CRM
Salesforce Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
CRM Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -11.38% | -31.83% | -3.51% | -4.74% | 5.73% | 9.27% | 7.03% | 16.80% |
| Sharpe Ratio | -0.60 | -1.11 | -0.14 | -0.13 | 0.21 | 0.25 | 0.23 | 0.39 |
| Max Drawdown | -20.81% | -42.92% | -40.41% | -58.62% | -40.92% | -58.62% | -58.11% | -70.50% |
| % Time Invested | 49.6% | 100.0% | 53.1% | 100.0% | 70.8% | 100.0% | 70.7% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.0 | 0.0 | 1.9 | 0.0 | 2.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-11-19 | Open | Interest | 100% | $1.00 | $1.00 | 1.81% | Mark-to-Market |
| 2025-08-28 | 2025-11-19 | Completed | 100% | $251.01 | $231.05 | -7.95% | Signal |
| 2025-08-06 | 2025-08-28 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-30 | 2025-08-06 | Completed | 100% | $262.84 | $247.92 | -5.68% | Stop |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-18 | 2025-04-07 | Completed | 100% | $277.51 | $227.94 | -17.86% | Stop |
| 2025-02-24 | 2025-03-18 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-06-25 | 2025-02-24 | Completed | 100% | $238.59 | $308.72 | 29.39% | Stop |
| 2024-05-31 | 2024-06-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-05-14 | 2024-05-31 | Completed | 100% | $273.31 | $216.22 | -20.89% | Stop |
| 2024-04-22 | 2024-05-14 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-11-13 | 2024-04-22 | Completed | 100% | $209.49 | $275.71 | 31.61% | Stop |
| 2022-10-28 | 2023-11-13 | Interest | 100% | $1.00 | $1.04 | 4.05% | Interest Income |
| 2022-10-26 | 2022-10-28 | Completed | 100% | $157.49 | $157.20 | -0.18% | Signal |
| 2022-06-17 | 2022-10-26 | Interest | 100% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2022-05-11 | 2022-06-17 | Completed | 100% | $163.11 | $156.27 | -4.19% | Stop |
| 2022-04-19 | 2022-05-11 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-19 | Completed | 100% | $207.95 | $184.53 | -11.26% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-12-27 | 2022-01-25 | Completed | 100% | $249.72 | $217.80 | -12.78% | Stop |
| 2021-12-02 | 2021-12-27 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-03-26 | 2021-12-02 | Completed | 100% | $202.66 | $249.16 | 22.94% | Stop |
| 2021-03-04 | 2021-03-26 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-12-28 | 2021-03-04 | Completed | 100% | $223.93 | $203.85 | -8.97% | Stop |
| 2020-12-03 | 2020-12-28 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-10-13 | 2020-12-03 | Completed | 100% | $262.57 | $222.84 | -15.13% | Stop |
| 2020-09-21 | 2020-10-13 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-04-28 | 2020-09-21 | Completed | 100% | $157.19 | $235.51 | 49.82% | Stop |
| 2020-04-03 | 2020-04-28 | Interest | 100% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-03-24 | 2020-04-03 | Completed | 100% | $142.54 | $132.50 | -7.04% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-08-28 | 2020-03-02 | Completed | 100% | $150.29 | $169.71 | 12.92% | Stop |
| 2019-08-06 | 2019-08-28 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-01-17 | 2019-08-06 | Completed | 100% | $146.39 | $141.71 | -3.20% | Stop |
| 2018-12-24 | 2019-01-17 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-24 | Completed | 100% | $129.94 | $119.39 | -8.12% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-10-18 | 2018-10-25 | Completed | 100% | $72.93 | $131.76 | 80.66% | Stop |
| 2016-09-26 | 2016-10-18 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-02-10 | 2016-09-26 | Completed | 100% | $57.65 | $69.48 | 20.51% | Stop |
| 2016-01-19 | 2016-02-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-19 | Completed | 100% | $70.47 | $70.82 | 0.50% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-01-05 | 2015-08-25 | Completed | 100% | $57.75 | $66.61 | 15.34% | Stop |
| 2014-12-10 | 2015-01-05 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-11-07 | 2014-12-10 | Completed | 100% | $62.69 | $55.30 | -11.79% | Stop |
| 2014-10-16 | 2014-11-07 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-05-21 | 2014-10-16 | Completed | 100% | $51.84 | $51.22 | -1.20% | Stop |
| 2014-04-29 | 2014-05-21 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2014-04-16 | 2014-04-29 | Completed | 100% | $55.15 | $48.52 | -12.03% | Stop |
| 2014-03-25 | 2014-04-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2013-06-27 | 2014-03-25 | Completed | 100% | $37.79 | $55.99 | 48.17% | Stop |
