Republican · Senate · WV
Shelley Moore Capito'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
$1.8M
Unrealized P&L
$638K
+54.6%
Realized P&L
$359K
Open Positions
75
Performance vs S&P 500
1M
-4.0%
SPY +0.6%
α -4.5%
3M
+1.6%
SPY +4.6%
α -3.0%
6M
+8.3%
SPY +21.1%
α -12.8%
1Y
+10.0%
SPY +15.8%
α -5.7%
3Y
+38.6%
SPY +80.3%
α -41.7%
5Y
+27.5%
SPY +73.0%
α -45.5%
All
+95.5%
SPY +262.8%
α -167.3%
Head-to-head with S&P 500
Live Holdings75 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 6,480 | $46.26 | $300K | +19.9% | |
| 236 | $337.75 | $80K | +157.7% | |
| 674 | $106.33 | $72K | +153.6% | |
| 264 | $268.61 | $71K | +105.0% | |
| 657 | $103.13 | $68K | +83.0% | |
| 770 | $77.09 | $59K | +105.7% | |
| 203 | $256.32 | $52K | +197.4% | |
| 140 | $355.19 | $50K | +79.1% | |
| 111 | $438.22 | $49K | +507.5% | |
| 391 | $110.39 | $43K | +281.1% | |
| 127 | $334.92 | $42K | +148.2% | |
| 115 | $338.11 | $39K | +64.6% | |
| 127 | $302.01 | $38K | -5.4% | |
| 93 | $408.01 | $38K | +114.1% | |
| 50 | $747.70 | $37K | +16.4% | |
| 234 | $154.53 | $36K | +126.1% | |
| 137 | $264.29 | $36K | +126.0% | |
| 121 | $273.68 | $33K | +86.0% | |
| 539 | $58.69 | $32K | +10.2% | |
| 169 | $182.25 | $31K | +47.5% | |
| 300 | $101.39 | $30K | +60.0% | |
| 139 | $205.31 | $29K | +39.3% | |
| 193 | $147.35 | $28K | +78.0% | |
| 79 | $343.76 | $27K | +60.7% | |
| 100 | $237.51 | $24K | +49.1% | |
| 172 | $129.86 | $22K | +18.7% | |
| 75 | $293.00 | $22K | +174.1% | |
| 119 | $184.47 | $22K | -1.1% | |
| 140 | $142.58 | $20K | +119.2% | |
| 68 | $287.61 | $19K | +75.9% | |
| 211 | $88.96 | $19K | +11.9% | |
| 148 | $119.67 | $18K | +121.3% | |
| 63 | $263.49 | $17K | +3.7% | |
| 172 | $93.27 | $16K | -2.5% | |
| 611 | $25.36 | $15K | -5.6% | |
| 47 | $320.28 | $15K | +88.3% | |
| 26 | $524.30 | $14K | +73.5% | |
| 75 | $180.55 | $13K | +68.5% | |
| 155 | $84.20 | $13K | -31.4% | |
| 74 | $170.16 | $13K | -1.9% | |
| 82 | $150.25 | $12K | +100.3% | |
| 154 | $77.42 | $12K | +25.5% | |
| 163 | $71.73 | $12K | -64.0% | |
| 78 | $148.67 | $12K | +45.8% | |
| 10 | $1156.09 | $11K | +40.1% | |
| 6 | $1736.62 | $10K | +987.3% | |
| 164 | $54.73 | $9K | +12.0% | |
| 39 | $225.28 | $9K | +11.2% | |
| 24 | $361.19 | $8K | +245.9% | |
| 48 | $170.63 | $8K | -16.6% | |
| 118 | $64.86 | $8K | +9.1% | |
| 23 | $327.35 | $8K | -4.7% | |
| 24 | $307.87 | $8K | +366.0% | |
| 113 | $63.28 | $7K | -10.7% | |
| 12 | $474.96 | $6K | +250.9% | |
| 76 | $77.12 | $6K | -26.6% | |
| 55 | $105.36 | $6K | +75.8% | |
| 17 | $325.97 | $6K | -29.2% | |
| 90 | $61.37 | $5K | +45.9% | |
| 104 | $47.27 | $5K | +156.0% | |
| 51 | $96.37 | $5K | +91.2% | |
| 28 | $163.66 | $5K | +156.9% | |
| 13 | $315.52 | $4K | +133.8% | |
| 40 | $87.94 | $3K | +92.7% | |
| 41 | $85.83 | $3K | +28.8% | |
| 153 | $22.64 | $3K | -46.4% | |
| 57 | $52.70 | $3K | -51.9% | |
| 6 | $447.65 | $3K | +1093.7% | |
| 32 | $86.44 | $3K | +62.1% | |
| 7 | $383.65 | $3K | +337.7% | |
| 65 | $13.39 | $875 | -81.8% | |
| 13 | $57.45 | $744 | -4.6% | |
| 10 | $70.22 | $728 | -34.1% | |
| 12 | $38.23 | $451 | +59.4% | |
| 1 | $408.01 | $231 | -3.3% |
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 →
