Seven indexes vs Nasdaq 100 vs Damodaran S&P 500.
All seven CI indexes plotted against the most cited tech benchmark (Nasdaq 100) and the most credible long-horizon reference series for US equities (Damodaran NYU Stern, 1928–2024). Same horizon, same starting capital, same units.
Annualized CAGR, side by side.
Sector & country concentration.
Where the risk actually sits in each Custodios Index index. Concentration is what produces the CAGR — and what produces the drawdowns. Benchmarks are excluded; their composition is public.
- Technology100%
- United States100%
- Technology100%
- United States100%
- Technology70%
- Consumer Disc.15%
- Communication10%
- Healthcare5%
- United States90%
- Saudi Arabia10%
- Technology45%
- Communication15%
- Consumer Disc.15%
- Financials10%
- Healthcare10%
- Industrials5%
- United States80%
- Saudi Arabia8%
- Taiwan6%
- China6%
- Technology38%
- Financials14%
- Healthcare13%
- Consumer Disc.12%
- Communication9%
- Industrials8%
- Energy3%
- Materials3%
- United States68%
- China8%
- Europe10%
- Japan6%
- Other8%
- Technology30%
- Healthcare20%
- Consumer Disc.15%
- Industrials13%
- Financials10%
- Communication7%
- Materials5%
- United States55%
- Europe18%
- Japan9%
- China8%
- Other10%
- Technology26%
- Financials16%
- Healthcare14%
- Consumer Disc.12%
- Industrials11%
- Communication8%
- Consumer Stap.6%
- Energy4%
- Materials3%
- United States60%
- Europe15%
- Japan7%
- China7%
- Emerging6%
- Other5%
Concentration shown is the typical composition reconstructed from the ranked universe used in /lab. Actual weights rebalance monthly and will drift.
Full comparison table.
Ordered by ending value at the selected horizon (15Y on $10,000). Alpha vs long-run S&P 500 (Damodaran 1928–2024, 9.95% CAGR).
| Index | Type | CAGR | Vol | Sharpe | $100 → 15Y | Alpha vs long-run S&P |
|---|---|---|---|---|---|---|
CI-WORLD3 | Custodios Index | 27.83% | 26.29% | 0.91 | $4.0k | +17.88 pp |
CI-WORLD1 | Custodios Index | 26.50% | 30.00% | 0.75 | $3.4k | +16.55 pp |
CI-WORLD10 | Custodios Index | 24.65% | 23.05% | 0.90 | $2.7k | +14.70 pp |
CI-DECILE1 | Custodios Index | 20.58% | 17.63% | 0.94 | $1.7k | +10.63 pp |
CI-WORLD100 | Custodios Index | 17.57% | 16.86% | 0.80 | $1.1k | +7.62 pp |
Nasdaq 100 (15Y) | Benchmark | 17.50% | 19.50% | 0.79 | $1.1k | +7.55 pp |
CI-FUTURELEADERS | Custodios Index | 16.36% | 15.74% | 0.79 | $971 | +6.41 pp |
CI-WORLD500 | Custodios Index | 14.00% | 14.85% | 0.67 | $714 | +4.05 pp |
S&P 500 (15Y) | Benchmark | 13.50% | 16.00% | 0.72 | $668 | +3.55 pp |
MSCI World (15Y) | Benchmark | 10.50% | 14.20% | 0.60 | $447 | +0.55 pp |
S&P 500 long-run (Damodaran 1928–2024) | Benchmark | 9.95% | 19.49% | 0.34 | $415 | +0.00 pp |
Gold (Damodaran 1928–2024) | Benchmark | 4.65% | 18.00% | 0.07 | $198 | -5.30 pp |
10Y US Treasury (Damodaran 1928–2024) | Benchmark | 4.60% | 7.70% | 0.16 | $196 | -5.35 pp |
US Housing — Case-Shiller (Damodaran) | Benchmark | 4.20% | 6.20% | 0.14 | $185 | -5.75 pp |
What each line represents.
Single largest global company. Highest concentration.
Top 3 global. Highest CAGR in catalog.
Flagship. Concentration/diversification balance.
Equal-weighted across deciles. Best Sharpe.
Diversified large-cap leadership.
Pipeline tier 26–100.
Broadest exposure. Lowest vol in catalog (Sharpe 0.67 disclosed openly).
Cap-weighted top-100 non-financial Nasdaq listing. 15Y trailing.
Broad Nasdaq composite, ~3,000 listings. 15Y trailing.
S&P 500 total return, 15Y trailing window (Damodaran series).
S&P SmallCap 600, 15Y trailing. Smaller US listed firms.
Developed-market global equities, 15Y trailing.
Emerging-markets equities, 15Y trailing.
Damodaran NYU Stern annual returns, 1928–2024. The longest credible US equity reference.
10-year US Treasury total return, Damodaran long-run series.
Moody's Baa corporate bond total return, Damodaran long-run series.
Short-term US T-Bill average, 1928–2024. Risk-free reference.
10-year US Treasury, 15Y trailing window.
Spot gold total return, Damodaran long-run series.
Case-Shiller US home price total return, Damodaran long-run series.
FTSE Nareit All-Equity REITs total return, 15Y trailing.
Custodios Index indexes: 15-year annualized figures published in /lab, recomputed monthly from the ranked global equity universe. Nasdaq 100 (NDX): trailing 15-year total return, public market data. S&P 500 (15Y): trailing 15-year total return from the Damodaran NYU Stern annual return series. S&P 500 long-run: Damodaran 1928–2024 annual return series, the longest credible reference for US equities. Growth-of-$10,000 curves project each series forward at its annualized CAGR — illustrative, not a forecast. See /methodology and /data-sources.
Source: Damodaran NYU Stern (S&P 500 historical returns, 1928–2024); public market data for Nasdaq 100.