While the S&P 500 peaked for the year at the turn of May, there was a secondary high in early July from which this leg down began.  This is now about 3 months ago.

I thought it would be interesting to take a look at what names have performed the best during that time frame.

As always, we'll exclude the smallest names (>$300M market cap), and illiquid (>200K shares traded), and stick to names over $10.  There is a small sampling (71 stocks and ETFs) of names that returned at least 5%.  I segregated the ETFs in their own area, as many of the best performers are of the 'inverse' variety.

Stocks

TickerCompanyReturn Mkt Cap Industry
MMIMotorola Mobility Holdings, Inc.66.74%         11,209Diversified Communication Services
STMPStamps.com Inc.63.59%               327Catalog & Mail Order Houses
EMEmdeon Inc.41.62%           2,185Business Services
ALXNAlexion Pharmaceuticals, Inc.33.53%         11,941Drug Manufacturers - Other
HRBNHarbin Electric, Inc.28.68%               681Industrial Electrical Equipment
LQDTLiquidity Services, Inc.26.12%               883Internet Software & Services
GRGoodrich Corp.25.57%         15,041Aerospace/Defense 
CALPCaliper Life Sciences, Inc.25.48%               569Scientific & Technical Instruments
ATHNathenahealth, Inc.24.50%           2,043Business Services
ARJArch Chemicals Inc.23.48%           1,190Specialty Chemicals
NLCNalco Holding Co.22.69%           4,967Synthetics
PANLUniversal Display Corp.22.01%           2,066Computer Peripherals
VRUSPharmasset, Inc.22.01%           5,752Drug Manufacturers - Other
CPHDCepheid21.96%           2,549Scientific & Technical Instruments
NETLNetLogic Microsystems Inc.19.99%           3,331Semiconductor- Memory Chips
SIMOSilicon Motion Technology Corp.19.27%               387Diversified Electronics
MXWLMaxwell Technologies Inc.17.29%               541Diversified Electronics
EVEPEV Energy Partners LP16.63%           2,315Oil & Gas Drilling & Exploration
KCGKnight Capital Group Inc.15.72%           1,292Investment Brokerage - Regional
RGRSturm, Ruger & Co. Inc.15.63%               513Sporting Goods
GOLDRandgold Resources Ltd.15.44%           8,884Gold
NEMNewmont Mining Corp.15.17%         34,243Gold
JAZZJazz Pharmaceuticals, Inc.15.04%           1,689Biotechnology
PPDIPharmaceutical Product Develop13.81%           3,633Medical Laboratories & Research
SPRDSpreadtrum Communications Inc.13.47%               907Semiconductor - Broad Line
BMRNBioMarin Pharmaceutical Inc.13.41%           3,642Biotechnology
OPTROptimer Pharmaceuticals, Inc.12.85%               634Biotechnology
REXXRex Energy Corporation12.70%               532Oil & Gas Drilling & Exploration
WMGIWright Medical Group Inc.12.58%               695Medical Appliances & Equipment
THSTreehouse Foods, Inc.12.29%           2,163Processed & Packaged Goods
ELGXEndologix Inc.11.74%               613Medical Instruments & Supplies
VFCV.F. Corporation11.72%         13,843Textile - Apparel Clothing
BMYBristol-Myers Squibb Company11.44%         55,827Drug Manufacturers - Major
AUYYamana Gold, Inc.11.17%         10,237Gold
LOPEGrand Canyon Education, Inc.10.98%               721Education & Training Services
DGDollar General Corporation10.49%         12,881Discount, Variety Stores
XRTXXyratex Ltd.9.30%               331Data Storage Devices
PCYCPharmacyclics Inc.9.29%               789Drug Manufacturers - Other
DLTRDollar Tree, Inc.9.07%           9,344Discount, Variety Stores
PSMTPriceSmart Inc.8.82%           1,948Discount, Variety Stores
HITKHi Tech Pharmacal Co. Inc.8.74%               406Drugs - Generic
BVNCompania de Minas Buenaventura 8.62%         10,907Gold
BAPCredicorp Ltd.8.60%           7,258Money Center Banks
QCORQuestcor Pharmaceuticals, Inc.8.59%           1,828Biotechnology
RGCRegal Entertainment Group8.23%           1,951Movie Production, Theaters
MLNXMellanox Technologies, Ltd.8.07%           1,174Semiconductor - Broad Line
ARCOArcos Dorados Holdings Inc. Cla7.54%           5,048Restaurants
CHLChina Mobile Limited7.18%      197,656Wireless Communications
RNOWRightnow Technologies Inc.6.93%           1,133Application Software
KMBKimberly-Clark Corporation6.53%         27,559Personal Products
AZOAutoZone Inc.6.38%         13,192Auto Parts Stores
AAPLApple Inc.5.89%      350,672Personal Computers
CHDChurch & Dwight Co. Inc.5.72%           6,212Cleaning Products
IDCCInterDigital, Inc.5.71%           2,261Wireless Communications
CERNCerner Corporation5.63%         11,480Healthcare Information Services
RRCRange Resources Corporation5.50%           9,693Independent Oil & Gas
EGOEldorado Gold Corp.5.47%           9,241Gold
RGLDRoyal Gold, Inc.5.40%           3,493Gold
NINiSource Inc.5.21%           6,008Diversified Utilities

ETFs

TickerCompanyReturn Mkt Cap Industry
FAZDirexion Daily Financial Bear 3X 54.37%           6,821Exchange Traded Fund
TZADirexion Daily Small Cap Bear 3X 53.67%           1,812Exchange Traded Fund
SKFProShares UltraShort Financials41.77%           2,351Exchange Traded Fund
SCOProShares UltraShort DJ-UBS Crude Oil39.20%         74,583Exchange Traded Fund
TLTiShares Barclays 20+ Year Treas Bond30.20%           3,617Exchange Traded Fund
SDSProShares UltraShort S&P50026.66%           2,738Exchange Traded Fund
BABPowerShares Build America Bond12.51%           3,346Exchange Traded Fund
QIDProShares UltraShort QQQ11.28%           3,100Exchange Traded Fund
IEFiShares Barclays 7-10 Year Treasury10.19%           3,324Exchange Traded Fund
GLDSPDR Gold Shares6.91%         65,395Exchange Traded Fund
IAUiShares Gold Trust6.89%           6,184Exchange Traded Fund
TIPiShares Barclays TIPS Bond5.09%         21,171Exchange Traded Fund