Trend-Following Backtester · Guide · backtest 한국어

equity · US

Stepan Company backtest

10 trend-following strategies were compared on the full daily history of Stepan Company. 0 beat buy-and-hold CAGR; Supertrend 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 7.2%, drawdown -69.3%).

Sharpe leader (same as main): Supertrend — CAGR 5.5%, MDD -55.8%, Sharpe 0.35, 55% 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
Supertrend
period=4, mult=3.7
5.5%-55.8%0.350.1017.8x44355%
Donchian 채널 돌파
entryN=10, exitN=78
5.3%-64.4%0.330.0815.9x20985%
Parabolic SAR
step=0.005, maxStep=0.38
3.8%-65.2%0.280.067.4x39952%
Keltner 채널 돌파
emaPeriod=21, atrPeriod=12, mult=2.2
2.9%-52.6%0.260.064.6x37126%
볼린저 밴드 돌파
n=11, k=2.5
1.8%-47.2%0.220.042.6x27311%
MACD
fast=20, slow=55, signal=18
1.9%-76.7%0.200.032.8x53549%
SMA 크로스오버
fast=11, slow=174
1.2%-58.8%0.160.021.9x16757%
EMA 크로스오버
fast=33, slow=51
0.6%-73.3%0.130.011.3x20155%
ADX / DI 방향성
period=39, threshold=13
-0.1%-72.8%0.09-0.001.0x30835%
ROC 모멘텀
n=82, threshold=-0.04
-1.9%-95.4%0.04-0.020.4x57766%
Buy and hold7.2%-69.3%0.380.1040.2x1100%
1x 10x 1974 1981 1988 1995 2002 2009 2016 2023 SupertrendBuy and hold
Supertrend: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -17% -35% -52% -69% 1974 1981 1988 1995 2002 2009 2016 2023 Buy and holdSupertrend
Supertrend maximum drawdown -55.8% (2001-12-06 → 2007-11-19), recovered after 2,833 days.

Rules of the top strategy

Trades the direction of a volatility-based trend line that trails below/above price.

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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