ORCL
Oracle Corp
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
ORCL Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 7.99% | 17.55% | 17.32% | 18.24% | 14.05% | 16.92% | 17.84% | 20.15% |
| Sharpe Ratio | 0.19 | 0.28 | 0.55 | 0.42 | 0.54 | 0.47 | 0.57 | 0.41 |
| Max Drawdown | -30.36% | -58.25% | -30.36% | -58.25% | -30.36% | -58.25% | -50.28% | -84.19% |
| % Time Invested | 33.7% | 100.0% | 60.7% | 100.0% | 68.9% | 100.0% | 60.5% | 100.0% |
| Trades / Year | 4.0 | 0.0 | 2.4 | 0.0 | 1.7 | 0.0 | 2.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-01-09 | Open | Interest | 100% | $1.00 | $1.00 | 1.26% | Mark-to-Market |
| 2026-01-07 | 2026-01-09 | Completed | 100% | $194.11 | $190.99 | -1.60% | Signal |
| 2025-12-12 | 2026-01-07 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-12-02 | 2025-12-12 | Completed | 100% | $203.89 | $195.17 | -4.28% | Stop |
| 2025-11-07 | 2025-12-02 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-10-23 | 2025-11-07 | Completed | 100% | $271.29 | $237.54 | -12.44% | Stop |
| 2025-10-01 | 2025-10-23 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-07-01 | 2025-10-01 | Completed | 100% | $217.12 | $276.62 | 27.40% | Stop |
| 2025-04-08 | 2025-07-01 | Interest | 100% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2025-03-27 | 2025-04-08 | Completed | 100% | $143.88 | $130.75 | -9.13% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-03 | 2025-03-05 | Completed | 100% | $161.00 | $155.93 | -3.15% | Stop |
| 2025-01-08 | 2025-02-03 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2024-03-15 | 2025-01-08 | Completed | 100% | $121.06 | $159.60 | 31.84% | Stop |
| 2024-02-02 | 2024-03-15 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2024-01-09 | 2024-02-02 | Completed | 100% | $100.96 | $113.04 | 11.96% | Signal |
| 2023-12-14 | 2024-01-09 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-10-05 | 2023-12-14 | Completed | 100% | $103.62 | $99.04 | -4.42% | Stop |
| 2023-09-13 | 2023-10-05 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2022-12-09 | 2023-09-13 | Completed | 100% | $76.28 | $104.93 | 37.56% | Stop |
| 2022-11-02 | 2022-12-09 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2022-10-31 | 2022-11-02 | Completed | 100% | $73.26 | $73.41 | 0.20% | Signal |
| 2022-02-16 | 2022-10-31 | Interest | 100% | $1.00 | $1.02 | 2.07% | Interest Income |
| 2022-01-24 | 2022-02-16 | Completed | 100% | $76.74 | $75.09 | -2.15% | Signal |
| 2021-12-30 | 2022-01-24 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-06-17 | 2021-12-30 | Completed | 100% | $48.76 | $83.45 | 71.15% | Stop |
| 2020-02-05 | 2020-06-17 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2019-01-18 | 2020-02-05 | Completed | 100% | $44.01 | $50.03 | 13.67% | Signal |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-09-07 | 2018-12-26 | Completed | 100% | $42.34 | $38.52 | -9.03% | Stop |
| 2018-07-19 | 2018-09-07 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2018-07-16 | 2018-07-19 | Completed | 100% | $43.38 | $43.18 | -0.45% | Signal |
| 2018-03-26 | 2018-07-16 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2017-02-16 | 2018-03-26 | Completed | 100% | $36.11 | $40.31 | 11.62% | Stop |
| 2016-11-07 | 2017-02-16 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2016-04-07 | 2016-11-07 | Completed | 100% | $34.82 | $33.60 | -3.50% | Signal |
| 2015-07-27 | 2016-04-07 | Interest | 100% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2014-12-22 | 2015-07-27 | Completed | 100% | $38.40 | $32.95 | -14.18% | Stop |
| 2014-10-21 | 2014-12-22 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2013-11-12 | 2014-10-21 | Completed | 100% | $28.69 | $32.26 | 12.47% | Stop |
