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
$1.9M
Unrealized P&L
$713K
+61.0%
Realized P&L
$359K
Open Positions
75
Performance vs S&P 500
1M
+5.1%
SPY +3.7%
α +1.4%
3M
+9.4%
SPY +4.6%
α +4.8%
6M
+3.7%
SPY +11.4%
α -7.8%
1Y
+17.2%
SPY +22.3%
α -5.1%
3Y
+34.0%
SPY +72.3%
α -38.4%
5Y
+30.6%
SPY +75.0%
α -44.4%
All
+103.6%
SPY +265.4%
α -161.8%
Head-to-head with S&P 500
Live Holdings75 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 6,480 | $48.44 | $314K | +25.6% | |
| 236 | $357.85 | $84K | +173.1% | |
| 674 | $120.93 | $81K | +188.4% | |
| 657 | $107.72 | $71K | +91.1% | |
| 264 | $257.84 | $68K | +96.8% | |
| 770 | $85.01 | $65K | +126.8% | |
| 140 | $425.46 | $59K | +114.6% | |
| 111 | $447.66 | $50K | +520.5% | |
| 127 | $350.57 | $44K | +159.8% | |
| 391 | $111.85 | $44K | +286.2% | |
| 127 | $340.69 | $43K | +6.8% | |
| 203 | $203.39 | $41K | +135.9% | |
| 115 | $354.73 | $41K | +72.7% | |
| 93 | $411.21 | $38K | +115.8% | |
| 137 | $271.76 | $37K | +132.4% | |
| 234 | $158.42 | $37K | +131.8% | |
| 121 | $295.85 | $36K | +101.1% | |
| 539 | $63.88 | $34K | +19.9% | |
| 300 | $108.09 | $32K | +70.5% | |
| 79 | $390.97 | $31K | +82.8% | |
| 169 | $176.68 | $30K | +43.0% | |
| 50 | $592.83 | $30K | -7.7% | |
| 193 | $145.74 | $28K | +76.0% | |
| 100 | $273.76 | $28K | +71.9% | |
| 139 | $186.18 | $26K | +26.3% | |
| 172 | $139.29 | $24K | +27.3% | |
| 140 | $156.51 | $22K | +140.6% | |
| 75 | $292.88 | $22K | +174.0% | |
| 119 | $176.07 | $21K | -5.6% | |
| 68 | $302.69 | $20K | +85.2% | |
| 211 | $86.83 | $18K | +9.3% | |
| 172 | $106.41 | $18K | +11.3% | |
| 148 | $121.30 | $18K | +124.3% | |
| 47 | $370.06 | $17K | +117.6% | |
| 63 | $269.52 | $17K | +6.1% | |
| 155 | $105.79 | $16K | -13.8% | |
| 26 | $587.24 | $16K | +94.3% | |
| 611 | $23.82 | $15K | -11.3% | |
| 75 | $184.86 | $14K | +72.5% | |
| 74 | $182.84 | $14K | +5.4% | |
| 154 | $84.02 | $13K | +36.3% | |
| 78 | $156.62 | $12K | +53.6% | |
| 163 | $72.75 | $12K | -63.4% | |
| 10 | $1185.75 | $11K | +43.6% | |
| 82 | $134.04 | $11K | +78.7% | |
| 6 | $1734.62 | $10K | +986.0% | |
| 39 | $252.53 | $10K | +24.6% | |
| 164 | $60.34 | $10K | +23.4% | |
| 23 | $369.41 | $9K | +7.6% | |
| 118 | $72.68 | $9K | +22.3% | |
| 24 | $363.19 | $9K | +247.8% | |
| 48 | $173.25 | $8K | -15.3% | |
| 113 | $71.13 | $8K | +0.4% | |
| 24 | $318.04 | $8K | +381.4% | |
| 17 | $387.63 | $7K | -15.8% | |
| 55 | $120.08 | $7K | +100.3% | |
| 76 | $83.69 | $6K | -20.3% | |
| 12 | $477.23 | $6K | +252.6% | |
| 90 | $62.78 | $6K | +49.2% | |
| 104 | $50.28 | $5K | +172.3% | |
| 51 | $90.91 | $5K | +80.4% | |
| 28 | $161.06 | $4K | +152.8% | |
| 13 | $336.52 | $4K | +149.3% | |
| 57 | $71.86 | $4K | -34.4% | |
| 153 | $25.38 | $4K | -39.9% | |
| 41 | $93.22 | $4K | +39.9% | |
| 40 | $87.05 | $3K | +90.7% | |
| 32 | $102.83 | $3K | +92.9% | |
| 7 | $388.44 | $3K | +343.2% | |
| 6 | $418.75 | $3K | +1016.7% | |
| 65 | $14.92 | $974 | -79.7% | |
| 10 | $75.86 | $786 | -28.8% | |
| 13 | $55.97 | $724 | -7.1% | |
| 12 | $47.24 | $557 | +96.9% | |
| 1 | $408.23 | $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 →
