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Does anything beat buy & hold on Southwest Airlines (LUV)?

Every setup we tested on Southwest Airlines (LUV) — 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 only beat buy-and-hold in one window — a regime artifact, not a strategy. Buy-and-hold benchmark: +12.8% CAGR over 46.4 years (+12.6% CAGR in the out-of-sample window).

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

LUV: we tested 757 setups and none beat simply holding Southwest Airlines

For Southwest Airlines (LUV), we ran 757 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, SMC: Fair Value Gap on the daily timeframe, ranked at the top in-sample but delivered an out-of-sample Sharpe of 0.85, short of our hurdle of 0.98. Buy-and-hold returned +12.8% 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 757 setups and keep the best one, something will always look impressive by chance alone. That is why we require the survivor to clear 0.98 out of sample. SMC: Fair Value Gap managed 0.85, with out-of-sample alpha of +6.0% across 13.9 years and 590 trades, and only 3.1% 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 · Smart Money · Daily

SMC: Fair Value Gap

What it is: An order-flow / liquidity model: it reads signed volume to judge whether buyers or sellers are actually being absorbed. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

>+999%
Total return
0.49
Sharpe
-51.1%
Max DD
41.4%
Win rate
590
Trades
-2.9%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.85 · alpha +6.0% · 157 trades over 13.9 yrs.

#2 · Trend · Daily

TEMA 30 Trend

What it is: A trend-following rule: it holds while a smoothed trend reference is pointing up and goes flat when it turns. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

+551.3%
Total return
0.29
Sharpe
-94.0%
Max DD
42.6%
Win rate
980
Trades
-8.6%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.83 · alpha +2.8% · 266 trades over 13.9 yrs.

#3 · Momentum · Daily

Squeeze Momentum

What it is: A momentum rule: it holds while rate-of-change stays positive and steps aside when it rolls over. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

+160.0%
Total return
0.2
Sharpe
-84.8%
Max DD
45.7%
Win rate
645
Trades
-10.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.83 · alpha -0.1% · 185 trades over 13.9 yrs.

Forward test

Since publication — including if it loses

-12.8%
the published setup, since 2026-07-02 (47 market days)
-22.66%
buy & hold, same window

The setup is ahead so far — over a window this short that is mostly noise. Marked to market nightly from real prices, rules frozen at publication, as of 2026-09-09. Currently FLAT.

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

We tested 757 setups (indicator × parameters × timeframe) on Southwest Airlines (LUV). Only setups with ≥30 trades qualify (718 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 757 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 0.98 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 3.1% had positive out-of-sample alpha (median OOS Sharpe 0.38) — the table below is truncated, but this summary covers all of them. How we test: methodology. The scoring contract is published in full; the parameters of each individual setup are not.

Ranked table

Top 20 of 718 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
1SMC: Fair Value GapDaily>+999%0.49-51.1%41.4%590-2.9%0.85+6.0%157
2TEMA 30 TrendDaily+551.3%0.29-94.0%42.6%980-8.6%0.83+2.8%266
3Squeeze MomentumDaily+160.0%0.2-84.8%45.7%645-10.7%0.83-0.1%185
4Zero-Lag LSMAWeekly+785.3%0.31-65.7%51.7%180-8.0%0.8+4.9%43
5Woodies CCIDaily+229.1%0.23-95.6%42.5%1,008-10.2%0.78+2.1%282
6Impulse MACDDaily+681.3%0.33-82.6%43.4%670-8.2%0.78-1.2%202
7Accumulation Swing IndexWeekly>+999%0.38-76.8%47.8%525-6.1%0.77+3.4%151
8Swing IndexWeekly>+999%0.38-76.8%47.8%525-6.1%0.77+3.4%151
9KDJWeekly>+999%0.38-53.2%47.2%233-6.5%0.74+2.5%64
10Smoothed Heikin-AshiDaily+468.8%0.27-92.2%40.7%852-8.9%0.73+2.4%242
11Instantaneous TrendlineDaily>+999%0.47-58.6%40.2%482-3.4%0.72+2.5%133
12FRAMA 10/30 CrossDaily>+999%0.48-65.6%47.2%864-3.2%0.68+1.7%283
13SMC: Liquidity SweepWeekly>+999%0.42-61.1%79.4%34-5.2%0.67+0.4%11
14Holt Double-Exp MADaily-4.0%0.11-96.7%45.0%1,141-12.8%0.67-0.9%316
15Fisher TransformDaily+656.8%0.3-93.5%42.2%1,146-8.3%0.66+0.8%347
16Hull MA 15/60 CrossDaily+157.4%0.21-88.0%41.6%380-10.7%0.66+0.6%105
17Lorentzian ClassificationWeekly>+999%0.46-70.8%52.0%490-4.3%0.66+0.3%184
18Triangular Hull MADaily+277.8%0.24-90.1%43.2%757-9.9%0.66-1.1%222
19Hull MA 30 TrendDaily+159.0%0.2-90.5%42.5%762-10.7%0.66-1.4%216
20Order-Flow ReversionWeekly+399.8%0.28-56.3%70.6%34-9.2%0.66-2.0%13

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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