Trend-Following Backtester · Guide · backtest 한국어

equity · US

McCormick & Company, Incorporated backtest

10 trend-following strategies were compared on the full daily history of McCormick & Company, Incorporated. 0 beat buy-and-hold CAGR; ROC 모멘텀 ranks first by Sharpe, matching the main backtester.

Data 1973-02-21 ~ 2026-07-31daily bars 13,474 (53.4 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 7.9%, drawdown -61.2%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 4.3%, MDD -62.8%, Sharpe 0.30, 81% exposure.

No strategy retained at least 75% of buy-and-hold CAGR while reducing drawdown by both 20% relatively and 5 percentage points absolutely.

The alternative must retain 75% of buy-and-hold CAGR, improve drawdown by at least 20% and 5 percentage points, and stay below 95% exposure; the ranking weights return retention 60% and drawdown improvement 40%.

Strategy · parametersCAGRMDDSharpeCalmarTotalTradesExposure
ROC 모멘텀
n=189, threshold=-0.09
4.3%-62.8%0.300.079.7x23481%
ADX / DI 방향성
period=29, threshold=37
0.8%-9.4%0.300.081.5x61%
Donchian 채널 돌파
entryN=18, exitN=77
3.5%-65.6%0.270.056.2x13980%
SMA 크로스오버
fast=31, slow=208
3.2%-66.0%0.260.055.3x8863%
EMA 크로스오버
fast=31, slow=143
2.9%-55.4%0.240.054.6x11063%
Supertrend
period=18, mult=4.2
1.8%-62.6%0.190.032.5x23158%
볼린저 밴드 돌파
n=57, k=3.2
0.9%-52.2%0.140.021.6x5212%
MACD
fast=32, slow=47, signal=31
-0.1%-73.3%0.09-0.000.9x42551%
Keltner 채널 돌파
emaPeriod=97, atrPeriod=12, mult=2.1
-1.0%-70.2%0.03-0.010.6x24847%
Parabolic SAR
step=0.02, maxStep=0.16
-5.0%-98.7%-0.17-0.050.1x108053%
Buy and hold7.9%-61.2%0.420.1358.9x1100%
1x 10x 100x 1974 1981 1988 1995 2002 2009 2016 2023 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -16% -31% -47% -63% 1974 1981 1988 1995 2002 2009 2016 2023 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -62.8% (1976-07-15 → 1982-02-18), recovered after 3,890 days.

Rules of the top strategy

Rides the trend when recent return (momentum) over a window is above a threshold.

Method and caveats

Past performance does not guarantee future returns. Parameters were carried forward from the latest full optimization and replayed on this monthly dataset. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-optimize the same period and setupAll asset reports

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