Cup-with-Handle Performance Report

The charts at the right show how all Cup-with-Handle breakouts have performed since April 1, 2003. The data and charts are updated weekly.

The data is obtained is follows:

1. A 'breakout' occurs when a stock that is on our cup-with-handle watchlist closes above the required minimum breakout price and volume. It is only included in the performance report if it traded within 5% of the breakout price so stocks that gap up and are not within this range are excluded.

2. Price movements are followed at the close of that and each subsequent day for 12 months after breakout.

3. If the stock rises to 5% or more above the breakout price, the subsequent highest price achieved within 12 months is used to place the stock in one of the % gain after breakout categories shown.

4. If the stock fails to reach 5% and then falls back to 8% or more below the breakout price, then the stock is counted in the 'fail' group and its subsequent performance ignored, unless it forms another CwH and breaks out again when it is treated as a separate breakout event.

5. Stocks that remain within the -8% to +5% range are still 'in-range' and counted in the <5% group.

Results:

No. of Breakouts:
180
%. of Breakouts Exceeding 5% Return:
39 %
Average Return (incl. 8% stop losses):
-20 %
Average days to maximum gain:
25
Annualized rate of return (incl. failures):
-292 %

The tables below show each individual breakout used to compile these statistics and charts. As you are logged in as a guest, any breakout in the last 14 days has been excluded.

