Compendium › Anchor › XLE
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
XLE
Alpaca Tradeable

Anchor's Analysis

Last 3 Months: 2026-02-06 to present • 25 trades in period

+2.07%
Last 3 Months Return
$9,289.14
Current Value
48%
Win Rate
$9,100.67
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 08:49:51

Trend-following and momentum strategies active. Ride winners.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
70 neutral
20d Trend
+11.0%
5d Trend
+2.0%
EMA20 Dist
+4.4%
ATR%
2.1%
Range Pos
76%
Bounce Ratio
3.3×
Green/Red 10d
8/2
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

12
Lifetime
Confidence: 99%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
7.3/15
Profit Factor
0.0/15
Consistency
5.2/10
Raw Quality 12.5/100
× Confidence 0.99 = 12.3

30-Day Momentum

10
-0.2%
30d Return
38%
Win Rate
13
Trades
1.0×
Profit Factor
Quality: 10.0 Conf: 0.95×
Cooling (-3 vs lifetime)
Momentum below PRO threshold (40+)
How Scoring Works: Score = Quality × Confidence. Quality (0-100) rates absolute performance across 5 dimensions: Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts). Confidence (99%) adjusts for trade count and freshness — more trades + recent activity = higher confidence. Momentum uses the same model recalibrated for a 30-day trailing window. PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.

Data Transparency (Last 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,857
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-05
Trading Days
61 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
Brokerage: Alpaca Markets

✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET

To execute these strategies, you'll need an Alpaca brokerage account.

Performance Summary (Last 3 Months)

Period Start Capital
$9,100.67
Current Value
$9,289.14
Period P&L
$188.47
Max Drawdown
-17.8%
Sharpe Ratio
0.07

Trade Statistics (Last 3 Months)

Trades in Period
25
Winners / Losers
12 / 13
Best Trade
+2.50%
Worst Trade
-1.36%
Avg Trade Return
+0.09%
Avg Hold Time
19.9h

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$443,952.71
Estimated Fees
$0.00
Gross P&L
$188.47
Net P&L (after fees)
$188.47
Gross Return
+2.07%
Net Return (after fees)
+2.07%

✅ Stocks: Alpaca offers commission-free stock trading. No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.

Equity Curve — Your Money Over Time

Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.

The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset

Price Action + Equity Overlay

📈 XLE Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 61 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 25 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $9,100.67 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.

