Dossier III
The Leaderboard
A quarter-century of performance — each row captures the ten leading equities and the quarterly return that followed. Averages are quadrupled to express an annualized figure.
Entries
106
From
2000
Top-10 Annual
+33.45%
Top-5 Annual
+38.84%
SPY Annual
+8.53%
| Date | Top-10 | Top-5 | SPY | R1 | R2 | R3 | R4 | R5 | R6 | R7 | R8 | R9 | R10 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 03, 2000 | +15.9% | +16.5% | +4.0% | QCOM −21% | CSCO +37% | YHOO — | ORCL +33% | SUNW — | EMC — | INTC +51% | MSFT −21% | AOL — | DELL — |
| Apr 02, 2000 | −15.6% | −15.6% | −2.6% | QCOM −58% | CSCO −13% | ORCL +2% | INTC +4% | MSFT −13% | EMC — | SUNW — | YHOO — | DELL — | AOL — |
| Jul 02, 2000 | −1.2% | +0.1% | −2.3% | CL −22% | KO −2% | PEP +10% | PG +22% | JNJ −8% | MRK −3% | PFE −7% | WMT −19% | ABT +8% | MO +9% |
| Oct 02, 2000 | +13.0% | +13.7% | −10.4% | CL +33% | PG +15% | KO +7% | PEP +4% | JNJ +9% | MRK +26% | PFE +4% | WMT +18% | ABT +0% | LLY +13% |
| Jan 02, 2001 | −14.6% | −19.2% | −11.3% | MRK −20% | PFE −16% | JNJ −14% | PG −22% | KO −25% | PEP −11% | CL −12% | WMT −6% | ABT −4% | LLY −18% |
| Apr 02, 2001 | +2.1% | +2.6% | +8.7% | PG +5% | JNJ +17% | PFE +5% | MRK −13% | KO −1% | PEP +3% | CL +9% | WMT −2% | ABT +6% | BMY −9% |
| Jul 01, 2001 | +6.1% | +6.0% | −14.9% | PG +14% | JNJ +7% | PFE +1% | MRK +6% | KO +1% | PEP +9% | CL −4% | WMT +4% | ABT +8% | BMY +14% |
| Oct 02, 2001 | +0.6% | +3.0% | +9.4% | PG +9% | JNJ +7% | KO +3% | PEP +0% | PFE −4% | MRK −13% | CL +0% | WMT +12% | ABT +5% | BMY −12% |
| Jan 02, 2002 | +0.3% | +7.0% | −1.4% | PG +13% | JNJ +10% | KO +10% | PEP +3% | CL −1% | WMT +1% | ABT −4% | PFE +0% | BMY −25% | MRK −4% |
| Apr 02, 2002 | −10.6% | −1.9% | −14.8% | PG +1% | WMT −6% | KO +9% | PEP −4% | CL −9% | JNJ −22% | ABT −30% | PFE −14% | BMY −33% | MCD +2% |
| Jul 01, 2002 | −6.1% | −6.7% | −11.7% | WMT −6% | PG +1% | KO −12% | PEP −23% | CL +6% | JNJ +11% | ABT +13% | PFE −11% | BMY −5% | MCD −35% |
| Oct 01, 2002 | −1.6% | −0.4% | +6.2% | WMT −0% | PG −4% | KO −10% | PEP +14% | CL −2% | JNJ −2% | MCD −9% | ABT −5% | PFE +3% | BMY −2% |
| Jan 02, 2003 | +0.4% | +0.3% | −3.2% | HD +4% | LOW +8% | BAC −1% | JPM −1% | USB −8% | TOL −4% | MHK −13% | CAT +8% | MMM +5% | GE +6% |
