Trend-Following Backtester · Guide · backtest 한국어

equity · US

Sigma Lithium Corporation backtest

10 trend-following strategies were compared on the full daily history of Sigma Lithium Corporation. 5 beat buy-and-hold CAGR; ROC 모멘텀 ranks first by Sharpe, matching the main backtester. The return/drawdown alternative is ROC 모멘텀 (CAGR 51.4%, MDD -45.5%).

Data 2018-07-03 ~ 2026-07-31daily bars 2,030 (8.1 years)Costs 0.5%Venue XNASMonthly snapshot 2026-07-31

Results by strategy

5 of 10 beat buy and hold (CAGR 26.4%, drawdown -89.9%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 51.4%, MDD -45.5%, Sharpe 1.02, 51% exposure.

Return/drawdown alternative: ROC 모멘텀 — CAGR is 25.0%p higher than buy and hold, while drawdown improves by 44.4%p (CAGR 51.4%, MDD -45.5%, exposure 51%).

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=119, threshold=0.08
51.4%-45.5%1.021.1328.5x2851%
Donchian 채널 돌파
entryN=80, exitN=105
49.9%-60.4%1.000.8326.2x553%
SMA 크로스오버
fast=42, slow=153
48.6%-51.2%0.980.9524.5x854%
EMA 크로스오버
fast=31, slow=154
45.1%-51.2%0.960.8820.2x650%
ADX / DI 방향성
period=34, threshold=19
23.5%-40.1%0.740.595.5x2627%
볼린저 밴드 돌파
n=24, k=3.4
17.5%-26.4%0.720.663.7x1212%
Keltner 채널 돌파
emaPeriod=39, atrPeriod=10, mult=2.7
22.3%-42.4%0.710.535.1x2628%
Supertrend
period=9, mult=3.7
26.5%-65.4%0.700.416.7x4658%
MACD
fast=13, slow=40, signal=13
7.6%-73.6%0.390.101.8x11650%
Parabolic SAR
step=0.035, maxStep=0.38
-0.8%-73.7%0.24-0.010.9x19949%
Buy and hold26.4%-89.9%0.680.296.6x1100%
1x 10x 2019 2020 2021 2022 2023 2024 2025 2026 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -22% -45% -67% -90% 2019 2020 2021 2022 2023 2024 2025 2026 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -45.5% (2026-01-14 → 2026-03-20), recovered after 89 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

Read next