Data-Driven Insights, Better Outcomes
Q4 2024 Reports*
Updated on 10/1/2024
Return Reports
Trailing Returns
The symbol's performance for different time frames.
Quarterly Returns
The weighted return for the given quarter for the previous 5 years.
Quarterly Returns by Year
The weighted return for the given quarter for the previous 5 years and the yearly returns.
Monthly Returns
The weighted return for the given month for the previous 5 years.
Monthly Returns by Year
The weighted return for the given months for the previous 5 years and the yearly returns.
Monthly Expirations
The weighted return for the given monthly expirations from the prior month expiration date for the previous 5 years.
Monthly Expirations by Year
The weighted return for the given monthly expiration(s) from the prior month expiration date for the previous 5 years, and the yearly returns.
1H vs 2H
First half year vs second half year average returns and % up based on previous 10 years.
Option Strategy Reports
Covered Call
Conservative and Aggressive Covered Call trades with approx 30 days to expiration, along with key metrics.
Put Write
Shows put writes that have 36 days to expiration and are approximately 15-20 delta puts.
Booster
Mildly Bullish and Very Bullish trades with approximately 90 days to expiration, along with key metrics.
Zero Cost Collar
Zero cost put spread collars with protection ranges of 95%-85% and 90%-80% with approx 180 days to expiration, along with key metrics.
Other Reports
Downside Beta
Beta calculated on months where SPY had negative returns over the past 5 years.