39/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 5 wins, 7 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q20/3 |
LoseWTI / S&P -7.42% / 15.20% |
LoseWTI / S&P 13.75% / 15.00% |
LoseWTI / S&P -3.95% / 50.40% |
Non-scoringWTI / S&P -19.32% / 15.70% | Non-scoringWTI / S&P WTI unavailable / 28.47 | Non-scoringWTI / S&P WTI unavailable / S&P unavailable | Non-scoringWTI / S&P WTI unavailable / S&P unavailable | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.36b |
| 2026-Q12/3 |
WinWTI / S&P 109.90% / -4.33% |
LoseWTI / S&P 1.41% / 11.30% |
WinWTI / S&P 31.94% / 27.70% |
Non-scoringWTI / S&P -27.23% / 14.80% | Non-scoringWTI / S&P WTI unavailable / 25.43 | Non-scoringWTI / S&P WTI unavailable / S&P unavailable | Non-scoringWTI / S&P WTI unavailable / S&P unavailable | Non-scoringWTI / S&P WTI unavailable / $0.27b | Non-scoringWTI / S&P WTI unavailable / $0.00b |
| 2025-Q41/3 |
LoseWTI / S&P -9.97% / 2.65% |
LoseWTI / S&P -4.53% / 9.00% |
WinWTI / S&P 71.19% / 13.40% |
Non-scoringWTI / S&P -29.92% / 13.20% | Non-scoringWTI / S&P WTI unavailable / 28.48 | Non-scoringWTI / S&P WTI unavailable / 5.39 | Non-scoringWTI / S&P WTI unavailable / $4.42m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.20b |
| 2025-Q32/3 |
WinWTI / S&P 10.95% / 8.12% |
LoseWTI / S&P -6.92% / 4.61% |
WinWTI / S&P 130.23% / 13.45% |
Non-scoringWTI / S&P -29.25% / 11.78% | Non-scoringWTI / S&P WTI unavailable / 28.13 | Non-scoringWTI / S&P WTI unavailable / 5.27 | Non-scoringWTI / S&P WTI unavailable / $4.42m | Non-scoringWTI / S&P WTI unavailable / $0.11b | Non-scoringWTI / S&P WTI unavailable / $0.00b |
| 2025-Q21/3 |
LoseWTI / S&P 7.19% / 10.94% |
LoseWTI / S&P -11.53% / 4.83% |
WinWTI / S&P 347.06% / 10.63% |
Non-scoringWTI / S&P -22.62% / 11.45% | Non-scoringWTI / S&P WTI unavailable / 27.10 | Non-scoringWTI / S&P WTI unavailable / 5.01 | Non-scoringWTI / S&P WTI unavailable / $4.42m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.23b |
| 2025-Q11/3 |
LoseWTI / S&P -6.02% / -4.27% |
LoseWTI / S&P -5.05% / 4.98% |
WinWTI / S&P 380.00% / 10.57% |
Non-scoringWTI / S&P -20.66% / 11.39% | Non-scoringWTI / S&P WTI unavailable / 26.23 | Non-scoringWTI / S&P WTI unavailable / 4.69 | Non-scoringWTI / S&P WTI unavailable / $4.42m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.10b |
| 2024-Q40/3 |
LoseWTI / S&P -22.40% / 2.41% |
LoseWTI / S&P -1.39% / 5.25% |
LoseWTI / S&P -690.00% / 6.15% |
Non-scoringWTI / S&P -16.59% / 11.29% | Non-scoringWTI / S&P WTI unavailable / 28.60 | Non-scoringWTI / S&P WTI unavailable / 4.99 | Non-scoringWTI / S&P WTI unavailable / $4.28m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.08b |
| 2024-Q30/3 |
LoseWTI / S&P 0.91% / 5.89% |
LoseWTI / S&P -8.94% / 5.89% |
LoseWTI / S&P -210.26% / 6.11% |
Non-scoringWTI / S&P -11.95% / 10.87% | Non-scoringWTI / S&P WTI unavailable / 28.09 | Non-scoringWTI / S&P WTI unavailable / 4.94 | Non-scoringWTI / S&P WTI unavailable / $4.28m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.21b |
