Live
Total Return
-
This Month
-
Portfolio Value
-
Risk Level
Medium
Followers
2
Copiers
3
Likes
1
Posts
0
Explore performance, risk, and community
Switch between tabs to inspect returns, composition, transactions, and member discussions.
Portfolio Information
Description
The portfolio Beta is a non-leveraged portfolio with a tactical allocation strategy designed for stability and consistent growth.
It aims to provide safer, traditional returns by carefully selecting assets and adjusting allocations based on market conditions. This approach helps maintain a balanced risk profile while capturing opportunities in different market environments.
The portfolio is actively managed, focusing on long-term growth while minimizing volatility. Unlike Amplify, it avoids leverage, making it suitable for investors seeking a more conservative investment strategy.
You can copy this strategy and have the trades replicated on your account.
It aims to provide safer, traditional returns by carefully selecting assets and adjusting allocations based on market conditions. This approach helps maintain a balanced risk profile while capturing opportunities in different market environments.
The portfolio is actively managed, focusing on long-term growth while minimizing volatility. Unlike Amplify, it avoids leverage, making it suitable for investors seeking a more conservative investment strategy.
You can copy this strategy and have the trades replicated on your account.
Manager
CrossdInvestment
Created
January 1, 2025
Strategy Type
Mixed Strategy
Broker & Trading
Broker
Capital.com
(API)
Account Type
Live Account
Risk Level
Medium
Copyable
Yes
(0.1% fee)
Status & Activity
Visibility
Public
Status
Active
Copiers
3
Last Updated
4 minutes ago
View Performance
Detailed charts and analytics
Join Discussion
Community insights and updates
Performance Analysis
Detailed performance metrics, benchmarking, and historical analysis
Total Performance
Last Year
+24.8%
vs Benchmark: +8.3%
+16.5%
Absolute Return
$4,960
Annualized
+28.4%
Risk-Adjusted Returns
1.85
Sharpe Ratio
Excellent
2.24
Sortino Ratio
Excellent
1.63
Calmar Ratio
Good
Consistency Metrics
73%
Win Rate
+2.8%
Avg Win
-1.2%
Avg Loss
2.33
Profit Factor
Benchmark Comparison
Bitcoin (BTC/USD)
Correlation
0.68
Beta
1.23
Alpha
+12.4%
Information Ratio
1.42
Cumulative Performance
Loading performance data...
Monthly Performance Heatmap
-10%+
-5%
0%
+5%
+10%+
Rolling Performance Metrics
Current
+15.2%
Average
+12.8%
Best
+32.1%
Worst
-8.4%
Performance Attribution
Name
Weight
Return
Contribution
Statistical Summary
Return Statistics
Total Return
+24.8%
Annualized Return
+28.4%
Monthly Return (Avg)
+2.1%
Best Month
+18.3%
Worst Month
-8.7%
Risk Statistics
Volatility (Annual)
15.4%
Maximum Drawdown
-12.3%
VaR (95%)
-4.2%
Skewness
0.34
Kurtosis
2.18
Trading Statistics
Total Trades
147
Win Rate
73.2%
Average Hold Time
8.3 days
Profit Factor
2.33
Recovery Factor
2.02
Portfolio Metrics
as of 2025-11-05 14:49:00
|
Beta
|
Levered Beta
|
VaR
|
CVaR
|
VaR$
|
CVaR$
|
|---|
Loading metrics...
Aggregated Positions
Position breakdown and risk metrics
Aggregated Positions Access Restricted
Start copying this portfolio to access detailed position breakdown and risk metrics.
Start CopyingAssets Access Restricted
Start copying this portfolio to access detailed asset allocation and portfolio composition.
Start CopyingReady to start copying?
Connect your Capital.com API and mirror trades while keeping funds secure in your own account.
- Identical execution
- Your capital stays protected
- Automation ready