Tuesday, January 8, 2019
A Look at Climate Change Disclosures

Wednesday, January 2, 2019
Quants: Point-in-Time Data for Backtesting

Friday, December 28, 2018
Now Showing: Controls & Procedures

Thursday, December 27, 2018
A Reminder on Non-GAAP Reporting Rules

Monday, December 17, 2018
Researching PG&E’s Wildfire Risk

Wednesday, December 12, 2018
Tracking Brexit Disclosures

Thursday, December 6, 2018
Campbell Soup: Looking Behind the Label

Sunday, December 2, 2018
SEC Comment Letters: The Amazon Example

Wednesday, November 28, 2018
Measuring Big Pharma’s Chemical Dependency

Monday, November 26, 2018
Analysts, Can You Relate? A True Story

Monday, November 19, 2018
Digging Up Historical Trend Data: Quest Example

Sunday, November 11, 2018
Cost of Revenue, SG&A: Q3 Update

Monday, November 5, 2018
Lease Accounting: FedEx vs. UPS

Saturday, November 3, 2018
New Email Alerting Powers

Wednesday, October 31, 2018
PTC and Two Tales of Revenue

Tuesday, October 30, 2018
10-K/Q Section Text Change Detection

Sunday, October 28, 2018
Finding Purchase Price Allocation

Sunday, October 21, 2018
Charting Netflix Growth in Three Ways

Wednesday, October 17, 2018
Interesting Data on Interest Income

Thursday, October 11, 2018
The Decline of Sears in Three Charts

Archive  |  Search:
The Calcbench 700 (Our Portfolio Index)
Tuesday, January 17, 2012

Introducing the Calcbench 700.  We recently created a fundmental portfolio index using XBRL.  We believe that this index captures a unique view of the economy.  We have published the index on our homepage.  The bigger point, is that using XBRL as a basis, you can now create PORTFOLIOS!! 

The CB700 constituents are included along with the initial weights that we used in calculating the index.  We use a proprietary weighting scheme to establish the weights.  The returns will be published periodically so that the performance of the index is known.  For now, you can look and see that the “in-sample” performance is slightly better than the S&P 500.  Please take these results with a grain of salt because the history is only a few weeks. 

You can find the index at (**LOGIN REQUIRED):

**Please note, you will have to login in order to obtain the index. **

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