| 2024-Q20/3 |
LoseWTI / S&P -18.89% / 4.28% |
LoseWTI / S&P -21.82% / 5.38% |
LoseWTI / S&P -120.24% / 5.12% |
Non-scoringWTI / S&P -4.51% / 10.85% | Non-scoringWTI / S&P WTI unavailable / 27.64 | Non-scoringWTI / S&P 62.92 / 4.79 | Non-scoringWTI / S&P WTI unavailable / $4.28m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.36b |
| 2024-Q10/3 |
LoseWTI / S&P -18.39% / 10.56% |
LoseWTI / S&P -37.14% / 5.71% |
LoseWTI / S&P -108.47% / 5.59% |
Non-scoringWTI / S&P -4.04% / 10.81% | Non-scoringWTI / S&P WTI unavailable / 27.02 | Non-scoringWTI / S&P 18.75 / 4.71 | Non-scoringWTI / S&P WTI unavailable / $4.28m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.12b |
| 2023-Q40/3 |
LoseWTI / S&P -25.35% / 11.69% |
LoseWTI / S&P -42.17% / 6.81% |
LoseWTI / S&P -93.67% / 7.78% |
Non-scoringWTI / S&P 2.93% / 11.19% | Non-scoringWTI / S&P 30.64 / 24.35 | Non-scoringWTI / S&P 15.32 / 4.31 | Non-scoringWTI / S&P WTI unavailable / $4.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.01b |
| 2023-Q31/3 |
WinWTI / S&P 13.18% / -3.27% |
LoseWTI / S&P -34.21% / 7.52% |
LoseWTI / S&P -76.22% / -5.03% |
Non-scoringWTI / S&P 10.08% / 10.84% | Non-scoringWTI / S&P 10.79 / 23.93 | Non-scoringWTI / S&P 21.41 / 3.98 | Non-scoringWTI / S&P WTI unavailable / $4.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.24b |
| 2023-Q21/3 |
LoseWTI / S&P -23.82% / 8.74% |
LoseWTI / S&P -6.58% / 9.50% |
WinWTI / S&P -7.69% / -8.57% |
Non-scoringWTI / S&P 17.37% / 10.88% | Non-scoringWTI / S&P 4.57 / 24.01 | Non-scoringWTI / S&P 22.87 / 4.19 | Non-scoringWTI / S&P WTI unavailable / $4.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.17b |
| 2023-Q11/3 |
LoseWTI / S&P -8.96% / 7.50% |
WinWTI / S&P 38.24% / 10.77% |
LoseWTI / S&P -690.00% / -15.69% |
Non-scoringWTI / S&P 30.13% / 10.82% | Non-scoringWTI / S&P 2.87 / 22.66 | Non-scoringWTI / S&P 21.36 / 3.93 | Non-scoringWTI / S&P WTI unavailable / $4.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.13b |
| 2022-Q41/3 |
LoseWTI / S&P -4.78% / 7.56% |
WinWTI / S&P 65.05% / 11.88% |
LoseWTI / S&P -644.83% / -17.99% |
Non-scoringWTI / S&P 25.10% / 11.09% | Non-scoringWTI / S&P 3.53 / 22.65 | Non-scoringWTI / S&P 106.81 / 3.75 | Non-scoringWTI / S&P WTI unavailable / $3.70m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.15b |
| 2022-Q32/3 |
WinWTI / S&P 35.65% / -4.88% |
WinWTI / S&P 84.10% / 13.47% |
LoseWTI / S&P WTI unavailable / -1.41% |
Non-scoringWTI / S&P 26.38% / 12.28% | Non-scoringWTI / S&P 3.55 / 20.58 | Non-scoringWTI / S&P WTI unavailable / 3.60 | Non-scoringWTI / S&P WTI unavailable / $3.70m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.17b |
| 2022-Q22/3 |
WinWTI / S&P 13.09% / -16.10% |
WinWTI / S&P 79.53% / 13.71% |
LoseWTI / S&P WTI unavailable / 11.04% |
