MCD
McDonald`s Corp
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
MCD Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -5.63% | -5.63% | -0.75% | 6.68% | 8.57% | 11.31% | 10.73% | 12.60% |
| Sharpe Ratio | -0.36 | -0.36 | -0.05 | 0.38 | 0.50 | 0.53 | 0.54 | 0.46 |
| Max Drawdown | -14.47% | -14.47% | -22.99% | -17.23% | -22.99% | -36.90% | -39.71% | -73.63% |
| % Time Invested | 100.0% | 100.0% | 83.6% | 100.0% | 90.5% | 100.0% | 70.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 0.7 | 0.0 | 1.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-29 | Open | Open | 100% | $308.91 | $290.08 | -6.10% | Mark-to-Market |
| 2024-12-26 | 2025-04-29 | Interest | 100% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2024-11-07 | 2024-12-26 | Completed | 100% | $284.81 | $284.73 | -0.03% | Signal |
| 2024-10-02 | 2024-11-07 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2024-09-30 | 2024-10-02 | Completed | 100% | $293.41 | $290.35 | -1.04% | Signal |
| 2024-07-22 | 2024-09-30 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2024-06-21 | 2024-07-22 | Completed | 100% | $248.05 | $248.07 | 0.01% | Signal |
| 2024-05-29 | 2024-06-21 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-10-30 | 2024-05-29 | Completed | 100% | $245.31 | $241.75 | -1.45% | Stop |
| 2023-10-06 | 2023-10-30 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2022-03-30 | 2023-10-06 | Completed | 100% | $225.85 | $235.78 | 4.40% | Stop |
| 2022-03-08 | 2022-03-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-04-01 | 2022-03-08 | Completed | 100% | $139.55 | $204.70 | 46.69% | Stop |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2018-03-27 | 2020-03-10 | Completed | 100% | $131.47 | $166.31 | 26.50% | Stop |
| 2018-03-05 | 2018-03-27 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2015-10-05 | 2018-03-05 | Completed | 100% | $77.56 | $123.00 | 58.59% | Stop |
| 2014-12-24 | 2015-10-05 | Interest | 100% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2012-12-05 | 2014-12-24 | Completed | 100% | $61.67 | $71.00 | 15.13% | Signal |
| 2012-11-12 | 2012-12-05 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2010-03-23 | 2012-11-12 | Completed | 100% | $43.50 | $59.39 | 36.53% | Stop |
| 2010-03-01 | 2010-03-23 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-25 | 2010-03-01 | Completed | 100% | $41.65 | $41.45 | -0.48% | Signal |
| 2009-08-27 | 2010-02-25 | Interest | 100% | $1.00 | $1.02 | 1.72% | Interest Income |
| 2009-03-17 | 2009-08-27 | Completed | 100% | $32.38 | $36.03 | 11.28% | Signal |
| 2009-02-23 | 2009-03-17 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2008-10-29 | 2009-02-23 | Completed | 100% | $34.82 | $33.97 | -2.44% | Stop |
| 2008-10-07 | 2008-10-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-02-06 | 2008-10-07 | Completed | 100% | $32.69 | $36.25 | 10.89% | Stop |
| 2008-01-14 | 2008-02-06 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2005-07-05 | 2008-01-14 | Completed | 100% | $15.64 | $33.11 | 111.69% | Stop |
| 2005-06-10 | 2005-07-05 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2004-06-16 | 2005-06-10 | Completed | 100% | $14.76 | $16.36 | 10.85% | Stop |
| 2004-05-21 | 2004-06-16 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2004-02-09 | 2004-05-21 | Completed | 100% | $14.86 | $13.98 | -5.94% | Stop |
| 2003-11-07 | 2004-02-09 | Interest | 100% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2003-10-31 | 2003-11-07 | Completed | 100% | $13.47 | $14.53 | 7.83% | Signal |
| 2002-11-26 | 2003-10-31 | Interest | 100% | $1.00 | $1.04 | 3.68% | Interest Income |
| 2002-11-22 | 2002-11-26 | Completed | 100% | $10.07 | $9.77 | -3.02% | Signal |
| 2000-07-19 | 2002-11-22 | Interest | 100% | $1.00 | $1.12 | 12.12% | Interest Income |
| 2000-07-05 | 2000-07-19 | Completed | 100% | $17.16 | $16.53 | -3.65% | Signal |
| 2000-06-12 | 2000-07-05 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-05-12 | 2000-06-12 | Completed | 100% | $20.20 | $17.56 | -13.07% | Stop |
| 2000-04-19 | 2000-05-12 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-02-18 | 2000-04-19 | Completed | 100% | $17.72 | $17.39 | -1.86% | Stop |
| 2000-01-27 | 2000-02-18 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2000-01-14 | 2000-01-27 | Completed | 100% | $22.61 | $19.01 | -15.91% | Stop |
| 1999-12-22 | 2000-01-14 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1999-06-02 | 1999-12-22 | Completed | 100% | $20.35 | $21.91 | 7.69% | Stop |
| 1999-05-10 | 1999-06-02 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1998-10-14 | 1999-05-10 | Completed | 100% | $16.86 | $21.15 | 25.39% | Stop |
| 1998-09-22 | 1998-10-14 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 1998-08-27 | 1998-09-22 | Completed | 100% | $16.57 | $15.09 | -8.91% | Stop |
| 1998-08-05 | 1998-08-27 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1998-03-17 | 1998-08-05 | Completed | 100% | $13.89 | $16.45 | 18.42% | Stop |
| 1997-08-13 | 1998-03-17 | Interest | 100% | $1.00 | $1.03 | 3.41% | Interest Income |
| 1996-08-08 | 1997-08-13 | Completed | 100% | $12.42 | $13.30 | 7.06% | Signal |
| 1996-07-17 | 1996-08-08 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-05-06 | 1996-07-17 | Completed | 100% | $12.08 | $11.29 | -6.54% | Stop |
| 1996-04-12 | 1996-05-06 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1994-08-16 | 1996-04-12 | Completed | 100% | $6.73 | $12.11 | 80.01% | Stop |
| 1994-07-25 | 1994-08-16 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1993-05-18 | 1994-07-25 | Completed | 100% | $6.10 | $6.76 | 10.92% | Stop |
| 1993-04-26 | 1993-05-18 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1991-12-05 | 1993-04-26 | Completed | 100% | $4.20 | $5.86 | 39.43% | Stop |
| 1991-10-23 | 1991-12-05 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 1991-10-21 | 1991-10-23 | Completed | 100% | $4.66 | $4.35 | -6.69% | Stop |
| 1991-01-08 | 1991-10-21 | Interest | 100% | $1.00 | $1.06 | 6.26% | Interest Income |
| 1990-10-16 | 1991-01-08 | Completed | 100% | $3.27 | $3.38 | 3.61% | Signal |
| 1990-09-24 | 1990-10-16 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-08-15 | 1990-09-24 | Completed | 100% | $3.70 | $3.16 | -14.67% | Stop |
| 1990-07-24 | 1990-08-15 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1989-06-26 | 1990-07-24 | Completed | 100% | $3.68 | $4.05 | 10.17% | Stop |
| 1988-09-16 | 1989-06-26 | Interest | 100% | $1.00 | $1.06 | 6.09% | Interest Income |
| 1988-09-14 | 1988-09-16 | Completed | 100% | $2.86 | $2.81 | -1.58% | Signal |
| 1988-06-02 | 1988-09-14 | Interest | 100% | $1.00 | $1.02 | 2.21% | Interest Income |
| 1988-04-21 | 1988-06-02 | Completed | 100% | $2.50 | $2.68 | 6.92% | Signal |
| 1988-03-29 | 1988-04-21 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-12-30 | 1988-03-29 | Completed | 100% | $2.57 | $2.54 | -1.16% | Stop |
| 1987-12-07 | 1987-12-30 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-10-29 | 1987-12-07 | Completed | 100% | $2.51 | $2.46 | -2.08% | Stop |
| 1987-10-07 | 1987-10-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-08-22 | 1987-10-07 | Completed | 100% | $2.55 | $3.01 | 18.17% | Stop |
| 1986-07-31 | 1986-08-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-06-21 | 1986-07-31 | Completed | 100% | $1.18 | $2.54 | 115.30% | Stop |
| 1984-05-30 | 1984-06-21 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-08-31 | 1984-05-30 | Completed | 100% | $1.00 | $1.04 | 3.73% | Stop |
| 1983-08-09 | 1983-08-31 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-06-16 | 1983-08-09 | Completed | 100% | $1.06 | $0.96 | -9.31% | Stop |
