Strategy Tearsheet · Crypto Perpetuals

The Trend + Carry Book

A market-neutral systematic book across 46 crypto perpetuals — a change-in-delivery trend signal, a beta-neutral funding-carry sleeve, vol-targeted and adversarially audited.

Backtest: Jan 2021 – Jul 2026 Held-out: from Apr 2025 Prepared: 18 Jul 2026 Classification: Research tearsheet
Sharpe · point-in-time≈1.0
Sharpe · full · survivor+1.7
Held-out · PIT≈2.0
Corr to BTC≈0
CAGR · VT-40 · survivor+71%
Max drawdown · survivor−32%
Deployable universetop-20
RebalanceDaily

Read the headline honestly. The detailed backtest below runs on a survivor universe (46 coins that lived to today), which flatters it to Sharpe ≈ 1.7. On a survivorship-honest point-in-time universe — top-20 most-liquid, rebuilt each day and including delisted coins — the edge roughly halves to Sharpe ≈ 1.0 full, ≈ 2.0 out-of-sample. Plan around the point-in-time number; see §07 Survivorship, corrected.

Timing any single coin with a trend signal is a loser's game — you spend the whole backtest fighting buy-and-hold. The edge shows up only when you go cross-sectional: rank the whole market against itself, own the winners, short the losers, and collect the spread. This book blends two nearly-uncorrelated market-neutral sleeves — a change-in-state-of-delivery trend and a beta-neutral funding carry — across 46 perpetuals. It made money in 2022's bear and 2025's alt crash, at roughly zero correlation to Bitcoin. Here is the full, honestly-caveated tearsheet.

01 The result

Steadiness is the point, not the raw number

Buy & hold rode the alt supercycle to a bigger headline, but round-tripped through ~70–80% drawdowns to get there. The strategy compounds quietly and market-neutral: in 2025's alt crash it returned +156% while holding the same coins lost 55%, and in 2022's bear it fell only 16% against buy&hold's 77%. The curve below runs the vol-targeted (VT-40) setting; the shaded region is the held-out window never used to choose anything.

IN-SAMPLE SPANHELD-OUT10×202120222023202420252026strategy 19×buy & hold 2.4×
Growth of $1, log scale, 46-coin universe. Dashed vertical = start of the held-out window (Apr 2025); shaded = held out. VT-40 strategy vs equal-weight buy & hold of the same coins.

02 Consistency & cost

Positive in five of six years — and it clears real fees

The edge is not one lucky year. It is positive in five of six calendar years; only 2022, a broad crypto bear, is negative — and even then it lost 16% against buy&hold's 77%. Because it is genuinely market-neutral, the good years and the bad market do not line up.

+2.82021-0.22022+1.32023+1.72024+2.42025+0.32026
Sharpe by calendar year (2026 is a half-year). Amber = the one negative year.

And it survives realistic trading costs. Turnover is low — the daily signal is sticky — so even at market-order taker fees (10 bps/side) the full-sample Sharpe still clears +1.0; at limit-order pricing it is +1.5.

target 2+1.52bps+1.35bps+1.010bps
Full-sample Sharpe vs taker cost per side. Dashed = the 2.0 reference. Funding P&L is included and is net-positive.

A fair-fight comparison — matched, recent windows ending mid-2026 — makes the point plainly:

Growth of $1 · worst drawdown
Window (ends 2026)StrategyBuy & hold
Held-out (since Apr 2025)2.51× · −26%0.49× · −66%
Last 2 years3.16× · −26%0.43× · −80%
Last 12 months1.98× · −26%0.47× · −70%

03 Capital policy

Leverage is a dial, not an edge

Leverage scales risk and reward together — the choice is a drawdown-appetite decision, not a source of alpha. The recommended policy, VT-40, targets 40% annualized volatility with a trailing-vol scalar, a 3× cap, and a drawdown kill-switch that flattens the book after a −25% trailing month. Funding-on-leverage and liquidation gaps are not modeled, so read the levered rows as upper bounds.

Full sample 2021–2026 · compounded
PolicyReturn/yrVolMax DD$1 →
1× fixed+26%21%−18%3.6×
2× fixed+52%43%−33%10.1×
3× fixed+76%64%−46%22.3×
VT-40 (vol-target)+71%43%−32%19.2×
Read the levered rows as ceilings. The realistic, all-regime target is the 1× book (Sharpe +1.5, −18% drawdown), scaled to the risk you can actually hold through.

