Trend-Following Backtester · Guide · backtest 한국어

equity · US

Sonoco Products Company backtest

10 trend-following strategies were compared on the full daily history of Sonoco Products Company. 0 beat buy-and-hold CAGR; ADX / DI 방향성 ranks first by Sharpe, matching the main backtester.

Data 1980-03-17 ~ 2026-07-31daily bars 11,688 (46.4 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 8.1%, drawdown -62.2%).

Sharpe leader (same as main): ADX / DI 방향성 — CAGR 0.7%, MDD -6.7%, Sharpe 0.37, 1% exposure.

CAGR reference leader: Donchian 채널 돌파 — CAGR 4.4%, MDD -65.7%, exposure 82%.

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
ADX / DI 방향성
period=27, threshold=52
0.7%-6.7%0.370.101.4x21%
Donchian 채널 돌파
entryN=16, exitN=79
4.4%-65.7%0.310.077.4x12182%
EMA 크로스오버
fast=64, slow=87
3.4%-58.0%0.270.064.7x8762%
SMA 크로스오버
fast=19, slow=208
3.3%-59.3%0.270.064.5x9561%
볼린저 밴드 돌파
n=64, k=2.7
1.5%-50.2%0.190.032.0x9423%
Supertrend
period=9, mult=4.9
0.6%-81.7%0.120.011.3x14559%
Keltner 채널 돌파
emaPeriod=59, atrPeriod=12, mult=3.4
0.7%-64.0%0.120.011.4x12327%
ROC 모멘텀
n=148, threshold=0.01
-0.1%-85.9%0.08-0.000.9x39558%
MACD
fast=31, slow=53, signal=28
-1.9%-89.5%-0.01-0.020.4x38751%
Parabolic SAR
step=0.005, maxStep=0.36
-3.4%-95.1%-0.10-0.040.2x37555%
Buy and hold8.1%-62.2%0.420.1336.4x1100%
1x 10x 1981 1987 1993 1999 2005 2011 2017 2023 Donchian 채널 돌파ADX / DI 방향성Buy and hold
ADX / DI 방향성 (Sharpe leader), Donchian 채널 돌파 (CAGR reference), Buy and hold.
0% -16% -33% -49% -66% 1981 1987 1993 1999 2005 2011 2017 2023 Buy and holdDonchian 채널 돌파ADX / DI 방향성
ADX / DI 방향성 maximum drawdown -6.7% (1981-06-25 → 1981-07-07), prior peak not yet recovered.

Rules of the top strategy

Looks at both the direction and the strength of the trend; holds only in a strong uptrend.

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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