ORCL
* 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
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -3.08% | -52.13% | 14.41% | 6.97% | 13.50% | 12.49% | 16.00% | 18.91% |
| Sharpe Ratio | -0.08 | -1.17 | 0.47 | 0.16 | 0.52 | 0.34 | 0.51 | 0.38 |
| Max Drawdown | -30.60% | -64.58% | -30.60% | -64.58% | -30.60% | -64.58% | -52.92% | -84.19% |
| % Time Invested | 27.4% | 100.0% | 58.1% | 100.0% | 69.0% | 100.0% | 60.9% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 1.5 | 0.0 | 2.3 | 0.0 |
Cumulative Growth Performance
Return Distribution Analysis
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 Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason | |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription. Upgrade to Pro to Unlock | ||||||||
| 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 | |