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
$585K
+50.1%
Realized P&L
$359K
Open Positions
75
Performance vs S&P 500
1M
+0.4%
SPY -0.8%
α +1.2%
3M
+3.8%
SPY +14.0%
α -10.2%
6M
+3.4%
SPY +7.8%
α -4.5%
1Y
+11.0%
SPY +24.1%
α -13.1%
3Y
+31.5%
SPY +71.8%
α -40.3%
5Y
+25.4%
SPY +76.2%
α -50.8%
All
+89.9%
SPY +251.7%
α -161.8%
Head-to-head with S&P 500
Live Holdings75 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 6,480 | $44.96 | $291K | +16.5% | |
| 674 | $121.42 | $82K | +189.5% | |
| 236 | $331.58 | $78K | +153.0% | |
| 770 | $86.14 | $66K | +129.8% | |
| 264 | $230.69 | $61K | +76.0% | |
| 657 | $88.15 | $58K | +56.4% | |
| 140 | $395.04 | $55K | +99.2% | |
| 111 | $434.32 | $48K | +502.1% | |
| 391 | $117.20 | $46K | +304.6% | |
| 127 | $336.42 | $43K | +5.4% | |
| 127 | $325.85 | $41K | +141.5% | |
| 115 | $348.79 | $40K | +69.8% | |
| 234 | $149.46 | $35K | +118.7% | |
| 203 | $167.55 | $34K | +94.4% | |
| 300 | $112.80 | $34K | +78.0% | |
| 121 | $264.67 | $32K | +79.9% | |
| 93 | $343.19 | $32K | +80.1% | |
| 539 | $58.54 | $32K | +9.9% | |
| 137 | $215.30 | $29K | +84.2% | |
| 193 | $147.90 | $29K | +78.6% | |
| 50 | $564.47 | $28K | -12.1% | |
| 79 | $344.39 | $27K | +61.0% | |
| 100 | $270.59 | $27K | +69.9% | |
| 139 | $174.97 | $24K | +18.7% | |
| 172 | $140.67 | $24K | +28.5% | |
| 169 | $140.86 | $24K | +14.0% | |
| 140 | $148.60 | $21K | +128.4% | |
| 75 | $274.70 | $21K | +157.0% | |
| 68 | $282.81 | $19K | +73.0% | |
| 148 | $119.42 | $18K | +120.9% | |
| 63 | $274.70 | $17K | +8.1% | |
| 172 | $100.06 | $17K | +4.6% | |
| 47 | $357.21 | $17K | +110.0% | |
| 211 | $79.20 | $17K | -0.3% | |
| 119 | $122.50 | $15K | -34.3% | |
| 155 | $91.03 | $14K | -25.9% | |
| 611 | $22.17 | $14K | -17.5% | |
| 26 | $494.39 | $13K | +63.6% | |
| 75 | $172.54 | $13K | +61.0% | |
| 163 | $75.98 | $12K | -61.8% | |
| 74 | $162.68 | $12K | -6.2% | |
| 154 | $78.03 | $12K | +26.5% | |
| 6 | $1905.95 | $11K | +1093.3% | |
| 10 | $1103.95 | $11K | +33.7% | |
| 164 | $62.91 | $10K | +28.7% | |
| 82 | $124.56 | $10K | +66.1% | |
| 78 | $123.94 | $10K | +21.6% | |
| 39 | $233.48 | $9K | +15.2% | |
| 24 | $343.70 | $8K | +420.2% | |
| 48 | $175.79 | $8K | -14.0% | |
| 113 | $74.03 | $8K | +4.5% | |
| 118 | $69.90 | $8K | +17.6% | |
| 24 | $326.77 | $8K | +212.9% | |
| 23 | $317.69 | $7K | -7.5% | |
| 17 | $357.39 | $6K | -22.4% | |
| 76 | $80.88 | $6K | -23.0% | |
| 12 | $447.32 | $6K | +230.5% | |
| 90 | $59.83 | $5K | +42.2% | |
| 55 | $96.56 | $5K | +61.1% | |
| 28 | $176.44 | $5K | +177.0% | |
| 104 | $46.09 | $5K | +149.6% | |
| 57 | $69.22 | $4K | -36.8% | |
| 13 | $302.43 | $4K | +124.1% | |
| 51 | $75.17 | $4K | +49.1% | |
| 41 | $89.38 | $4K | +34.1% | |
| 153 | $22.40 | $3K | -46.9% | |
| 40 | $79.92 | $3K | +75.1% | |
| 32 | $98.86 | $3K | +85.4% | |
| 7 | $443.21 | $3K | +405.7% | |
| 6 | $465.55 | $3K | +1141.5% | |
| 65 | $17.00 | $1K | -76.8% | |
| 10 | $83.27 | $863 | -21.8% | |
| 13 | $51.81 | $671 | -14.0% | |
| 12 | $46.02 | $543 | +91.8% | |
| 1 | $406.92 | $230 | -3.6% |
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 →
