Explore idea performance

The full model composite follows the recorded index and benchmark series in the Bison Insights tracker, including cash, distributions, rebalances and option positions. Some option marks are estimates. Composite and XOP returns follow the tracker's total-return convention, including distributions, with no FX translation. The starting date is the index baseline.

Individual idea charts measure price change from the last available closing price before publication. XOP uses its own preceding available close when exchange calendars differ. Each individual series uses its listing currency; dividends and foreign-exchange effects are excluded.

For closed ideas, both the security and XOP price histories stop on the recorded sale date. Returns measure market closing-price changes. Actual trade execution returns may differ. Option-based hedge ideas are excluded from the individual selector. Idea numbers match the original directory. A date without a trade does not create a new observed price.

Playback uses fixed axes for the selected period. The full animation takes 10 seconds, including its final pause.