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Compare investment strategies

Strait of Hormuz Oil Shock Hedge: Energy, Defense and Gold vs EP-Space Stock Strategy

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, Hypo). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

0.0%

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8.8%

59.8%Best

10.5%

—

0.86

1.09Best

-7.0%Best

-52.0%

Each source uses its own scale

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24(Heart Attack Index (Collective2))

Inception

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2024-09-04

40%

67%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.

EP-Space Stock StrategyHypoup 173.7%
S&P 500 ETFup 41.2%

No published history to chart: Strait of Hormuz Oil Shock Hedge: Energy, Defense and Gold.

Every published figureShow 43 attributes

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

Classification

AI categories (Composer)

cash/t-bills, defense, energy, geopolitical-risk hedge, gold, inflation-sensitive, thematic

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Asset classes / instruments

equities

stocks

Leaderboard views (Collective2)

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ira_account, popular

Market-relative

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

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0.11

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

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0.79

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

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0.31

Returns

Annual return compounded, strategy life (hypothetical model account)

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59.80%

Annualized return since inception (Lighthorse, daily, hypothetical)

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56.78%

Return, 1 month (hypothetical model account)

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1.85%

Return, 3 months (hypothetical model account)

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17.37%

Return, 6 months (hypothetical model account)

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18.96%

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

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57.30%

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

8.76%

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

3.66%

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

-2.47%

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

0.00%

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

4.15%

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Trading activity

Average leverage

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0.85

Average position time

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37,683

Maximum daily leverage

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5.75

Number of trades

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136

Percent of trades profitable

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91.11%

Profit factor

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23.29

Win:loss ratio

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23.29

Risk metrics

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

1.24

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Maximum drawdown since inception (Lighthorse, daily, hypothetical)

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-44.06%

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

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-23.64%

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

-7.04%

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Maximum drawdown, strategy life (hypothetical model account)

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-52.00%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

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1.08

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

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1.38

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

0.86

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Sharpe ratio, strategy life (hypothetical model account)

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1.09

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

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2.40

Sortino ratio, strategy life (hypothetical model account)

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1.75

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

10.48%

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Volatility since inception (Lighthorse, daily, hypothetical)

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46.56%

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

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33.01%

Risk score

Heart Attack Index (Collective2)

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Construction

Rebalance frequency

quarterly

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Identity

Strategy age

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768

Cost & access

Subscription price per month

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$80

Suggested minimum capital

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$15k

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