Side-by-side comparison

Compare investment strategies

Congressional Trading Tracker vs Congress Sales-Based Tech and Energy Stock 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 (Backtest, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

15.3%

23.2%Best

9.7%

21.1%Best

23.3%

21.5%Best

0.40

1.00Best

-44.9%

-26.6%Best

Minimum investment

$100

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Each source uses its own scale

5(1-5 risk tolerance (AInvest))

—

Inception

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2023-11-20

Holdings

90%Best

60%

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.

Congressional Trading TrackerBacktestup 59.4%
S&P 500 ETFup 84.5%

No published history to chart: Congress Sales-Based Tech and Energy Stock Basket.

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-01

as of 2026-10-19

Asset mix

ETFs 100%

Stocks 100%

Top 5 holdings

SHY26.0%
VBR17.0%
IEF14.0%
IJS13.0%
IJJ9.0%
of 9 positions

MSFT42.0%
AAPL11.8%
NVDA11.4%
NGL9.7%
AESI9.6%
of 11 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Congressional Trading Tracker	Congress Sales-Based Tech and Energy Stock Basket
Congressional Trading Tracker		0%
Congress Sales-Based Tech and Energy Stock Basket	0%

Every published figureShow 66 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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concentrated, daily rebalance, energy/utility tilt, long-only us equities, tech-heavy, thematic (congress trading)

Asset classes / instruments

equities, fixed income

equities

Investment purpose (AInvest)

active-trading-tactical-allocation

—

Section on AInvest's ETF portfolio page

Popular

—

Tags (AInvest)

aggressive, tactical

—

Scores

AInvest cost score (0-100)

—

AInvest diversification score (0-100)

—

AInvest momentum score (0-100)

—

AInvest overall score (0-100)

—

AInvest return score (0-100)

—

AInvest risk score (0-100)

—

Market-relative

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

—

-0.00

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

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1.10

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

—

0.82

Trading activity

Annualized turnover, backtest period (backtest)

—

0.01

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

—

0.00

Daily win rate, backtest period (backtest)

—

55.13%

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

—

55.56%

Backtest

Backtest final value (from $10,000)

—

$24k

Backtest regulatory fees

—

$27

Backtest slippage cost

—

$25

Returns

Backtest length

—

907

Best and worst calendar year (AInvest)

best: [object Object] · worst: [object Object]

—

Out-of-sample length

—

621

Return, backtest period (annualized) (backtest)

9.15%

28.12%

Return, backtest period (cumulative) (backtest)

—

144.23%

Return, last 30 days (backtest)

1.98%

—

Return, last 365 days (backtest)

15.25%

—

Return, last 90 days (backtest)

-1.32%

—

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

—

21.11%

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

—

59.70%

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

—

-1.03%

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

—

1.44%

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

—

-1.88%

Return, trailing 1 year (backtest)

—

21.28%

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

—

23.19%

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

—

-1.68%

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

—

17.24%

Return, whole backtest (annualized) (backtest)

9.71%

—

Return, whole backtest (cumulative) (backtest)

106.33%

—

Return, year to date (backtest)

14.70%

—

SPY annualized return over the backtest window (backtest)

—

21.45%

Risk metrics

Calmar ratio, backtest period (backtest)

—

1.06

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

—

0.79

Maximum drawdown period (AInvest)

peak: 2019-12 · months: 3 · trough: 2020-03

—

Maximum drawdown, backtest period (backtest)

-37.40%

-26.63%

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

—

-26.62%

Maximum drawdown, whole backtest (backtest)

-44.90%

—

Sharpe ratio, backtest period (backtest)

0.18

1.33

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

—

1.00

Sharpe ratio, whole backtest (backtest)

0.40

—

Sortino ratio, backtest period (backtest)

—

2.01

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

—

1.42

Sortino ratio, whole backtest (backtest)

0.57

—

Standard deviation, backtest period (backtest)

—

20.13%

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

—

21.53%

Volatility, whole backtest (backtest)

23.31%

—

Quality

Community review status

—

ACTIVE

Holdings

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

—

0.23

Construction

Logic complexity (node count)

—

Rebalance frequency

monthly

daily

Cost & access

Minimum investment

$100

—

Popularity

Remixes (copies)

—

Watchers

—

Risk score

Risk tolerance (AInvest)

aggressive

—

Risk tolerance 1-5 (AInvest)

—

Congressional Trading Tracker

Congress Sales-Based Tech and Energy Stock Basket

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

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

Overlap

Do the holdings back the rules?

Costs, access & sources