Performance After Breakout since April, 2003*
*A new algorithm for locating CwH patterns was introduced on March 31, 2003. Results prior to that are not comparable and not included.
Successful Breakouts (gained more than 5% after breakout)
Symbol
(Click for CwH Chart
before breakout)
B/O Date
(Click for Chart
since breakout)
B/O Price
Subsequent High
% gain to High
Days to High
Zone
SGG
2007-02-01
8.69
11.88
36.71
64 4-3
NVTL
2007-02-23
12.80
17.04
33.13
33 4-2
BRKR
2007-02-20
8.17
10.79
32.07
38 4-4
HGR
2007-02-02
9.22
12.1
31.24
63 4-2
RYI
2007-02-15
31.81
41.39
30.12
50 4-2
AVCI
2007-03-15
9.45
12.27
29.84
21 4-4
TESO
2007-03-07
22.27
28.2
26.63
30 4-3
VSNT
2007-02-12
15.58
19.7
26.44
54 4-3
GIGM
2007-02-07
11.95
15.1
26.36
58 4-4
BID
2007-02-08
37.80
47.32
25.19
56 4-3
BIF
2007-02-06
10.35
12.95
25.12
59 4-0
HL
2007-02-21
7.54
9.34
23.87
41 4-4
DMRC
2007-02-02
9.94
12.27
23.44
19 4-2
OEH
2007-02-14
49.93
61.6
23.37
41 4-3
BIG
2007-03-09
27.49
33.86
23.17
28 4-2
PRKR
2007-03-20
11.33
13.69
20.83
7 4-2
MAT
2007-02-01
24.78
29.65
19.65
64 4-3
SUMT
2007-02-07
7.38
8.8
19.24
20 4-3
FALC
2007-02-13
9.47
11.23
18.59
11 4-3
TRT
2007-02-14
14.48
17.15
18.44
8 4-4
MDV
2007-02-07
16.83
19.9
18.24
35 4-1
GIGM
2007-02-20
12.80
15.1
17.97
48 4-4
LPSN
2007-03-07
6.70
7.88
17.61
24 4-3
IGTE
2007-03-07
7.40
8.7
17.57
20 4-3
RICK
2007-02-12
9.40
11.04
17.45
14 4-3
CLAY
2007-02-13
20.38
23.93
17.42
11 4-3
CLAY
2007-02-20
20.60
23.93
16.17
7 4-3
GLBL
2007-03-20
17.29
19.8
14.52
15 4-4
NUAN
2007-02-14
14.15
16.2
14.49
37 4-3
CTB
2007-03-01
16.97
19.38
14.2
34 4-2
MKTX
2007-03-06
14.94
16.96
13.52
29 4-3
DRC
2007-03-21
27.84
31.57
13.4
15 4-4
LPSN
2007-03-20
6.96
7.88
13.22
11 4-3
LQDT
2007-02-07
20.24
22.84
12.85
6 4-4
CRM
2007-02-01
44.32
49.88
12.55
14 4-3
SID
2007-03-21
39.15
43.7
11.62
16 4-2
DLR
2007-02-01
36.23
40.34
11.34
62 4-2
WW
2007-02-08
45.32
50.44
11.3
43 4-3
IGTE
2007-03-20
7.86
8.7
10.69
7 4-3
CRESY
2007-02-21
19.95
22.08
10.68
6 4-2
DE
2007-02-14
105.13
115.95
10.29
8 4-3
AUY
2007-02-08
13.94
15.37
10.26
19 4-2
HOFT
2007-02-22
19.89
21.93
10.26
41 4-3
SUMT
2007-02-14
8.00
8.8
10
13 4-3
LHCG
2007-03-01
30.00
32.92
9.73
33 4-4
SUMT
2007-02-21
8.05
8.8
9.32
6 4-3
HSR
2007-02-20
12.00
13.1
9.17
5 4-3
ITY
2007-02-02
83.63
90.86
8.65
60 4-4
FC
2007-03-07
8.15
8.82
8.22
6 4-3
BITS
2007-02-14
10.60
11.45
8.02
9 4-4
LPTH
2007-03-21
6.40
6.91
7.97
2 4-2
CMI
2007-02-14
140.09
150.19
7.21
38 4-3
AG
2007-02-14
36.60
39.19
7.08
8 4-2
RVI
2007-02-08
20.47
21.9
6.99
57 4-2
HOLX
2007-02-21
57.70
61.3
6.24
41 4-4
CXW
2007-02-08
50.50
53.54
6.02
13 4-3
TRAK
2007-03-01
30.77
32.61
5.98
1 4-4
TIE
2007-02-20
35.95
38.03
5.79
7 4-4
EGO
2007-02-15
6.20
6.55
5.65
7 4-3
EWP
2007-02-06
55.11
58.22
5.64
59 4-3
NCIT
2007-02-28
15.95
16.84
5.58
1 4-3
HPC
2007-02-01
20.09
21.11
5.08
26 4-3
Breakouts in-range (between -8% and +5% of b/o price)
Symbol
B/O Date
B/O Price
Last Close
% of B/O Price
ZUMZ
2007-03-21
40.25
42
4.35
TSCM
2007-03-16
11.80
11.78
-0.17
ADBL
2007-03-12
11.11
10.54
