT Fortinet, Inc.	0.00%	0.00%	0.00%	0.00%
NET Cloudflare, Inc.	0.00%	0.00%	0.00%	0.00%
DDOG Datadog, Inc.	0.00%	0.00%	0.00%	0.00%
TENB Tenable Holdings, Inc.	0.00%	0.00%	0.00%	0.00%
CYBR CyberArk Software Ltd.	0.00%	0.00%	0.00%	0.00%
QLYS Qualys, Inc.	0.00%	0.00%	0.00%	0.00%
KTOS Kratos Defense & Security Solutions, Inc.	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 Superior? . 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 Superior? was 40.76%, occurring on Jan 5, 2023. Recovery took 122 trading sessions.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-40.76%	Apr 5, 2022	190	Jan 5, 2023	122	Jul 3, 2023	312
-28.54%	Feb 19, 2025	35	Apr 8, 2025	33	May 27, 2025	68
-18.31%	Mar 14, 2024	122	Sep 6, 2024	25	Oct 11, 2024	147
-16.08%	Mar 3, 2022	8	Mar 14, 2022	8	Mar 24, 2022	16
-14.23%	Aug 1, 2023	13	Aug 17, 2023	60	Nov 10, 2023	73

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	CEG	SMCI	KTOS	MSTR	COIN	QLYS	FTNT	TENB	CYBR	OKTA	PLTR	DDOG	CRWD	NET	ZS	Portfolio
^GSPC	1.00	0.49	0.47	0.51	0.52	0.56	0.61	0.64	0.55	0.58	0.58	0.64	0.59	0.62	0.64	0.64	0.75
CEG	0.49	1.00	0.36	0.32	0.25	0.29	0.30	0.33	0.28	0.28	0.26	0.36	0.28	0.36	0.31	0.30	0.45
SMCI	0.47	0.36	1.00	0.27	0.32	0.35	0.31	0.35	0.29	0.33	0.38	0.39	0.38	0.41	0.37	0.37	0.58
KTOS	0.51	0.32	0.27	1.00	0.35	0.39	0.41	0.36	0.38	0.36	0.41	0.40	0.38	0.36	0.37	0.39	0.53
MSTR	0.52	0.25	0.32	0.35	1.00	0.74	0.39	0.39	0.35	0.37	0.40	0.49	0.42	0.44	0.46	0.44	0.70
COIN	0.56	0.29	0.35	0.39	0.74	1.00	0.41	0.44	0.39	0.43	0.48	0.58	0.49	0.50	0.54	0.52	0.76
QLYS	0.61	0.30	0.31	0.41	0.39	0.41	1.00	0.55	0.70	0.60	0.57	0.50	0.57	0.59	0.59	0.61	0.67
FTNT	0.64	0.33	0.35	0.36	0.39	0.44	0.55	1.00	0.57	0.57	0.55	0.54	0.53	0.63	0.61	0.63	0.68
TENB	0.55	0.28	0.29	0.38	0.35	0.39	0.70	0.57	1.00	0.66	0.60	0.47	0.62	0.62	0.62	0.64	0.66
CYBR	0.58	0.28	0.33	0.36	0.37	0.43	0.60	0.57	0.66	1.00	0.61	0.53	0.61	0.66	0.65	0.67	0.71
OKTA	0.58	0.26	0.38	0.41	0.40	0.48	0.57	0.55	0.60	0.61	1.00	0.58	0.64	0.63	0.65	0.67	0.73
PLTR	0.64	0.36	0.39	0.40	0.49	0.58	0.50	0.54	0.47	0.53	0.58	1.00	0.62	0.64	0.68	0.66	0.78
DDOG	0.59	0.28	0.38	0.38	0.42	0.49	0.57	0.53	0.62	0.61	0.64	0.62	1.00	0.68	0.75	0.71	0.76
CRWD	0.62	0.36	0.41	0.36	0.44	0.50	0.59	0.63	0.62	0.66	0.63	0.64	0.68	1.00	0.71	0.78	0.80
NET	0.64	0.31	0.37	0.37	0.46	0.54	0.59	0.61	0.62	0.65	0.65	0.68	0.75	0.71	1.00	0.75	0.80
ZS	0.64	0.30	0.37	0.39	0.44	0.52	0.61	0.63	0.64	0.67	0.67	0.66	0.71	0.78	0.75	1.00	0.80
Portfolio	0.75	0.45	0.58	0.53	0.70	0.76	0.67	0.68	0.66	0.71	0.73	0.78	0.76	0.80	0.80	0.80	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

Superior?

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

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