Non-scoringWTI / S&P 17.26% / 13.03% | Non-scoringWTI / S&P 4.69 / 20.28 | Non-scoringWTI / S&P WTI unavailable / 3.78 | Non-scoringWTI / S&P WTI unavailable / $3.70m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.17b |
| 2022-Q12/3 |
WinWTI / S&P 18.27% / -4.60% |
WinWTI / S&P 79.05% / 15.97% |
LoseWTI / S&P WTI unavailable / 42.23% |
Non-scoringWTI / S&P -6.93% / 14.22% | Non-scoringWTI / S&P WTI unavailable / 22.19 | Non-scoringWTI / S&P WTI unavailable / 4.51 | Non-scoringWTI / S&P WTI unavailable / $3.70m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.20b |
| 2021-Q41/3 |
LoseWTI / S&P -13.17% / 11.03% |
WinWTI / S&P 60.98% / 15.00% |
LoseWTI / S&P WTI unavailable / 96.40% |
Non-scoringWTI / S&P -7.43% / 15.13% | Non-scoringWTI / S&P WTI unavailable / 23.63 | Non-scoringWTI / S&P WTI unavailable / 4.73 | Non-scoringWTI / S&P WTI unavailable / $3.63m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.13b |
| 2021-Q31/3 |
LoseWTI / S&P -23.30% / 0.58% |
WinWTI / S&P 20.65% / 10.77% |
LoseWTI / S&P WTI unavailable / 69.42% |
Non-scoringWTI / S&P -20.39% / 14.13% | Non-scoringWTI / S&P WTI unavailable / 25.35 | Non-scoringWTI / S&P WTI unavailable / 4.38 | Non-scoringWTI / S&P WTI unavailable / $3.63m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.19b |
| 2021-Q21/3 |
WinWTI / S&P 35.10% / 8.55% |
LoseWTI / S&P -8.14% / 6.58% |
LoseWTI / S&P WTI unavailable / 51.81% |
Non-scoringWTI / S&P -17.55% / 13.34% | Non-scoringWTI / S&P WTI unavailable / 26.70 | Non-scoringWTI / S&P WTI unavailable / 4.43 | Non-scoringWTI / S&P WTI unavailable / $3.63m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.11b |
| 2021-Q11/3 |
WinWTI / S&P 65.44% / 6.17% |
LoseWTI / S&P -35.88% / -1.06% |
LoseWTI / S&P WTI unavailable / 7.39% |
Non-scoringWTI / S&P -8.31% / 11.60% | Non-scoringWTI / S&P WTI unavailable / 30.50 | Non-scoringWTI / S&P WTI unavailable / 4.23 | Non-scoringWTI / S&P WTI unavailable / $3.63m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.10b |
| 2020-Q41/3 |
WinWTI / S&P 20.56% / 12.15% |
LoseWTI / S&P -35.20% / -3.72% |
LoseWTI / S&P WTI unavailable / -33.42% |
Non-scoringWTI / S&P 10.90% / 8.86% | Non-scoringWTI / S&P 8.17 / 39.26 | Non-scoringWTI / S&P WTI unavailable / 4.05 | Non-scoringWTI / S&P WTI unavailable / $3.17m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.01b |
| 2020-Q30/3 |
LoseWTI / S&P -21.05% / 8.93% |
LoseWTI / S&P -23.30% / -2.04% |
LoseWTI / S&P WTI unavailable / -27.10% |
Non-scoringWTI / S&P 13.94% / 9.24% | Non-scoringWTI / S&P 4.53 / 34.27 | Non-scoringWTI / S&P WTI unavailable / 3.65 | Non-scoringWTI / S&P WTI unavailable / $3.17m | Non-scoringWTI / S&P WTI unavailable / $0.02b | Non-scoringWTI / S&P WTI unavailable / $0.00b |
| 2020-Q21/3 |
WinWTI / S&P 34.12% / 20.54% |
LoseWTI / S&P -15.37% / -0.46% |
LoseWTI / S&P WTI unavailable / -27.11% |
Non-scoringWTI / S&P 31.40% / 9.37% | Non-scoringWTI / S&P 2.22 / 31.29 | Non-scoringWTI / S&P WTI unavailable / 3.44 | Non-scoringWTI / S&P WTI unavailable / $3.17m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.03b |
