Side-by-side comparison

Compare investment strategies

Strongest Trend Pick: Chips, Energy, Commodities, SPY, Solar vs Clean Air SRI Portfolio (Carbon & Pollution Leaders)

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.

-5.8%

35.7%Best

28.8%Best

13.8%

59.2%

14.8%Best

0.72

2.18Best

-62.8%

-9.7%Best

Fee

—

0.20%

Minimum investment

—

$100

Each source uses its own scale

—

3(1-5 (Interactive Advisors))

Inception

2023-08-13

2020-07-16

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.

Clean Air SRI Portfolio (Carbon & Pollution Leaders)Liveup 84.4%
S&P 500 ETFup 79.2%

No published history to chart: Strongest Trend Pick: Chips, Energy, Commodities, SPY, Solar.

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Data provider / source: ESG (general) · provider not named

—

Event handling / exception

—

Exclude screen: Pollution control

—

Include screen: Carbon & emissions

—

Number of holdings

—

Position cap

—

Rebalance schedule

—

Weight by score: Carbon & emissions

—

Weighting scheme

—

Every published figureShow 78 attributes

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

Classification

AI categories (Composer)

commodities, crash protection, cross-asset, energy, equities, momentum rotation, semiconductors, single-asset at a time, volatility hedge

—

Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

Curated collections (Interactive Advisors)

—

Better planet, Portfolios with the best risk adjusted returns, Top performing portfolios, Top performing socially responsible portfolios

ESG / responsible flag

—

Yes

Smart beta flag

—

Theme keywords (Interactive Advisors)

—

Carbon focus, Emission control, Sustainable energy

Market-relative

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

0.07

—

Benchmark (methodology text)

—

Broad market investable ETF benchmark without an ESG focus

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

1.77

—

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

0.46

—

Returns

Annualized return since inception (Lighthorse, daily, live)

—

13.82%

Backtest length

3,562

—

Out-of-sample length

699

—

Return since inception (annualized) (live account)

—

13.80%

Return since inception (cumulative) (live account)

—

124.10%

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

—

20.55%

Return, backtest period (annualized) (backtest)

76.43%

—

Return, backtest period (cumulative) (backtest)

306k%

—

Return, last 30 days (live account)

—

3.40%

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

—

36.56%

Return, last 365 days (live account)

—

35.70%

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

—

69.00%

Return, last 90 days (live account)

—

8.50%

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

28.77%

—

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

101.86%

—

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

-2.03%

—

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

16.70%

—

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

-4.07%

—

Return, trailing 1 year (backtest)

-5.82%

—

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

-5.82%

—

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

-3.57%

—

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

11.23%

—

Return, year to date (live account)

—

27.30%

SPY annualized return over the backtest window (backtest)

14.85%

—

Trading activity

Annualized turnover, backtest period (backtest)

18.75

—

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

15.86

—

Daily win rate, backtest period (backtest)

53.51%

—

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

53.08%

—

Backtest

Backtest final value (from $10,000)

$30.6M

—

Backtest regulatory fees

$22k

—

Backtest slippage cost

$202k

—

Risk metrics

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

—

0.72

Calmar ratio, backtest period (backtest)

1.22

—

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

0.46

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-26.93%

Maximum drawdown, backtest period (backtest)

-62.81%

—

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

—

-9.74%

Maximum drawdown, last 365 days (live account)

—

-9.70%

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

-62.81%

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.62

Sharpe ratio, backtest period (backtest)

1.21

—

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

—

1.89

Sharpe ratio, last 365 days (live account)

—

2.18

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

0.72

—

Sortino ratio, backtest period (backtest)

1.92

—

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

—

2.93

Sortino ratio, last 365 days (live account)

—

3.66

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

1.08

—

Standard deviation, backtest period (backtest)

62.89%

—

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

59.20%

—

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

—

-3.40%

Volatility since inception (Lighthorse, daily, live)

—

17.76%

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

—

14.53%

Volatility, last 365 days (live account)

—

14.80%

Quality

Community review status

ACTIVE

—

Holdings

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

—

Construction

Logic complexity (node count)

—

Rebalance corridor width

5.00%

—

Rebalance frequency

none

—

Rebalancing (methodology text)

—

Annually

Cost & access

Management / advisory fee

—

0.20%

Minimum investment

—

$100

Disclosure

Metrics calculated through

—

2026-10-09

Popularity

Remixes (copies)

—

Watchers

—

Risk score

Risk label (Interactive Advisors)

—

Growth plus

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