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

to 2026-05-05 19:55:00+00 • 23 trades executed

+26.75%
2 Years Return
$13,620.04
Current Value
55%
Win Rate
$10,745.69
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 05:48:03

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 5, 2026

40
Lifetime
Confidence: 74%

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 0.74 = 40.1

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 (74%) 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
86,940
Timeframe
5-Minute Bars
Date Range
2024-05-06 → 2026-05-05
Trading Days
535 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
$10,745.69
Current Value
$13,620.04
Total P&L
$2,874.34
Max Drawdown
-0.0%
Sharpe Ratio
0.29

Trade Statistics

Total Trades
20
Winners / Losers
11 / 9
Best Trade
+6.11%
Worst Trade
-6.04%
Avg Trade Return
+1.29%
Avg Hold Time
2.4d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$530,440.36
Estimated Fees
$0.00
Gross P&L
$2,874.34
Net P&L (after fees)
$2,874.34
Gross Return
+26.75%
Net Return (after fees)
+26.75%

✅ 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: 535 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 $10,745.69 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 11:15am ET $7.16 1,501 $10,739.66 — — —
🔴 SELL May 10, 2024 11:30am ET $6.93 1,501 $10,401.93 $10,407.97 $-337.73
(-3.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY May 13, 2024 11:45am ET $7.21 1,442 $10,402.88 — — —
🔴 SELL May 14, 2024 10:10am ET $7.60 1,442 $10,959.20 $10,964.29 +$556.32
(+5.3%) 		🎯 +5% Target
0m held
3 🟢 BUY Aug 14, 2024 10:55am ET $6.65 1,650 $10,964.25 — — —
🔴 SELL Aug 16, 2024 9:50am ET $7.02 1,650 $11,574.75 $11,574.79 +$610.50
(+5.6%) 		🎯 +5% Target
0m held
4 🟢 BUY Sep 27, 2024 11:45am ET $8.01 1,445 $11,567.23 — — —
🔴 SELL Oct 1, 2024 9:45am ET $7.75 1,445 $11,191.53 $11,199.09 $-375.70
(-3.2%) 		🛑 -10% Stop
0m held
5 🟢 BUY Oct 4, 2024 10:45am ET $7.95 1,408 $11,193.18 — — —
🔴 SELL Oct 4, 2024 1:05pm ET $8.37 1,408 $11,777.92 $11,783.84 +$584.74
(+5.2%) 		🎯 +5% Target
0m held
6 🟢 BUY Oct 29, 2024 3:15pm ET $10.57 1,114 $11,774.98 — — —
🔴 SELL Oct 30, 2024 10:15am ET $11.11 1,114 $12,370.97 $12,379.83 +$595.99
(+5.1%) 		🎯 +5% Target
0m held
7 🟢 BUY Nov 6, 2024 12:25pm ET $11.75 1,053 $12,372.75 — — —
🔴 SELL Nov 8, 2024 10:25am ET $12.35 1,053 $13,004.44 $13,011.52 +$631.69
(+5.1%) 		🎯 +5% Target
0m held
8 🟢 BUY Nov 11, 2024 11:25am ET $14.12 921 $12,999.92 — — —
🔴 SELL Nov 12, 2024 9:30am ET $13.67 921 $12,594.49 $12,606.10 $-405.42
(-3.1%) 		🛑 -10% Stop
0m held
9 🟢 BUY Apr 23, 2025 10:55am ET $11.94 1,056 $12,603.36 — — —
🔴 SELL Apr 25, 2025 9:30am ET $12.66 1,056 $13,372.87 $13,375.60 +$769.51
(+6.1%) 		🎯 +5% Target
0m held
10 🟢 BUY May 2, 2025 1:55pm ET $12.79 1,046 $13,373.11 — — —
🔴 SELL May 8, 2025 2:35pm ET $13.44 1,046 $14,056.98 $14,059.48 +$683.87
(+5.1%) 		🎯 +5% Target
0m held
11 🟢 BUY Jun 6, 2025 10:55am ET $14.11 996 $14,057.44 — — —
🔴 SELL Jun 11, 2025 9:35am ET $14.86 996 $14,800.36 $14,802.40 +$742.92
(+5.3%) 		🎯 +5% Target
0m held
12 🟢 BUY Jun 24, 2025 12:50pm ET $15.82 935 $14,788.24 — — —
🔴 SELL Jun 26, 2025 1:55pm ET $16.62 935 $15,535.03 $15,549.18 +$746.78
(+5.0%) 		🎯 +5% Target
0m held
13 🟢 BUY Jun 30, 2025 11:35am ET $18.58 836 $15,532.88 — — —
🔴 SELL Jul 1, 2025 10:35am ET $17.97 836 $15,022.84 $15,039.14 $-510.04
(-3.3%) 		🛑 -10% Stop
0m held
14 🟢 BUY Jul 2, 2025 12:05pm ET $18.01 835 $15,038.35 — — —
🔴 SELL Jul 7, 2025 9:45am ET $19.01 835 $15,869.18 $15,869.96 +$830.82
(+5.5%) 		🎯 +5% Target
0m held
15 🟢 BUY Jul 17, 2025 11:15am ET $21.72 730 $15,857.13 — — —
🔴 SELL Jul 22, 2025 9:30am ET $20.41 730 $14,899.30 $14,912.13 $-957.83
(-6.0%) 		🛑 -10% Stop
0m held
16 🟢 BUY Jul 29, 2025 11:20am ET $23.85 625 $14,903.13 — — —
🔴 SELL Jul 29, 2025 2:15pm ET $23.01 625 $14,381.25 $14,390.25 $-521.87
(-3.5%) 		🛑 -10% Stop
0m held
17 🟢 BUY Oct 20, 2025 2:25pm ET $28.55 504 $14,386.68 — — —
🔴 SELL Oct 22, 2025 10:25am ET $27.38 504 $13,799.52 $13,803.09 $-587.16
(-4.1%) 		🛑 -10% Stop
0m held
18 🟢 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
19 🟢 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
20 🟢 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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