Compendium › Momo Momentum › SOXL
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
SOXL
Alpaca Tradeable

Momo Momentum's Analysis

Year to Date: 2026-01-01 to present • 23 trades in period

+129.38%
Year to Date Return
$10,021.48
Current Value
61%
Win Rate
$4,368.90
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-07 13:00:38

Trend-following and momentum strategies active. Ride winners.

Fear & Greed
47
Neutral
VIX
17.4
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.49%
NORMAL
HY Spread
2.77
CALM
🌍 Kp Index
🟢 0.5
Quiet
⛈️ 4 storm days in 7d
RSI(14)
50.5 neutral
20d Trend
+69.9%
5d Trend
-8.4%
EMA20 Dist
+0.9%
ATR%
11.0%
Range Pos
31%
Bounce Ratio
1.9×
Green/Red 10d
5/5

Strategy Score Scored May 7, 2026

7
Lifetime
Confidence: 95%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.7/25
Win Rate
2.2/15
Profit Factor
0.0/15
Consistency
4.8/10
Raw Quality 7.7/100
× Confidence 0.95 = 7.3

30-Day Momentum

74
+93.7%
30d Return
86%
Win Rate
7
Trades
3.4×
Profit Factor
Quality: 95.7 Conf: 0.78×
Accelerating (+67 vs lifetime)
Momentum meets 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 (95%) 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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
9,031
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-07
Trading Days
87 days
Data Gaps
None (4 market holidays)

Market Closed (4 days)

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 (Year to Date)

Period Start Capital
$4,368.90
Current Value
$10,021.48
Period P&L
$5,652.65
Max Drawdown
-71.7%
Sharpe Ratio
0.42

Trade Statistics (Year to Date)

Trades in Period
23
Winners / Losers
14 / 9
Best Trade
+29.21%
Worst Trade
-12.99%
Avg Trade Return
+4.34%
Avg Hold Time
3d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$276,203.74
Estimated Fees
$0.00
Gross P&L
$5,652.65
Net P&L (after fees)
$5,652.65
Gross Return
+129.38%
Net Return (after fees)
+129.38%

