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 | -8.31% | -5.63% | -2.65% | 6.68% | 2.55% | 11.31% | 9.08% | 12.60% |
| Sharpe Ratio | -0.57 | -0.36 | -0.18 | 0.38 | 0.17 | 0.53 | 0.48 | 0.46 |
| Max Drawdown | -14.47% | -14.47% | -27.65% | -17.23% | -29.49% | -36.90% | -43.02% | -73.63% |
| % Time Invested | 87.3% | 100.0% | 77.5% | 100.0% | 73.5% | 100.0% | 66.5% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.4 | 0.0 | 1.2 | 0.0 | 1.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-12-11 | Open | Open | 100% | $309.77 | $290.08 | -6.36% | Mark-to-Market |
| 2025-11-18 | 2025-12-11 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-09-09 | 2025-11-18 | Completed | 100% | $307.64 | $302.17 | -1.78% | Signal |
| 2025-08-15 | 2025-09-09 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-09-20 | 2025-08-15 | Completed | 100% | $282.97 | $304.87 | 7.74% | Signal |
| 2024-05-10 | 2024-09-20 | Interest | 100% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2024-01-30 | 2024-05-10 | Completed | 100% | $277.18 | $255.88 | -7.68% | Signal |
| 2024-01-05 | 2024-01-30 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-01-03 | 2024-01-05 | Completed | 100% | $281.79 | $274.40 | -2.62% | Signal |
| 2023-10-06 | 2024-01-03 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2022-08-03 | 2023-10-06 | Completed | 100% | $239.53 | $235.78 | -1.56% | Stop |
| 2022-06-14 | 2022-08-03 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2022-06-03 | 2022-06-14 | Completed | 100% | $227.95 | $220.18 | -3.41% | Signal |
| 2022-04-14 | 2022-06-03 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2022-03-30 | 2022-04-14 | Completed | 100% | $225.85 | $229.34 | 1.54% | Signal |
| 2022-03-08 | 2022-03-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-08-05 | 2022-03-08 | Completed | 100% | $175.35 | $204.70 | 16.74% | Stop |
| 2020-03-13 | 2020-08-05 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2020-02-13 | 2020-03-13 | Completed | 100% | $187.57 | $155.26 | -17.23% | Stop |
| 2019-12-05 | 2020-02-13 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2018-10-09 | 2019-12-05 | Completed | 100% | $141.25 | $168.35 | 19.19% | Signal |
| 2018-04-06 | 2018-10-09 | Interest | 100% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2018-03-27 | 2018-04-06 | Completed | 100% | $131.47 | $134.73 | 2.47% | Signal |
| 2018-03-05 | 2018-03-27 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-01-12 | 2018-03-05 | Completed | 100% | $96.67 | $123.00 | 27.23% | Stop |
| 2016-09-01 | 2017-01-12 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2015-03-17 | 2016-09-01 | Completed | 100% | $73.66 | $92.10 | 25.05% | Signal |
| 2014-11-05 | 2015-03-17 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2014-11-03 | 2014-11-05 | Completed | 100% | $70.05 | $70.96 | 1.30% | Signal |
| 2014-09-04 | 2014-11-03 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2014-04-02 | 2014-09-04 | Completed | 100% | $72.11 | $69.48 | -3.64% | Signal |
| 2013-10-11 | 2014-04-02 | Interest | 100% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2013-01-30 | 2013-10-11 | Completed | 100% | $66.93 | $68.41 | 2.21% | Signal |
| 2012-06-11 | 2013-01-30 | Interest | 100% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2009-10-07 | 2012-06-11 | Completed | 100% | $36.45 | $61.72 | 69.32% | Signal |
| 2009-09-15 | 2009-10-07 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-07-06 | 2009-09-15 | Completed | 100% | $36.04 | $34.77 | -3.52% | Signal |
| 2009-03-04 | 2009-07-06 | Interest | 100% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2009-01-08 | 2009-03-04 | Completed | 100% | $37.74 | $33.25 | -11.90% | Signal |
| 2008-11-21 | 2009-01-08 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2008-10-29 | 2008-11-21 | Completed | 100% | $34.82 | $33.01 | -5.19% | Signal |