| Apr 02, 2003 | +16.3% | +17.0% | +11.8% | HD +28% | LOW +1% | BAC +15% | JPM +36% | CAT +6% | USB +25% | TOL +40% | MHK +11% | GE +6% | MMM −4% |
| Jul 01, 2003 | +11.0% | +11.7% | +3.6% | HD −1% | LOW +26% | CAT +30% | BAC −1% | JPM +3% | USB +0% | TOL +13% | GE +7% | MMM +10% | DE +21% |
| Oct 01, 2003 | +9.8% | +5.2% | +9.0% | CAT +16% | HD +6% | LOW +0% | BAC −0% | JPM +4% | DE +15% | GE +2% | MMM +18% | TOL +18% | USB +19% |
| Jan 02, 2004 | +3.9% | +4.9% | +3.1% | CAT −2% | COP +5% | CVX +2% | XOM +3% | HAL +15% | SLB +13% | FCX −5% | DE +9% | BA −0% | MMM −2% |
| Apr 02, 2004 | +2.9% | +4.1% | −1.5% | CAT −4% | CVX +6% | XOM +6% | COP +11% | HAL +1% | SLB +3% | FCX −18% | DE −3% | BA +19% | MMM +8% |
| Jul 01, 2004 | +7.4% | +10.9% | +0.8% | CVX +15% | XOM +10% | COP +11% | HAL +12% | SLB +7% | CAT +4% | FCX +24% | DE −3% | BA +5% | MMM −10% |
| Oct 02, 2004 | +2.6% | +0.6% | +5.7% | CVX −5% | XOM +2% | COP −1% | HAL +12% | SLB −5% | FCX −8% | CAT +17% | DE +11% | BA −3% | MMM +4% |
| Jan 02, 2005 | +10.2% | +18.8% | −2.2% | CVX +12% | XOM +21% | COP +31% | HAL +18% | SLB +11% | CAT −5% | FCX +5% | DE −9% | BA +14% | MMM +3% |
| Apr 02, 2005 | +1.8% | +3.5% | +1.6% | XOM −4% | CVX −0% | COP +7% | HAL +7% | SLB +7% | CAT +6% | FCX −3% | DE +0% | BA +11% | MMM −14% |
| Jul 01, 2005 | +25.9% | +17.8% | +2.6% | XOM +7% | CVX +13% | COP +17% | HAL +43% | SLB +9% | CAT +146% | FCX +27% | DE −7% | BA +4% | MMM −1% |
| Oct 02, 2005 | +3.1% | −1.7% | +3.3% | XOM −6% | CVX −8% | COP −12% | HAL −5% | SLB +24% | FCX +17% | CAT −2% | DE +10% | BA +5% | MMM +9% |
| Jan 03, 2006 | +10.5% | +8.9% | +2.4% | XOM +4% | CVX −1% | COP +6% | HAL +12% | SLB +23% | CAT +27% | FCX +9% | DE +18% | BA +11% | MMM −4% |
| Apr 02, 2006 | +3.1% | +3.8% | −1.5% | XOM +2% | CVX +8% | COP +4% | HAL +3% | SLB +3% | CAT +2% | FCX −5% | DE +4% | BA +4% | MMM +7% |
| Jul 01, 2006 | −6.6% | −6.9% | +4.1% | XOM +8% | CVX +3% | COP −12% | HAL −26% | SLB −7% | CAT −13% | FCX −9% | DE +1% | BA −2% | MMM −9% |
| Oct 01, 2006 | +6.1% | +8.8% | +6.2% | XOM +11% | CVX +10% | COP +16% | HAL +7% | SLB −0% | CAT −6% | FCX −6% | DE +11% | BA +12% | MMM +6% |
| Jan 03, 2007 | +8.2% | +5.5% | +0.6% | XOM +2% | CVX +5% | COP +0% | HAL +6% | SLB +14% | FCX +31% | CAT +10% | DE +16% | BA −0% | MMM −2% |
| Apr 02, 2007 | +16.5% | +15.8% | +6.8% | XOM +12% | CVX +14% | COP +17% | HAL +10% | SLB +26% | FCX +28% | CAT +20% | DE +14% | BA +9% | MMM +15% |
