Did not hold up

R/D strength and Consumer Discretionary outcomes

The declared pattern was not present consistently across the eligible groups.

Tradour Research

What we tested

Within the Consumer Discretionary rule, how did frozen directional success vary across R/D strength bands?

The specification was frozen before this run. Neutral and unevaluated cases do not enter the directional success-rate denominator.

What we found

54.3% matched the frozen rule.

334 matched and 281 did not, from 615 directional cases.

Eligible observations
747
Distinct tickers
69
Evidence period
22 Nov 2022 – 7 Aug 2026

How strong is the evidence?

Keep the range beside the headline.

The 95% Wilson interval is 50.4% to 58.2%. The archive was already exposed, so this is not a clean holdout result.

0%50% comparator100%

See it

Where the result changed

Below 70% R/D54.5%
176 directional cases
70-89% R/D50.5%
188 directional cases
90%+ R/D57%
251 directional cases

What this does not prove

A useful historical result is not a trading instruction.

  • The outcome is the frozen rule-aligned legacy directional result, not a canonical market return.
  • This archive was available before the Lab test was registered, so the result is exploratory rather than clean out-of-sample evidence.
  • Repeated tickers and shared market events may reduce the effective sample size.

What could we test next?

Fork the question; never rewrite this result.

A variation becomes a new frozen research object linked back to this study.

Test a variation
Research recipe
Dataset
bsp-evidence-2026-08-19
Archive through
2026-08-19
Engine
tradour-lab-engine-v1
Outcome
frozen_rule_directional_success
Minimum sample
20
Functions
filter_observations → calculate_sample_summary → compare_groups → wilson_confidence_interval

Original specification preserved for reruns. Post-result variations create a new study.

{
  "spec_version": "tradour-lab-spec-v1",
  "question": "Within the Consumer Discretionary rule, how did frozen directional success vary across R/D strength bands?",
  "hypothesis": "Higher R/D strength bands have higher directional success rates.",
  "universe": "canonical_bsp_rule_observations",
  "rule_ids": [
    "consumer-discretionary-follow-displayed-v1"
  ],
  "displayed_directions": [],
  "source_sessions": [],
  "sectors": [],
  "industries": [],
  "min_total_indicators": null,
  "min_rd_confidence": null,
  "date_start": null,
  "date_end": null,
  "group_by": "rd_band",
  "minimum_sample": 20,
  "chronological_split": "2024-12-31",
  "outcome_metric": "frozen_rule_directional_success",
  "benchmark": "balanced_direction_comparator_50_percent"
}