arithmos— AI-powered custom index builder. You’re viewing a shared index.
Index
China EV & Battery Monopoly Index
official“A 3-stock concentrated index targeting the global EV value chain — China's top vehicle and battery duopoly plus the western category leader Tesla.” — by Sigrid Doherty
built · 2026-04-30 21:02·rebalance · quarterly·next run · 2026-07-30
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| BYDDY | 33.3% | — | — | — | — | — |
| LIT | 33.3% | — | — | — | — | — |
| TSLA | 33.3% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 3
click a row to drill in ↗NameAllocationRationale
BYDDYBYD CompanyConsumer Discretionary33.34%World's largest EV maker by units; vertically integrated batteries-to-vehicles in China.LITGlobal X Lithium & Battery Tech ETFIndustrials33.33%Largest EV battery manufacturer globally with ~37% share; supplies Tesla, BMW, Ford. (substituted via LIT ETF — CATL is its #1 holding; no US ADR for CATL)TSLATeslaConsumer Discretionary33.33%Western EV brand leader with the lowest cost-to-produce structure outside China.
weighting · equal
rebalance · quarterly