| Jul 01, 2007 | +8.7% | +11.1% | +1.7% | XOM +11% | CVX +11% | COP +9% | PG +15% | CL +10% | JNJ +7% | KO +10% | PEP +13% | WMT −8% | MCD +9% |
| Oct 01, 2007 | +2.6% | +3.4% | −6.1% | PG +2% | CL +8% | JNJ −0% | KO +6% | PEP +2% | WMT +5% | MCD +4% | CVX −1% | XOM −0% | ABT +1% |
| Jan 02, 2008 | −1.0% | −1.8% | −5.7% | PG −3% | CL +1% | JNJ −1% | KO −1% | PEP −5% | WMT +16% | MCD −2% | CVX −6% | XOM −5% | ABT −3% |
| Apr 02, 2008 | −3.1% | −6.9% | −6.1% | WMT +5% | PG −12% | CL −11% | JNJ −1% | KO −16% | PEP −10% | MCD +1% | CVX +13% | XOM −0% | ABT −0% |
| Jul 01, 2008 | +6.1% | +9.4% | −9.6% | WMT +5% | MCD +11% | PG +15% | CL +10% | KO +6% | PEP +11% | JNJ +5% | ABT +8% | PFE +7% | MRK −16% |
| Oct 01, 2008 | −8.8% | −8.1% | −19.9% | WMT −4% | MCD +0% | PG −12% | CL −9% | KO −15% | PEP −22% | JNJ −11% | ABT −8% | PFE −4% | MRK −3% |
| Jan 02, 2009 | −12.3% | −10.4% | −10.3% | WMT −6% | MCD −12% | PG −21% | CL −12% | KO −1% | PEP −6% | JNJ −13% | ABT −15% | PFE −25% | MRK −13% |
| Apr 02, 2009 | +7.1% | +5.0% | +10.7% | WMT −10% | MCD +3% | PG +5% | CL +18% | KO +8% | PEP +7% | JNJ +8% | ABT +3% | MSFT +25% | IBM +4% |
| Jul 01, 2009 | +15.6% | +26.6% | +11.6% | AAPL +27% | AMZN +12% | CAT +49% | FCX +29% | GOOGL +16% | INTC +11% | MSFT +3% | ORCL −6% | IBM +12% | DE +3% |
| Oct 01, 2009 | +24.5% | +28.0% | +10.0% | AAPL +18% | AMZN +47% | CAT +18% | FCX +28% | GOOGL +29% | INTC +10% | MSFT +24% | ORCL +22% | IBM +12% | DE +35% |
| Jan 02, 2010 | +2.8% | +3.3% | +4.8% | AAPL +12% | AMZN −2% | CAT +11% | FCX +5% | GOOGL −9% | INTC +8% | MSFT −5% | ORCL +3% | IBM −2% | DE +8% |
| Apr 03, 2010 | −11.0% | −9.5% | −13.5% | AAPL +4% | AMZN −16% | GOOGL −23% | CAT −8% | IBM −5% | MSFT −21% | ORCL −16% | INTC −15% | MCD −2% | JNJ −10% |
| Jul 01, 2010 | +14.5% | +17.6% | +11.5% | AAPL +14% | AMZN +39% | GOOGL +20% | IBM +11% | MSFT +5% | ORCL +26% | INTC +0% | MCD +12% | ABT +13% | JNJ +5% |
| Oct 01, 2010 | +13.5% | +15.0% | +10.9% | AAPL +17% | AMZN +20% | GOOGL +15% | IBM +9% | MSFT +15% | ORCL +16% | MCD +2% | CAT +20% | DE +22% | MMM −1% |
| Jan 02, 2011 | +5.8% | +6.4% | +4.9% | AAPL +4% | AMZN −1% | CAT +20% | GOOGL −3% | IBM +11% | MCD −0% | MSFT −9% | ORCL +8% | DE +19% | MMM +8% |
