Republican · House ·
Rich McCormick's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.
Portfolio Value
$444K
Unrealized P&L
$80K
+22.1%
Realized P&L
$24K
Open Positions
23
Performance vs S&P 500
1M
-4.3%
SPY +0.6%
α -4.9%
3M
+3.4%
SPY +4.6%
α -1.1%
6M
+9.1%
SPY +21.1%
α -12.0%
1Y
+7.8%
SPY +15.7%
α -7.8%
3Y
+44.8%
SPY +80.2%
α -35.4%
5Y
+76.5%
SPY +97.1%
α -20.6%
All
+76.5%
SPY +97.1%
α -20.6%
Head-to-head with S&P 500
Live Holdings23 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 71 | $499.77 | $36K | +28.1% | |
| 81 | $370.96 | $30K | +25.9% | |
| 98 | $297.56 | $29K | -8.9% | |
| 274 | $106.33 | $29K | +82.1% | |
| 251 | $110.39 | $28K | +73.0% | |
| 82 | $336.40 | $28K | +72.2% | |
| 160 | $154.53 | $25K | +54.3% | |
| 221 | $103.13 | $23K | -5.2% | |
| 21 | $1061.89 | $23K | +15.8% | |
| 25 | $904.59 | $23K | +41.5% | |
| 137 | $157.21 | $21K | +34.4% | |
| 67 | $273.68 | $18K | +14.3% | |
| 68 | $264.29 | $18K | +13.7% | |
| 63 | $287.61 | $18K | +12.4% | |
| 191 | $88.96 | $17K | +6.3% | |
| 118 | $133.56 | $16K | -1.5% | |
| 56 | $237.51 | $13K | -16.6% | |
| 26 | $383.65 | $10K | +62.6% | |
| 117 | $77.09 | $9K | -4.9% | |
| 24 | $361.19 | $8K | +6.2% | |
| 55 | $147.35 | $8K | +1.1% | |
| 28 | $268.61 | $7K | +44.4% | |
| 56 | $129.86 | $7K | -9.1% |
About this simulation
This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →
