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These are hypothetical performance results that have certain inherent limitations. Learn more
Listing Edit Subscribers Broadcast Share System More...

QPI 50L 25S 100K

Started: 06/2025
Stocks
Last trade: Yesterday
Trading style: Equity Hedged Equity

Subscriptions not available

No subscriptions are currently available for this strategy because the strategy manager has capped the maximum number of subscribers.

Subscription terms. You can subscribe to this system for free.

C2Star

C2Star is a certification program for trading strategies. In order to become "C2Star Certified," a strategy must apply tight risk controls, and must exhibit excellent performance characteristics, including low drawdowns.

You can read more about C2Star certification requirements here.

Note that: all trading strategies are risky, and C2Star Certification does not imply that a strategy is low risk.

Trading Category: Equity
Hedged Equity
Category: Equity

Hedged Equity

Core holding of long equities hedged at all times with short sales of stocks and/or stock index options.
5.1%
Cumul. Return

Rate of Return Calculations

Overview

To comply with NFA regulations, we display Cumulative Rate of Return for strategies with a track record of less than one year. For strategies with longer track records, we display Annualized (Compounded) Rate of Return.

How Cumulative Rate of Return is calculated

= (Ending_equity - Starting_equity) / Starting_equity

Remember that, following NFA requirements, strategy subscription costs and estimated commissions are included in marked-to-market equity calculations.

All results are hypothetical.

(1.1%)
Max Drawdown
145
Num Trades
63.4%
Win Trades
3.4 : 1
Profit Factor
-
Win Months

Model Account Details

A trading strategy on Collective2. Follow it in your broker account, or use a free simulated trading account.

Advanced users may want to use this information to adjust their AutoTrade scaling, or merely to understand the magnitudes of the nearby chart.

Trading Record

Download CSV
Long
Short
Both
Win
Loss
Both
Show More details Show Fewer details
Opened Date/TimeSymbolDescriptionSideQuantAvg PriceClosed Date/TimeAvg PriceDrawdownP/L
6/27/25 15:58 FDX FEDEX SHORT 8 229.33 6/30 15:58 227.40 0.01%
Trade id #152172382
Max drawdown($10)
Time6/30/25 9:30
Quant open8
Worst price230.66
Drawdown as % of equity-0.01%
 $13
Includes Typical Broker Commissions trade costs of $2.00
6/27/25 15:58 TMO THERMO FISHER SCIENTIFIC SHORT 4 407.60 6/30 15:58 405.66 0.02%
Trade id #152172380
Max drawdown($22)
Time6/30/25 9:43
Quant open4
Worst price413.28
Drawdown as % of equity-0.02%
 $6
Includes Typical Broker Commissions trade costs of $2.00
6/27/25 15:58 DRI DARDEN RESTAURANTS LONG 9 215.91 6/30 15:58 217.95 0%
Trade id #152172367
Max drawdown($3)
Time6/30/25 11:05
Quant open9
Worst price215.53
Drawdown as % of equity-0.00%
 $16
Includes Typical Broker Commissions trade costs of $2.00
6/26/25 15:58 ROST ROSS STORES SHORT 15 126.66 6/30 15:58 127.61 0.04%
Trade id #152160435
Max drawdown($43)
Time6/27/25 0:00
Quant open15
Worst price129.59
Drawdown as % of equity-0.04%
 ($16)
Includes Typical Broker Commissions trade costs of $2.00
6/26/25 15:58 MOS MOSAIC LONG 56 35.22 6/30 15:58 36.47 0.02%
Trade id #152160425
Max drawdown($19)
Time6/27/25 0:00
Quant open56
Worst price34.88
Drawdown as % of equity-0.02%
 $68
Includes Typical Broker Commissions trade costs of $2.00
6/23/25 15:58 WELL WELLTOWER INC LONG 12 154.43 6/30 15:58 153.77 0.05%
Trade id #152126710
Max drawdown($53)
Time6/30/25 9:31
Quant open12
Worst price150.01
Drawdown as % of equity-0.05%
 ($10)
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 TDG TRANSDIGM GROUP LONG 1 1437.32 6/30 15:58 1522.71 0.03%
Trade id #152052815
Max drawdown($27)
Time6/20/25 0:00
Quant open1
Worst price1409.40
Drawdown as % of equity-0.03%
 $83
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 AXON AXON ENTERPRISE INC LONG 2 780.37 6/30 15:58 828.07 0.04%
Trade id #152052805
Max drawdown($44)
Time6/24/25 0:00
Quant open2
Worst price758.24
Drawdown as % of equity-0.04%
 $93
Includes Typical Broker Commissions trade costs of $2.00
6/26/25 15:58 HAL HALLIBURTON SHORT 97 20.63 6/27 15:58 20.58 0.02%
Trade id #152160431
Max drawdown($18)
Time6/27/25 10:02
Quant open97
Worst price20.82
Drawdown as % of equity-0.02%
 $3
Includes Typical Broker Commissions trade costs of $2.00
6/26/25 15:58 CBRE CBRE GROUP LONG 14 138.35 6/27 15:58 139.43 0%
Trade id #152160429
Max drawdown($3)
Time6/27/25 9:35
Quant open14
Worst price138.07
Drawdown as % of equity-0.00%
 $13
Includes Typical Broker Commissions trade costs of $2.00
6/26/25 15:58 NOC NORTHROP GRUMMAN LONG 4 493.86 6/27 15:58 494.26 0.02%
Trade id #152160421
Max drawdown($18)
Time6/27/25 9:34
Quant open4
Worst price489.26
Drawdown as % of equity-0.02%
 $0
Includes Typical Broker Commissions trade costs of $2.00
6/17/25 15:58 NKE NIKE SHORT 33 60.01 6/27 15:58 72.12 0.45%
Trade id #152080072
Max drawdown($467)
Time6/27/25 12:15
Quant open33
Worst price74.19
Drawdown as % of equity-0.45%
 ($402)
Includes Typical Broker Commissions trade costs of $2.00
6/16/25 15:58 NI NISOURCE LONG 50 39.34 6/27 15:58 40.01 0.02%
Trade id #152069470
Max drawdown($19)
Time6/17/25 0:00
Quant open50
Worst price38.96
Drawdown as % of equity-0.02%
 $32
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 EIX EDISON INTERNATIONAL SHORT 41 48.26 6/27 15:58 50.93 0.13%
Trade id #152052911
Max drawdown($134)
Time6/24/25 0:00
Quant open41
Worst price51.55
Drawdown as % of equity-0.13%
 ($111)
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 PANW PALO ALTO NETWORKS LONG 10 196.22 6/27 15:58 200.45 0%
Trade id #152052876
Max drawdown($2)
Time6/23/25 0:00
Quant open10
Worst price196.00
Drawdown as % of equity-0.00%
 $40
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 BSX BOSTON SCIENTIFIC LONG 20 99.64 6/27 15:58 106.88 n/a $143
Includes Typical Broker Commissions trade costs of $2.00
6/25/25 15:57 BDX BECTON DICKINSON SHORT 11 170.88 6/26 15:58 169.92 0%
Trade id #152149401
Max drawdown($0)
Time6/25/25 16:00
Quant open11
Worst price170.96
Drawdown as % of equity-0.00%
 $9
Includes Typical Broker Commissions trade costs of $2.00
6/25/25 15:57 UNH UNITEDHEALTH GROUP SHORT 6 302.53 6/26 15:58 302.50 0.02%
Trade id #152149399
Max drawdown($25)
Time6/26/25 9:33
Quant open6
Worst price306.71
Drawdown as % of equity-0.02%
 ($2)
Includes Typical Broker Commissions trade costs of $2.00
6/24/25 15:58 BK BANK OF NEW YORK MELLON LONG 21 91.22 6/26 15:58 90.10 0.03%
Trade id #152138392
Max drawdown($30)
Time6/26/25 10:15
Quant open21
Worst price89.75
Drawdown as % of equity-0.03%
 ($26)
Includes Typical Broker Commissions trade costs of $2.00
6/20/25 15:58 NRG NRG ENERGY LONG 13 152.11 6/26 15:58 161.58 0.03%
Trade id #152110058
Max drawdown($28)
Time6/23/25 0:00
Quant open13
Worst price149.91
Drawdown as % of equity-0.03%
 $121
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 PCG PACIFIC GAS & ELECTRIC CO. SHORT 146 13.60 6/26 15:58 14.10 0.11%
Trade id #152052928
Max drawdown($107)
Time6/20/25 0:00
Quant open146
Worst price14.34
Drawdown as % of equity-0.11%
 ($75)
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 FIS FIDELITY NATIONAL INFO LONG 25 79.31 6/26 15:58 80.07 0%
Trade id #152052879
Max drawdown($1)
Time6/26/25 13:32
Quant open25
Worst price79.24
Drawdown as % of equity-0.00%
 $17
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 RMD RESMED LONG 8 249.22 6/26 15:58 256.42 0%
Trade id #152052865
Max drawdown($4)
Time6/17/25 0:00
Quant open8
Worst price248.72
Drawdown as % of equity-0.00%
 $56
Includes Typical Broker Commissions trade costs of $2.00
6/24/25 15:58 ARE ALEXANDRIA REAL ESTATE SHORT 26 75.44 6/25 15:57 73.89 n/a $38
Includes Typical Broker Commissions trade costs of $2.00
6/24/25 15:58 LYB LYONDELLBASELL INDUSTRIES SHORT 34 58.40 6/25 15:57 57.54 n/a $27
Includes Typical Broker Commissions trade costs of $2.00
6/24/25 15:58 GDDY GODADDY INC LONG 11 179.67 6/25 15:57 177.62 0.03%
Trade id #152138396
Max drawdown($26)
Time6/25/25 15:30
Quant open11
Worst price177.23
Drawdown as % of equity-0.03%
 ($25)
Includes Typical Broker Commissions trade costs of $2.00
6/24/25 15:58 PEP PEPSICO SHORT 15 131.09 6/25 15:57 128.03 n/a $44
Includes Typical Broker Commissions trade costs of $2.00
6/20/25 15:58 ETR ENTERGY LONG 24 81.02 6/25 15:57 81.34 n/a $6
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 DLR DIGITAL REALTY TRUST LONG 11 174.30 6/25 15:57 172.02 0.04%
Trade id #152052863
Max drawdown($46)
Time6/25/25 15:34
Quant open11
Worst price170.08
Drawdown as % of equity-0.04%
 ($27)
Includes Typical Broker Commissions trade costs of $2.00
6/13/25 15:58 MOS MOSAIC LONG 56 35.74 6/25 15:57 35.44 0.03%
Trade id #152052813
Max drawdown($27)
Time6/25/25 9:35
Quant open56
Worst price35.25
Drawdown as % of equity-0.03%
 ($19)
Includes Typical Broker Commissions trade costs of $2.00
Next

Statistics

  • Strategy began
    6/13/2025
  • Suggested Minimum Cap
    $5,000
  • Strategy Age (days)
    18.13
  • Age
    18 days ago
  • What it trades
    Stocks
  • # Trades
    145
  • # Profitable
    92
  • % Profitable
    63.40%
  • Avg trade duration
    8.9 days
  • Max peak-to-valley drawdown
    1.07%
  • drawdown period
    June 18, 2025 - June 19, 2025
  • Avg win
    $81.79
  • Avg loss
    $41.58
  • Model Account Values (Raw)
  • Cash
    $102,820
  • Margin Used
    $26,521
  • Buying Power
    $81,064
  • Ratios
  • W:L ratio
    3.42:1
  • Sharpe Ratio
  • Sortino Ratio
  • Calmar Ratio
  • CORRELATION STATISTICS
  • Return of Strat Pcnt - Return of SP500 Pcnt (cumu)
    1.43%
  • Return Percent SP500 (cumu) during strategy life
    3.81%
  • Return Statistics
  • Ann Return (w trading costs)
    136.6%
  • Instruments
  • Percent Trades Options
    n/a
  • Percent Trades Futures
    n/a
  • Slump
  • Current Slump, time of slump as pcnt of strategy life
    0.01%
  • Instruments
  • Percent Trades Stocks
    1.00%
  • Slump
  • Current Slump as Pcnt Equity
    n/a
  • Return Statistics
  • Return Pcnt Since TOS Status
    n/a
  • Return Pcnt (Compound or Annual, age-based, NFA compliant)
    0.052%
  • Instruments
  • Percent Trades Forex
    n/a
  • Return Statistics
  • Ann Return (Compnd, No Fees)
    168.3%
  • Automation
  • Percentage Signals Automated
    100.00%
  • Popularity
  • Popularity (Today)
    0
  • Popularity (Last 6 weeks)
    0
  • Popularity (7 days, Percentile 1000 scale)
    0
  • Trading Style
  • Any stock shorts? 0/1
    1
  • Trades-Own-System Certification
  • Trades Own System?
    -
  • TOS percent
    n/a
  • Win / Loss
  • Avg Win
    $82
  • Avg Loss
    $42
  • Sum Trade PL (losers)
    $2,204.000
  • Sum Trade PL (winners)
    $7,525.000
  • # Winners
    92
  • Dividends
  • Dividends Received in Model Acct
    17
  • Win / Loss
  • Num Months Winners
    1
  • Age
  • Num Months filled monthly returns table
    1
  • Win / Loss
  • # Losers
    53
  • % Winners
    63.5%
  • Frequency
  • Avg Position Time (mins)
    12750.40
  • Avg Position Time (hrs)
    212.51
  • Avg Trade Length
    8.9 days
  • Last Trade Ago
    1
  • Leverage
  • Daily leverage (average)
    1.38
  • Daily leverage (max)
    1.40
  • Maximum Adverse Excursion (MAE)
  • Hold-and-Hope Ratio
    -0.007
  • Analysis based on DAILY values, last 6 months only
  • DRAW DOWN STATISTICS
  • Risk estimates based on draw downs (based on Extreme Value T
  • assuming Pareto losses only (using partial moments from Sortino statistics)
  • Max Equity Drawdown (num days)
    1
  • Last 4 Months - Pcnt Negative
    n/a
  • Strat Max DD how much worse than SP500 max DD during strat life?
    -348582000

Strategy Description

Summary Statistics

Strategy began
2025-06-13
# Trades
145
# Profitable
92
% Profitable
63.4%
Net Dividends
$16
Sharpe Ratio
-
Sortino Ratio
0.00
Beta
0.00
Alpha
0.00
Leverage
1.38 Average
1.40 Maximum
Summary
Higher leverage = greater risk.

More information about leverage

Lisa Chen Trading calculates the maximum leverage used by a strategy in each day. We then display the average of these measurements (i.e. the average daily maximum leverage) and the greatest of these measurements (maximum daily leverage).

Leverage is the ratio of total notional value controlled by a strategy divided by its Model Account equity. Generally higher leverage implies greater risk.

Example of calculation:
The Strategy buys 100 shares of stock at $12 per share.
The Model Account equity during that day is $5,000.
The leverage is: $1200 / $5,000 = 0.24

This is a useful measurement, but it should be considered in context. This measurement doesn't take into account important factors, such as when multiple positions are held that are inversely correlated. Nor does the measurement take into account the volatility of the instruments being held.

In addition, certain asset classes are inherently more leveraged than others. For example, futures contracts are highly leveraged. Forex positions are often even more leveraged than futures.

Most values on this page (including the Strategy Equity Chart, above) have been adjusted by estimated trading commissions and subscription costs.

Some advanced users find it useful to see "raw" Model Account values. These numbers do not include any commissions, fees, subscription costs, or dividend actions.

Strategy developers can "archive" strategies at any time. This means the strategy Model Account is reset to its initial level and the trade list cleared. However, all archived track records are permanently preserved for evaluation by potential subscribers.

About the results you see on this Web site

Past results are not necessarily indicative of future results.

These results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown.

In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program, which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.

Material assumptions and methods used when calculating results

The following are material assumptions used when calculating any hypothetical monthly results that appear on our web site.

  • Profits are reinvested. We assume profits (when there are profits) are reinvested in the trading strategy.
  • Starting investment size. For any trading strategy on our site, hypothetical results are based on the assumption that you invested the starting amount shown on the strategy's performance chart. In some cases, nominal dollar amounts on the equity chart have been re-scaled downward to make current go-forward trading sizes more manageable. In these cases, it may not have been possible to trade the strategy historically at the equity levels shown on the chart, and a higher minimum capital was required in the past.
  • All fees are included. When calculating cumulative returns, we try to estimate and include all the fees a typical trader incurs when AutoTrading using AutoTrade technology. This includes the subscription cost of the strategy, plus any per-trade AutoTrade fees, plus estimated broker commissions if any.
  • "Max Drawdown" Calculation Method. We calculate the Max Drawdown statistic as follows. Our computer software looks at the equity chart of the system in question and finds the largest percentage amount that the equity chart ever declines from a local "peak" to a subsequent point in time (thus this is formally called "Maximum Peak to Valley Drawdown.") While this is useful information when evaluating trading systems, you should keep in mind that past performance does not guarantee future results. Therefore, future drawdowns may be larger than the historical maximum drawdowns you see here.

Trading is risky

There is a substantial risk of loss in futures and forex trading. Online trading of stocks and options is extremely risky. Assume you will lose money. Don't trade with money you cannot afford to lose.

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Suggested Minimum Capital

This is our estimate of the minimum amount of capital to follow a strategy, assuming you use the smallest reasonable AutoTrade Scaling % for the strategy.