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

Marcus Reversal's Analysis

Last Month: 2026-04-06 to present • 4 trades in period

+1.53%
Last Month Return
$16,339.55
Current Value
50%
Win Rate
$16,092.82
Period Start
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PHASE 0: RANGING
Signals generated 2026-05-06 10:07:59

No strong directional signal. Monitor for regime shift.

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)
49 neutral
20d Trend
-0.0%
5d Trend
-1.8%
EMA20 Dist
-0.7%
ATR%
2.5%
Range Pos
78%
Bounce Ratio
0.8×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

44
Lifetime
Confidence: 88%

Quality Components

Return-to-Risk
20.6/35
Total Return
15.0/25
Win Rate
4.9/15
Profit Factor
3.4/15
Consistency
5.7/10
Raw Quality 49.7/100
× Confidence 0.88 = 43.6

30-Day Momentum

15
+3.5%
30d Return
50%
Win Rate
4
Trades
1.2×
Profit Factor
Quality: 22.1 Conf: 0.66×
Declining (-29 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 (88%) 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 Month)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
1,724
Timeframe
5-Minute Bars
Period Range
2026-04-06 → 2026-05-06
Trading Days
23 days
Data Gaps
None detected
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 Month)

Period Start Capital
$16,092.82
Current Value
$16,339.55
Period P&L
$246.75
Max Drawdown
-10.8%
Sharpe Ratio
0.23

Trade Statistics (Last Month)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+5.21%
Worst Trade
-3.29%
Avg Trade Return
+0.95%
Avg Hold Time
8.3d

💰 Trading Cost Analysis (Alpaca Fees) (Last Month)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$133,611.43
Estimated Fees
$0.00
Gross P&L
$246.75
Net P&L (after fees)
$246.75
Gross Return
+1.53%
Net Return (after fees)
+1.53%

✅ 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

📈 SCHW 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: 23 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Month - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Reversal had $16,092.82 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 Mar 13, 2026 2:15pm ET $92.67 170 $15,753.90 — — —
🔴 SELL Apr 9, 2026 12:05pm ET $97.50 170 $16,575.00 $16,606.20 +$821.10
(+5.2%) 		🎯 +5% Target
26.9d held
2 🟢 BUY Apr 10, 2026 12:05pm ET $94.24 176 $16,585.36 — — —
🔴 SELL Apr 14, 2026 11:10am ET $98.97 176 $17,418.72 $17,439.56 +$833.36
(+5.0%) 		🎯 +5% Target
4d held
3 🟢 BUY Apr 16, 2026 9:30am ET $96.69 180 $17,405.10 — — —
🔴 SELL Apr 16, 2026 2:30pm ET $93.51 180 $16,831.80 $16,866.26 $-573.30
(-3.3%) 		🛑 -10% Stop
5h held
4 🟢 BUY Apr 21, 2026 10:55am ET $92.73 181 $16,784.13 — — —
🔴 SELL Apr 23, 2026 12:40pm ET $89.82 181 $16,257.42 $16,339.55 $-526.71
(-3.1%) 		🛑 -10% Stop
2.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $16,339.55
Net Profit/Loss: +$6,339.55
Total Return: +63.40%
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