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DASHBOARDS: Portfolio Hub Market Pulse Performance

ORCL

Oracle Corp
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for ORCL (Oracle Corp) using the Excess Return SMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -65.1% (compared to the benchmark's drawdown of -84.2%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 15.1%, compared to a Buy-and-Hold benchmark return of 18.9%. The strategy executed 98 total trades.

* Excess Return SMA: Advanced Single Moving Average model utilizing custom duration weighting and dynamic Stop Loss limits.

ORCL Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR-20.69%-52.13%12.56%6.97%14.44%12.49%15.08%18.91%
Sharpe Ratio-0.45-1.170.340.160.470.340.440.38
Max Drawdown-49.70%-64.58%-49.70%-64.58%-49.70%-64.58%-65.14%-84.19%
% Time Invested59.9%100.0%69.2%100.0%76.1%100.0%66.6%100.0%
Trades / Year6.00.03.20.02.10.02.60.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2026-03-30 2026-04-22 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2026-02-13 2026-03-30 Completed 100% $158.15 $139.07 -12.11% Stop
2026-01-22 2026-02-13 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2026-01-07 2026-01-22 Completed 100% $193.43 $178.13 -7.96% Stop
2025-12-12 2026-01-07 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2025-12-02 2025-12-12 Completed 100% $203.18 $194.49 -4.32% Stop
2025-11-07 2025-12-02 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
2025-10-23 2025-11-07 Completed 100% $270.35 $236.72 -12.49% Stop
2025-10-01 2025-10-23 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
2025-05-01 2025-10-01 Completed 100% $144.60 $275.66 90.54% Stop
2025-04-08 2025-05-01 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2025-03-27 2025-04-08 Completed 100% $143.39 $130.30 -9.17% Stop
2025-03-05 2025-03-27 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2025-02-03 2025-03-05 Completed 100% $160.44 $155.39 -3.20% Stop
2025-01-08 2025-02-03 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2024-01-09 2025-01-08 Completed 100% $100.61 $159.05 58.00% Stop
2023-12-14 2024-01-09 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
2023-10-05 2023-12-14 Completed 100% $103.26 $98.70 -4.47% Stop
2023-09-13 2023-10-05 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
2023-06-28 2023-09-13 Completed 100% $112.33 $104.56 -6.97% Stop
2022-12-01 2023-06-28 Interest (CASH) 100% $1.00 $1.03 2.74% Interest Income
2022-10-13 2022-12-01 Completed 100% $59.63 $79.26 32.86% Signal
2022-09-21 2022-10-13 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
2022-06-02 2022-09-21 Completed 100% $67.57 $65.24 -3.49% Stop
2022-05-10 2022-06-02 Interest (CASH) 100% $1.00 $1.00 0.07% Interest Income
2022-03-21 2022-05-10 Completed 100% $76.53 $68.53 -10.50% Stop
2022-02-25 2022-03-21 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2022-01-24 2022-02-25 Completed 100% $76.47 $70.29 -8.14% Stop
2021-12-30 2022-01-24 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-03-24 2021-12-30 Completed 100% $41.34 $83.16 101.08% Stop
2020-03-02 2020-03-24 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2019-04-22 2020-03-02 Completed 100% $48.97 $45.35 -7.44% Stop
2019-02-22 2019-04-22 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2019-01-18 2019-02-22 Completed 100% $43.86 $46.95 7.00% Signal
2018-12-26 2019-01-18 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-04-18 2018-12-26 Completed 100% $41.34 $38.38 -7.20% Stop
2018-03-26 2018-04-18 Interest (CASH) 100% $1.00 $1.00 0.11% Interest Income
2017-01-24 2018-03-26 Completed 100% $34.59 $40.17 16.08% Stop
2016-01-14 2017-01-24 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
2015-08-18 2016-01-14 Completed 100% $33.52 $29.23 -12.83% Stop
2015-07-27 2015-08-18 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2014-11-12 2015-07-27 Completed 100% $34.06 $32.84 -3.63% Stop
2014-10-21 2014-11-12 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-07-17 2014-10-21 Completed 100% $26.51 $32.15 21.23% Stop
2013-06-24 2013-07-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2012-11-27 2013-06-24 Completed 100% $25.55 $24.80 -2.97% Stop
2012-07-02 2012-11-27 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2012-06-13 2012-07-02 Completed 100% $21.92 $24.08 9.80% Signal
2012-05-21 2012-06-13 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2011-12-20 2012-05-21 Completed 100% $23.60 $20.83 -11.78% Stop
2011-11-28 2011-12-20 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-08-30 2011-11-28 Completed 100% $22.54 $23.92 6.06% Stop
2011-08-08 2011-08-30 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-07-12 2011-08-08 Completed 100% $27.00 $22.26 -17.60% Stop