| Apr 02, 2011 | +0.5% | +1.2% | +0.5% | AAPL +1% | AMZN +14% | CAT −4% | GOOGL −11% | IBM +6% | MCD +12% | MSFT +2% | ORCL −3% | DE −15% | MMM +3% |
| Jul 01, 2011 | −3.0% | −0.4% | −17.9% | AAPL +9% | IBM −1% | MCD +0% | GOOGL −5% | MSFT −6% | JNJ −8% | PG −2% | CL −0% | KO −4% | PEP −14% |
| Oct 01, 2011 | +10.9% | +15.1% | +16.0% | AAPL +10% | IBM +8% | MCD +15% | GOOGL +34% | MSFT +9% | JNJ +6% | PG +6% | CL +3% | KO +7% | PEP +10% |
| Jan 03, 2012 | +12.1% | +14.0% | +11.2% | AAPL +50% | AMZN +11% | GOOGL −3% | IBM +12% | MCD −0% | MSFT +21% | PG +1% | CL +8% | KO +6% | V +16% |
| Apr 02, 2012 | −0.4% | +1.9% | −3.8% | AAPL −4% | AMZN +16% | GOOGL −10% | MA +2% | V +6% | MCD −10% | MSFT −5% | PG −9% | CL +5% | KO +6% |
| Jul 01, 2012 | +8.0% | +12.8% | +5.7% | AAPL +11% | AMZN +10% | GOOGL +31% | MA +4% | V +8% | MCD +4% | MSFT −4% | PG +13% | CL +4% | KO −3% |
| Oct 01, 2012 | +3.1% | +1.1% | +1.2% | AAPL −17% | AMZN +2% | GOOGL −5% | MA +12% | V +14% | MSFT −6% | MCD −2% | HD +5% | LOW +19% | SBUX +10% |
| Jan 02, 2013 | +4.8% | +7.5% | +7.4% | AMZN +2% | GOOGL +12% | HD +12% | LOW +5% | MA +6% | V +8% | MSFT +4% | AAPL −22% | SBUX +6% | NKE +14% |
| Apr 02, 2013 | +11.7% | +8.1% | +2.9% | AMZN +7% | GOOGL +9% | HD +8% | LOW +8% | MA +8% | V +10% | MSFT +19% | SBUX +14% | NKE +6% | NFLX +27% |
| Jul 01, 2013 | +12.6% | +9.3% | +4.9% | AMZN +14% | GOOGL −0% | HD −1% | LOW +17% | MA +16% | V +4% | NFLX +45% | MSFT −2% | SBUX +16% | NKE +16% |
| Oct 01, 2013 | +13.3% | +19.7% | +8.0% | AMZN +24% | GOOGL +25% | MA +23% | V +14% | NFLX +12% | MSFT +11% | HD +8% | SBUX +0% | NKE +8% | META +9% |
| Jan 02, 2014 | −1.1% | −5.1% | +3.3% | AMZN −14% | GOOGL +2% | MA −10% | V −3% | NFLX 0% | MSFT +11% | HD −3% | SBUX −5% | NKE −5% | META +15% |
| Apr 02, 2014 | +5.6% | +6.6% | +4.3% | AMZN −3% | GOOGL +4% | MA +1% | V −0% | NFLX +31% | MSFT +1% | HD +2% | SBUX +6% | NKE +5% | META +9% |
| Jul 01, 2014 | +2.3% | −3.7% | −1.4% | AMZN −5% | GOOGL −2% | MA −3% | V −2% | NFLX −7% | MSFT +10% | HD +11% | SBUX −4% | NKE +12% | META +12% |
| Oct 01, 2014 | +4.7% | +2.2% | +5.7% | AMZN −3% | GOOGL −9% | MA +17% | V +26% | NFLX −21% | MSFT +2% | HD +14% | SBUX +9% | NKE +8% | META +2% |
| Jan 02, 2015 | +6.3% | +8.4% | +0.5% | AMZN +21% | GOOGL +2% | NFLX +19% | MA +2% | V −1% | MSFT −14% | GILD +4% | BIIB +21% | CELG — | META +4% |
