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Does anything beat buy & hold on Clean Energy (ICLN)?

Every setup we tested on Clean Energy (ICLN) — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

MIXED

Beat buy-and-hold in both windows — but can't be told apart from selection luck.

Beat buy-and-hold in both the full window and out-of-sample but its OOS Sharpe 0.69 did not clear the 1.56 selection hurdle (best-of-N luck cannot be ruled out). Buy-and-hold benchmark: -3.0% CAGR over 17.9 years (-6.4% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

Clean Energy (ICLN): Markov Regime (Confirmed) Beat the Index, But Couldn't Beat the Odds

Broad index funds like Clean Energy are diversified by construction, which makes them stubbornly hard to beat — most of what looks like edge in a backtest is just the market's own return, rearranged. Here the picture is genuinely mixed. Out of 741 indicator configurations we tested on ICLN, the strongest was Markov Regime (Confirmed) on the daily timeframe. It outperformed buy-and-hold in both the training and out-of-sample windows, with a profitable trade profile across 67 out-of-sample trades. That is more than most setups on this asset manage, and less than what we would call validated.

Read the figures with the selection problem in mind. An out-of-sample Sharpe of 0.69 sounds fine until you remember it was chosen as the best of hundreds of attempts; our hurdle of 1.56 exists precisely to discount that luck, and this setup did not clear it. The out-of-sample alpha of +16.0% over 5.4 years, a 53.7% win rate, and a -39.5% drawdown describe one historical path, nothing more. Only 61.2% of setups beat buy-and-hold at all here, while buy-and-hold itself compounded at -3.0%. Market regimes shift; past performance carries no promise about future results.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

The rules

Top setups as mechanical rules

Exactly as the backtest defined them — no discretionary steps, no hidden filters.

#1 · Trend · Daily

Markov Regime (Confirmed)

Mechanical rule (exactly as backtested): Stricter Markov-2 variant — long only when the regime signal is strongly bullish AND a learned-boundary 'hidden Markov' state agrees with the fixed +/-5% state. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+80.4%
Total return
0.34
Sharpe
-39.5%
Max DD
53.7%
Win rate
67
Trades
+6.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.69 · alpha +16.0% · 42 trades over 5.4 yrs.

#2 · Pattern · Weekly

Bullish Engulfing

Mechanical rule (exactly as backtested): Classic bullish-engulfing reversal — enter long, hold a short horizon. Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+13.0%
Total return
0.12
Sharpe
-40.3%
Max DD
71.0%
Win rate
31
Trades
+3.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.56 · alpha +12.1% · 12 trades over 5.4 yrs.

#3 · Pattern · Weekly

Morning Star

Mechanical rule (exactly as backtested): Three-bar morning-star reversal — enter long, hold a short horizon. Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+72.5%
Total return
0.29
Sharpe
-41.5%
Max DD
58.5%
Win rate
41
Trades
+5.8%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.52 · alpha +11.1% · 13 trades over 5.4 yrs.

Forward test

Since publication — including if it loses

0.0%
the published setup, since 2026-07-02 (0 market days)
0.0%
buy & hold, same window

The forward record is just getting started — the gap between the two is the honest score. Marked to market nightly from real prices, rules frozen at publication, as of 2026-07-02. Currently FLAT.

How this verdict was computed (mode: out-of-sample)

We tested 741 setups (indicator × parameters × timeframe) on Clean Energy (ICLN). Only setups with ≥30 trades qualify (580 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 741 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.56 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 61.2% had positive out-of-sample alpha (median OOS Sharpe -0.18) — the table below is truncated, but this summary covers all of them. Full recipe: methodology · the engine’s contract lives in the repo as STRATEGY_METHODOLOGY.md.

Ranked table

Top 20 of 580 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1Markov Regime (Confirmed)Daily+80.4%0.34-39.5%53.7%67+6.4%0.69+16.0%42
2Bullish EngulfingWeekly+13.0%0.12-40.3%71.0%31+3.4%0.56+12.1%12
3Morning StarWeekly+72.5%0.29-41.5%58.5%41+5.8%0.52+11.1%13
4Bollinger SqueezeDaily+132.3%0.48-25.8%36.8%38+7.8%0.46+11.3%10
5Markov RegimeDaily+60.4%0.25-54.7%46.6%131+5.7%0.45+12.9%51
6Pascal's Weighted MAWeekly+122.0%0.35-39.1%40.4%47+7.2%0.44+11.6%13
7Parabolic SAR (fast)Weekly+90.6%0.28-59.5%48.6%70+6.4%0.38+10.8%20
8Fisher Center-of-GravityWeekly+53.6%0.23-44.9%64.9%97+5.1%0.38+9.7%31
9Jurik MA (approx.)Weekly+298.7%0.53-28.7%45.2%84+10.7%0.37+10.3%26
10Bullish EngulfingDaily+6.8%0.09-33.2%51.4%107+3.4%0.37+10.2%38
11Ehlers Relative VigorWeekly+18.5%0.15-67.1%53.1%81+3.7%0.35+10.4%26
12Cascade Z-ScoreDaily+278.8%0.5-32.3%39.5%129+10.7%0.31+10.4%38
13Volume OscillatorDaily+64.8%0.27-44.2%45.6%226+5.8%0.3+9.8%63
14Ehlers Cyber CycleWeekly+227.0%0.4-43.8%53.9%89+9.5%0.29+9.1%30
15Geometric MADaily+347.5%0.56-33.3%41.9%203+11.7%0.28+9.8%58
16Bollinger BreakoutDaily+61.5%0.26-44.4%43.7%71+5.7%0.28+9.5%20
17CMO (21)Daily+302.0%0.51-43.1%41.9%203+11.1%0.27+9.7%62
18Hull SuiteDaily+365.5%0.54-35.5%46.3%95+12.0%0.26+9.7%32
19Donchian BreakoutDaily+122.0%0.35-47.9%40.0%70+7.6%0.26+9.4%18
20Zero-Lag MACDWeekly+80.1%0.27-57.1%50.0%76+6.0%0.26+8.4%25

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

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