Power Gauge Performance - Chaikin Analytics

Power Gauge Stock Rating Performance

Model Performance through Q4 of 2019

What is the Chaikin Power Gauge stock rating?

Chaikin Power Gauge

A reliable indication of a stock’s potential, with a history of success

  • Very Bullish-to-Very Bearish rating for U.S. equities
  • Indicates likely 1-to-6 month relative performance
  • 20-factor model looks at: Financials, Earnings, Technicals, Expert Activity
  • 12 years backtesting, 5 years real-world performance

The Power Gauge Stock Rating Uses a 20-Factor Model

Chaikin Power Gauge Stock Rating

Testing Methodology

Start at first trading day of period

Buy all stocks in each rating group, equal-weighted

Rebalance every 4 weeks, until end of period

Determine annualized performance for each rating

Compare to Index ETF and avg stock during same period

Power Gauge Stock Ratings: Life To Date

Model Performance 1/2/99 – 12/31/19 (all returns annualized)

Includes Test Period & Real World results

stock rating performance chart - life to date of the chaikin stock rating

Power Gauge Stock Ratings: Real World Performance

Model Performance 1/2/11 – 12/31/19 (all returns annualized)

Russell 3000 stock universe (minus MLPs & non-US domiciled stocks). Annualized return by rating group vs benchmark, 4-week rebalancing.
Results are equal-weighted. Russell 3000 ETF is cap-weighted. Both include dividends.

Testing Notes

  • Dividends are included in results & benchmark; transaction costs are not included.
  • Results are equal-weighted; Benchmark index ETF is cap-weighted.
  • Results show 1-month rebalancing; past testing has shown similar returns with 3 and 6-month rebalancing.
  • Chaikin Technical Overlay not shown in test results; past testing has shown similar returns, with lower drawdown.
  • Model results are based on a universe which closely tracks the Russell 3000.
  • Chaikin assigns a Rating to all US-traded non-OTCBB/Pink Sheet stocks.
  • The Chaikin Power Gauge stock rating is not a portfolio construction strategy.


CFTC RULE 4.41: Hypothetical or simulated performance results have certain limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not been executed, the results may have under or over compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated 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 profit or losses similar to those shown. Read the full disclaimer here.
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