| 2013-07-19 | 2013-11-12 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2013-07-17 | 2013-07-19 | Completed | 100% | $26.60 | $26.57 | -0.12% | Signal |
| 2013-06-24 | 2013-07-17 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2012-08-13 | 2013-06-24 | Completed | 100% | $25.79 | $24.89 | -3.50% | Stop |
| 2012-05-16 | 2012-08-13 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2012-04-30 | 2012-05-16 | Completed | 100% | $23.92 | $22.23 | -7.08% | Signal |
| 2011-12-22 | 2012-04-30 | Interest | 100% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2011-12-13 | 2011-12-22 | Completed | 100% | $25.82 | $21.07 | -18.40% | Stop |
| 2011-08-08 | 2011-12-13 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2011-07-12 | 2011-08-08 | Completed | 100% | $27.10 | $22.34 | -17.56% | Stop |
| 2011-06-17 | 2011-07-12 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-09-27 | 2011-06-17 | Completed | 100% | $21.69 | $25.45 | 17.33% | Stop |
| 2010-07-02 | 2010-09-27 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2010-06-01 | 2010-07-02 | Completed | 100% | $18.07 | $17.50 | -3.17% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-05-19 | 2010-05-07 | Completed | 100% | $15.01 | $19.28 | 28.42% | Stop |
| 2008-10-07 | 2009-05-19 | Interest | 100% | $1.00 | $1.02 | 1.82% | Interest Income |
| 2008-09-29 | 2008-10-07 | Completed | 100% | $16.21 | $14.57 | -10.08% | Stop |
| 2008-09-05 | 2008-09-29 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-05-20 | 2008-09-05 | Completed | 100% | $17.72 | $15.71 | -11.33% | Stop |
| 2008-03-07 | 2008-05-20 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2008-02-15 | 2008-03-07 | Completed | 100% | $15.15 | $15.24 | 0.58% | Signal |
| 2008-01-24 | 2008-02-15 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-12-05 | 2008-01-24 | Completed | 100% | $16.11 | $16.41 | 1.88% | Stop |
| 2007-11-12 | 2007-12-05 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2007-03-06 | 2007-11-12 | Completed | 100% | $13.16 | $15.34 | 16.53% | Stop |
| 2007-02-09 | 2007-03-06 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-04-04 | 2007-02-09 | Completed | 100% | $11.01 | $13.38 | 21.49% | Stop |
| 2005-10-19 | 2006-04-04 | Interest | 100% | $1.00 | $1.02 | 2.03% | Interest Income |
| 2005-07-22 | 2005-10-19 | Completed | 100% | $10.89 | $9.82 | -9.88% | Signal |
| 2005-05-16 | 2005-07-22 | Interest | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2005-04-14 | 2005-05-16 | Completed | 100% | $9.79 | $9.77 | -0.24% | Signal |
| 2005-03-22 | 2005-04-14 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2004-11-11 | 2005-03-22 | Completed | 100% | $10.54 | $10.10 | -4.16% | Stop |
| 2004-04-20 | 2004-11-11 | Interest | 100% | $1.00 | $1.02 | 2.47% | Interest Income |
| 2004-03-31 | 2004-04-20 | Completed | 100% | $9.64 | $9.79 | 1.57% | Signal |
| 2004-03-09 | 2004-03-31 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2003-12-12 | 2004-03-09 | Completed | 100% | $10.26 | $9.84 | -4.11% | Stop |
| 2003-11-19 | 2003-12-12 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2003-10-17 | 2003-11-19 | Completed | 100% | $9.49 | $9.44 | -0.50% | Signal |
| 2003-09-25 | 2003-10-17 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-08-13 | 2003-09-25 | Completed | 100% | $9.87 | $9.30 | -5.81% | Stop |
| 2003-07-22 | 2003-08-13 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2003-03-28 | 2003-07-22 | Completed | 100% | $8.96 | $9.48 | 5.78% | Stop |
| 2003-03-06 | 2003-03-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2002-12-13 | 2003-03-06 | Completed | 100% | $8.99 | $8.91 | -0.89% | Stop |
| 2002-03-05 | 2002-12-13 | Interest | 100% | $1.00 | $1.04 | 3.57% | Interest Income |
| 2002-02-14 | 2002-03-05 | Completed | 100% | $12.90 | $11.13 | -13.71% | Stop |
| 2001-11-12 | 2002-02-14 | Interest | 100% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2001-11-08 | 2001-11-12 | Completed | 100% | $12.45 | $12.06 | -3.13% | Signal |
| 2001-04-23 | 2001-11-08 | Interest | 100% | $1.00 | $1.03 | 2.68% | Interest Income |
| 2001-04-19 | 2001-04-23 | Completed | 100% | $15.66 | $14.60 | -6.77% | Signal |
| 2000-11-02 | 2001-04-19 | Interest | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 2000-10-06 | 2000-11-02 | Completed | 100% | $27.59 | $25.84 | -6.32% | Stop |
| 2000-09-14 | 2000-10-06 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-07-28 | 2000-09-14 | Completed | 100% | $29.93 | $34.41 | 14.98% | Stop |
| 2000-07-06 | 2000-07-28 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-06-05 | 2000-07-06 | Completed | 100% | $31.57 | $28.58 | -9.46% | Stop |
| 2000-05-11 | 2000-06-05 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-04-27 | 2000-05-11 | Completed | 100% | $27.91 | $27.46 | -1.61% | Stop |
| 2000-04-04 | 2000-04-27 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-01-31 | 2000-04-04 | Completed | 100% | $19.10 | $31.12 | 62.97% | Stop |
| 2000-01-06 | 2000-01-31 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-06-28 | 2000-01-06 | Completed | 100% | $7.12 | $19.95 | 180.16% | Stop |
| 1999-06-04 | 1999-06-28 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-06-02 | 1999-06-04 | Completed | 100% | $5.05 | $5.53 | 9.36% | Signal |
| 1999-05-10 | 1999-06-02 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1999-04-28 | 1999-05-10 | Completed | 100% | $5.58 | $4.91 | -12.05% | Stop |
| 1999-04-06 | 1999-04-28 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1999-03-12 | 1999-04-06 | Completed | 100% | $6.00 | $5.05 | -15.77% | Stop |
| 1999-02-18 | 1999-03-12 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1998-11-06 | 1999-02-18 | Completed | 100% | $4.17 | $6.91 | 65.41% | Stop |
| 1998-09-18 | 1998-11-06 | Interest | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 1998-09-16 | 1998-09-18 | Completed | 100% | $3.58 | $3.57 | -0.23% | Signal |
| 1998-07-21 | 1998-09-16 | Interest | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 1998-07-17 | 1998-07-21 | Completed | 100% | $3.69 | $3.67 | -0.45% | Signal |
| 1997-12-04 | 1998-07-17 | Interest | 100% | $1.00 | $1.03 | 3.39% | Interest Income |
| 1997-11-07 | 1997-12-04 | Completed | 100% | $4.53 | $4.08 | -9.89% | Stop |
| 1997-10-16 | 1997-11-07 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1997-06-11 | 1997-10-16 | Completed | 100% | $4.22 | $4.68 | 11.02% | Stop |
| 1997-03-07 | 1997-06-11 | Interest | 100% | $1.00 | $1.02 | 1.73% | Interest Income |
| 1997-01-13 | 1997-03-07 | Completed | 100% | $3.65 | $3.29 | -10.00% | Stop |
| 1996-12-18 | 1997-01-13 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1996-09-25 | 1996-12-18 | Completed | 100% | $3.86 | $3.84 | -0.57% | Stop |
| 1996-09-03 | 1996-09-25 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-08-08 | 1996-09-03 | Completed | 100% | $3.66 | $3.08 | -16.01% | Stop |
| 1996-07-17 | 1996-08-08 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-04-25 | 1996-07-17 | Completed | 100% | $3.08 | $3.30 | 7.19% | Stop |
| 1996-04-02 | 1996-04-25 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1996-01-10 | 1996-04-02 | Completed | 100% | $2.34 | $2.80 | 19.87% | Stop |
| 1995-12-15 | 1996-01-10 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1995-10-10 | 1995-12-15 | Completed | 100% | $2.14 | $2.55 | 18.97% | Stop |
| 1995-09-18 | 1995-10-10 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1995-05-19 | 1995-09-18 | Completed | 100% | $1.96 | $2.27 | 16.23% | Stop |
| 1995-04-27 | 1995-05-19 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1994-12-19 | 1995-04-27 | Completed | 100% | $1.51 | $1.71 | 12.99% | Stop |
| 1994-11-25 | 1994-12-19 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 1994-05-09 | 1994-11-25 | Completed | 100% | $1.17 | $1.53 | 30.67% | Stop |
| 1994-04-14 | 1994-05-09 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1994-01-17 | 1994-04-14 | Completed | 100% | $1.29 | $1.16 | -10.27% | Stop |
| 1993-12-23 | 1994-01-17 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1993-09-21 | 1993-12-23 | Completed | 100% | $1.08 | $1.24 | 14.29% | Stop |
| 1993-08-27 | 1993-09-21 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1993-03-05 | 1993-08-27 | Completed | 100% | $0.65 | $1.00 | 52.63% | Stop |
| 1993-02-10 | 1993-03-05 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1993-01-18 | 1993-02-10 | Completed | 100% | $0.58 | $0.59 | 2.12% | Stop |
| 1992-12-23 | 1993-01-18 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1992-12-11 | 1992-12-23 | Completed | 100% | $0.45 | $0.52 | 16.48% | Stop |
| 1992-11-18 | 1992-12-11 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1992-09-18 | 1992-11-18 | Completed | 100% | $0.40 | $0.41 | 1.23% | Stop |
| 1992-08-26 | 1992-09-18 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1992-07-16 | 1992-08-26 | Completed | 100% | $0.37 | $0.33 | -10.00% | Stop |
| 1992-04-30 | 1992-07-16 | Interest | 100% | $1.00 | $1.01 | 1.48% | Interest Income |
| 1992-04-01 | 1992-04-30 | Completed | 100% | $0.26 | $0.26 | 0.00% | Stop |
| 1992-03-10 | 1992-04-01 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1991-12-11 | 1992-03-10 | Completed | 100% | $0.25 | $0.34 | 39.00% | Stop |
| 1991-11-18 | 1991-12-11 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 1991-07-16 | 1991-11-18 | Completed | 100% | $0.17 | $0.27 | 57.14% | Stop |
| 1991-06-21 | 1991-07-16 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 1991-05-24 | 1991-06-21 | Completed | 100% | $0.16 | $0.16 | 3.08% | Stop |
| 1991-05-02 | 1991-05-24 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1991-04-22 | 1991-05-02 | Completed | 100% | $0.20 | $0.18 | -9.64% | Stop |
| 1990-04-30 | 1991-04-22 | Interest | 100% | $1.00 | $1.08 | 8.23% | Interest Income |
| 1990-04-19 | 1990-04-30 | Completed | 100% | $0.32 | $0.30 | -6.06% | Signal |
| 1990-03-27 | 1990-04-19 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-01-10 | 1990-03-27 | Completed | 100% | $0.41 | $0.48 | 19.39% | Stop |
| 1989-12-15 | 1990-01-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-11-08 | 1989-12-15 | Completed | 100% | $0.45 | $0.43 | -5.46% | Stop |
| 1989-10-17 | 1989-11-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-01-16 | 1989-10-17 | Completed | 100% | $0.20 | $0.48 | 136.59% | Stop |
| 1988-11-29 | 1989-01-16 | Interest | 100% | $1.00 | $1.01 | 0.97% | Interest Income |
| 1988-11-08 | 1988-11-29 | Completed | 100% | $0.15 | $0.17 | 7.94% | Signal |
| 1988-10-17 | 1988-11-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-08-15 | 1988-10-17 | Completed | 100% | $0.18 | $0.17 | -2.78% | Stop |
| 1988-07-22 | 1988-08-15 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-05-23 | 1988-07-22 | Completed | 100% | $0.15 | $0.18 | 19.05% | Stop |
| 1988-05-19 | 1988-05-23 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
