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

Marcus Trend Dip's Analysis

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

-1.33%
Last 3 Months Return
$13,620.04
Current Value
33%
Win Rate
$13,803.08
Period Start
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PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 07:50:24

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)
14.6 oversold
20d Trend
-30.9%
5d Trend
-17.8%
EMA20 Dist
-19.9%
ATR%
6.6%
Range Pos
2%
Bounce Ratio
0.1×
Green/Red 10d
1/9
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

40
Lifetime
Confidence: 73%

Quality Components

Return-to-Risk
25.3/35
Total Return
13.0/25
Win Rate
6.2/15
Profit Factor
3.2/15
Consistency
6.7/10
Raw Quality 54.4/100
× Confidence 0.73 = 39.9

30-Day Momentum

0
-1.3%
30d Return
33%
Win Rate
3
Trades
0.9×
Profit Factor
Quality: 0.0 Conf: 0.61×
Declining (-40 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 (73%) 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
4,872
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
$13,803.08
Current Value
$13,620.04
Period P&L
$-183.05
Max Drawdown
-0.0%
Sharpe Ratio
-0.09

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+5.25%
Worst Trade
-3.28%
Avg Trade Return
-0.37%
Avg Hold Time
1.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$82,272.66
Estimated Fees
$0.00
Gross P&L
$-183.05
Net P&L (after fees)
$-183.05
Gross Return
-1.33%
Net Return (after fees)
-1.33%

✅ 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

📈 SOFI 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 - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Trend Dip had $13,803.08 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 8, 2026 10:40am ET $16.61 830 $13,790.45 — — —
🔴 SELL Apr 9, 2026 10:05am ET $16.10 830 $13,367.15 $13,379.79 $-423.30
(-3.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Apr 14, 2026 11:05am ET $17.75 753 $13,369.51 — — —
🔴 SELL Apr 15, 2026 2:10pm ET $18.69 753 $14,071.39 $14,081.66 +$701.87
(+5.2%) 		🎯 +5% Target
0m held
3 🟢 BUY Apr 17, 2026 12:00pm ET $19.87 708 $14,067.89 — — —
🔴 SELL Apr 20, 2026 9:30am ET $19.22 708 $13,606.27 $13,620.04 $-461.62
(-3.3%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,620.04
Net Profit/Loss: +$3,620.04
Total Return: +36.20%
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