Buy (bull) | Wait (bullish reversal) | Wait (bearish reversal) | Sell (bear) |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2012-01-31 | 2015-01-31 | -1,096 days | $ 46.06 | $ 66.77 | $ 1,000.00 | $ 1,449.60 | 44.96% | 44.96% |
2015-04-30 | 2015-06-30 | -61 days | $ 69.46 | $ 67.32 | $ 1,449.60 | $ 1,404.95 | -3.08% | 40.50% |
2016-04-30 | 2018-03-31 | -700 days | $ 69.54 | $ 82.49 | $ 1,404.95 | $ 1,666.55 | 18.62% | 66.66% |
2018-08-31 | 2018-10-31 | -61 days | $ 87.41 | $ 83.26 | $ 1,666.55 | $ 1,587.39 | -4.75% | 58.74% |
2019-04-30 | 2019-05-31 | -31 days | $ 88.09 | $ 82.53 | $ 1,587.39 | $ 1,487.23 | -6.31% | 48.72% |
2019-07-31 | 2020-02-29 | -213 days | $ 88.01 | $ 82.50 | $ 1,487.23 | $ 1,394.13 | -6.26% | 39.41% |
2020-12-31 | 2022-04-30 | -485 days | $ 91.51 | $ 107.53 | $ 1,394.13 | $ 1,638.24 | 17.51% | 63.82% |
2023-01-31 | 2023-03-31 | -59 days | $ 110.77 | $ 105.50 | $ 1,638.24 | $ 1,560.26 | -4.76% | 56.03% |
2024-01-31 | still open | -60 days | $ 112.47 | $ 120.99 | $ 1,560.26 | $ 1,678.53 | 7.58% | 67.85% |
Strategy performance | 67.85% |
Strategy annual return | 4.06% |
Strategy max loss | -18.69% |
Strategy max drawdown | -26.24% |
Worst trade performance | -6.31% |
Trade max loss | -9.83% |
Trade max drawdown | -15.48% |
Asset performance | 162.68% |
Asset annual return | 7.71% |
Asset max drawdown | -36.68% |
2012 | 7.21% |
2013 | 19.46% |
2014 | 14.91% |
2015 | -3.09% |
2016 | 8.96% |
2017 | 13.05% |
2018 | -11.86% |
2019 | -0.25% |
2020 | -9.70% |
2021 | 23.19% |
2022 | -3.58% |
2023 | -4.76% |
2024 | 7.57% |
Open | Close | ||
Dates | 2012-01-31 | 2015-01-31 | -1,096 days |
Prices | $ 46.06 | $ 66.77 | 44.96% |
Capital | $ 1,000.00 | $ 1,449.60 | 44.96% |
Dates | 2015-04-30 | 2015-06-30 | -61 days |
Prices | $ 69.46 | $ 67.32 | -3.08% |
Capital | $ 1,449.60 | $ 1,404.95 | 40.50% |
Dates | 2016-04-30 | 2018-03-31 | -700 days |
Prices | $ 69.54 | $ 82.49 | 18.62% |
Capital | $ 1,404.95 | $ 1,666.55 | 66.66% |
Dates | 2018-08-31 | 2018-10-31 | -61 days |
Prices | $ 87.41 | $ 83.26 | -4.75% |
Capital | $ 1,666.55 | $ 1,587.39 | 58.74% |
Dates | 2019-04-30 | 2019-05-31 | -31 days |
Prices | $ 88.09 | $ 82.53 | -6.31% |
Capital | $ 1,587.39 | $ 1,487.23 | 48.72% |
Dates | 2019-07-31 | 2020-02-29 | -213 days |
Prices | $ 88.01 | $ 82.50 | -6.26% |
Capital | $ 1,487.23 | $ 1,394.13 | 39.41% |
Dates | 2020-12-31 | 2022-04-30 | -485 days |
Prices | $ 91.51 | $ 107.53 | 17.51% |
Capital | $ 1,394.13 | $ 1,638.24 | 63.82% |
Dates | 2023-01-31 | 2023-03-31 | -59 days |
Prices | $ 110.77 | $ 105.50 | -4.76% |
Capital | $ 1,638.24 | $ 1,560.26 | 56.03% |
Dates | 2024-01-31 | still open | -60 days |
Prices | $ 112.47 | $ 120.99 | 7.58% |
Capital | $ 1,560.26 | $ 1,678.53 | 67.85% |
Strategy performance | 67.85% |
Strategy annual return | 4.06% |
Strategy max loss | -18.69% |
Strategy max drawdown | -26.24% |
Worst trade performance | -6.31% |
Trade max loss | -9.83% |
Trade max drawdown | -15.48% |
Asset performance | 162.68% |
Asset annual return | 7.71% |
Asset max drawdown | -36.68% |
Year | Performance |
2012 | 7.21% |
2013 | 19.46% |
2014 | 14.91% |
2015 | -3.09% |
2016 | 8.96% |
2017 | 13.05% |
2018 | -11.86% |
2019 | -0.25% |
2020 | -9.70% |
2021 | 23.19% |
2022 | -3.58% |
2023 | -4.76% |
2024 | 7.57% |