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

Marcus Trend Dip's Analysis

Last 6 Months: 2025-11-06 to present • 5 trades in period

+2.09%
Last 6 Months Return
$15,559.45
Current Value
40%
Win Rate
$15,241.51
Period Start
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PHASE 0: RANGING
Signals generated 2026-05-06 09:46:24

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)
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

51
Lifetime
Confidence: 69%

Quality Components

Return-to-Risk
35.0/35
Total Return
14.6/25
Win Rate
10.0/15
Profit Factor
7.0/15
Consistency
7.2/10
Raw Quality 73.8/100
× Confidence 0.69 = 50.7

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 (69%) 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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
13,107
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
137 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

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 6 Months)

Period Start Capital
$15,241.51
Current Value
$15,559.45
Period P&L
$317.93
Max Drawdown
-0.0%
Sharpe Ratio
0.11

Trade Statistics (Last 6 Months)

Trades in Period
5
Winners / Losers
2 / 3
Best Trade
+6.99%
Worst Trade
-3.40%
Avg Trade Return
+0.50%
Avg Hold Time
12.3d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$146,906.29
Estimated Fees
$0.00
Gross P&L
$317.93
Net P&L (after fees)
$317.93
Gross Return
+2.09%
Net Return (after fees)
+2.09%

✅ 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: 137 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 5 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Trend Dip had $15,241.51 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 Nov 5, 2025 2:10pm ET $311.99 48 $14,975.28 — — —
🔴 SELL Nov 14, 2025 9:30am ET $301.87 48 $14,489.76 $14,763.54 $-485.52
(-3.2%) 		🛑 -10% Stop
0m held
2 🟢 BUY Dec 4, 2025 11:30am ET $316.33 46 $14,551.18 — — —
🔴 SELL Dec 9, 2025 12:35pm ET $306.24 46 $14,087.04 $14,299.40 $-464.14
(-3.2%) 		🛑 -10% Stop
0m held
3 🟢 BUY Dec 19, 2025 3:00pm ET $317.55 45 $14,289.75 — — —
🔴 SELL Jan 5, 2026 9:55am ET $334.50 45 $15,052.50 $15,062.15 +$762.75
(+5.3%) 		🎯 +5% Target
0m held
4 🟢 BUY Feb 3, 2026 12:20pm ET $313.63 48 $15,054.24 — — —
🔴 SELL Feb 12, 2026 11:05am ET $302.98 48 $14,543.04 $14,550.95 $-511.20
(-3.4%) 		🛑 -10% Stop
0m held
5 🟢 BUY Mar 17, 2026 10:45am ET $288.55 50 $14,427.50 — — —
🔴 SELL Apr 8, 2026 9:30am ET $308.72 50 $15,436.00 $15,559.45 +$1,008.50
(+7.0%) 		🎯 +5% Target
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,559.45
Net Profit/Loss: +$5,559.45
Total Return: +55.59%
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