15.25% overlay return. 19.53% annualized. One account. May 13, 2025 to Feb 23, 2026. Every trade included, nothing excluded. The overlay ran continuously across all positions for 285 days. $60,086 in premiums collected. $35,259 in buyback costs. Net $24,720 retained. No shares were called away. No manual intervention required. This is what set and forget looks like in practice.
With 1,000 shares of a position, you can write 10 covered calls. A human advisor typically sells all 10 at the same strike and expiration, treating them as one block. AcuBooth optimizes each contract individually: each set of 100 shares is evaluated separately, with its own strike selection, expiration, and timing based on current market conditions.
This means no two contracts are identical. The risk of assignment is spread across different strikes and dates. That is the software-level precision a human simply cannot execute at scale.
The per-symbol figures shown previously were from a later data extract (through April 14, 2026) and cannot be verified for the authoritative period ending February 23, 2026. Account-wide verified totals for May 13, 2025 – Feb 23, 2026:
Source: Schwab account records May 13, 2025 – Feb 23, 2026. All account-wide totals verified from trade records. CC-eligible symbols: AVGO, PLTR, MSFT, SPY, TSLA, IAU, QCOM. Not a recommendation to buy, sell, or hold any security.
FOOTNOTES
1 Overlay Return of 15.25% is calculated as net options P&L ($24,720) divided by average CC-eligible equity ($165,178) for the 285-day period May 13, 2025 – Feb 23, 2026. Annualized rate: 19.53%. CC-eligible symbols: AVGO, PLTR, MSFT, SPY, TSLA, IAU, QCOM. Excluded from CC-eligible equity (no calls written): GEV, MDGL, NVDA, SPYV, STT, UNP, USFR, XLV.
2 Options Performance panel shows verified account-wide totals: $60,086 gross premiums collected from 134 covered call orders, $35,259 in roll/close costs across 59 rolls, and $107.50 in commissions. Net after fees: $24,719.70 (shown as $24,720). Figures are from verified trade records for the period May 13, 2025 – Feb 23, 2026.
3 The −$35,259 represents gross roll losses reported on the 1099 — not a cash loss. These are losses on options contracts (buy-to-close orders when rolling strikes higher). The underlying stock positions were never sold and remain intact with unrealized gains. The 1099 separately reports +$60,086 in premiums collected. Gross 1099 losses ($35,259) can be used to offset short-term equity gains; the net options figure after wins is +$24,720. Equity appreciation, unrealized gains, dividends, and closed equity positions are excluded from all realized income figures.
4 Tax illustration is based on account-wide verified 1099 roll losses of $35,259 for the period through February 23, 2026. The 24% marginal rate and resulting $8,462 estimated savings are illustrative only. Actual tax treatment depends on individual tax situation, bracket, loss utilization, wash sale rules, and other factors. Not tax advice — consult a qualified tax professional.
5 The 5.1% tax alpha figure is illustrative only. It is calculated as 24% × $35,259 gross option losses divided by CC-eligible equity ($165,178). This is not verified tax savings and is not tax advice.
6 Past performance is not indicative of future results. This case study reflects one account during a specific 285-day period. Results will vary significantly based on portfolio composition, market conditions, strategy settings, and other factors.
* This case study presents a real individual taxable brokerage account enrolled in the AcuBooth covered call overlay program. Data collection covers the full 285-day period through February 23, 2026. All positions and all strategy activity across the full period are included — nothing excluded. Data reflects verified trade records and is fixed as of the dates shown. Results are specific to this account’s holdings, market conditions, and strategy parameters and are not representative of results for any other account. Figures shown are net of commissions ($107.50) but gross of AcuBooth management fees and taxes. Not investment advice.