Compare: Composite vs ML

Two parallel $100k books. Composite trades 10-day holds on 5 hand-engineered options-flow signals. ML trades 5-day holds on an XGBoost ensemble over 78 features. Both use the same regime filter.

COMPOSITE
$100,010
+0.01% since $100k start
ML
$99,988
-0.01% since $100k start
ML − COMPOSITE SPREAD
$-22
-0.02pp divergence
EQUITY CURVES
PERFORMANCE KPIs
METRICCOMPOSITEMLWINNER
Cumulative Return+0.17%-0.18%COMP ▲
Sharpe Ratio
Win Rate35%46%ML ▲
Closed Trades139140
Max Drawdown-0.25%-0.10%ML ▲
Open Positions432438
TODAY'S PICK OVERLAP
BOTH AGREE LONG
Both strategies independently picked these as top-10 longs
— none —
BOTH AGREE SHORT
Both strategies independently picked these as bottom-10 shorts
EOGHUMLOW
COMPOSITE-ONLY LONG
Composite says long, ML disagrees
AMDAMZNGMEHOODINTCMETAMSFTMUNVDAORCLPLTRSLVSMCISOFITSLA
COMPOSITE-ONLY SHORT
Composite says short, ML disagrees
ARKGCVSDIAEBAYHYGJNJMAMOMSPEPPGUSBWBDXLKXLPXLVXLY
ML-ONLY LONG
ML says long, composite disagrees
AMKRAPOAPPASMLBEBILLCAGCARCEGCHWYCIENCOHRCPBDELLELENPHENVXGISIONQJBLLITEMOSNOKPBRPLUGPRPTONRCLRHSEDGSPCESTXTDOCTEAMTTDUECURAWIX
ML-ONLY SHORT
ML says short, composite disagrees
ABTARMAXPCATCFCOINCRWDCZRDELLDISDOWENVXFIGFSLRGLWHDHOODHPQIBMINFYINTCIONQIRENLMTLULULYBMDBMOSMRNAMRVLMSTRMUNOKNTRNVOOKTAPYPLQSRBLXRGTISGSMCISMRSNAPSNOWSPOTTEMWFCXOM