Moving Average (50/200)
XOM
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-09
Trading Style:
Methodology:
XOM Quality Metrics & KPI Summary
| Metric | Strategy | Buy & Hold | Description |
|---|---|---|---|
| CAGR | 10.10% | 13.17% | Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year. |
| Sharpe Ratio | 0.54 | 0.52 | A measure of risk-adjusted return. Higher indicates better return per unit of volatility. |
| Max Drawdown | -37.15% | -62.40% | The maximum loss from a peak to a trough of a portfolio, before a new peak is attained. |
| % Time Invested | 69.3% | 100.0% | The percentage of total simulation time where the strategy held a long position in the asset. |
| Trades / Year | 1.2 | 0.0 | The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag. |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-08-12 | 2026-04-07 | OPEN | 100% | $103.75 | $163.91 | 57.98% | Mark-to-Market |
| 2025-06-20 | 2025-08-12 | INTEREST | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2025-06-17 | 2025-06-20 | COMPLETED | 100% | $111.18 | $110.69 | -0.44% | Signal |
| 2024-12-20 | 2025-06-17 | INTEREST | 100% | $1.00 | $1.02 | 2.08% | Interest Income |
| 2024-03-28 | 2024-12-20 | COMPLETED | 100% | $108.05 | $101.04 | -6.48% | Stop |
| 2023-12-07 | 2024-03-28 | INTEREST | 100% | $1.00 | $1.01 | 1.22% | Interest Income |
| 2023-10-02 | 2023-12-07 | COMPLETED | 100% | $107.92 | $92.53 | -14.26% | Stop |
| 2023-09-08 | 2023-10-02 | INTEREST | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-09-06 | 2023-09-08 | COMPLETED | 100% | $104.20 | $105.16 | 0.93% | Signal |
| 2023-07-10 | 2023-09-06 | INTEREST | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2023-04-10 | 2023-07-10 | COMPLETED | 100% | $103.64 | $93.78 | -9.51% | Signal |
| 2023-03-16 | 2023-04-10 | INTEREST | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-10-18 | 2023-03-16 | COMPLETED | 100% | $90.25 | $89.49 | -0.85% | Stop |
| 2022-09-26 | 2022-10-18 | INTEREST | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-07-14 | 2022-09-26 | COMPLETED | 100% | $72.05 | $75.46 | 4.73% | Stop |
| 2022-06-21 | 2022-07-14 | INTEREST | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2021-08-11 | 2022-06-21 | COMPLETED | 100% | $48.75 | $77.98 | 59.96% | Stop |
| 2021-07-20 | 2021-08-11 | INTEREST | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2021-01-13 | 2021-07-20 | COMPLETED | 100% | $39.40 | $46.49 | 18.00% | Stop |
| 2019-09-12 | 2021-01-13 | INTEREST | 100% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2019-09-09 | 2019-09-12 | COMPLETED | 100% | $52.86 | $52.73 | -0.25% | Signal |
| 2019-06-20 | 2019-09-09 | INTEREST | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2019-04-05 | 2019-06-20 | COMPLETED | 100% | $59.60 | $55.94 | -6.13% | Signal |
| 2019-02-22 | 2019-04-05 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2019-02-20 | 2019-02-22 | COMPLETED | 100% | $56.80 | $57.10 | 0.52% | Signal |
| 2018-12-19 | 2019-02-20 | INTEREST | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2018-06-15 | 2018-12-19 | COMPLETED | 100% | $57.45 | $51.98 | -9.52% | Stop |
| 2018-05-17 | 2018-06-15 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2018-05-15 | 2018-05-17 | COMPLETED | 100% | $57.54 | $57.79 | 0.43% | Signal |
| 2018-03-22 | 2018-05-15 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2018-03-07 | 2018-03-22 | COMPLETED | 100% | $52.20 | $51.80 | -0.77% | Signal |
| 2018-02-12 | 2018-03-07 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-11-01 | 2018-02-12 | COMPLETED | 100% | $56.92 | $53.63 | -5.79% | Stop |
| 2017-02-15 | 2017-11-01 | INTEREST | 100% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2016-12-14 | 2017-02-15 | COMPLETED | 100% | $61.23 | $55.35 | -9.61% | Signal |
| 2016-11-10 | 2016-12-14 | INTEREST | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2016-03-07 | 2016-11-10 | COMPLETED | 100% | $53.24 | $57.02 | 7.09% | Signal |
| 2015-12-30 | 2016-03-07 | INTEREST | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2015-12-24 | 2015-12-30 | COMPLETED | 100% | $51.46 | $50.21 | -2.43% | Signal |
| 2014-10-09 | 2015-12-24 | INTEREST | 100% | $1.00 | $1.03 | 2.62% | Interest Income |
| 2013-11-22 | 2014-10-09 | COMPLETED | 100% | $57.23 | $57.87 | 1.12% | Signal |
| 2013-10-04 | 2013-11-22 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2011-12-20 | 2013-10-04 | COMPLETED | 100% | $46.15 | $51.67 | 11.95% | Signal |
| 2011-08-05 | 2011-12-20 | INTEREST | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2010-11-04 | 2011-08-05 | COMPLETED | 100% | $37.99 | $42.38 | 11.56% | Stop |
| 2010-01-29 | 2010-11-04 | INTEREST | 100% | $1.00 | $1.02 | 2.44% | Interest Income |
| 2009-11-12 | 2010-01-29 | COMPLETED | 100% | $39.55 | $35.45 | -10.36% | Stop |
| 2009-10-21 | 2009-11-12 | INTEREST | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2009-10-14 | 2009-10-21 | COMPLETED | 100% | $38.33 | $39.31 | 2.56% | Signal |
| 2009-07-24 | 2009-10-14 | INTEREST | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2009-07-22 | 2009-07-24 | COMPLETED | 100% | $37.58 | $38.37 | 2.12% | Signal |
| 2009-01-07 | 2009-07-22 | INTEREST | 100% | $1.00 | $1.02 | 1.65% | Interest Income |
| 2009-01-05 | 2009-01-07 | COMPLETED | 100% | $43.23 | $42.15 | -2.49% | Signal |
| 2008-07-17 | 2009-01-05 | INTEREST | 100% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2008-05-19 | 2008-07-17 | COMPLETED | 100% | $48.89 | $42.78 | -12.50% | Stop |
| 2008-04-25 | 2008-05-19 | INTEREST | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-04-23 | 2008-04-25 | COMPLETED | 100% | $49.38 | $48.83 | -1.12% | Signal |
| 2008-03-11 | 2008-04-23 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2008-02-14 | 2008-03-11 | COMPLETED | 100% | $44.87 | $43.98 | -1.97% | Signal |
| 2008-01-23 | 2008-02-14 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-09-11 | 2008-01-23 | COMPLETED | 100% | $44.26 | $41.73 | -5.72% | Stop |
| 2007-08-17 | 2007-09-11 | INTEREST | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-01-19 | 2007-08-17 | COMPLETED | 100% | $30.54 | $42.75 | 40.00% | Stop |
| 2005-12-02 | 2006-01-19 | INTEREST | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2005-11-14 | 2005-12-02 | COMPLETED | 100% | $28.60 | $29.90 | 4.58% | Signal |
| 2005-10-21 | 2005-11-14 | INTEREST | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-06-08 | 2005-10-21 | COMPLETED | 100% | $28.58 | $27.68 | -3.15% | Stop |
| 2005-05-16 | 2005-06-08 | INTEREST | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-04-14 | 2005-05-16 | COMPLETED | 100% | $16.16 | $26.66 | 64.98% | Stop |
| 2002-07-12 | 2003-04-14 | INTEREST | 100% | $1.00 | $1.03 | 3.02% | Interest Income |
| 2002-03-25 | 2002-07-12 | COMPLETED | 100% | $19.87 | $17.23 | -13.29% | Stop |
| 2001-08-28 | 2002-03-25 | INTEREST | 100% | $1.00 | $1.03 | 2.66% | Interest Income |
| 2001-06-04 | 2001-08-28 | COMPLETED | 100% | $20.28 | $18.68 | -7.93% | Signal |
| 2001-02-23 | 2001-06-04 | INTEREST | 100% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2001-02-09 | 2001-02-23 | COMPLETED | 100% | $19.05 | $18.88 | -0.89% | Signal |
| 2001-01-18 | 2001-02-09 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-05-10 | 2001-01-18 | COMPLETED | 100% | $17.54 | $18.01 | 2.70% | Stop |
| 2000-04-04 | 2000-05-10 | INTEREST | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2000-03-20 | 2000-04-04 | COMPLETED | 100% | $16.77 | $17.60 | 4.92% | Signal |
| 2000-02-25 | 2000-03-20 | INTEREST | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1999-12-20 | 2000-02-25 | COMPLETED | 100% | $18.22 | $15.97 | -12.35% | Stop |
| 1999-11-04 | 1999-12-20 | INTEREST | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 1999-10-21 | 1999-11-04 | COMPLETED | 100% | $16.43 | $16.03 | -2.40% | Signal |
| 1999-09-29 | 1999-10-21 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-04-12 | 1999-09-29 | COMPLETED | 100% | $16.09 | $16.59 | 3.12% | Stop |
| 1999-03-04 | 1999-04-12 | INTEREST | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1998-09-25 | 1999-03-04 | COMPLETED | 100% | $14.66 | $14.15 | -3.45% | Stop |
