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Does anything beat buy & hold on Lockheed Martin (LMT)?

Every setup we tested on Lockheed Martin (LMT) — 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.

NOTHING BEAT BUY-AND-HOLD

No setup beat simply holding once tested honestly. We say so plainly.

Its best setup trailed buy-and-hold out-of-sample. Buy-and-hold benchmark: +10.5% CAGR over 64.3 years (+12.3% CAGR in the out-of-sample window).

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

LMT: we tested 763 setups and none beat simply holding Lockheed Martin

For Lockheed Martin (LMT), we ran 763 indicator configurations against a plain buy-and-hold benchmark, and none of them earned the right to replace it. Individual stocks carry idiosyncratic risk — earnings surprises, guidance changes, sector rotation — that indicators built on price history cannot see coming. The best-looking setup, SMA 10/40 Cross on the daily timeframe, ranked at the top in-sample but delivered an out-of-sample Sharpe of 0.77, short of our hurdle of 0.83. Buy-and-hold returned +10.5% annualized over the test period; the top strategies mostly captured pieces of that same move while adding trading friction.

How to read this honestly: when you test 763 setups and keep the best one, something will always look impressive by chance alone. That is why we require the survivor to clear 0.83 out of sample. SMA 10/40 Cross managed 0.77, with out-of-sample alpha of -0.8% across 19.3 years and 231 trades, and only 0.0% of everything we tested beat the benchmark on unseen data — roughly what luck would produce. None of this predicts anything: the regime that generated these numbers can shift, and single stocks shift faster than most. Treat this page as a record of what failed under honest testing, not a forecast.

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

Failure exhibit

The least-bad setups — shown with their failure numbers

Nothing here earned a verdict — these are the best of a losing field, published so you can see exactly how "best" still failed.

#1 · Trend · Daily

SMA 10/40 Cross

Mechanical rule (exactly as backtested): VARIANT — SMA 10/40 cross; long while fast leads slow. 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.

>+999%
Total return
0.42
Sharpe
-69.7%
Max DD
43.3%
Win rate
231
Trades
-2.9%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.77 · alpha -0.8% · 63 trades over 19.3 yrs.

#2 · Trend · Daily

WMA 20/50 Cross

Mechanical rule (exactly as backtested): Weighted moving-average cross — recent prices weighted more heavily. 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.

>+999%
Total return
0.38
Sharpe
-77.4%
Max DD
42.6%
Win rate
209
Trades
-4.1%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.74 · alpha -1.2% · 58 trades over 19.3 yrs.

#3 · Trend · Daily

WMA 15/60 Cross

Mechanical rule (exactly as backtested): VARIANT — WMA 15/60 cross; long while fast leads slow. 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.

>+999%
Total return
0.37
Sharpe
-79.1%
Max DD
41.6%
Win rate
209
Trades
-4.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.74 · alpha -1.2% · 56 trades over 19.3 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 763 setups (indicator × parameters × timeframe) on Lockheed Martin (LMT). Only setups with ≥30 trades qualify (732 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 763 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 0.83 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 0.0% had positive out-of-sample alpha (median OOS Sharpe 0.34) — 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 732 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
1SMA 10/40 CrossDaily>+999%0.42-69.7%43.3%231-2.9%0.77-0.8%63
2WMA 20/50 CrossDaily>+999%0.38-77.4%42.6%209-4.1%0.74-1.2%58
3WMA 15/60 CrossDaily>+999%0.37-79.1%41.6%209-4.4%0.74-1.2%56
4T3 10/40 CrossDaily>+999%0.43-80.5%45.8%192-2.9%0.7-2.1%54
5Stochastic Slow (21,5)Weekly>+999%0.38-89.8%46.2%247-4.0%0.69-3.2%73
6TRIX (15)Daily>+999%0.39-75.7%40.6%192-3.8%0.68-2.1%49
7Williams %R (7)Weekly>+999%0.45-70.7%48.7%310-2.3%0.67-2.8%86
8MBFX TimingWeekly>+999%0.45-70.7%48.7%310-2.3%0.67-2.8%86
9Hull MA TrendWeekly>+999%0.46-75.2%46.7%169-1.9%0.67-2.9%47
10Stochastic (10,3)Weekly>+999%0.4-87.6%50.5%408-3.6%0.67-3.3%125
11Zero-Lag LSMAWeekly>+999%0.4-85.4%52.8%231-3.5%0.66-2.6%73
12DeMarker (7)Weekly>+999%0.41-88.7%48.9%225-3.1%0.66-2.9%60
13Stochastic RSIWeekly>+999%0.29-89.6%66.7%105-6.6%0.65-4.6%29
14Smoothed Heikin-AshiWeekly>+999%0.45-74.6%47.9%215-2.4%0.64-3.1%63
15DEMA 20/50 CrossDaily>+999%0.37-89.0%43.7%268-4.2%0.64-3.4%81
16Chande Forecast Osc.Weekly>+999%0.41-80.5%52.1%384-3.1%0.64-3.4%117
17Jurik MA (approx.)Weekly>+999%0.36-72.8%47.4%325-4.9%0.64-4.0%97
18SMA 10/30 CrossDaily>+999%0.41-72.6%43.5%310-3.3%0.63-3.3%93
19TEMA 20/50 CrossDaily>+999%0.45-88.3%46.1%360-2.1%0.63-3.5%109
20Zero-Lag MACDWeekly>+999%0.49-71.9%55.2%281-1.3%0.63-3.7%84

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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