| 2013-06-05 | 2013-06-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-09-27 | 2013-06-05 | Completed | 100% | $37.06 | $38.12 | 2.87% | Stop |
| 2012-07-27 | 2012-09-27 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2012-06-05 | 2012-07-27 | Completed | 100% | $32.21 | $30.89 | -4.12% | Signal |
| 2012-05-11 | 2012-06-05 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-01-18 | 2012-05-11 | Completed | 100% | $25.47 | $33.29 | 30.67% | Stop |
| 2011-12-22 | 2012-01-18 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2011-12-14 | 2011-12-22 | Completed | 100% | $27.63 | $24.51 | -11.31% | Stop |
| 2011-11-21 | 2011-12-14 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-10-17 | 2011-11-21 | Completed | 100% | $31.97 | $27.58 | -13.72% | Stop |
| 2011-09-23 | 2011-10-17 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-29 | 2011-09-23 | Completed | 100% | $29.28 | $28.94 | -1.14% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-04-07 | 2011-08-05 | Completed | 100% | $32.86 | $34.32 | 4.43% | Stop |
| 2011-03-16 | 2011-04-07 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2011-02-16 | 2011-03-16 | Completed | 100% | $35.17 | $30.89 | -12.16% | Stop |
| 2011-01-25 | 2011-02-16 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2010-10-29 | 2011-01-25 | Completed | 100% | $28.30 | $30.96 | 9.40% | Stop |
| 2010-10-07 | 2010-10-29 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-06-16 | 2010-10-07 | Completed | 100% | $23.21 | $26.32 | 13.37% | Stop |
| 2010-05-24 | 2010-06-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-01-27 | 2010-05-24 | Completed | 100% | $16.12 | $20.28 | 25.87% | Stop |
| 2010-01-04 | 2010-01-27 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-12-30 | 2010-01-04 | Completed | 100% | $18.30 | $18.38 | 0.47% | Signal |
| 2009-11-13 | 2009-12-30 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $15.92 | $15.92 | 0.02% | Signal |
| 2009-09-16 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2009-09-14 | 2009-09-16 | Completed | 100% | $14.17 | $14.08 | -0.70% | Signal |
| 2009-07-28 | 2009-09-14 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2009-07-24 | 2009-07-28 | Completed | 100% | $10.75 | $10.64 | -0.99% | Signal |
| 2009-03-23 | 2009-07-24 | Interest | 100% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2009-03-17 | 2009-03-23 | Completed | 100% | $8.05 | $8.84 | 9.76% | Signal |
| 2009-02-23 | 2009-03-17 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2009-02-06 | 2009-02-23 | Completed | 100% | $7.37 | $6.54 | -11.29% | Stop |
| 2009-01-14 | 2009-02-06 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2008-12-17 | 2009-01-14 | Completed | 100% | $7.98 | $7.24 | -9.35% | Stop |
| 2008-11-24 | 2008-12-17 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2008-11-18 | 2008-11-24 | Completed | 100% | $6.23 | $5.73 | -8.02% | Stop |
| 2008-10-27 | 2008-11-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-10-22 | 2008-10-27 | Completed | 100% | $7.30 | $6.47 | -11.31% | Stop |
| 2008-09-30 | 2008-10-22 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-09-16 | 2008-09-30 | Completed | 100% | $13.26 | $11.35 | -14.38% | Stop |
| 2008-08-22 | 2008-09-16 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-07-31 | 2008-08-22 | Completed | 100% | $15.83 | $13.39 | -15.42% | Stop |
| 2008-07-09 | 2008-07-31 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-01-31 | 2008-07-09 | Completed | 100% | $12.25 | $16.45 | 34.33% | Stop |
| 2008-01-08 | 2008-01-31 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-12-04 | 2008-01-08 | Completed | 100% | $13.59 | $14.23 | 4.71% | Stop |
| 2007-11-09 | 2007-12-04 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2007-08-24 | 2007-11-09 | Completed | 100% | $9.69 | $11.74 | 21.19% | Stop |
| 2007-08-02 | 2007-08-24 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2007-07-18 | 2007-08-02 | Completed | 100% | $10.69 | $9.85 | -7.86% | Stop |
| 2007-06-25 | 2007-07-18 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2007-03-26 | 2007-06-25 | Completed | 100% | $10.60 | $9.79 | -7.60% | Stop |
| 2007-03-02 | 2007-03-26 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-17 | 2007-03-02 | Completed | 100% | $10.61 | $10.83 | 2.09% | Stop |
| 2006-12-20 | 2007-01-17 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-09-06 | 2006-12-20 | Completed | 100% | $8.38 | $9.20 | 9.79% | Stop |
| 2006-09-01 | 2006-09-06 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