✅ 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

📈 SOXL 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: 87 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 23 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $4,368.90 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 Dec 22, 2025 10:35am ET $43.25 98 $4,238.01 — — —
🔴 SELL Jan 2, 2026 9:40am ET $47.57 98 $4,661.86 $4,681.47 +$423.85
(+10.0%) 		🎯 +5% Target
11d held
2 🟢 BUY Jan 6, 2026 9:35am ET $53.47 87 $4,651.89 — — —
🔴 SELL Jan 15, 2026 9:30am ET $59.78 87 $5,200.69 $5,230.27 +$548.80
(+11.8%) 		🎯 +5% Target
9d held
3 🟢 BUY Jan 16, 2026 10:30am ET $60.95 85 $5,180.75 — — —
🔴 SELL Jan 27, 2026 11:45am ET $67.14 85 $5,706.90 $5,756.42 +$526.15
(+10.2%) 		🎯 +5% Target
11.1d held
4 🟢 BUY Jan 28, 2026 1:10pm ET $71.94 80 $5,755.28 — — —
🔴 SELL Jan 30, 2026 9:30am ET $63.77 80 $5,101.20 $5,102.34 $-654.08
(-11.4%) 		🛑 -10% Stop
1.8d held
5 🟢 BUY Feb 2, 2026 10:40am ET $65.67 77 $5,056.59 — — —
🔴 SELL Feb 3, 2026 12:25pm ET $60.31 77 $4,643.49 $4,689.24 $-413.10
(-8.2%) 		🛑 -10% Stop
1.1d held
6 🟢 BUY Feb 4, 2026 12:25pm ET $50.88 92 $4,680.96 — — —
🔴 SELL Feb 6, 2026 9:30am ET $57.49 92 $5,289.54 $5,297.81 +$608.58
(+13.0%) 		🎯 +5% Target
1.9d held
7 🟢 BUY Feb 9, 2026 9:50am ET $62.27 85 $5,292.95 — — —
🔴 SELL Feb 9, 2026 3:55pm ET $64.17 85 $5,454.25 $5,459.11 +$161.30
(+3.0%) 		📅 Sim Ended
6.1h held
8 🟢 BUY Feb 11, 2026 9:30am ET $67.72 80 $5,417.42 — — —
🔴 SELL Feb 11, 2026 10:20am ET $63.62 80 $5,089.20 $5,130.89 $-328.22
(-6.1%) 		🛑 -10% Stop
50m held
9 🟢 BUY Feb 17, 2026 11:25am ET $64.46 79 $5,092.34 — — —
🔴 SELL Feb 25, 2026 9:30am ET $71.14 79 $5,620.06 $5,658.61 +$527.72
(+10.4%) 		🎯 +5% Target
7.9d held
10 🟢 BUY Mar 3, 2026 11:55am ET $55.26 102 $5,636.01 — — —
🔴 SELL Mar 5, 2026 12:40pm ET $52.13 102 $5,317.77 $5,340.37 $-318.24
(-5.6%) 		🛑 -10% Stop
2d held
11 🟢 BUY Mar 9, 2026 11:10am ET $48.13 110 $5,293.75 — — —
🔴 SELL Mar 9, 2026 3:30pm ET $53.13 110 $5,844.30 $5,890.92 +$550.55
(+10.4%) 		🎯 +5% Target
4.3h held
12 🟢 BUY Mar 11, 2026 10:50am ET $57.19 103 $5,890.57 — — —
🔴 SELL Mar 12, 2026 9:30am ET $53.60 103 $5,521.31 $5,521.66 $-369.25
(-6.3%) 		🛑 -10% Stop
22.7h held
13 🟢 BUY Mar 13, 2026 9:40am ET $53.50 103 $5,510.50 — — —
🔴 SELL Mar 13, 2026 11:40am ET $50.60 103 $5,211.80 $5,222.96 $-298.70
(-5.4%) 		🛑 -10% Stop
2h held
14 🟢 BUY Mar 19, 2026 11:05am ET $52.97 98 $5,191.06 — — —
🔴 SELL Mar 20, 2026 2:20pm ET $50.04 98 $4,904.41 $4,936.31 $-286.65
(-5.5%) 		🛑 -10% Stop
1.1d held
15 🟢 BUY Mar 24, 2026 11:15am ET $55.00 89 $4,895.00 — — —
🔴 SELL Mar 26, 2026 10:45am ET $52.22 89 $4,648.02 $4,689.33 $-246.98
(-5.0%) 		🛑 -10% Stop
2d held
16 🟢 BUY Mar 31, 2026 9:30am ET $42.83 109 $4,667.93 — — —
🔴 SELL Mar 31, 2026 2:40pm ET $47.28 109 $5,153.52 $5,174.92 +$485.59
(+10.4%) 		🎯 +5% Target
5.2h held
17 🟢 BUY Apr 2, 2026 11:05am ET $51.58 100 $5,158.00 — — —
🔴 SELL Apr 8, 2026 9:30am ET $66.65 100 $6,664.86 $6,681.78 +$1,506.86
(+29.2%) 		🎯 +5% Target
5.9d held
18 🟢 BUY Apr 9, 2026 10:00am ET $69.81 95 $6,631.95 — — —
🔴 SELL Apr 10, 2026 9:50am ET $77.22 95 $7,335.90 $7,385.73 +$703.95
(+10.6%) 		🎯 +5% Target
23.8h held
19 🟢 BUY Apr 14, 2026 9:30am ET $83.04 88 $7,307.52 — — —
🔴 SELL Apr 17, 2026 9:30am ET $92.75 88 $8,162.00 $8,240.21 +$854.48
(+11.7%) 		🎯 +5% Target
3d held
20 🟢 BUY Apr 22, 2026 9:30am ET $102.94 80 $8,235.20 — — —
🔴 SELL Apr 23, 2026 10:30am ET $113.27 80 $9,061.60 $9,066.61 +$826.40
(+10.0%) 		🎯 +5% Target
1d held
21 🟢 BUY Apr 24, 2026 10:30am ET $124.46 72 $8,961.26 — — —
🔴 SELL Apr 28, 2026 9:30am ET $108.29 72 $7,797.02 $7,902.37 $-1,164.24
(-13.0%) 		🛑 -10% Stop
4d held
22 🟢 BUY Apr 29, 2026 10:30am ET $116.35 67 $7,795.45 — — —
🔴 SELL May 1, 2026 10:00am ET $128.51 67 $8,610.10 $8,717.02 +$814.65
(+10.5%) 		🎯 +5% Target
2d held
23 🟢 BUY May 5, 2026 9:30am ET $135.62 64 $8,679.54 — — —
🔴 SELL May 6, 2026 9:30am ET $156.00 64 $9,984.00 $10,021.48 +$1,304.46
(+15.0%) 		🎯 +5% Target
1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,021.48
Net Profit/Loss: +$21.48
Total Return: +0.21%
Back to Momo Momentum