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Citrine

Stock-specific momentum beyond broad sector moves

Citrine searches for strength that remains after accounting for the broad market and a stock’s sector. It is designed to favor company-specific leadership over a move shared by an entire industry.

Signal from the 2026-08-21 close, filled at the next session’s open.

Starting capital
$100,000
2017-01-03
Current value
$474,965
2026-08-21
Total return
+375.0%
Annualized return
+17.6%
SPY +13.6%
Max drawdown
-24.2%
2021-02-12 → 2021-05-13
Profit factor
1.66
avg win +11.1%, avg loss -5.8%

Equity curve

100000$301224.6$502449.2$2017201820192020202120222023202420252026474964.7$
Citrine — after costsSPY buy & hold
Both start at $100,000 on 2017-01-03. Citrine ends at $474,965 after execution costs at a $100,000 account, against SPY buy & hold at $339,957.

Drawdown

-24.2%-12.1%0%2017201820192020202120222023202420252026-6.4%
Deepest: -24.2% between 2021-02-12 and 2021-05-13, after execution costs.

Both charts include estimated execution costs for a $100,000 account. The estimate scales each fill with order size, liquidity, and volatility; actual slippage can differ.

Returns by year

YearJanFebMarAprMayJunJulAugSepOctNovDecYear
20174.65.70.82.0-1.3-0.23.50.14.60.93.2-0.3+25.9%
20186.7-4.4-1.1-0.46.8-1.1-1.44.1-2.3-7.6-0.3-6.0-7.8%
20195.39.05.41.3-2.96.41.71.7-6.4-1.91.6-1.8+20.0%
20203.7-6.8-5.52.45.54.69.07.3-2.5-1.415.52.1+37.0%
202112.15.1-4.6-3.0-3.66.6-2.71.3-2.38.5-5.32.5+13.5%
2022-6.11.65.4-3.3-1.5-5.69.01.2-5.85.81.6-5.3-4.3%
20234.00.31.9-2.0-0.68.12.4-1.5-3.3-2.58.42.5+18.3%
20243.39.13.7-4.05.71.1-3.54.40.82.08.8-9.4+22.4%
20256.00.9-4.3-1.54.56.23.5-1.95.92.5-2.50.2+20.4%
202613.210.3-8.314.71.42.3-4.00.3····+31.3%

Monthly figures in percent, after execution costs. 60.3% of months were positive; best year +37.0%, worst -7.8%. The final year is partial.

Research, not advice. Strategy results are hypothetical backtests, not subscriber or managed-account returns. They assume next-open fills and use modeled execution costs at the displayed account size where calibrated; actual execution can differ. Dividends and taxes are excluded, historical delisting coverage is incomplete, and every strategy can lose money. Read the full strategy disclosure.