| Apr 02, 2015 | +13.5% | +17.7% | +0.5% | AMZN +18% | NFLX +58% | GOOGL +0% | MA +9% | V +4% | MSFT +10% | GILD +18% | BIIB −2% | CELG — | META +7% |
| Jul 01, 2015 | +1.1% | +9.9% | −7.4% | AMZN +19% | NFLX +13% | GOOGL +18% | MA −4% | V +3% | MSFT +0% | GILD −15% | BIIB −29% | CELG — | META +5% |
| Oct 01, 2015 | +11.3% | +11.4% | +4.6% | AMZN +22% | NFLX +4% | GOOGL +18% | MA +4% | V +8% | MSFT +23% | META +12% | ADBE +10% | CELG — | GILD −0% |
| Jan 02, 2016 | +4.1% | −0.4% | +2.6% | AMZN −7% | GOOGL +1% | MSFT +1% | MA +0% | V +3% | PG +6% | CL +10% | JNJ +8% | KO +11% | MCD +8% |
| Apr 02, 2016 | +0.3% | −0.7% | +1.8% | AMZN +22% | GOOGL −7% | MSFT −8% | MA −7% | V −4% | PG +2% | CL +3% | JNJ +12% | KO −4% | MCD −6% |
| Jul 01, 2016 | +5.8% | +13.2% | +2.8% | AMZN +15% | GOOGL +13% | MSFT +12% | MA +15% | V +11% | PG +5% | CL +1% | JNJ −2% | KO −7% | MCD −5% |
| Oct 01, 2016 | +4.3% | −0.1% | +4.4% | AMZN −10% | GOOGL +1% | MSFT +9% | MA +3% | V −4% | AAPL +3% | META −9% | ADBE −5% | NVDA +49% | AVGO +5% |
| Jan 03, 2017 | +14.8% | +15.2% | +4.5% | NVDA +6% | AMZN +18% | AAPL +24% | META +22% | GOOGL +6% | MSFT +5% | MA +6% | V +12% | ADBE +25% | AVGO +23% |
| Apr 02, 2017 | +7.5% | +9.4% | +2.9% | NVDA +28% | AMZN +7% | AAPL −0% | META +4% | GOOGL +7% | MSFT +4% | MA +8% | V +4% | ADBE +7% | AVGO +5% |
| Jul 01, 2017 | +10.7% | +11.1% | +4.2% | NVDA +28% | AMZN +1% | AAPL +7% | META +14% | GOOGL +5% | MSFT +9% | MA +17% | V +13% | ADBE +7% | AVGO +5% |
| Oct 01, 2017 | +12.7% | +13.1% | +6.5% | NVDA +11% | AMZN +24% | AAPL +12% | META +7% | GOOGL +11% | MSFT +15% | MA +7% | V +9% | ADBE +20% | AVGO +11% |
| Jan 02, 2018 | +8.1% | +0.6% | −4.2% | NVDA +11% | AMZN +15% | AAPL −3% | META −14% | GOOGL −6% | MSFT +3% | MA +13% | V +3% | ADBE +19% | NFLX +39% |
| Apr 02, 2018 | +18.3% | +14.5% | +5.6% | AMZN +25% | NVDA +10% | AAPL +12% | MSFT +13% | GOOGL +13% | MA +15% | V +12% | ADBE +15% | NFLX +42% | META +27% |
| Jul 01, 2018 | +12.8% | +14.6% | +7.3% | AMZN +17% | AAPL +21% | MSFT +16% | GOOGL +6% | MA +13% | V +14% | ADBE +13% | NFLX −4% | NVDA +19% | COST +13% |
| Oct 01, 2018 | −16.2% | −18.8% | −14.2% | MSFT −13% | AAPL −31% | AMZN −23% | GOOGL −13% | MA −15% | V −12% | ADBE −18% | COST −13% | UNH −10% | CRM −15% |
| Jan 02, 2019 | +17.5% | +18.7% | +14.3% | MSFT +18% | AAPL +23% | AMZN +18% | GOOGL +14% | ADBE +21% | MA +26% | V +19% | COST +17% | UNH +0% | CRM +18% |
