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Congress: members

Thomas J. Rooney

Backtest from 17 Jan 2017 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+30.1%
S&P 500 +14.9%
Last 12 months
+14.1%
S&P 500 +12.1%
Sharpe ratio
0.81
S&P 500 0.74
Biggest drop
−52.4%
S&P 500 −31.8%
$10.0k$20.0k$40.0k$80.0k$160k 20172019202120232025 $132k$38.9k
Thomas J. RooneyS&P 500 $10,000 in Thomas J. Rooney from 17 Jan 2017 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Mirrors the disclosed stock holdings of Rep. Thomas J. Rooney (Independent, FL) and family. It buys on the first trading day after each report is filed, sized by the middle of the value band reported, starts from the holdings listed in the member's annual disclosure report once that report is public, and holds each position until a sale is reported. Call options count as the stock until they expire. Members often report weeks or months late, so this is what a follower could actually have done.

Thomas J. Rooney's trades →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+30.1%+14.9%
Total return+1220%+289%
Last 12 months+14.1%+12.1%
Last 3 months−3.5%—
Last month+16.4%—
This year so far+12.8%—
Volatility a year38.5%17.2%
Sharpe ratio0.810.74
Biggest drop−52.4%−31.8%
Beta to the S&P 5001.231.00
Alpha a year (t-statistic)+15.7% (1.52)—
Share of weeks up60%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck. 480 reported trades were copied.

Insights

CompanyWeightHeld sinceReturn since
FTAI88.9%16 Oct 2017+1898.9%
AVGO2.3%25 Jan 2017+1984.0%
ACRE1.0%17 Jan 2017−26.7%
RL0.6%17 Jan 2017+439.1%
MCK0.6%17 Jan 2017+629.0%
META0.5%25 Jan 2017+368.9%
RCL0.4%14 Aug 2018+198.1%
EWBC0.4%17 Jul 2017+187.9%
GOOGL0.3%17 Jul 2017+486.2%
AAPL0.3%17 Jul 2017+872.2%
NEE0.3%17 Jan 2017+264.0%
LOW0.3%17 Jan 2017+263.3%
ABT0.3%17 Jan 2017+222.9%
JNJ0.3%17 Jan 2017+205.9%
ITW0.2%17 Jan 2017+196.1%
AMGN0.2%17 Jan 2017+303.7%
ADP0.2%17 Jan 2017+260.1%
DPZ0.2%16 Feb 2018+61.1%
CB0.2%17 Jul 2017+196.3%
APD0.1%17 Jan 2017+177.2%
MDT0.1%17 Jan 2017+69.0%
EBAY0.1%17 Jan 2017+357.2%
AFL0.1%17 Jan 2017+345.9%
BABA0.1%16 Oct 2017−39.3%
MMM0.1%17 Jul 2017+37.3%
DORM0.1%17 Jul 2017+82.6%
NSC0.1%17 Jan 2017+287.3%
EMR0.1%17 Jan 2017+275.9%
UNP0.1%17 Jan 2017+268.1%
QCOM0.1%17 Jan 2017+232.9%
XOM0.1%17 Jan 2017+216.2%
TGT0.1%17 Jan 2017+198.4%
CVX0.1%17 Jan 2017+196.8%
SO0.1%17 Jan 2017+183.9%
MCD0.1%17 Jan 2017+171.6%
PG0.1%17 Jan 2017+152.7%
AOS0.1%17 Jul 2017+34.7%
IPGP0.1%17 Sept 2018−53.0%
IBM0.1%17 Jan 2017+140.1%
DIS0.1%17 Jan 2017+13.5%
ROP0.1%17 Jul 2017+115.7%
TMO0.1%17 Jul 2017+289.2%
PEP0.1%17 Jan 2017+86.0%
CL0.1%17 Jan 2017+83.9%
AMT0.1%16 Feb 2018+69.7%
NGVT0.0%17 Jan 2017+39.3%
OMC0.0%17 Jan 2017+37.7%
T0.0%17 Jan 2017+36.4%
CMCSA0.0%17 Jan 2017−8.7%
GIS0.0%17 Jan 2017−18.3%
CE0.0%16 Feb 2018−44.9%
NKE0.0%16 Feb 2018−34.4%
PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest17 Jan 2017 to 2 Nov 2026+30.1%+14.9%0.810.74−52.4%1.23+15.7% (1.52)
2018 onwards5 Jan 2018 to 2 Nov 2026+31.5%+13.9%0.820.66−52.4%1.23+18.4% (1.61)
Last three years3 Nov 2023 to 2 Nov 2026+60.5%+21.8%1.081.16−45.7%1.09+39.5% (1.34)
Last year7 Nov 2025 to 2 Nov 2026+19.8%+14.2%0.520.84−45.7%1.30+14.6% (0.28)
DateCompanyAction
15 Oct 2018BVBought
17 Sept 2018IPGPBought
14 Aug 2018RCLBought
13 Mar 2018THOBought
16 Feb 2018SLBBought
16 Feb 2018NKEBought
16 Feb 2018DPZBought
16 Feb 2018CEBought
16 Feb 2018AMTBought
16 Feb 2018AMATBought
16 Oct 2017FTAIBought
16 Oct 2017BABABought
17 Jul 2017WYBought
17 Jul 2017UNHBought
17 Jul 2017TXNBought
17 Jul 2017TMOBought
17 Jul 2017TJXBought
17 Jul 2017SYFBought
17 Jul 2017SLBBought
17 Jul 2017ROPBought
17 Jul 2017NKEBought
17 Jul 2017MSFTBought
17 Jul 2017MMMBought
17 Jul 2017MABought
17 Jul 2017LWBought

Dated on the first trading day after the report was filed, when a follower could have acted.

DateCompanyAction
15 Jan 2019BVSold
15 Jan 2019AMATSold
13 Dec 2018SLBSold
15 Oct 2018THOSold
13 Mar 2018WYSold
13 Mar 2018TJXSold
13 Mar 2018AMZNSold
16 Feb 2018UNHSold
16 Feb 2018TXNSold
16 Feb 2018SYFSold
16 Feb 2018MSFTSold
16 Feb 2018MASold
16 Feb 2018LWSold
16 Feb 2018HDSold
16 Feb 2018CLBSold
16 Feb 2018BLKSold
16 Feb 2018AZOSold
16 Feb 2018ANSold
16 Feb 2018ADBESold
16 Feb 2018ACNSold
11 Jan 2018SLBSold
11 Jan 2018NKESold
14 Nov 2017NXPISold
16 Oct 2017VFCSold
16 Oct 2017SYYSold

Dated on the first trading day after the report was filed, when a follower could have acted.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest