Trend Following Summary

--- Trend Following for XLE as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2000-12-15   $1.00           2000-12-18   $1.00                   1.00x (Cash)
2000-12-18   $7.92           2001-09-24   $6.46                   0.82x
2001-09-24   $1.00           2001-10-15   $0.82                   0.82x (Cash)
2001-10-15   $7.32           2001-11-27   $6.62                   0.90x
2001-11-27   $1.00           2003-05-16   $0.96                   0.96x (Cash)
2003-05-16   $6.32           2008-09-10   $18.42                  2.92x
2008-09-10   $1.00           2008-10-01   $2.92                   2.92x (Cash)
2008-10-01   $18.07          2008-10-13   $13.07                  0.72x
2008-10-13   $1.00           2008-11-03   $0.72                   0.72x (Cash)
2008-11-03   $14.58          2009-01-16   $13.62                  0.93x
2009-01-16   $1.00           2009-07-22   $0.95                   0.95x (Cash)
2009-07-22   $14.33          2011-10-05   $17.87                  1.25x
2011-10-05   $1.00           2011-10-26   $1.25                   1.25x (Cash)
2011-10-26   $20.98          2012-08-17   $22.40                  1.07x
2012-08-17   $1.00           2013-01-22   $1.08                   1.08x (Cash)
2013-01-22   $23.43          2015-06-08   $25.19                  1.08x
2015-06-08   $1.00           2015-10-09   $1.08                   1.08x (Cash)
2015-10-09   $22.96          2015-10-28   $21.87                  0.95x
2015-10-28   $1.00           2017-02-08   $0.98                   0.98x (Cash)
2017-02-08   $24.50          2018-02-22   $23.67                  0.97x
2018-02-22   $1.00           2018-05-15   $0.97                   0.97x (Cash)
2018-05-15   $27.39          2018-12-26   $19.76                  0.72x
2018-12-26   $1.00           2019-01-17   $0.72                   0.72x (Cash)
2019-01-17   $22.37          2019-06-10   $22.57                  1.01x
2019-06-10   $1.00           2019-07-15   $1.01                   1.01x (Cash)
2019-07-15   $23.87          2019-08-02   $22.75                  0.95x
2019-08-02   $1.00           2021-06-07   $0.97                   0.97x (Cash)
2021-06-07   $23.32          2021-06-21   $22.10                  0.95x
2021-06-21   $1.00           2021-07-16   $0.95                   0.95x (Cash)
2021-07-16   $21.33          2025-07-02   $42.36                  1.99x
2025-07-02   $1.00           2026-01-30   $2.03                   2.03x (Cash)
2026-01-30   $50.36          2026-02-27   $55.92                  1.11x (open)
----------------------------------------------------------------------
Method CAGR                   4.48%
Buy & Hold CAGR               7.13%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for XLE as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2000-12-14   $8.03           2001-07-23   $7.69                   0.96x
2001-07-23   $1.00           2001-10-11   $0.97                   0.97x (Cash)
2001-10-11   $7.45           2001-10-19   $6.92                   0.93x
2001-10-19   $1.00           2002-04-12   $0.95                   0.95x (Cash)
2002-04-12   $7.22           2002-07-15   $6.09                   0.84x
2002-07-15   $1.00           2003-04-14   $0.87                   0.87x (Cash)
2003-04-14   $5.92           2006-10-16   $15.18                  2.56x
2006-10-16   $1.00           2006-11-30   $2.58                   2.58x (Cash)
2006-11-30   $16.91          2008-09-03   $20.17                  1.19x
2008-09-03   $1.00           2009-01-07   $1.21                   1.21x (Cash)
2009-01-07   $14.80          2009-01-13   $13.56                  0.92x
2009-01-13   $1.00           2009-06-19   $0.93                   0.93x (Cash)
2009-06-19   $14.70          2010-06-22   $16.52                  1.12x
2010-06-22   $1.00           2010-10-28   $1.13                   1.13x (Cash)
2010-10-28   $17.87          2011-08-29   $20.24                  1.13x
2011-08-29   $1.00           2012-02-09   $1.14                   1.14x (Cash)
2012-02-09   $22.55          2012-06-04   $19.08                  0.85x
2012-06-04   $1.00           2012-09-06   $0.85                   0.85x (Cash)
2012-09-06   $21.94          2014-10-27   $27.07                  1.23x
2014-10-27   $1.00           2015-10-09   $1.26                   1.26x (Cash)
2015-10-09   $22.96          2015-10-28   $21.87                  0.95x
2015-10-28   $1.00           2016-05-05   $0.96                   0.96x (Cash)
2016-05-05   $22.14          2017-04-25   $23.49                  1.06x
2017-04-25   $1.00           2017-09-20   $1.07                   1.07x (Cash)
2017-09-20   $23.34          2018-11-16   $24.06                  1.03x
2018-11-16   $1.00           2019-02-21   $1.04                   1.04x (Cash)
2019-02-21   $24.14          2019-05-24   $22.67                  0.94x
2019-05-24   $1.00           2019-07-15   $0.94                   0.94x (Cash)
2019-07-15   $23.87          2019-08-02   $22.75                  0.95x
2019-08-02   $1.00           2020-01-21   $0.96                   0.96x (Cash)
2020-01-21   $22.81          2020-02-04   $20.76                  0.91x
2020-02-04   $1.00           2020-12-22   $0.92                   0.92x (Cash)
2020-12-22   $15.75          2023-05-15   $35.97                  2.28x
2023-05-15   $1.00           2023-07-27   $2.30                   2.30x (Cash)
2023-07-27   $39.88          2024-01-18   $37.49                  0.94x
2024-01-18   $1.00           2024-02-27   $0.94                   0.94x (Cash)
2024-02-27   $40.43          2024-11-04   $42.53                  1.05x
2024-11-04   $1.00           2024-11-25   $1.05                   1.05x (Cash)
2024-11-25   $46.66          2025-02-10   $43.23                  0.93x
2025-02-10   $1.00           2025-03-11   $0.93                   0.93x (Cash)
2025-03-11   $42.79          2025-04-11   $37.71                  0.88x
2025-04-11   $1.00           2025-08-29   $0.90                   0.90x (Cash)
2025-08-29   $44.21          2026-02-27   $55.92                  1.26x (open)
----------------------------------------------------------------------
Method CAGR                   7.05%
Buy & Hold CAGR               7.13%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

For Educational Purposes Only: All content on this site, including articles, tools, and simulations, is for informational and educational purposes only. It should not be construed as financial, investment, legal, or tax advice. The information provided is general in nature and not tailored to any individual's specific circumstances.

Software Development Has Inherent Risks: The software used to perform the analyses may have errors or inaccuracies. When we post updates to any material, errors or inaccuracies that are subsequently fixed may change the results.

No Guarantees & Risk of Loss: The analyses and simulations presented are based on historical data. Past performance is not an indicator or guarantee of future results. All investing involves risk, including the possible loss of principal. Market conditions are subject to change, and the future may not resemble the past.

No Fiduciary Relationship: Your use of this information does not create a fiduciary or professional advisory relationship. We are not acting as your financial advisor.

Consult a Professional: You should always conduct your own research and due diligence. Before making any financial decisions, it is essential to consult with a qualified and licensed financial professional who can assess your individual situation and objectives. We disclaim any liability for actions taken or not taken based on the content of this site. * Nobody associated with Algorithmic Fire LLC has any credential(s) or affiliation(s) with any licensing or regulatory bodies, including but not limited to: Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA).

Copyright 2025-2026 Algorithmic Fire LLC. All rights reserved.