# Action Date & Time Price/Share Shares Total Value Balance After Result Exit Reason
1 🟢 BUY Feb 12, 2026 11:25am ET $54.58 0 $0.00 — — —
🔴 SELL Feb 12, 2026 12:50pm ET $53.98 0 $0.00 $9,001.05 $-99.62
(-1.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Mar 6, 2026 11:55am ET $56.49 159 $8,981.12 — — —
🔴 SELL Mar 9, 2026 9:30am ET $56.68 159 $9,012.12 $9,032.05 +$31.00
(+0.3%) 		⏰ 30 Day Max
2.9d held
3 🟢 BUY Mar 10, 2026 9:30am ET $55.86 161 $8,993.46 — — —
🔴 SELL Mar 11, 2026 9:30am ET $55.69 161 $8,965.29 $9,003.88 $-28.17
(-0.3%) 		⏰ 30 Day Max
1d held
4 🟢 BUY Mar 12, 2026 1:10pm ET $57.93 155 $8,979.15 — — —
🔴 SELL Mar 13, 2026 9:30am ET $57.37 155 $8,892.35 $8,917.08 $-86.80
(-1.0%) 		⏰ 30 Day Max
20.3h held
5 🟢 BUY Mar 16, 2026 9:30am ET $57.48 155 $8,909.40 — — —
🔴 SELL Mar 17, 2026 9:30am ET $58.20 155 $9,021.19 $9,028.87 +$111.79
(+1.3%) 		⏰ 30 Day Max
1d held
6 🟢 BUY Mar 18, 2026 11:05am ET $58.56 154 $9,019.01 — — —
🔴 SELL Mar 19, 2026 9:30am ET $58.88 154 $9,066.75 $9,076.61 +$47.74
(+0.5%) 		⏰ 30 Day Max
22.4h held
7 🟢 BUY Mar 20, 2026 1:00pm ET $60.07 151 $9,070.57 — — —
🔴 SELL Mar 20, 2026 3:35pm ET $59.42 151 $8,972.42 $8,978.46 $-98.15
(-1.1%) 		🛑 -10% Stop
2.6h held
8 🟢 BUY Mar 23, 2026 3:35pm ET $59.45 151 $8,976.95 — — —
🔴 SELL Mar 24, 2026 9:30am ET $59.95 151 $9,052.45 $9,053.96 +$75.50
(+0.8%) 		⏰ 30 Day Max
17.9h held
9 🟢 BUY Mar 25, 2026 9:30am ET $60.54 149 $9,020.46 — — —
🔴 SELL Mar 26, 2026 9:30am ET $60.97 149 $9,083.79 $9,117.28 +$63.32
(+0.7%) 		⏰ 30 Day Max
1d held
10 🟢 BUY Mar 27, 2026 1:10pm ET $62.62 145 $9,079.18 — — —
🔴 SELL Mar 30, 2026 9:30am ET $63.17 145 $9,159.65 $9,197.75 +$80.47
(+0.9%) 		⏰ 30 Day Max
2.8d held
11 🟢 BUY Mar 31, 2026 11:55am ET $62.44 147 $9,179.41 — — —
🔴 SELL Mar 31, 2026 12:55pm ET $61.76 147 $9,078.72 $9,097.05 $-100.70
(-1.1%) 		🛑 -10% Stop
1h held
12 🟢 BUY Apr 1, 2026 1:00pm ET $58.76 154 $9,049.81 — — —
🔴 SELL Apr 2, 2026 9:30am ET $60.17 154 $9,265.41 $9,312.65 +$215.60
(+2.4%) 		⏰ 30 Day Max
20.5h held
13 🟢 BUY Apr 6, 2026 9:55am ET $59.03 157 $9,268.32 — — —
🔴 SELL Apr 7, 2026 9:30am ET $59.87 157 $9,399.59 $9,443.92 +$131.27
(+1.4%) 		⏰ 30 Day Max
23.6h held
14 🟢 BUY Apr 8, 2026 9:30am ET $56.80 166 $9,428.80 — — —
🔴 SELL Apr 9, 2026 9:30am ET $58.22 166 $9,664.34 $9,679.46 +$235.54
(+2.5%) 		⏰ 30 Day Max
1d held
15 🟢 BUY Apr 10, 2026 9:30am ET $57.20 169 $9,666.80 — — —
🔴 SELL Apr 10, 2026 10:25am ET $56.62 169 $9,567.94 $9,580.60 $-98.86
(-1.0%) 		🛑 -10% Stop
55m held
16 🟢 BUY Apr 13, 2026 12:40pm ET $57.13 167 $9,540.71 — — —
🔴 SELL Apr 14, 2026 9:30am ET $56.35 167 $9,411.28 $9,451.17 $-129.43
(-1.4%) 		🛑 -10% Stop
20.8h held
17 🟢 BUY Apr 15, 2026 9:40am ET $55.56 170 $9,446.05 — — —
🔴 SELL Apr 16, 2026 9:30am ET $55.96 170 $9,513.20 $9,518.32 +$67.15
(+0.7%) 		⏰ 30 Day Max
23.8h held
18 🟢 BUY Apr 17, 2026 9:30am ET $54.39 174 $9,464.21 — — —
🔴 SELL Apr 17, 2026 10:05am ET $53.77 174 $9,356.00 $9,410.11 $-108.21
(-1.1%) 		🛑 -10% Stop
35m held
19 🟢 BUY Apr 20, 2026 11:45am ET $55.38 169 $9,359.22 — — —
🔴 SELL Apr 21, 2026 9:30am ET $55.27 169 $9,340.63 $9,391.52 $-18.59
(-0.2%) 		⏰ 30 Day Max
21.8h held
20 🟢 BUY Apr 22, 2026 11:10am ET $56.38 166 $9,358.25 — — —
🔴 SELL Apr 23, 2026 9:30am ET $56.91 166 $9,447.06 $9,480.33 +$88.81
(+0.9%) 		⏰ 30 Day Max
22.3h held
21 🟢 BUY Apr 24, 2026 9:30am ET $56.87 166 $9,440.42 — — —
🔴 SELL Apr 24, 2026 11:55am ET $56.24 166 $9,335.01 $9,374.92 $-105.41
(-1.1%) 		🛑 -10% Stop
2.4h held
22 🟢 BUY Apr 27, 2026 11:55am ET $56.78 165 $9,369.52 — — —
🔴 SELL Apr 28, 2026 9:30am ET $57.79 165 $9,535.35 $9,540.75 +$165.83
(+1.8%) 		⏰ 30 Day Max
21.6h held
23 🟢 BUY Apr 29, 2026 1:55pm ET $58.88 162 $9,538.56 — — —
🔴 SELL Apr 30, 2026 9:30am ET $58.16 162 $9,421.92 $9,424.11 $-116.64
(-1.2%) 		🛑 -10% Stop
19.6h held
24 🟢 BUY May 1, 2026 9:30am ET $59.13 159 $9,401.67 — — —
🔴 SELL May 1, 2026 10:10am ET $58.37 159 $9,280.83 $9,303.27 $-120.84
(-1.3%) 		🛑 -10% Stop
40m held
25 🟢 BUY May 4, 2026 1:20pm ET $59.18 157 $9,291.26 — — —
🔴 SELL May 5, 2026 9:30am ET $59.09 157 $9,277.13 $9,289.14 $-14.13
(-0.2%) 		⏰ 30 Day Max
20.2h held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,289.14
Net Profit/Loss: $-710.86
Total Return: -7.11%
Back to Anchor