| 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 |
| 2006-08-31 | 2008-01-14 | Completed | 100% | $20.75 | $33.11 | 59.59% | Stop |
| 2006-06-26 | 2006-08-31 | Interest | 100% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2005-09-08 | 2006-06-26 | Completed | 100% | $18.82 | $18.70 | -0.60% | Signal |
| 2005-07-20 | 2005-09-08 | Interest | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2005-07-18 | 2005-07-20 | Completed | 100% | $17.33 | $17.25 | -0.45% | Signal |
| 2005-06-10 | 2005-07-18 | Interest | 100% | $1.00 | $1.00 | 0.40% | 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 |
| 2003-06-09 | 2004-05-21 | Completed | 100% | $11.19 | $13.98 | 25.00% | Stop |
| 2002-11-26 | 2003-06-09 | Interest | 100% | $1.00 | $1.02 | 2.01% | Interest Income |
| 2002-11-22 | 2002-11-26 | Completed | 100% | $10.07 | $9.77 | -3.02% | Signal |
| 2002-07-16 | 2002-11-22 | Interest | 100% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2002-04-24 | 2002-07-16 | Completed | 100% | $15.41 | $14.03 | -8.94% | Stop |
| 2001-10-31 | 2002-04-24 | Interest | 100% | $1.00 | $1.02 | 2.34% | Interest Income |
| 2001-10-15 | 2001-10-31 | Completed | 100% | $15.81 | $13.79 | -12.74% | Stop |
| 2001-01-31 | 2001-10-15 | Interest | 100% | $1.00 | $1.03 | 3.48% | Interest Income |
| 2001-01-22 | 2001-01-31 | Completed | 100% | $17.34 | $15.55 | -10.34% | Signal |
| 2000-01-27 | 2001-01-22 | Interest | 100% | $1.00 | $1.06 | 5.84% | 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 |
| 1998-03-03 | 1998-08-05 | Completed | 100% | $13.87 | $16.45 | 18.56% | Stop |
| 1997-10-15 | 1998-03-03 | Interest | 100% | $1.00 | $1.02 | 2.11% | Interest Income |
| 1997-09-24 | 1997-10-15 | Completed | 100% | $12.64 | $11.95 | -5.42% | Signal |
| 1997-09-02 | 1997-09-24 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1997-04-11 | 1997-09-02 | Completed | 100% | $12.61 | $12.34 | -2.12% | Stop |
| 1996-07-17 | 1997-04-11 | Interest | 100% | $1.00 | $1.05 | 4.80% | 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 |
| 1994-12-21 | 1996-04-12 | Completed | 100% | $7.37 | $12.11 | 64.43% | Stop |
| 1994-09-06 | 1994-12-21 | Interest | 100% | $1.00 | $1.02 | 2.25% | Interest Income |
| 1994-09-01 | 1994-09-06 | Completed | 100% | $7.22 | $7.13 | -1.33% | Signal |
| 1994-07-25 | 1994-09-01 | Interest | 100% | $1.00 | $1.01 | 0.78% | 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 |
| 1992-11-11 | 1993-04-26 | Completed | 100% | $5.79 | $5.86 | 1.23% | Stop |
| 1992-10-20 | 1992-11-11 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1991-09-12 | 1992-10-20 | Completed | 100% | $4.07 | $5.38 | 32.29% | Signal |
| 1991-08-20 | 1991-09-12 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 1991-03-14 | 1991-08-20 | Completed | 100% | $4.34 | $3.88 | -10.48% | Stop |
| 1990-08-30 | 1991-03-14 | Interest | 100% | $1.00 | $1.04 | 4.38% | Interest Income |
| 1990-08-15 | 1990-08-30 | Completed | 100% | $3.70 | $3.40 | -8.01% | Signal |
| 1990-07-24 | 1990-08-15 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1988-07-18 | 1990-07-24 | Completed | 100% | $2.70 | $4.05 | 50.28% | Stop |
| 1987-11-02 | 1988-07-18 | Interest | 100% | $1.00 | $1.06 | 5.55% | Interest Income |
| 1987-10-29 | 1987-11-02 | Completed | 100% | $2.51 | $2.63 | 4.76% | Signal |
| 1987-10-07 | 1987-10-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-02-04 | 1987-10-07 | Completed | 100% | $2.82 | $3.01 | 6.64% | Stop |
| 1986-11-10 | 1987-02-04 | Interest | 100% | $1.00 | $1.02 | 1.80% | Interest Income |
| 1986-11-06 | 1986-11-10 | Completed | 100% | $2.53 | $2.53 | 0.19% | Signal |
| 1986-10-02 | 1986-11-06 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 1986-08-22 | 1986-10-02 | Completed | 100% | $2.55 | $2.20 | -13.51% | Signal |