| Apr 02, 2019 | +5.2% | +5.2% | +3.4% | MSFT +14% | AAPL +4% | AMZN +6% | GOOGL −9% | ADBE +11% | MA +11% | V +10% | COST +10% | UNH −1% | CRM −4% |
| Jul 01, 2019 | −0.2% | +0.6% | −0.8% | MSFT +1% | AAPL +11% | AMZN −10% | GOOGL +10% | ADBE −9% | MA +2% | V +0% | COST +8% | UNH −10% | CRM −4% |
| Oct 01, 2019 | +17.2% | +19.3% | +10.8% | MSFT +17% | AAPL +34% | AMZN +9% | GOOGL +13% | ADBE +23% | MA +12% | V +10% | COST +3% | NVDA +38% | CRM +13% |
| Jan 02, 2020 | −9.8% | −9.6% | −22.5% | MSFT −3% | AMZN +1% | AAPL −18% | GOOGL −18% | ADBE −9% | MA −21% | V −18% | COST −0% | NVDA +6% | UNH −18% |
| Apr 02, 2020 | +41.1% | +44.9% | +23.3% | AMZN +50% | MSFT +32% | NVDA +49% | AAPL +49% | ADBE +45% | NFLX +31% | CRM +43% | COST +5% | PYPL +90% | AMD +18% |
| Jul 01, 2020 | +23.1% | +20.1% | +8.5% | AMZN +12% | AAPL +28% | NVDA +43% | MSFT +4% | ADBE +14% | NFLX +9% | CRM +32% | COST +18% | PYPL +11% | AMD +61% |
| Oct 01, 2020 | +2.4% | +1.1% | +9.4% | AMZN −1% | NVDA −4% | AAPL +11% | MSFT +2% | ADBE −3% | CRM −13% | PYPL +18% | NFLX −1% | AMD +9% | COST +6% |
| Jan 02, 2021 | +6.2% | +9.6% | +10.2% | NVDA +7% | GOOGL +29% | MSFT +14% | AAPL −3% | AMZN +1% | AMD −12% | COST −5% | TSLA −5% | AVGO +15% | LOW +21% |
| Apr 02, 2021 | +9.9% | +17.5% | +5.9% | NVDA +44% | GOOGL +10% | MSFT +9% | AAPL +9% | AMD +15% | COST +9% | AVGO −4% | LOW +1% | AMZN +6% | TSLA −2% |
| Jul 01, 2021 | +7.3% | +6.9% | +0.9% | NVDA +3% | GOOGL +12% | MSFT +6% | AAPL +4% | AMD +10% | COST +14% | AVGO +4% | RACE +3% | LOW +4% | TSLA +14% |
| Oct 01, 2021 | +30.8% | +28.3% | +10.0% | NVDA +45% | GOOGL +6% | MSFT +16% | AAPL +28% | AMD +47% | AVGO +36% | COST +26% | RACE +24% | LOW +25% | TSLA +55% |
| Jan 02, 2022 | +25.9% | +44.3% | −4.4% | XOM +31% | CVX +38% | COP +36% | OXY +86% | VLO +31% | MPC +30% | BRK.B +15% | UNH +2% | LLY +7% | JPM −16% |
| Apr 02, 2022 | −2.6% | −2.2% | −16.5% | XOM +5% | CVX −11% | OXY +5% | COP −10% | MPC −1% | VLO +7% | UNH +1% | LLY +11% | BRK.B −20% | COST −16% |
| Jul 01, 2022 | +5.6% | +11.4% | −3.8% | XOM +5% | CVX +4% | OXY +6% | COP +21% | MPC +22% | VLO +4% | UNH −0% | LLY −1% | BRK.B −2% | COST −2% |
| Oct 01, 2022 | +6.6% | +7.3% | +3.9% | XOM +16% | CVX +15% | OXY −5% | COP +3% | MPC +8% | VLO +7% | UNH +1% | LLY +14% | BRK.B +14% | COST −5% |