| 2020-Q10/3 |
LoseWTI / S&P -69.42% / -19.60% |
LoseWTI / S&P -3.49% / 3.47% |
LoseWTI / S&P WTI unavailable / -14.75% |
Non-scoringWTI / S&P 34.59% / 10.68% | Non-scoringWTI / S&P 1.31 / 22.80 | Non-scoringWTI / S&P WTI unavailable / 2.92 | Non-scoringWTI / S&P WTI unavailable / $3.17m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.05b |
| 2019-Q41/3 |
WinWTI / S&P 27.23% / 9.07% |
LoseWTI / S&P -7.89% / 5.36% |
LoseWTI / S&P WTI unavailable / 2.99% |
Non-scoringWTI / S&P 13.85% / 12.81% | Non-scoringWTI / S&P 10.63 / 22.78 | Non-scoringWTI / S&P WTI unavailable / 3.53 | Non-scoringWTI / S&P WTI unavailable / $3.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.05b |
| 2019-Q30/3 |
LoseWTI / S&P -11.90% / 1.70% |
LoseWTI / S&P -7.06% / 5.02% |
LoseWTI / S&P WTI unavailable / 0.21% |
Non-scoringWTI / S&P 38.63% / 12.41% | Non-scoringWTI / S&P 3.02 / 22.44 | Non-scoringWTI / S&P WTI unavailable / 3.30 | Non-scoringWTI / S&P WTI unavailable / $3.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.09b |
| 2019-Q20/3 |
LoseWTI / S&P -28.12% / 4.30% |
LoseWTI / S&P 4.67% / 6.64% |
LoseWTI / S&P WTI unavailable / 8.65% |
Non-scoringWTI / S&P 31.72% / 12.79% | Non-scoringWTI / S&P 4.02 / 21.37 | Non-scoringWTI / S&P WTI unavailable / 3.32 | Non-scoringWTI / S&P WTI unavailable / $3.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.27b |
| 2019-Q12/3 |
WinWTI / S&P 67.48% / 13.65% |
WinWTI / S&P 13.21% / 8.12% |
LoseWTI / S&P WTI unavailable / 14.29% |
Non-scoringWTI / S&P 30.83% / 12.97% | Non-scoringWTI / S&P 5.60 / 20.86 | Non-scoringWTI / S&P WTI unavailable / 3.26 | Non-scoringWTI / S&P WTI unavailable / $3.08m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $34.35b |
| 2018-Q41/3 |
LoseWTI / S&P -57.26% / -13.52% |
WinWTI / S&P 19.22% / 9.05% |
LoseWTI / S&P WTI unavailable / 18.23% |
Non-scoringWTI / S&P 42.85% / 13.10% | Non-scoringWTI / S&P 2.33 / 19.39 | Non-scoringWTI / S&P WTI unavailable / 2.94 | Non-scoringWTI / S&P WTI unavailable / $3.00m | Non-scoringWTI / S&P WTI unavailable / $0.01b | Non-scoringWTI / S&P WTI unavailable / $0.00b |
| 2018-Q32/3 |
WinWTI / S&P 34.83% / 7.71% |
WinWTI / S&P 19.69% / 10.21% |
LoseWTI / S&P WTI unavailable / 19.06% |
Non-scoringWTI / S&P 23.54% / 13.01% | Non-scoringWTI / S&P 10.06 / 22.25 | Non-scoringWTI / S&P WTI unavailable / 3.45 | Non-scoringWTI / S&P WTI unavailable / $3.00m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.17b |
| 2018-Q22/3 |
WinWTI / S&P 61.40% / 3.43% |
WinWTI / S&P 11.24% / 9.03% |
LoseWTI / S&P WTI unavailable / 14.46% |
Non-scoringWTI / S&P 16.40% / 12.56% | Non-scoringWTI / S&P 11.60 / 22.49 | Non-scoringWTI / S&P WTI unavailable / 3.25 | Non-scoringWTI / S&P WTI unavailable / $3.00m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.19b |
| 2018-Q12/3 |
WinWTI / S&P 33.84% / -0.76% |
WinWTI / S&P 11.25% / 7.68% |
LoseWTI / S&P WTI unavailable / 12.46% |
Non-scoringWTI / S&P 16.71% / 12.27% | Non-scoringWTI / S&P 7.42 / 23.41 | Non-scoringWTI / S&P WTI unavailable / 3.17 | Non-scoringWTI / S&P WTI unavailable / $3.00m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.08b |
| 2017-Q42/3 |
WinWTI / S&P 8.52% / 6.64% |
WinWTI / S&P 21.78% / 7.03% |
LoseWTI / S&P WTI unavailable / 13.82% |
Non-scoringWTI / S&P 16.36% / 12.09% | Non-scoringWTI / S&P 5.78 / 24.25 | Non-scoringWTI / S&P WTI unavailable / 3.23 | Non-scoringWTI / S&P WTI unavailable / $2.92m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.05b |
| 2017-Q32/3 |
WinWTI / S&P 55.61% / 4.48% |
WinWTI / S&P 21.70% / 5.68% |
LoseWTI / S&P WTI unavailable / 17.57% |
Non-scoringWTI / S&P 15.38% / 12.04% | Non-scoringWTI / S&P 5.77 / 23.28 | Non-scoringWTI / S&P WTI unavailable / 3.08 | Non-scoringWTI / S&P WTI unavailable / $2.92m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.11b |
| 2017-Q21/3 |
LoseWTI / S&P -29.24% / 3.09% |
WinWTI / S&P 15.37% / 4.83% |
LoseWTI / S&P WTI unavailable / 17.74% |
Non-scoringWTI / S&P 25.52% / 11.96% | Non-scoringWTI / S&P 2.25 / 23.40 | Non-scoringWTI / S&P WTI unavailable / 3.03 | Non-scoringWTI / S&P WTI unavailable / $2.92m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.08b |
| 2017-Q10/3 |
LoseWTI / S&P 0.00% / 6.07% |
LoseWTI / S&P -2.28% / 3.67% |
LoseWTI / S&P WTI unavailable / 13.32% |
Non-scoringWTI / S&P -7.66% / 11.75% | Non-scoringWTI / S&P WTI unavailable / 23.60 | Non-scoringWTI / S&P WTI unavailable / 3.01 | Non-scoringWTI / S&P WTI unavailable / $2.92m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $20.24b |
| 2016-Q41/3 |
WinWTI / S&P 57.39% / 3.82% |
LoseWTI / S&P -21.15% / 2.09% |
LoseWTI / S&P WTI unavailable / 7.05% |
Non-scoringWTI / S&P -62.26% / 11.37% | Non-scoringWTI / S&P WTI unavailable / 23.76 | Non-scoringWTI / S&P WTI unavailable / 2.91 | Non-scoringWTI / S&P WTI unavailable / $2.88m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $1.11b |
| 2016-Q30/3 |
LoseWTI / S&P -24.14% / 3.85% |
LoseWTI / S&P -35.18% / 0.20% |
LoseWTI / S&P WTI unavailable / -3.15% |
Non-scoringWTI / S&P -81.55% / 10.82% | Non-scoringWTI / S&P WTI unavailable / 24.22 | Non-scoringWTI / S&P WTI unavailable / 2.78 | Non-scoringWTI / S&P WTI unavailable / $2.88m | Non-scoringWTI / S&P WTI unavailable / $0.00b | Non-scoringWTI / S&P WTI unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | WTI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 103.81% | 20.78% |
| Annualized return | 103.81% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | WTI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 20.63% | 83.14% |
| Annualized return | 3.82% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | WTI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 132.55% | 319.30% |
| Annualized return | 8.81% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.