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

to 2026-05-06 13:45:00+00 • 21 trades executed

+39.02%
2 Years Return
$15,559.45
Current Value
65%
Win Rate
$11,191.89
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 09:46:23

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

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles Used
55,353
Timeframe
5-Minute Bars
Date Range
2024-05-06 → 2026-05-06
Trading Days
531 days
Data Gaps
None (21 market holidays)

Market Closed (21 days)

2024-05-27 — Memorial Day, 2024-06-19 — Juneteenth, 2024-07-04 — Independence Day, 2024-09-02 — Labor Day, 2024-11-28 — Thanksgiving, 2024-12-25 — Christmas Day, 2025-01-01 — New Year's Day, 2025-01-09 — National Day of Mourning (Carter), 2025-01-20 — MLK Jr. Day, 2025-02-17 — Presidents' Day, 2025-04-18 — Good Friday, 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 ... and 1 more
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

Starting Capital
$11,191.89
Current Value
$15,559.45
Total P&L
$4,367.55
Max Drawdown
-0.0%
Sharpe Ratio
0.49

Trade Statistics

Total Trades
17
Winners / Losers
11 / 6
Best Trade
+6.99%
Worst Trade
-4.15%
Avg Trade Return
+2.06%
Avg Hold Time
12.7d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$463,348.97
Estimated Fees
$0.00
Gross P&L
$4,367.55
Net P&L (after fees)
$4,367.55
Gross Return
+39.02%
Net Return (after fees)
+39.02%

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

Complete Trade History

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Trend Dip had $11,191.89 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 May 6, 2024 3:40pm ET $191.13 58 $11,085.54 — — —
🔴 SELL May 14, 2024 2:35pm ET $200.83 58 $11,648.14 $11,754.49 +$562.60
(+5.1%) 		🎯 +5% Target
0m held
2 🟢 BUY Jul 1, 2024 11:15am ET $204.81 57 $11,674.17 — — —
🔴 SELL Jul 17, 2024 10:00am ET $215.42 57 $12,278.94 $12,359.26 +$604.77
(+5.2%) 		🎯 +5% Target
0m held
3 🟢 BUY Jul 23, 2024 1:10pm ET $210.81 58 $12,226.98 — — —
🔴 SELL Aug 2, 2024 9:30am ET $202.06 58 $11,719.48 $11,851.76 $-507.50
(-4.2%) 		🛑 -10% Stop
0m held
4 🟢 BUY Aug 15, 2024 10:40am ET $211.64 56 $11,851.56 — — —
🔴 SELL Aug 29, 2024 12:25pm ET $222.22 56 $12,444.32 $12,444.52 +$592.76
(+5.0%) 		🎯 +5% Target
0m held
5 🟢 BUY Oct 9, 2024 1:00pm ET $213.46 58 $12,380.68 — — —
🔴 SELL Oct 11, 2024 11:40am ET $224.18 58 $13,002.44 $13,066.28 +$621.76
(+5.0%) 		🎯 +5% Target
0m held
6 🟢 BUY Oct 30, 2024 12:40pm ET $225.54 57 $12,855.78 — — —
🔴 SELL Nov 6, 2024 9:30am ET $238.17 57 $13,575.41 $13,785.91 +$719.63
(+5.6%) 		🎯 +5% Target
0m held
7 🟢 BUY Nov 11, 2024 11:30am ET $240.71 57 $13,720.19 — — —
🔴 SELL Dec 11, 2024 11:30am ET $243.66 57 $13,888.62 $13,954.34 +$168.43
(+1.2%) 		⏰ 30 Day Max
0m held
8 🟢 BUY Jan 3, 2025 10:45am ET $241.67 57 $13,775.19 — — —
🔴 SELL Jan 16, 2025 9:30am ET $256.19 57 $14,602.83 $14,781.98 +$827.64
(+6.0%) 		🎯 +5% Target
0m held
9 🟢 BUY Feb 5, 2025 11:35am ET $269.49 54 $14,552.46 — — —
🔴 SELL Feb 24, 2025 9:55am ET $260.99 54 $14,093.46 $14,322.98 $-459.00
(-3.2%) 		🛑 -10% Stop
0m held
10 🟢 BUY Apr 8, 2025 11:05am ET $223.92 63 $14,106.96 — — —
🔴 SELL Apr 8, 2025 3:05pm ET $216.40 63 $13,633.25 $13,849.28 $-473.71
(-3.4%) 		🛑 -10% Stop
0m held
11 🟢 BUY Aug 8, 2025 11:15am ET $289.48 47 $13,605.49 — — —
🔴 SELL Sep 4, 2025 2:00pm ET $303.98 47 $14,286.96 $14,530.74 +$681.46
(+5.0%) 		🎯 +5% Target
0m held
12 🟢 BUY Sep 10, 2025 11:20am ET $299.12 48 $14,357.76 — — —
🔴 SELL Sep 19, 2025 12:45pm ET $314.09 48 $15,076.08 $15,249.06 +$718.32
(+5.0%) 		🎯 +5% Target
0m held
13 🟢 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
14 🟢 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
15 🟢 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
16 🟢 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
17 🟢 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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