Congress Watch

Backtest copying a member of Congress

Pick a politician and see what would have happened if you had bought and sold the same stocks a few days after each filing became public. The simulation only uses information that was public at that moment.

Shelley M Capito: 2026-01-01 to 2026-11-10

$10,000 invested became $10,252 by copying Shelley M Capito, against $10,799 in the S&P 500: 5.5 percentage points behind the index.

+2.5%copy portfolio return
+8.0%S&P 500 return
-2.8%worst drop
6trades executed

On average 18% of the money was invested. On the 172 days stocks were held, the copied holdings returned +15.2% a year against +15.3% for the S&P 500 over the same days.

Value of the portfolio copying Shelley M Capito versus the S&P 5009,1289,73110,33410,93711,5402026-012026-062026-11Copy portfolioS&P 500 (SPY)Buy AVGO, 2026-03-09Buy GOOGL, 2026-03-09Buy AXP, 2026-04-07Buy PNC, 2026-04-07Buy MA, 2026-04-15Sell AVGO, 2026-05-11

Portfolio value (teal) and the same deposits in SPY (red). Green dots are copied purchases and red dots copied sales (at most 300 are drawn). Returns are time-weighted, so deposits do not count as gains.

Gain or loss by month

Monthly return copying Shelley M CapitoJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +0.0%Feb 2026: +0.0%Mar 2026: -0.4%Apr 2026: +3.8%May 2026: -0.0%Jun 2026: +0.2%Jul 2026: +0.8%Aug 2026: -0.6%Sep 2026: -1.2%Oct 2026: +0.0%Nov 2026: -0.0%Dec 2026: no activity

Monthly return of the whole portfolio, cash included. Green months gained, red months lost; darker means a bigger move.

Copied trades by month

Copied trades per month, Shelley M CapitoJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: 0 tradesFeb 2026: 0 tradesMar 2026: 2 tradesApr 2026: 3 tradesMay 2026: 1 tradeJun 2026: 0 tradesJul 2026: 0 tradesAug 2026: 0 tradesSep 2026: 0 tradesOct 2026: 0 tradesNov 2026: 0 tradesDec 2026: no activity

Buys and sells the simulation executed each month; darker means more.

Biggest winners and losers

Best positionsProfit
MA$137
AVGO$53
PNC$45
Worst positionsProfit
GOOGL$-16
AXP$33
PNC$45

What was left out

The latest disclosure is dated 2026-11-05. Trades filed after that date are not in the dataset yet.

AVGO: no price bar on 2 trading day(s) while held; valued at the last close.

AXP: no price bar on 2 trading day(s) while held; valued at the last close.

GOOGL: no price bar on 2 trading day(s) while held; valued at the last close.

MA: no price bar on 2 trading day(s) while held; valued at the last close.

PNC: no price bar on 2 trading day(s) while held; valued at the last close.

18 copy order(s) were rejected; see the transaction log for each reason.

720 disclosed trade(s) were excluded: 697 executes before the backtest start; 12 no usable ticker; 11 transaction type not simulated (exchange).

Hypothetical result with a 3-day delay, 5 basis points slippage, no fees and no leverage. See the methodology. Not investment advice.