| 1983-05-24 | 1983-06-16 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-01-07 | 1983-05-24 | Completed | 100% | $0.97 | $1.08 | 11.76% | Stop |
| 1982-12-15 | 1983-01-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-02-01 | 1982-12-15 | Completed | 100% | $0.68 | $0.91 | 33.02% | Stop |
| 1982-01-08 | 1982-02-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-09-17 | 1982-01-08 | Completed | 100% | $0.65 | $0.68 | 3.71% | Stop |
| 1981-08-25 | 1981-09-17 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-03-10 | 1981-08-25 | Completed | 100% | $0.63 | $0.63 | 0.17% | Stop |
| 1980-06-19 | 1981-03-10 | Interest | 100% | $1.00 | $1.06 | 5.64% | Interest Income |
| 1980-06-17 | 1980-06-19 | Completed | 100% | $0.54 | $0.53 | -1.73% | Signal |
| 1979-08-06 | 1980-06-17 | Interest | 100% | $1.00 | $1.07 | 6.87% | Interest Income |
| 1979-08-02 | 1979-08-06 | Completed | 100% | $0.52 | $0.52 | -0.00% | Signal |
| 1979-04-30 | 1979-08-02 | Interest | 100% | $1.00 | $1.02 | 2.02% | Interest Income |
| 1979-04-26 | 1979-04-30 | Completed | 100% | $0.46 | $0.46 | 0.28% | Signal |
| 1979-03-26 | 1979-04-26 | Interest | 100% | $1.00 | $1.01 | 0.67% | Interest Income |
| 1979-02-08 | 1979-03-26 | Completed | 100% | $0.43 | $0.46 | 5.33% | Signal |
| 1979-01-17 | 1979-02-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-10-06 | 1979-01-17 | Completed | 100% | $0.53 | $0.46 | -12.18% | Stop |
| 1978-08-09 | 1978-10-06 | Interest | 100% | $1.00 | $1.01 | 1.25% | Interest Income |
| 1978-08-07 | 1978-08-09 | Completed | 100% | $0.62 | $0.62 | 0.63% | Signal |
| 1977-11-17 | 1978-08-07 | Interest | 100% | $1.00 | $1.06 | 5.61% | Interest Income |
| 1977-11-15 | 1977-11-17 | Completed | 100% | $0.52 | $0.51 | -0.50% | Signal |
| 1977-06-14 | 1977-11-15 | Interest | 100% | $1.00 | $1.03 | 3.30% | Interest Income |
| 1977-06-10 | 1977-06-14 | Completed | 100% | $0.45 | $0.46 | 2.31% | Signal |
| 1977-02-24 | 1977-06-10 | Interest | 100% | $1.00 | $1.02 | 2.27% | Interest Income |
| 1977-02-17 | 1977-02-24 | Completed | 100% | $0.48 | $0.47 | -2.14% | Signal |
| 1977-01-26 | 1977-02-17 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-11-12 | 1977-01-26 | Completed | 100% | $0.56 | $0.49 | -12.39% | Stop |
| 1976-10-20 | 1976-11-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-06-15 | 1976-10-20 | Completed | 100% | $0.57 | $0.53 | -6.72% | Stop |
| 1976-05-21 | 1976-06-15 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-12-10 | 1976-05-21 | Completed | 100% | $0.56 | $0.57 | 2.81% | Stop |
| 1975-11-17 | 1975-12-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-11-13 | 1975-11-17 | Completed | 100% | $0.60 | $0.58 | -2.59% | Signal |
| 1974-02-19 | 1975-11-13 | Interest | 100% | $1.00 | $1.14 | 14.27% | Interest Income |
| 1974-02-01 | 1974-02-19 | Completed | 100% | $0.56 | $0.51 | -7.87% | Signal |
| 1974-01-10 | 1974-02-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-12-06 | 1974-01-10 | Completed | 100% | $0.50 | $0.50 | 0.26% | Stop |
| 1973-11-13 | 1973-12-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-07-18 | 1973-11-13 | Completed | 100% | $0.64 | $0.64 | -0.20% | Stop |
| 1973-06-25 | 1973-07-18 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-05-21 | 1973-06-25 | Completed | 100% | $0.63 | $0.57 | -9.43% | Stop |
| 1973-04-27 | 1973-05-21 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-03-01 | 1973-04-27 | Completed | 100% | $0.66 | $0.63 | -4.48% | Stop |
| 1973-02-06 | 1973-03-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-08-09 | 1973-02-06 | Completed | 100% | $0.59 | $0.68 | 15.57% | Stop |
| 1972-07-18 | 1972-08-09 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-03-13 | 1972-07-18 | Completed | 100% | $0.47 | $0.54 | 14.79% | Stop |
| 1972-03-09 | 1972-03-13 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
