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Does anything beat buy & hold on Norwegian Cruise Line Holdings (NCLH)?

Every setup we tested on Norwegian Cruise Line Holdings (NCLH) — 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 1.14 did not clear the 1.82 selection hurdle (best-of-N luck cannot be ruled out). Buy-and-hold benchmark: -2.1% CAGR over 13.4 years (+5.1% CAGR in the out-of-sample window).

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

NCLH: The Best Setup Beat Buy-and-Hold — and Still Might Be Luck

Norwegian Cruise Line Holdings lands in the awkward middle of our results. Of 736 indicator setups tested on NCLH, the strongest — Vertical Horizontal Filter on the daily timeframe — beat buy-and-hold in both the training and out-of-sample windows, adding +23.4% annual alpha against a buy-and-hold baseline of -2.1%. For an individual stock, that matters less than it sounds. Single names run on earnings surprises, management turnover, and idiosyncratic shocks that no historical pattern is obliged to survive. A setup that worked here worked on one company's history, once — and the companies whose histories ended badly aren't in anyone's backtest.

The honest read: the out-of-sample Sharpe of 1.14 came from 102 trades over 4.0 years, with a 37.3% win rate and a -60.3% maximum drawdown — a genuinely profitable record. But when you pick the best of 736 attempts, the winner is expected to look good by chance alone. Our selection hurdle for this asset is 1.82, and this setup did not clear it, so we cannot distinguish it from the luckiest of hundreds of tries. Only 28.4% of setups beat buy-and-hold at all. Regimes shift, and past performance predicts nothing about what comes next.

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

Vertical Horizontal Filter

Mechanical rule (exactly as backtested): Trade trend only when the VHF says the market is trending (and price is up). 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.

+68.0%
Total return
0.29
Sharpe
-60.3%
Max DD
37.3%
Win rate
102
Trades
+6.0%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.14 · alpha +23.4% · 26 trades over 4.0 yrs.

#2 · Volatility · Daily

Waddah Attar Explosion

Mechanical rule (exactly as backtested): MACD-momentum vs Bollinger width — long on an upside volatility 'explosion' above the band. 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.

+83.9%
Total return
0.31
Sharpe
-60.0%
Max DD
37.8%
Win rate
180
Trades
+6.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.97 · alpha +15.2% · 53 trades over 4.0 yrs.

#3 · Trend · Daily

Keltner 20 Break

Mechanical rule (exactly as backtested): Variant — 20-bar Keltner upper-band breakout; long above the band. 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.

+19.6%
Total return
0.16
Sharpe
-47.0%
Max DD
40.7%
Win rate
86
Trades
+3.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.95 · alpha +9.1% · 29 trades over 4.0 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 736 setups (indicator × parameters × timeframe) on Norwegian Cruise Line Holdings (NCLH). Only setups with ≥30 trades qualify (570 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 736 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.82 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 28.4% had positive out-of-sample alpha (median OOS Sharpe 0.09) — 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 570 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
1Vertical Horizontal FilterDaily+68.0%0.29-60.3%37.3%102+6.0%1.14+23.4%26
2Waddah Attar ExplosionDaily+83.9%0.31-60.0%37.8%180+6.7%0.97+15.2%53
3Keltner 20 BreakDaily+19.6%0.16-47.0%40.7%86+3.4%0.95+9.1%29
4T3 8/21 CrossDaily+71.4%0.29-72.1%46.3%67+6.2%0.93+27.6%16
5Chande Forecast Osc.Weekly+171.5%0.38-51.6%51.2%82+9.8%0.93+26.7%19
6Gator OscillatorDaily-27.9%-0.09-61.0%48.9%178-0.3%0.9+7.3%49
7Ehlers Cyber CycleWeekly+284.9%0.44-52.1%46.4%69+12.6%0.88+26.2%18
8Zero-Lag LSMAWeekly+221.1%0.42-69.8%53.3%45+11.1%0.86+24.4%11
9Donchian 10 BreakDaily+58.1%0.27-78.1%42.2%64+5.6%0.86+23.5%17
10Williams AlligatorDaily+44.2%0.24-63.4%42.6%148+4.8%0.85+19.0%36
11Accelerator OscillatorDaily+594.2%0.56-50.5%42.8%187+17.7%0.82+23.1%53
12Stochastic Slow (21,5)Weekly+193.8%0.4-61.4%52.1%48+10.4%0.81+21.9%13
13Klinger OscillatorDaily+348.4%0.48-55.0%45.0%313+14.0%0.81+21.4%94
14Fisher Center-of-GravityWeekly+212.9%0.46-50.8%55.6%72+10.9%0.81+16.7%16
15Even Better SinewaveDaily+99.2%0.32-57.2%46.4%69+7.4%0.8+20.7%18
16Hull SuiteDaily+84.8%0.31-74.6%45.2%73+6.8%0.8+19.9%21
17Least Squares MAWeekly+34.7%0.23-61.1%44.6%65+4.3%0.79+21.7%14
18Center of GravityWeekly+137.2%0.35-57.8%49.4%89+8.7%0.79+20.9%20
19Ehlers StochasticDaily+16.9%0.2-69.4%43.0%86+3.2%0.79+19.5%24
20Price Momentum OscillatorDaily+131.8%0.36-61.7%38.5%91+8.6%0.76+19.4%23

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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