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

Marcus Reversal's Analysis

Last Year: 2025-05-06 to present • 25 trades in period

+15.21%
Last Year Return
$18,383.45
Current Value
48%
Win Rate
$15,955.94
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 11:11:41

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)
49.6 neutral
20d Trend
-0.6%
5d Trend
+1.6%
EMA20 Dist
+0.2%
ATR%
1.7%
Range Pos
42%
Bounce Ratio
0.9×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

37
Lifetime
Confidence: 83%

Quality Components

Return-to-Risk
14.1/35
Total Return
16.0/25
Win Rate
4.4/15
Profit Factor
3.5/15
Consistency
6.8/10
Raw Quality 44.8/100
× Confidence 0.83 = 37.0

30-Day Momentum

Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
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 (83%) 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 Year)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
27,299
Timeframe
5-Minute Bars
Period Range
2025-05-06 → 2026-05-06
Trading Days
265 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 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 Year)

Period Start Capital
$15,955.94
Current Value
$18,383.45
Period P&L
$2,427.52
Max Drawdown
-20.8%
Sharpe Ratio
0.19

Trade Statistics (Last Year)

Trades in Period
25
Winners / Losers
12 / 13
Best Trade
+8.44%
Worst Trade
-4.13%
Avg Trade Return
+0.77%
Avg Hold Time
11.2d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$915,646.53
Estimated Fees
$0.00
Gross P&L
$2,427.52
Net P&L (after fees)
$2,427.52
Gross Return
+15.21%
Net Return (after fees)
+15.21%

