Side-by-side comparison

Compare investment strategies

Aerospace and Defense Leaders Portfolio vs CAN SLIM Growth Leaders Equal-Weight Basket

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Model, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

10.7%Best

0.0%

23.3%

63.5%Best

—

23.7%

—

2.23

-24.7%

-7.7%Best

Minimum investment

$100

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Each source uses its own scale

2.33(Surmount risk score)

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Inception

2024-10-03

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Holdings

—

82%Best

40%

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Aerospace and Defense Leaders PortfolioModelup 62.6%
S&P 500 ETFup 33.2%

No published history to chart: CAN SLIM Growth Leaders Equal-Weight Basket.

Every published figureShow 22 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

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can slim, daily rebalance, equal-weight, growth, momentum, rules-based, us equities

Asset classes / instruments

equity

equities

Returns

Annual return (Surmount tracking) (model tracking)

23.34%

—

Return, 1 year (Surmount tracking) (model tracking)

10.71%

—

Return, 3 months (Surmount tracking) (model tracking)

-7.69%

—

Return, out-of-sample period (annualized) (out-of-sample)

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63.53%

Return, out-of-sample period (cumulative) (out-of-sample)

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15.09%

Return, trailing 1 month (out-of-sample)

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1.66%

Return, trailing 1 year (out-of-sample)

—

0.00%

Return, trailing 3 months (out-of-sample)

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12.65%

Return, year to date (Surmount tracking) (model tracking)

5.79%

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Total return (Surmount tracking) (model tracking)

184.28%

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Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

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8.27

Maximum drawdown (Surmount tracking) (model tracking)

-24.74%

—

Maximum drawdown, out-of-sample period (out-of-sample)

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-7.68%

Sharpe ratio, out-of-sample period (out-of-sample)

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2.23

Standard deviation, out-of-sample period (out-of-sample)

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23.67%

Holdings

Industry weights (Surmount)

Industrials: 100.0%

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Popularity

Investors following (Surmount)

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Cost & access

Minimum investment

$100

—

Construction

Rebalance frequency

—

daily

Risk score

Risk score (Surmount)

2.33

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Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources