Trend Following Summary

--- Trend Following for XLU as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2000-12-15   $1.00           2001-02-20   $1.01                   1.01x (Cash)
2001-02-20   $6.74           2002-02-28   $5.86                   0.87x
2002-02-28   $1.00           2002-12-18   $0.90                   0.90x (Cash)
2002-12-18   $4.31           2003-02-10   $4.06                   0.94x
2003-02-10   $1.00           2003-09-04   $0.96                   0.96x (Cash)
2003-09-04   $4.96           2008-10-07   $8.30                   1.67x
2008-10-07   $1.00           2009-01-06   $1.69                   1.69x (Cash)
2009-01-06   $8.30           2009-01-14   $7.77                   0.94x
2009-01-14   $1.00           2010-06-11   $0.98                   0.98x (Cash)
2010-06-11   $8.40           2018-11-30   $21.88                  2.60x
2018-11-30   $1.00           2019-01-25   $2.61                   2.61x (Cash)
2019-01-25   $21.66          2020-03-23   $19.76                  0.91x
2020-03-23   $1.00           2020-04-14   $0.91                   0.91x (Cash)
2020-04-14   $25.19          2021-02-24   $26.00                  1.03x
2021-02-24   $1.00           2021-03-24   $1.03                   1.03x (Cash)
2021-03-24   $26.98          2023-06-30   $30.01                  1.11x
2023-06-30   $1.00           2023-09-15   $1.12                   1.12x (Cash)
2023-09-15   $30.15          2023-09-27   $28.56                  0.95x
2023-09-27   $1.00           2024-04-26   $0.97                   0.97x (Cash)
2024-04-26   $31.79          2026-02-27   $47.73                  1.50x (open)
----------------------------------------------------------------------
Method CAGR                   6.84%
Buy & Hold CAGR               7.49%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for XLU as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2000-12-14   $7.09           2001-07-27   $6.60                   0.93x
2001-07-27   $1.00           2002-12-18   $0.99                   0.99x (Cash)
2002-12-18   $4.31           2003-02-10   $4.06                   0.94x
2003-02-10   $1.00           2003-05-07   $0.95                   0.95x (Cash)
2003-05-07   $4.56           2006-05-02   $7.82                   1.72x
2006-05-02   $1.00           2006-06-23   $1.73                   1.73x (Cash)
2006-06-23   $7.98           2008-03-12   $10.15                  1.27x
2008-03-12   $1.00           2008-06-06   $1.28                   1.28x (Cash)
2008-06-06   $11.10          2008-08-05   $9.85                   0.89x
2008-08-05   $1.00           2009-01-06   $0.90                   0.90x (Cash)
2009-01-06   $8.30           2009-01-14   $7.77                   0.94x
2009-01-14   $1.00           2009-07-17   $0.95                   0.95x (Cash)
2009-07-17   $7.97           2010-06-30   $8.32                   1.04x
2010-06-30   $1.00           2010-08-06   $1.05                   1.05x (Cash)
2010-08-06   $9.04           2012-12-20   $11.51                  1.27x
2012-12-20   $1.00           2013-02-15   $1.28                   1.28x (Cash)
2013-02-15   $11.95          2013-10-17   $12.60                  1.05x
2013-10-17   $1.00           2013-11-07   $1.06                   1.06x (Cash)
2013-11-07   $13.21          2015-05-18   $15.58                  1.18x
2015-05-18   $1.00           2015-08-04   $1.19                   1.19x (Cash)
2015-08-04   $15.72          2015-09-02   $14.83                  0.94x
2015-09-02   $1.00           2015-11-19   $0.95                   0.95x (Cash)
2015-11-19   $15.42          2016-11-15   $17.23                  1.12x
2016-11-15   $1.00           2017-02-23   $1.12                   1.12x (Cash)
2017-02-23   $19.00          2018-02-06   $18.83                  0.99x
2018-02-06   $1.00           2018-06-25   $1.00                   1.00x (Cash)
2018-06-25   $20.05          2020-03-23   $19.76                  0.99x
2020-03-23   $1.00           2020-06-03   $0.99                   0.99x (Cash)
2020-06-03   $25.59          2020-06-22   $24.05                  0.94x
2020-06-22   $1.00           2020-10-09   $0.94                   0.94x (Cash)
2020-10-09   $27.18          2022-10-31   $30.41                  1.12x
2022-10-31   $1.00           2023-01-27   $1.13                   1.13x (Cash)
2023-01-27   $31.34          2023-02-23   $30.66                  0.98x
2023-02-23   $1.00           2023-09-15   $1.00                   1.00x (Cash)
2023-09-15   $30.15          2023-09-27   $28.56                  0.95x
2023-09-27   $1.00           2024-04-03   $0.97                   0.97x (Cash)
2024-04-03   $31.04          2026-02-27   $47.73                  1.54x (open)
----------------------------------------------------------------------
Method CAGR                   6.22%
Buy & Hold CAGR               7.49%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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