✅ 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

📈 JPM 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: 265 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 25 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Reversal had $15,955.94 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 25, 2025 10:25am ET $243.42 63 $15,335.46 — — —
🔴 SELL May 8, 2025 1:15pm ET $255.65 63 $16,105.95 $16,284.17 +$770.49
(+5.0%) 		🎯 +5% Target
13.1d held
2 🟢 BUY May 12, 2025 11:55am ET $259.21 62 $16,071.02 — — —
🔴 SELL Jun 11, 2025 11:55am ET $268.06 62 $16,619.72 $16,832.87 +$548.70
(+3.4%) 		⏰ 30 Day Max
30d held
3 🟢 BUY Jun 13, 2025 9:30am ET $264.18 63 $16,643.34 — — —
🔴 SELL Jun 23, 2025 3:00pm ET $277.62 63 $17,490.06 $17,679.59 +$846.72
(+5.1%) 		🎯 +5% Target
10.2d held
4 🟢 BUY Jun 24, 2025 3:00pm ET $281.50 62 $17,453.00 — — —
🔴 SELL Jul 3, 2025 10:50am ET $295.73 62 $18,335.26 $18,561.85 +$882.26
(+5.1%) 		🎯 +5% Target
8.8d held
5 🟢 BUY Jul 8, 2025 9:30am ET $285.96 64 $18,301.44 — — —
🔴 SELL Jul 29, 2025 9:35am ET $300.32 64 $19,220.48 $19,480.89 +$919.04
(+5.0%) 		🎯 +5% Target
21d held
6 🟢 BUY Jul 30, 2025 3:00pm ET $297.86 65 $19,360.58 — — —
🔴 SELL Aug 1, 2025 9:30am ET $287.87 65 $18,711.55 $18,831.87 $-649.03
(-3.4%) 		🛑 -10% Stop
1.8d held
7 🟢 BUY Aug 4, 2025 12:20pm ET $292.32 64 $18,708.16 — — —
🔴 SELL Sep 3, 2025 12:20pm ET $298.00 64 $19,071.68 $19,195.39 +$363.52
(+1.9%) 		⏰ 30 Day Max
30d held
8 🟢 BUY Sep 5, 2025 9:40am ET $300.83 63 $18,952.29 — — —
🔴 SELL Sep 8, 2025 1:50pm ET $291.70 63 $18,377.10 $18,620.20 $-575.19
(-3.0%) 		🛑 -10% Stop
3.2d held
9 🟢 BUY Sep 9, 2025 3:20pm ET $297.52 62 $18,446.24 — — —
🔴 SELL Sep 17, 2025 11:05am ET $312.76 62 $19,390.81 $19,564.77 +$944.57
(+5.1%) 		🎯 +5% Target
7.8d held
10 🟢 BUY Sep 18, 2025 11:15am ET $310.59 62 $19,256.58 — — —
🔴 SELL Oct 10, 2025 3:50pm ET $301.23 62 $18,676.26 $18,984.45 $-580.32
(-3.0%) 		🛑 -10% Stop
22.2d held
11 🟢 BUY Oct 14, 2025 9:30am ET $299.06 63 $18,840.78 — — —
🔴 SELL Nov 6, 2025 2:25pm ET $314.06 63 $19,785.79 $19,929.45 +$945.01
(+5.0%) 		🎯 +5% Target
23.2d held
12 🟢 BUY Nov 10, 2025 10:40am ET $314.87 63 $19,836.81 — — —
🔴 SELL Nov 14, 2025 9:30am ET $301.87 63 $19,017.81 $19,110.45 $-819.00
(-4.1%) 		🛑 -10% Stop
4d held
13 🟢 BUY Nov 17, 2025 9:40am ET $303.21 63 $19,102.23 — — —
🔴 SELL Nov 21, 2025 10:35am ET $293.24 63 $18,473.81 $18,482.03 $-628.42
(-3.3%) 		🛑 -10% Stop
4d held
14 🟢 BUY Nov 24, 2025 12:00pm ET $297.43 62 $18,440.66 — — —
🔴 SELL Nov 28, 2025 10:15am ET $312.40 62 $19,368.80 $19,410.17 +$928.14
(+5.0%) 		🎯 +5% Target
3.9d held
15 🟢 BUY Dec 1, 2025 2:20pm ET $309.16 62 $19,167.92 — — —
🔴 SELL Dec 10, 2025 9:45am ET $299.32 62 $18,557.84 $18,800.09 $-610.08
(-3.2%) 		🛑 -10% Stop
8.8d held
16 🟢 BUY Dec 16, 2025 9:30am ET $318.55 59 $18,794.45 — — —
🔴 SELL Jan 5, 2026 9:55am ET $334.50 59 $19,735.50 $19,741.14 +$941.05
(+5.0%) 		🎯 +5% Target
20d held
17 🟢 BUY Jan 6, 2026 9:55am ET $333.15 59 $19,655.85 — — —
🔴 SELL Jan 12, 2026 9:30am ET $322.47 59 $19,025.44 $19,110.72 $-630.42
(-3.2%) 		🛑 -10% Stop
6d held
18 🟢 BUY Jan 13, 2026 9:35am ET $320.55 59 $18,912.30 — — —
🔴 SELL Jan 13, 2026 3:45pm ET $310.89 59 $18,342.51 $18,540.93 $-569.79
(-3.0%) 		🛑 -10% Stop
6.2h held
19 🟢 BUY Jan 15, 2026 11:20am ET $310.14 59 $18,297.97 — — —
🔴 SELL Jan 23, 2026 9:30am ET $300.24 59 $17,714.16 $17,957.13 $-583.80
(-3.2%) 		🛑 -10% Stop
7.9d held
20 🟢 BUY Jan 26, 2026 11:55am ET $299.89 59 $17,693.51 — — —
🔴 SELL Feb 3, 2026 9:45am ET $315.36 59 $18,606.53 $18,870.15 +$913.02
(+5.2%) 		🎯 +5% Target
7.9d held
21 🟢 BUY Feb 4, 2026 1:20pm ET $316.81 59 $18,691.77 — — —
🔴 SELL Feb 5, 2026 10:20am ET $306.01 59 $18,054.47 $18,232.86 $-637.29
(-3.4%) 		🛑 -10% Stop
21h held
22 🟢 BUY Feb 9, 2026 9:35am ET $322.70 56 $18,071.20 — — —
🔴 SELL Feb 9, 2026 3:55pm ET $322.06 56 $18,035.36 $18,197.01 $-35.84
(-0.2%) 		📅 Sim Ended
6.3h held
23 🟢 BUY Feb 17, 2026 12:20pm ET $305.15 59 $18,004.14 — — —
🔴 SELL Feb 23, 2026 12:25pm ET $295.92 59 $17,459.28 $17,652.15 $-544.86
(-3.0%) 		🛑 -10% Stop
6d held
24 🟢 BUY Feb 24, 2026 2:45pm ET $297.52 59 $17,553.68 — — —
🔴 SELL Mar 6, 2026 9:30am ET $285.89 59 $16,867.51 $16,965.98 $-686.17
(-3.9%) 		🛑 -10% Stop
9.8d held
25 🟢 BUY Mar 9, 2026 9:40am ET $284.70 59 $16,797.01 — — —
🔴 SELL Apr 8, 2026 9:30am ET $308.72 59 $18,214.48 $18,383.45 +$1,417.47
(+8.4%) 		🎯 +5% Target
30d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $18,383.45
Net Profit/Loss: +$8,383.45
Total Return: +83.83%
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