Side-by-side comparison

Compare investment strategies

CAN SLIM Growth Stock Basket (Equal Weight) vs Crabtree Science & Technology Long-Only Stocks

At a glance

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

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

18.3%

29.3%Best

30.6%Best

17.6%

33.2%

22.7%Best

0.97

1.16Best

-32.1%

-11.1%Best

Fee

—

0.75%

Minimum investment

—

$30k

Each source uses its own scale

—

4(1-5 (Interactive Advisors))

Inception

2025-01-25

2011-10-04

Holdings

—

60%

82%Best

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.

Crabtree Science & Technology Long-Only StocksLiveup 93.3%
S&P 500 ETFup 79.9%

No published history to chart: CAN SLIM Growth Stock Basket (Equal Weight).

Every published figureShow 77 attributes

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

Classification

AI categories (Composer)

can-slim, daily rebalance, equal-weight, equities, growth, multi-sector, small-mid cap, us stocks

—

Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

Curated collections (Interactive Advisors)

—

Portfolios with the best risk adjusted returns, Top performing portfolios

ESG / responsible flag

—

Smart beta flag

—

Theme keywords (Interactive Advisors)

—

Fundamental analysis, Science and technology

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

0.05

—

Benchmark (methodology text)

—

It seeks to outperform the NYSE Arca Technology 100 Index.

Beta vs SPY, out-of-sample (out-of-sample)

1.46

—

Correlation (R) vs SPY, out-of-sample (out-of-sample)

0.75

—

Returns

Annualized return since inception (Lighthorse, daily, live)

—

17.17%

Backtest length

808

—

Out-of-sample length

434

—

Return since inception (annualized) (live account)

—

17.60%

Return since inception (cumulative) (live account)

—

1036%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

21.88%

Return, backtest period (annualized) (backtest)

68.40%

—

Return, backtest period (cumulative) (backtest)

432.86%

—

Return, last 30 days (live account)

—

2.00%

Return, last 365 days (Lighthorse, daily, live)

—

25.22%

Return, last 365 days (live account)

—

29.30%

Return, last 5 years (cumulative) (live account)

—

82.70%

Return, last 90 days (live account)

—

0.20%

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

30.56%

—

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

57.46%

—

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

-2.76%

—

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

-3.29%

—

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

-2.58%

—

Return, trailing 1 year (backtest)

14.30%

—

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

18.25%

—

Return, trailing 2 weeks (out-of-sample)

-3.88%

—

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

-6.24%

—

Return, year to date (live account)

—

33.40%

SPY annualized return over the backtest window (backtest)

18.88%

—

Trading activity

Annualized turnover, backtest period (backtest)

0.00

—

Annualized turnover, out-of-sample period (out-of-sample)

0.00

—

Daily win rate, backtest period (backtest)

56.44%

—

Daily win rate, out-of-sample period (out-of-sample)

55.30%

—

Backtest

Backtest final value (from $10,000)

$53k

—

Backtest regulatory fees

$29

—

Backtest slippage cost

$67

—

Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.84

Calmar ratio, backtest period (backtest)

2.13

—

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

0.95

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-39.71%

Maximum drawdown, backtest period (backtest)

-32.13%

—

Maximum drawdown, last 365 days (Lighthorse, daily, live)

—

-11.05%

Maximum drawdown, last 365 days (live account)

—

-11.10%

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

-32.13%

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.74

Sharpe ratio, backtest period (backtest)

1.80

—

Sharpe ratio, last 365 days (Lighthorse, daily, live)

—

0.92

Sharpe ratio, last 365 days (live account)

—

1.16

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

0.97

—

Sortino ratio, backtest period (backtest)

2.76

—

Sortino ratio, last 365 days (Lighthorse, daily, live)

—

1.38

Sortino ratio, last 365 days (live account)

—

1.98

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

1.29

—

Standard deviation, backtest period (backtest)

31.90%

—

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

33.22%

—

Value-at-risk 95% 1-week, last 365 days (live account)

—

-5.30%

Volatility since inception (Lighthorse, daily, live)

—

21.62%

Volatility, last 365 days (Lighthorse, daily, live)

—

22.33%

Volatility, last 365 days (live account)

—

22.70%

Quality

Community review status

ACTIVE

—

Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

0.09

—

Construction

Logic complexity (node count)

—

Rebalance frequency

daily

—

Rebalancing (methodology text)

—

rebalanced roughly every six months

Cost & access

Management / advisory fee

—

0.75%

Minimum investment

—

$30k

Disclosure

Metrics calculated through

—

2026-10-09

Popularity

Remixes (copies)

—

Watchers

—

Risk score

Risk label (Interactive Advisors)

—

Aggressive

Risk score 1-5 (Interactive Advisors)

—

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