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S&P 500 Market-Cap Rotation

S&P 500 Market-Cap Rotation

Hold the biggest companies by market cap and rotate on schedule. Watch which tickers you would have owned, when they got swapped, and how your money compounded — across 25 years of real market data.

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Growth Curves

Summary

Top-N Final Value CAGR Max Drawdown Rotations Volatility Best Month Worst Month

Strategy Diagnostics

Rolling CAGR

Drawdown Path

Metric Value

Portfolio Time Machine

Date
Portfolio Value
$—
Total Return
Rebalance
— / —
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Swap Log
Press Play or step through time to see tickers being swapped.
Data: real market data from Yahoo Finance (2000–2026), ~7,700 tickers, monthly frequency. Generated via data/fetch_topcap_data.py.