Side-by-side comparison

Compare investment strategies

Fearless Value Contrarian Stocks with Covered Calls 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 (Hypo, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

—

29.3%

50.6%Best

17.6%

—

22.7%

0.86

1.16Best

-65.2%

-11.1%Best

Fee

—

0.75%

Minimum investment

—

$30k

Each source uses its own scale

45(Heart Attack Index (Collective2))

4(1-5 (Interactive Advisors))

Inception

2017-10-10

2011-10-04

67%

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.

Fearless Value Contrarian Stocks with Covered CallsHypoup 127.2%
Crabtree Science & Technology Long-Only StocksLiveup 93.3%
S&P 500 ETFup 79.9%

Every published figureShow 69 attributes

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

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

0.12

—

Benchmark (methodology text)

—

It seeks to outperform the NYSE Arca Technology 100 Index.

Beta vs S&P 500, strategy life (hypothetical model account)

0.69

—

Correlation to S&P 500, strategy life (hypothetical model account)

0.25

—

Returns

Annual return compounded, strategy life (hypothetical model account)

50.60%

—

Annualized return since inception (Lighthorse, daily, hypothetical)

50.49%

—

Annualized return since inception (Lighthorse, daily, live)

—

17.17%

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, 1 month (hypothetical model account)

3.47%

—

Return, 3 months (hypothetical model account)

7.63%

—

Return, 6 months (hypothetical model account)

12.47%

—

Return, last 30 days (live account)

—

2.00%

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

17.76%

—

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, year to date (live account)

—

33.40%

Classification

Asset classes / instruments

stocks, options

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

Curated collections (Interactive Advisors)

—

Portfolios with the best risk adjusted returns, Top performing portfolios

ESG / responsible flag

—

Leaderboard views (Collective2)

52_week_highs, 90_day_highs, new_highs, old_timers, popular

—

Smart beta flag

—

Style chips (Collective2)

Covered Calls, Premium Collecting

—

Theme keywords (Interactive Advisors)

—

Fundamental analysis, Science and technology

Trading activity

Average leverage

1.66

—

Average position time

39,015

—

Maximum daily leverage

10.30

—

Number of trades

859

—

Percent of trades profitable

76.95%

—

Profit factor

2.35

—

Win:loss ratio

2.35

—

Risk metrics

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

—

0.84

Calmar ratio, strategy life (hypothetical model account)

1.87

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

-65.18%

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-39.71%

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

-5.81%

—

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

—

-11.05%

Maximum drawdown, last 365 days (live account)

—

-11.10%

Maximum drawdown, strategy life (hypothetical model account)

-65.20%

—

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

0.97

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.74

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

0.93

—

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

—

0.92

Sharpe ratio, last 365 days (live account)

—

1.16

Sharpe ratio, strategy life (hypothetical model account)

0.86

—

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

1.42

—

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

—

1.38

Sortino ratio, last 365 days (live account)

—

1.98

Sortino ratio, strategy life (hypothetical model account)

1.64

—

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

—

-5.30%

Volatility since inception (Lighthorse, daily, hypothetical)

52.44%

—

Volatility since inception (Lighthorse, daily, live)

—

21.62%

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

14.20%

—

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

—

22.33%

Volatility, last 365 days (live account)

—

22.70%

Risk score

Heart Attack Index (Collective2)

—

Risk label (Interactive Advisors)

—

Aggressive

Risk score 1-5 (Interactive Advisors)

—

Cost & access

Management / advisory fee

—

0.75%

Minimum investment

—

$30k

Subscription price per month

$69

—

Suggested minimum capital

$35k

—

Disclosure

Metrics calculated through

—

2026-10-09

Construction

Rebalancing (methodology text)

—

rebalanced roughly every six months

Identity

Strategy age

3,289

—

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