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: 2026-05-24 to present • 4 trades in period

+6.10%
Last Month Return
$17,564.12
Current Value
75%
Win Rate
$16,553.68
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-06-24 20:00:02

No strong directional signal. Monitor for regime shift.

Fear & Greed
17
Extreme Fear
VIX
17.3
NORMAL
10Y Yield
4.51%
HIGH
Yield Curve
+0.34%
NORMAL
HY Spread
2.65
CALM
🌍 Kp Index
🟠 1.5
Active
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: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 24, 2026

49
Lifetime
Confidence: 89%

Quality Components

Return-to-Risk
24.6/35
Total Return
15.7/25
Win Rate
5.4/15
Profit Factor
3.9/15
Consistency
5.7/10
Raw Quality 55.2/100
× Confidence 0.89 = 49.2

30-Day Momentum

37
+7.5%
30d Return
75%
Win Rate
4
Trades
2.0×
Profit Factor
Quality: 55.6 Conf: 0.66×
Declining (-12 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 (89%) 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
1,638
Timeframe
5-Minute Bars
Period Range
2026-05-26 → 2026-06-24
Trading Days
21 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth
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
$16,553.68
Current Value
$17,564.12
Period P&L
$1,010.46
Max Drawdown
-10.8%
Sharpe Ratio
0.54

Trade Statistics (Last Month)

Trades in Period
4
Winners / Losers
3 / 1
Best Trade
+5.09%
Worst Trade
-3.35%
Avg Trade Return
+1.88%
Avg Hold Time
11.4d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$131,904.11
Estimated Fees
$0.00
Gross P&L
$1,010.46
Net P&L (after fees)
$1,010.46
Gross Return
+6.10%
Net Return (after fees)
+6.10%

✅ 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: 21 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 $16,553.68 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 Apr 24, 2026 2:45pm ET $89.00 183 $16,287.00 — — —
🔴 SELL May 26, 2026 9:30am ET $89.71 183 $16,416.02 $16,468.57 +$129.02
(+0.8%) 		⏰ 30 Day Max
31.8d held
2 🟢 BUY May 27, 2026 9:30am ET $88.83 185 $16,434.47 — — —
🔴 SELL May 27, 2026 9:55am ET $85.86 185 $15,884.10 $15,918.20 $-550.37
(-3.3%) 		🛑 -10% Stop
25m held
3 🟢 BUY May 28, 2026 10:20am ET $84.58 188 $15,901.98 — — —
🔴 SELL Jun 1, 2026 2:50pm ET $88.89 188 $16,711.32 $16,727.54 +$809.34
(+5.1%) 		🎯 +5% Target
4.2d held
4 🟢 BUY Jun 2, 2026 3:40pm ET $87.52 191 $16,716.32 — — —
🔴 SELL Jun 12, 2026 10:40am ET $91.90 191 $17,552.90 $17,564.12 +$836.58
(+5.0%) 		🎯 +5% Target
9.8d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $17,564.12
Net Profit/Loss: +$7,564.12
Total Return: +75.64%
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