| 1986-07-31 | 1986-08-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-08-02 | 1986-07-31 | Completed | 100% | $1.24 | $2.54 | 104.46% | Stop |
| 1984-05-23 | 1984-08-02 | Interest | 100% | $1.00 | $1.01 | 1.50% | Interest Income |
| 1984-05-04 | 1984-05-23 | Completed | 100% | $1.15 | $1.07 | -6.90% | Signal |
| 1984-04-11 | 1984-05-04 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-11-01 | 1984-04-11 | Completed | 100% | $1.16 | $1.10 | -4.91% | Signal |
| 1983-09-09 | 1983-11-01 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 1983-09-07 | 1983-09-09 | Completed | 100% | $1.05 | $1.05 | 0.60% | Signal |
| 1983-08-09 | 1983-09-07 | Interest | 100% | $1.00 | $1.01 | 0.61% | 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 |
| 1982-04-13 | 1982-12-15 | Completed | 100% | $0.75 | $0.91 | 20.49% | Stop |
| 1982-02-04 | 1982-04-13 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 1982-02-01 | 1982-02-04 | Completed | 100% | $0.68 | $0.68 | 0.00% | Signal |
| 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 |
| 1981-01-14 | 1981-08-25 | Completed | 100% | $0.58 | $0.63 | 8.38% | Stop |
| 1980-12-19 | 1981-01-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-11-19 | 1980-12-19 | Completed | 100% | $0.48 | $0.48 | 0.28% | Signal |
| 1980-10-27 | 1980-11-19 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-06-10 | 1980-10-27 | Completed | 100% | $0.51 | $0.47 | -6.76% | Stop |
| 1979-11-29 | 1980-06-10 | Interest | 100% | $1.00 | $1.04 | 4.11% | Interest Income |
| 1979-11-14 | 1979-11-29 | Completed | 100% | $0.43 | $0.45 | 3.34% | Signal |
| 1979-10-23 | 1979-11-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-07-16 | 1979-10-23 | Completed | 100% | $0.49 | $0.47 | -4.27% | Stop |
| 1979-04-30 | 1979-07-16 | Interest | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 1979-04-26 | 1979-04-30 | Completed | 100% | $0.46 | $0.46 | 0.28% | Signal |
| 1978-11-13 | 1979-04-26 | Interest | 100% | $1.00 | $1.03 | 3.49% | Interest Income |
| 1978-10-13 | 1978-11-13 | Completed | 100% | $0.53 | $0.50 | -4.49% | Signal |
| 1978-09-21 | 1978-10-13 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-05-22 | 1978-09-21 | Completed | 100% | $0.54 | $0.53 | -2.93% | Stop |
| 1978-03-06 | 1978-05-22 | Interest | 100% | $1.00 | $1.02 | 1.65% | Interest Income |
| 1978-02-21 | 1978-03-06 | Completed | 100% | $0.46 | $0.46 | -0.56% | Signal |
| 1978-01-27 | 1978-02-21 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1977-08-24 | 1978-01-27 | Completed | 100% | $0.51 | $0.46 | -9.78% | Stop |
| 1977-06-14 | 1977-08-24 | Interest | 100% | $1.00 | $1.01 | 1.50% | Interest Income |
| 1977-06-10 | 1977-06-14 | Completed | 100% | $0.45 | $0.46 | 2.31% | Signal |
| 1976-07-06 | 1977-06-10 | Interest | 100% | $1.00 | $1.07 | 7.42% | Interest Income |
| 1976-06-15 | 1976-07-06 | Completed | 100% | $0.57 | $0.59 | 3.60% | Signal |
| 1976-05-21 | 1976-06-15 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-08-26 | 1976-05-21 | Completed | 100% | $0.47 | $0.57 | 22.98% | Stop |
| 1975-08-04 | 1975-08-26 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-07-03 | 1975-08-04 | Completed | 100% | $0.57 | $0.49 | -14.86% | Stop |
| 1975-06-11 | 1975-07-03 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-03-20 | 1975-06-11 | Completed | 100% | $0.44 | $0.52 | 19.30% | Stop |
| 1973-12-10 | 1975-03-20 | Interest | 100% | $1.00 | $1.10 | 10.26% | Interest Income |
| 1973-12-06 | 1973-12-10 | Completed | 100% | $0.50 | $0.55 | 9.79% | Signal |
| 1973-11-13 | 1973-12-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-10-11 | 1973-11-13 | Completed | 100% | $0.72 | $0.64 | -10.87% | Stop |
| 1973-05-29 | 1973-10-11 | Interest | 100% | $1.00 | $1.03 | 2.92% | Interest Income |
| 1973-05-21 | 1973-05-29 | Completed | 100% | $0.63 | $0.70 | 11.89% | Signal |
| 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