04 Why it works

Two uncorrelated sleeves, spread across the whole market

No single coin drives this. The book holds ~45 names long and short every day; the largest single name is under 4% of gross exposure. Remove the best contributor (ZEC) entirely and it still compounds at +61% CAGR, Sharpe +1.3. The engine is two sleeves that are nearly uncorrelated — so averaging them keeps the return while cancelling much of the risk, and the carry sleeve earns net funding rather than paying it.

The core insight

Timing one coin fights buy-and-hold and loses. Ranking the whole market against itself pays you the spread — and that spread doesn't care which way Bitcoin goes.

A change-in-delivery trend sleeve and a beta-neutral funding carry sleeve correlate at just −0.03 to each other and ≈0 to Bitcoin. Blended 50/50 and vol-targeted, they produce an absolute-return stream that made money while the alt market fell 30%+ — the definition of a diversifier, not leveraged beta.

Top-15 coins by share of net profit
CoinSharpeShare of profitMax DDAvg gross wt
ZEC+1.213%−11%4.7%
AXS+0.810%−9%3.7%
ETC+0.47%−16%3.0%
GALA+0.87%−12%3.3%
FIL+1.07%−6%3.3%
SOL+1.16%−6%2.9%
CRV+0.66%−14%3.8%
THETA+1.26%−6%3.0%
LDO+0.66%−11%3.7%
INJ+0.66%−10%3.9%
DASH+0.65%−12%4.0%
TRX+0.85%−7%5.9%
MANA+0.84%−5%2.8%
MKR+0.44%−13%5.6%
GRT+0.64%−12%3.2%
Contribution to the book, net of fees & funding. Profit is broad — no hidden single-name dependency behind the headline.

05 How it's built

Nothing exotic — the work is in the blending and the audit

Two mechanically independent, market-neutral sleeves across 46 perpetuals, blended 50/50, one daily rebalance. Every signal uses only confirmed (closed) daily bars — no repainting, proven by a causality test.

UNIVERSE 46 USDT perpetuals · top liquidity · ≥1y history · daily rebalance DATA 5-min klines → daily bars (UTC close); 8h funding; spot for basis checks SIGNAL pos = 0.50·TREND + 0.50·CARRY (each dollar-neutral, gross 1) 1-day lag · 7 bps/side per unit turnover · funding P&L credited/debited TREND per coin, the CISD daily trend (AlgoAlpha CISD — color/state only) AND the 30-day return agree → long green∩up, short red∩down; equal-weight the legs CARRY long bottom / short top tercile by trailing-3d funding, then overlay a rolling-60d beta hedge so net beta ≈ 0 (fixes the 2021 bull blow-up) CAPITAL VT-40: leverage = clip(0.40 / 30d realized vol, 0, 3); kill-switch to flat if the trailing-30d return < −25% GATES walk-forward hold-out · leave-one-out · cost & funding sensitivity · non-repainting causality proof

One honest note on the signal: the trend leg reads only the color state of the CISD indicator (its change-in-state-of-delivery trend), not its drawn levels or liquidity-sweep markers — the parts that repaint. On a single coin that signal has no edge over holding; the value appears only when it is used to rank the cross-section.

06 Know the limits

What could make the real numbers worse

07 Survivorship, corrected

We ran the honest universe — and the edge roughly halves

A tearsheet that flags survivorship bias but never measures it isn't worth much, so we did the test. We pulled every USDT perpetual Binance ever listed — including the ones that died (LUNA, MATIC/POL, SRM, TOMO, ANC and others) — and rebuilt the book point-in-time: each day the universe is the top-N by trailing liquidity among the coins that were actually live and ≥90 days old that day. No hindsight, no excluded corpses.

The honest number

Survivor universe: Sharpe ≈ 1.6. Point-in-time (top-20 most-liquid): Sharpe ≈ 1.0 full, ≈ 2.0 out-of-sample. Roughly half the full-sample edge was the curated universe.

And the breadth story inverts. On the survivor set, more names helped; point-in-time, only the top ~20 most-liquid names hold up — going broader (top-30/40) drops the full-sample Sharpe toward ~0.4, because the honest universe churns through low-quality names that a survivor list quietly excludes. Diversification only pays when the things you diversify into are individually sound — survivorship guaranteed that; a live universe does not.

The takeaway isn't that the strategy is broken — a point-in-time top-20 book at Sharpe ~1.0 (OOS ~2.0), market-neutral, is still a legitimate edge. It's that the deployable version is narrower and smaller than the survivor headline, and the honest number to plan around is ~1.0, not ~1.6.