-5.13
ABG
2007-03-08
27.36
27.01
-1.28
GAP
2007-03-08
33.69
33.11
-1.72
MSTR
2007-02-26
129.00
124.1
-3.8
STN
2007-02-26
83.95
86.84
3.44
BFS
2007-02-23
58.50
54.9
-6.15
SLNK
2007-02-21
11.73
11.76
0.26
WHIT
2007-02-01
10.81
11
1.76
ATRC
2007-01-31
10.09
11
9.02
GIGM
2007-01-31
11.25
11
-2.22
LDSH
2007-01-31
39.80
11
-72.36
MFN
2007-01-31
10.19
11
7.95
REFR
2007-01-31
6.37
11
72.68
RTI
2007-01-31
80.00
11
-86.25
TWGP
2007-01-31
33.57
11
-67.23
WHIT
2007-01-31
10.81
11
1.76
ASMI
2007-01-30
22.39
11
-50.87
STKL
2007-01-30
11.04
11
-0.36
WBMD
2007-01-30
49.00
11
-77.55
BDC
2007-01-29
43.72
11
-74.84
BMRN
2007-01-29
18.46
11
-40.41
HRZ
2007-01-29
29.49
11
-62.7
JLL
2007-01-29
97.57
11
-88.73
LTBG
2007-01-29
14.90
11
-26.17
SPWR
2007-01-29
44.02
11
-75.01
TXI
2007-01-29
71.89
11
-84.7
DMRC
2007-01-26
9.27
11
18.66
VPRT
2007-01-26
38.63
11
-71.52
CPY
2007-01-25
50.45
11
-78.2
DDR
2007-01-25
65.22
11
-83.13
CYBS
2007-01-24
11.92
11
-7.72
EAT
2007-01-24
31.43
11
-65
MFN
2007-01-24
9.73
11
13.05
MIPS
2007-01-24
9.11
11
20.75
PRGX
2007-01-24
8.44
11
30.33
CHDX
2007-01-23
22.40
11
-50.89
CVA
2007-01-23
22.74
11
-51.63
ENR
2007-01-23
77.37
11
-85.78
HLIT
2007-01-23
8.44
11
30.33
LDSH
2007-01-23
37.66
11
-70.79
MCDTA
2007-01-23
6.25
11
76
PHI
2007-01-23
53.25
11
-79.34
VPHM
2007-01-23
15.44
11
-28.76
CHL
2007-01-22
46.84
11
-76.52
KKD
2007-01-22
12.01
11
-8.41
PRFT
2007-01-22
20.13
11
-45.36
PSPT
2007-01-22
22.49
11
-51.09
RVI
2007-01-22
19.81
11
-44.47
CNH
2007-01-19
29.13
11
-62.24
DCX
2007-01-19
62.67
11
-82.45
DIGE
2007-01-19
50.76
11
-78.33
SPTN
2007-01-19
22.81
11
-51.78
AVZ
2007-01-17
24.65
11
-55.38
BDC
2007-01-17
40.24
11
-72.66
GEO
2007-01-16
40.24
11
-72.66
ATVI
2007-01-11
18.19
11
-39.53
BEAV
2007-01-11
28.35
11
-61.2
DTPI
2007-01-11
13.02
11
-15.51
LVLT
2007-01-11
6.20
11
77.42
OCN
2007-01-11
16.14
11
-31.85
RG
2007-01-11
30.69
11
-64.16
STP
2007-01-11
34.99
11
-68.56
XJT
2007-01-11
8.97
11
22.63
DSX
2007-01-10
16.59
11
-33.69
IGTE
2007-01-10
6.94
11
58.5
SJR
2007-01-10
33.01
11
-66.68
SPWR
2007-01-10
40.00
11
-72.5
CBT
2007-01-09
44.39
11
-75.22
LAZ
2007-01-09
49.28
11
-77.68
INCY
2007-01-08
6.20
11
77.42
ONNN
2007-01-08
7.94
11
38.54
SYNA
2007-01-08
30.30
11
-63.7
Failed Breakouts (fell below -8% before reaching +5%)
Symbol
B/O Date
B/O Price
Fail Date
SIGM
2007-03-21
29.75
2007-03-28
MDV
2007-03-12
19.19
2007-03-16
AVCI
2007-02-23
9.15
2007-03-05
FLWS
2007-02-23
7.80
2007-03-05
AMIE
2007-02-22
47.38
2007-02-28
ASCA
2007-02-22
33.07
2007-04-05
BID
2007-02-22
39.70
2007-02-27
NAVI
2007-02-22
6.50
2007-03-12
TWGP
2007-02-22
34.50
2007-04-05
ARRS
2007-02-21
15.01
2007-02-27
CENX
2007-02-21
49.00
2007-02-27
CFCP
2007-02-20
16.72
2007-03-13
MDV
2007-02-20
17.89
2007-03-05
UTSI
2007-02-20
9.85
2007-03-01
NXTM
2007-02-15
13.50
2007-02-28
AKAM
2007-02-08
58.45
2007-02-27
EPR
2007-02-07
65.87
2007-03-14
HRT
2007-02-06
31.75
2007-02-27
CYPB
2007-02-02
8.70
2007-02-26
QSII
2007-02-02
43.41
2007-03-02
ALSK
2007-02-01
16.28
2007-02-26
CGPI
2007-02-01
15.09
2007-02-27