2011-06-17 2011-07-12 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2010-06-01 2011-06-17 Completed 100% $18.01 $25.36 40.80% Stop
2010-05-07 2010-06-01 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-12-16 2010-05-07 Completed 100% $18.68 $19.21 2.79% Stop
2009-01-21 2009-12-16 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2008-12-09 2009-01-21 Completed 100% $13.29 $13.02 -2.08% Signal
2008-11-14 2008-12-09 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2008-10-29 2008-11-14 Completed 100% $13.78 $13.70 -0.63% Stop
2008-10-07 2008-10-29 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2008-09-29 2008-10-07 Completed 100% $16.15 $14.52 -10.12% Stop
2008-09-05 2008-09-29 Interest (CASH) 100% $1.00 $1.00 0.07% Interest Income
2008-02-15 2008-09-05 Completed 100% $15.10 $15.66 3.63% Stop
2008-01-24 2008-02-15 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2007-12-05 2008-01-24 Completed 100% $16.05 $16.36 1.83% Stop
2007-11-12 2007-12-05 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
2007-03-06 2007-11-12 Completed 100% $13.12 $15.28 16.47% Stop
2007-02-09 2007-03-06 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
2005-11-29 2007-02-09 Completed 100% $9.99 $13.33 33.40% Stop
2005-11-04 2005-11-29 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
2005-07-28 2005-11-04 Completed 100% $11.00 $9.67 -12.17% Stop
2004-11-03 2005-07-28 Interest (CASH) 100% $1.00 $1.02 1.95% Interest Income
2004-08-16 2004-11-03 Completed 100% $8.14 $10.28 26.28% Signal
2004-07-23 2004-08-16 Interest (CASH) 100% $1.00 $1.00 0.09% Interest Income
2004-06-29 2004-07-23 Completed 100% $9.23 $8.16 -11.58% Stop
2004-06-04 2004-06-29 Interest (CASH) 100% $1.00 $1.00 0.08% Interest Income
2004-03-31 2004-06-04 Completed 100% $9.61 $8.81 -8.39% Stop
2004-03-09 2004-03-31 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-10-10 2004-03-09 Completed 100% $9.89 $9.81 -0.85% Stop
2003-09-18 2003-10-10 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-09-02 2003-09-18 Completed 100% $10.29 $9.74 -5.37% Stop
2001-11-14 2003-09-02 Interest (CASH) 100% $1.00 $1.03 2.58% Interest Income
2001-11-08 2001-11-14 Completed 100% $12.41 $11.77 -5.17% Stop
2001-09-18 2001-11-08 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
2001-08-31 2001-09-18 Completed 100% $9.61 $8.69 -9.55% Stop
2001-08-09 2001-08-31 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
2001-06-22 2001-08-09 Completed 100% $14.13 $12.96 -8.36% Stop
2001-05-31 2001-06-22 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
2001-05-16 2001-05-31 Completed 100% $12.48 $11.63 -6.85% Stop
2001-04-24 2001-05-16 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
2001-04-04 2001-04-24 Completed 100% $10.54 $13.42 27.20% Stop
2001-03-13 2001-04-04 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2001-03-07 2001-03-13 Completed 100% $14.54 $12.65 -13.01% Stop
2001-02-12 2001-03-07 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
2001-01-26 2001-02-12 Completed 100% $23.52 $18.76 -20.29% Stop
2001-01-03 2001-01-26 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
2000-12-26 2001-01-03 Completed 100% $25.01 $20.05 -19.88% Stop
2000-12-01 2000-12-26 Interest (CASH) 100% $1.00 $1.00 0.37% Interest Income
2000-11-27 2000-12-01 Completed 100% $20.20 $20.94 3.63% Stop
2000-11-02 2000-11-27 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-10-06 2000-11-02 Completed 100% $27.49 $25.76 -6.36% Stop
2000-09-14 2000-10-06 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2000-07-28 2000-09-14 Completed 100% $29.82 $34.29 14.92% Stop
2000-07-06 2000-07-28 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2000-06-05 2000-07-06 Completed 100% $31.46 $28.48 -9.51% Stop
2000-05-11 2000-06-05 Interest (CASH) 100% $1.00 $1.00 0.37% Interest Income
2000-04-27 2000-05-11 Completed 100% $27.81 $27.37 -1.65% Stop
2000-04-04 2000-04-27 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-01-31 2000-04-04 Completed 100% $19.03 $31.02 62.89% Stop
2000-01-06 2000-01-31 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1999-06-02 2000-01-06 Completed 100% $5.04 $19.88 294.51% Stop
1999-05-10 1999-06-02 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1999-04-28 1999-05-10 Completed 100% $5.56 $4.89 -12.10% Stop
1999-04-06 1999-04-28 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
1999-03-12 1999-04-06 Completed 100% $5.98 $5.04 -15.81% Stop
1999-02-18 1999-03-12 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1999-02-04 1999-02-18 Completed 100% $8.11 $6.88 -15.14% Stop
1998-10-06 1999-02-04 Interest (CASH) 100% $1.00 $1.01 1.42% Interest Income
1998-09-16 1998-10-06 Completed 100% $3.56 $3.24 -9.09% Stop
1998-07-16 1998-09-16 Interest (CASH) 100% $1.00 $1.01 0.84% Interest Income
