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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 Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -52.9% (compared to the benchmark's drawdown of -84.2%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 16.0%, compared to a Buy-and-Hold benchmark return of 18.9%. The strategy executed 86 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

ORCL Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR-3.08%-52.13%14.41%6.97%13.50%12.49%16.00%18.91%
Sharpe Ratio-0.08-1.170.470.160.520.340.510.38
Max Drawdown-30.60%-64.58%-30.60%-64.58%-30.60%-64.58%-52.92%-84.19%
% Time Invested27.4%100.0%58.1%100.0%69.0%100.0%60.9%100.0%
Trades / Year3.00.02.20.01.50.02.30.0

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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2026-01-07 2026-01-09 Completed 100% $193.43 $190.33 -1.65% Signal
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
2025-07-01 2025-10-01 Completed 100% $216.37 $275.66 27.34% Stop
2025-04-08 2025-07-01 Interest (CASH) 100% $1.00 $1.01 0.97% 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
2024-03-15 2025-01-08 Completed 100% $120.64 $159.05 31.77% Stop
2024-02-02 2024-03-15 Interest (CASH) 100% $1.00 $1.01 0.61% Interest Income
2024-01-09 2024-02-02 Completed 100% $100.61 $112.65 11.90% Signal
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
2022-10-31 2023-09-13 Completed 100% $73.01 $104.56 43.15% Stop
2022-02-16 2022-10-31 Interest (CASH) 100% $1.00 $1.01 1.32% Interest Income
2022-01-24 2022-02-16 Completed 100% $76.47 $74.83 -2.20% Signal
2021-12-30 2022-01-24 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-06-17 2021-12-30 Completed 100% $48.59 $83.16 71.07% Stop
2020-02-05 2020-06-17 Interest (CASH) 100% $1.00 $1.00 0.16% Interest Income
2019-01-18 2020-02-05 Completed 100% $43.86 $49.85 13.61% Signal
2018-12-26 2019-01-18 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-07-16 2018-12-26 Completed 100% $43.23 $38.38 -11.25% Stop
2018-03-26 2018-07-16 Interest (CASH) 100% $1.00 $1.01 0.57% Interest Income
2017-02-16 2018-03-26 Completed 100% $35.99 $40.17 11.57% Stop
2016-11-07 2017-02-16 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2016-04-07 2016-11-07 Completed 100% $34.70 $33.49 -3.55% Signal
2015-07-27 2016-04-07 Interest (CASH) 100% $1.00 $1.00 0.11% Interest Income
2014-12-22 2015-07-27 Completed 100% $38.27 $32.84 -14.23% Stop
2014-10-21 2014-12-22 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-11-12 2014-10-21 Completed 100% $28.59 $32.15 12.42% Stop
2013-07-19 2013-11-12 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2013-07-17 2013-07-19 Completed 100% $26.51 $26.47 -0.17% Signal
2013-06-24 2013-07-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2012-08-13 2013-06-24 Completed 100% $25.70 $24.80 -3.55% Stop
2012-05-16 2012-08-13 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2012-04-30 2012-05-16 Completed 100% $23.84 $22.15 -7.13% Signal
2011-12-22 2012-04-30 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2011-12-13 2011-12-22 Completed 100% $25.73 $21.00 -18.44% Stop
2011-08-08 2011-12-13 Interest (CASH) 100% $1.00 $1.00 0.01% 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
2010-09-27 2011-06-17 Completed 100% $21.62 $25.36 17.27% Stop
2010-07-02 2010-09-27 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2010-06-01 2010-07-02 Completed 100% $18.01 $17.43 -3.22% Signal
2010-05-07 2010-06-01 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-05-19 2010-05-07 Completed 100% $14.96 $19.21 28.36% Stop
2008-10-07 2009-05-19 Interest (CASH) 100% $1.00 $1.00 0.14% 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
2008-05-20 2008-09-05 Completed 100% $17.66 $15.66 -11.38% Stop
2008-03-07 2008-05-20 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
2008-02-15 2008-03-07 Completed 100% $15.10 $15.19 0.53% Signal
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
2006-04-04 2007-02-09 Completed 100% $10.97 $13.33 21.43% Stop
2005-10-19 2006-04-04 Interest (CASH) 100% $1.00 $1.02 1.91% Interest Income
2005-07-22 2005-10-19 Completed 100% $10.85 $9.78 -9.92% Signal
2005-05-16 2005-07-22 Interest (CASH) 100% $1.00 $1.01 0.57% Interest Income
2005-04-14 2005-05-16 Completed 100% $9.76 $9.73 -0.29% Signal
2005-03-22 2005-04-14 Interest (CASH) 100% $1.00 $1.00 0.18% Interest Income
2004-11-11 2005-03-22 Completed 100% $10.50 $10.07 -4.21% Stop
2004-04-20 2004-11-11 Interest (CASH) 100% $1.00 $1.01 0.82% Interest Income
2004-03-31 2004-04-20 Completed 100% $9.61 $9.76 1.52% Signal
2004-03-09 2004-03-31 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-12-12 2004-03-09 Completed 100% $10.23 $9.81 -4.16% Stop
2003-11-19 2003-12-12 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-10-17 2003-11-19 Completed 100% $9.46 $9.41 -0.55% Signal
2003-09-25 2003-10-17 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-08-13 2003-09-25 Completed 100% $9.84 $9.27 -5.86% Stop
2003-07-22 2003-08-13 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-03-28 2003-07-22 Completed 100% $8.93 $9.45 5.72% Stop
2003-03-06 2003-03-28 Interest (CASH) 100% $1.00 $1.00 0.07% Interest Income
2002-12-13 2003-03-06 Completed 100% $8.96 $8.88 -0.94% Stop
2002-03-05 2002-12-13 Interest (CASH) 100% $1.00 $1.01 1.29% Interest Income
2002-02-14 2002-03-05 Completed 100% $12.85 $11.09 -13.76% Stop
2001-11-14 2002-02-14 Interest (CASH) 100% $1.00 $1.00 0.43% Interest Income
2001-11-08 2001-11-14 Completed 100% $12.41 $11.77 -5.17% Stop
2001-04-24 2001-11-08 Interest (CASH) 100% $1.00 $1.02 1.70% Interest Income
2001-04-19 2001-04-24 Completed 100% $15.61 $13.42 -14.08% Stop
2000-11-02 2001-04-19 Interest (CASH) 100% $1.00 $1.02 2.35% 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
1999-06-28 2000-01-06 Completed 100% $7.10 $19.88 180.02% Stop
1999-06-04 1999-06-28 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1999-06-02 1999-06-04 Completed 100% $5.04 $5.51 9.30% Signal
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
1998-11-06 1999-02-18 Completed 100% $4.16 $6.88 65.32% Stop
1998-10-06 1998-11-06 Interest (CASH) 100% $1.00 $1.00 0.37% Interest Income
1998-09-16 1998-10-06 Completed 100% $3.56 $3.24 -9.09% Stop
1998-07-23 1998-09-16 Interest (CASH) 100% $1.00 $1.01 0.74% Interest Income
1998-07-17 1998-07-23 Completed 100% $3.67 $3.39 -7.70% Stop
1997-12-04 1998-07-17 Interest (CASH) 100% $1.00 $1.03 3.13% 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
1997-06-11 1997-10-16 Completed 100% $4.20 $4.66 10.97% Stop
1997-03-07 1997-06-11 Interest (CASH) 100% $1.00 $1.01 1.35% 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
1992-07-16 1992-08-26 Completed 100% $0.37 $0.33 -10.04% Stop
1992-04-30 1992-07-16 Interest (CASH) 100% $1.00 $1.01 0.76% 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
1991-12-11 1992-03-10 Completed 100% $0.25 $0.34 38.93% Stop
1991-11-18 1991-12-11 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1991-07-16 1991-11-18 Completed 100% $0.17 $0.27 57.06% Stop
1991-06-21 1991-07-16 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1991-05-24 1991-06-21 Completed 100% $0.16 $0.16 3.03% Stop
1991-05-02 1991-05-24 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1991-04-22 1991-05-02 Completed 100% $0.20 $0.18 -9.68% Stop
1990-04-30 1991-04-22 Interest (CASH) 100% $1.00 $1.07 7.01% Interest Income
1990-04-19 1990-04-30 Completed 100% $0.32 $0.30 -6.11% Signal
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
1989-01-16 1989-10-17 Completed 100% $0.20 $0.48 136.47% Stop
1988-11-29 1989-01-16 Interest (CASH) 100% $1.00 $1.01 0.96% Interest Income
1988-11-08 1988-11-29 Completed 100% $0.15 $0.17 7.88% Signal
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