| 1998-09-02 | 1998-09-25 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1998-03-20 | 1998-09-02 | COMPLETED | 100% | $13.68 | $14.11 | 3.12% | Stop |
| 1998-02-05 | 1998-03-20 | INTEREST | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 1997-11-20 | 1998-02-05 | COMPLETED | 100% | $12.98 | $12.97 | -0.10% | Signal |
| 1997-10-29 | 1997-11-20 | INTEREST | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1994-12-06 | 1997-10-29 | COMPLETED | 100% | $5.58 | $12.72 | 127.95% | Stop |
| 1994-05-06 | 1994-12-06 | INTEREST | 100% | $1.00 | $1.04 | 4.30% | Interest Income |
| 1994-02-01 | 1994-05-06 | COMPLETED | 100% | $5.95 | $5.52 | -7.27% | Signal |
| 1993-12-14 | 1994-02-01 | INTEREST | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 1993-02-10 | 1993-12-14 | COMPLETED | 100% | $5.38 | $5.65 | 5.07% | Signal |
| 1993-01-13 | 1993-02-10 | INTEREST | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 1992-05-27 | 1993-01-13 | COMPLETED | 100% | $5.31 | $5.13 | -3.27% | Signal |
| 1992-03-23 | 1992-05-27 | INTEREST | 100% | $1.00 | $1.01 | 1.29% | Interest Income |
| 1989-06-28 | 1992-03-23 | COMPLETED | 100% | $3.28 | $4.53 | 37.99% | Signal |
| 1989-04-21 | 1989-06-28 | INTEREST | 100% | $1.00 | $1.01 | 1.44% | Interest Income |
| 1989-01-31 | 1989-04-21 | COMPLETED | 100% | $3.25 | $3.13 | -3.73% | Signal |
| 1989-01-04 | 1989-01-31 | INTEREST | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 1988-05-10 | 1989-01-04 | COMPLETED | 100% | $3.01 | $3.05 | 1.57% | Signal |
| 1988-04-18 | 1988-05-10 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-04-14 | 1988-04-18 | COMPLETED | 100% | $3.04 | $2.96 | -2.51% | Signal |
| 1987-11-27 | 1988-04-14 | INTEREST | 100% | $1.00 | $1.03 | 2.92% | Interest Income |
| 1987-11-11 | 1987-11-27 | COMPLETED | 100% | $2.66 | $2.62 | -1.57% | Signal |
| 1987-10-20 | 1987-11-11 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-09-28 | 1987-10-20 | COMPLETED | 100% | $0.65 | $2.65 | 306.79% | Stop |
| 1982-05-14 | 1982-09-28 | INTEREST | 100% | $1.00 | $1.03 | 2.89% | Interest Income |
| 1982-05-12 | 1982-05-14 | COMPLETED | 100% | $0.66 | $0.66 | -1.28% | Signal |
| 1981-04-01 | 1982-05-12 | INTEREST | 100% | $1.00 | $1.09 | 8.89% | Interest Income |
| 1981-03-05 | 1981-04-01 | COMPLETED | 100% | $0.69 | $0.67 | -3.35% | Signal |
| 1981-02-10 | 1981-03-05 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-04-18 | 1981-02-10 | COMPLETED | 100% | $0.52 | $0.72 | 38.71% | Stop |
| 1980-03-26 | 1980-04-18 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-05-11 | 1980-03-26 | COMPLETED | 100% | $0.38 | $0.50 | 33.06% | Stop |
| 1977-09-16 | 1978-05-11 | INTEREST | 100% | $1.00 | $1.05 | 5.10% | Interest Income |
| 1977-05-16 | 1977-09-16 | COMPLETED | 100% | $0.38 | $0.37 | -4.21% | Signal |
| 1977-04-22 | 1977-05-16 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-12-03 | 1977-04-22 | COMPLETED | 100% | $0.37 | $0.38 | 4.15% | Signal |
| 1976-11-10 | 1976-12-03 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-02-18 | 1976-11-10 | COMPLETED | 100% | $0.24 | $0.35 | 47.43% | Stop |
| 1974-10-17 | 1975-02-18 | INTEREST | 100% | $1.00 | $1.03 | 2.58% | Interest Income |
| 1974-10-15 | 1974-10-17 | COMPLETED | 100% | $0.21 | $0.20 | -1.70% | Signal |
| 1974-01-14 | 1974-10-15 | INTEREST | 100% | $1.00 | $1.06 | 5.96% | Interest Income |
| 1974-01-10 | 1974-01-14 | COMPLETED | 100% | $0.27 | $0.26 | -5.05% | Signal |
| 1973-12-17 | 1974-01-10 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-11-19 | 1973-12-17 | COMPLETED | 100% | $0.29 | $0.27 | -6.49% | Signal |
| 1973-09-13 | 1973-11-19 | INTEREST | 100% | $1.00 | $1.01 | 1.44% | Interest Income |
| 1972-01-31 | 1973-09-13 | COMPLETED | 100% | $0.20 | $0.25 | 23.55% | Stop |
| 1971-09-23 | 1972-01-31 | INTEREST | 100% | $1.00 | $1.03 | 2.77% | Interest Income |
| 1970-10-15 | 1971-09-23 | COMPLETED | 100% | $0.17 | $0.19 | 8.47% | Signal |
| 1970-10-13 | 1970-10-15 | INTEREST | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