1998-06-24 1998-07-16 Completed 100% $3.26 $3.61 10.60% Signal
1998-06-02 1998-06-24 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1998-04-30 1998-06-02 Completed 100% $3.55 $3.04 -14.49% Stop
1998-04-07 1998-04-30 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1998-02-04 1998-04-07 Completed 100% $3.23 $3.53 9.43% Stop
1998-01-12 1998-02-04 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1997-12-29 1998-01-12 Completed 100% $2.90 $2.43 -16.28% Stop
1997-12-04 1997-12-29 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-11-07 1997-12-04 Completed 100% $4.52 $4.07 -9.94% Stop
1997-10-16 1997-11-07 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1997-04-01 1997-10-16 Completed 100% $3.22 $4.66 44.79% Stop
1997-03-07 1997-04-01 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-01-13 1997-03-07 Completed 100% $3.64 $3.28 -10.04% Stop
1996-12-18 1997-01-13 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1996-09-25 1996-12-18 Completed 100% $3.85 $3.83 -0.62% Stop
1996-09-03 1996-09-25 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1996-08-08 1996-09-03 Completed 100% $3.65 $3.07 -16.05% Stop
1996-07-17 1996-08-08 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1996-04-25 1996-07-17 Completed 100% $3.07 $3.29 7.14% Stop
1996-04-02 1996-04-25 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1996-01-10 1996-04-02 Completed 100% $2.33 $2.79 19.81% Stop
1995-12-15 1996-01-10 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1995-10-10 1995-12-15 Completed 100% $2.13 $2.54 18.91% Stop
1995-09-18 1995-10-10 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1995-05-19 1995-09-18 Completed 100% $1.95 $2.26 16.17% Stop
1995-04-27 1995-05-19 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1994-12-19 1995-04-27 Completed 100% $1.51 $1.71 12.93% Stop
1994-11-25 1994-12-19 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1994-05-09 1994-11-25 Completed 100% $1.17 $1.52 30.61% Stop
1994-04-14 1994-05-09 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1994-01-17 1994-04-14 Completed 100% $1.29 $1.16 -10.31% Stop
1993-12-23 1994-01-17 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1993-09-21 1993-12-23 Completed 100% $1.08 $1.24 14.23% Stop
1993-08-27 1993-09-21 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1993-03-05 1993-08-27 Completed 100% $0.65 $0.99 52.56% Stop
1993-02-10 1993-03-05 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1993-01-18 1993-02-10 Completed 100% $0.58 $0.59 2.07% Stop
1992-12-23 1993-01-18 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
1992-12-11 1992-12-23 Completed 100% $0.45 $0.52 16.43% Stop
1992-11-18 1992-12-11 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
1992-09-18 1992-11-18 Completed 100% $0.40 $0.40 1.18% Stop
1992-08-26 1992-09-18 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1992-07-21 1992-08-26 Completed 100% $0.37 $0.33 -11.23% Stop
1992-06-26 1992-07-21 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
1992-05-22 1992-06-26 Completed 100% $0.29 $0.29 -1.72% Stop
1992-04-30 1992-05-22 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
1992-04-01 1992-04-30 Completed 100% $0.26 $0.26 -0.05% Stop
1992-03-10 1992-04-01 Interest (CASH) 100% $1.00 $1.00 0.26% Interest Income
1992-01-03 1992-03-10 Completed 100% $0.30 $0.34 13.88% Stop
1990-12-21 1992-01-03 Interest (CASH) 100% $1.00 $1.06 5.74% Interest Income
1990-11-06 1990-12-21 Completed 100% $0.12 $0.15 31.85% Stop
1990-10-15 1990-11-06 Interest (CASH) 100% $1.00 $1.00 0.45% Interest Income
1990-10-10 1990-10-15 Completed 100% $0.13 $0.11 -13.50% Stop
1990-09-18 1990-10-10 Interest (CASH) 100% $1.00 $1.00 0.46% Interest Income
1990-09-13 1990-09-18 Completed 100% $0.16 $0.13 -16.71% Stop
1990-08-21 1990-09-13 Interest (CASH) 100% $1.00 $1.00 0.47% Interest Income
1990-08-03 1990-08-21 Completed 100% $0.33 $0.26 -18.84% Stop
1990-07-12 1990-08-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1990-04-19 1990-07-12 Completed 100% $0.32 $0.39 20.39% Stop
1990-03-27 1990-04-19 Interest (CASH) 100% $1.00 $1.00 0.49% Interest Income
1990-01-10 1990-03-27 Completed 100% $0.40 $0.48 19.33% Stop
1989-12-15 1990-01-10 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1989-11-08 1989-12-15 Completed 100% $0.45 $0.42 -5.51% Stop
1989-10-17 1989-11-08 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-11-08 1989-10-17 Completed 100% $0.15 $0.48 207.78% Stop
1988-10-17 1988-11-08 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-08-15 1988-10-17 Completed 100% $0.18 $0.17 -2.83% Stop
1988-07-22 1988-08-15 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-05-23 1988-07-22 Completed 100% $0.15 $0.18 18.99% Stop
1988-05-19 1988-05-23 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income