| Jan 02, 2023 | +27.0% | +39.6% | +7.9% | NVDA +95% | LLY −4% | META +71% | MSFT +20% | AVGO +16% | GOOGL +17% | RACE +26% | COST +10% | V +10% | XOM +9% |
| Apr 02, 2023 | +24.7% | +34.3% | +8.0% | NVDA +52% | META +34% | LLY +32% | MSFT +18% | AVGO +36% | GOOGL +15% | RACE +20% | COST +9% | V +4% | AMZN +27% |
| Jul 01, 2023 | +3.2% | +3.0% | −3.7% | NVDA +6% | META +7% | AVGO −5% | MSFT −5% | GOOGL +12% | LLY +17% | AMD −11% | AMZN −1% | COST +6% | MU +6% |
| Oct 01, 2023 | +16.4% | +13.7% | +10.6% | NVDA +8% | META +13% | AVGO +30% | MSFT +15% | GOOGL +3% | LLY +10% | AMD +34% | AMZN +16% | MU +21% | COST +14% |
| Jan 02, 2024 | +31.0% | +39.1% | +9.8% | NVDA +86% | META +44% | MSFT +14% | LLY +29% | AVGO +23% | AMZN +21% | GOOGL +12% | MU +49% | RACE +24% | COST +9% |
| Apr 02, 2024 | +13.3% | +18.2% | +5.1% | NVDA +39% | AVGO +23% | META +1% | MSFT +8% | LLY +20% | MU +7% | GOOGL +18% | AMZN +9% | COST +19% | AMD −12% |
| Jul 01, 2024 | +0.5% | −0.1% | +4.3% | NVDA −6% | AVGO +2% | LLY −3% | META +14% | MSFT −8% | GOOGL −9% | MU −24% | AMZN −6% | COST +4% | VST +40% |
| Oct 01, 2024 | +19.9% | +37.8% | +2.8% | NVDA +18% | AVGO +39% | VST +22% | PLTR +106% | META +4% | MSFT −1% | GOOGL +13% | MU −13% | CEG −9% | AMZN +19% |
| Jan 02, 2025 | −7.5% | −11.1% | −3.4% | PLTR +16% | NVDA −20% | AVGO −26% | GOOGL −17% | MSFT −9% | META −3% | MU +1% | LLY +5% | AMZN −11% | ORCL −12% |
| Apr 02, 2025 | +34.9% | +35.4% | +9.4% | AVGO +54% | NVDA +39% | PLTR +49% | GOOGL +12% | META +23% | MSFT +29% | MU +36% | ORCL +50% | AMZN +12% | CEG +44% |
| Jul 01, 2025 | +19.5% | +34.0% | +8.2% | AVGO +26% | NVDA +22% | ORCL +32% | MU +51% | GOOGL +39% | MSFT +6% | META −0% | CEG +14% | ETN +5% | AMZN +0% |
| Oct 01, 2025 | +10.0% | +14.9% | +2.2% | AVGO +4% | NVDA +1% | ORCL −32% | MU +73% | GOOGL +29% | MSFT −9% | META −9% | CEG +4% | AMD +36% | AMZN +3% |
| Jan 02, 2026 | +8.8% | +10.3% | −4.0% | NVDA −6% | AVGO −10% | MU +16% | GOOGL −6% | WDC +57% | MSFT −21% | STX +49% | DELL +36% | AMD −3% | ORCL −25% |
| Apr 01, 2026 | +112.0% | +104.0% | +39.0% | AVGO +234% | NVDA +217% | MU +14% | WDC +230% | GOOGL +225% | STX +138% | DELL +17% | AMD −10% | MSFT +15% | ORCL +15% |
| Sum | +886.3% | +1029.1% | +226.0% | ||||||||||
| Avg × 4 (annual) | +33.45% | +38.84% | +8.53% | ||||||||||