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

Momo Momentum's Analysis

2024-01-02 00:00:00+00 to 2026-05-07 14:45:00+00 • 24 trades executed

+17.65%
2 Years Return
$12,247.02
Current Value
62%
Win Rate
$10,409.80
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-07 10:46:12

No strong directional signal. Monitor for regime shift.

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)
41.6 neutral
20d Trend
-5.4%
5d Trend
-6.3%
EMA20 Dist
-3.9%
ATR%
3.9%
Range Pos
40%
Bounce Ratio
1.2×
Green/Red 10d
2/8

Strategy Score Scored May 7, 2026

25
Lifetime
Confidence: 74%

Quality Components

Return-to-Risk
6.6/35
Total Return
11.4/25
Win Rate
8.4/15
Profit Factor
1.4/15
Consistency
6.0/10
Raw Quality 33.8/100
× Confidence 0.74 = 25.1

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 (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
50,045
Timeframe
5-Minute Bars
Date Range
2024-05-07 → 2026-05-07
Trading Days
529 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
$10,409.80
Current Value
$12,247.02
Total P&L
$1,837.23
Max Drawdown
-12.0%
Sharpe Ratio
0.16

Trade Statistics

Total Trades
21
Winners / Losers
13 / 8
Best Trade
+10.70%
Worst Trade
-10.84%
Avg Trade Return
+0.98%
Avg Hold Time
19.4d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$532,656.22
Estimated Fees
$0.00
Gross P&L
$1,837.23
Net P&L (after fees)
$1,837.23
Gross Return
+17.65%
Net Return (after fees)
+17.65%

✅ 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

📈 IBM 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: 529 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). Momo Momentum had $10,409.80 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 Jul 2, 2024 9:40am ET $174.65 59 $10,304.35 — — —
🔴 SELL Jul 22, 2024 9:40am ET $183.76 59 $10,841.84 $10,947.29 +$537.49
(+5.2%) 		⏰ 30 Day Max
20d held
2 🟢 BUY Jul 23, 2024 9:40am ET $184.17 59 $10,866.03 — — —
🔴 SELL Aug 12, 2024 9:40am ET $189.99 59 $11,209.41 $11,290.67 +$343.38
(+3.2%) 		⏰ 30 Day Max
20d held
3 🟢 BUY Aug 16, 2024 9:35am ET $193.87 58 $11,244.46 — — —
🔴 SELL Sep 5, 2024 9:35am ET $203.19 58 $11,785.02 $11,831.23 +$540.56
(+4.8%) 		⏰ 30 Day Max
20d held
4 🟢 BUY Sep 6, 2024 9:35am ET $203.58 58 $11,807.64 — — —
🔴 SELL Sep 26, 2024 9:35am ET $222.96 58 $12,931.78 $12,955.37 +$1,124.14
(+9.5%) 		⏰ 30 Day Max
20d held
5 🟢 BUY Sep 27, 2024 9:40am ET $222.62 58 $12,911.96 — — —
🔴 SELL Oct 17, 2024 9:40am ET $232.16 58 $13,465.28 $13,508.69 +$553.32
(+4.3%) 		⏰ 30 Day Max
20d held
6 🟢 BUY Oct 18, 2024 9:45am ET $231.72 58 $13,439.53 — — —
🔴 SELL Oct 28, 2024 11:00am ET $213.13 58 $12,361.54 $12,430.70 $-1,077.99
(-8.0%) 		🛑 -10% Stop
10.1d held
7 🟢 BUY Nov 26, 2024 9:30am ET $226.64 54 $12,238.56 — — —
🔴 SELL Dec 16, 2024 9:30am ET $229.75 54 $12,406.49 $12,598.63 +$167.93
(+1.4%) 		⏰ 30 Day Max
20d held
8 🟢 BUY Dec 17, 2024 9:30am ET $228.15 55 $12,548.25 — — —
🔴 SELL Jan 6, 2025 9:30am ET $222.13 55 $12,217.15 $12,267.53 $-331.10
(-2.6%) 		⏰ 30 Day Max
20d held
9 🟢 BUY Jan 31, 2025 9:30am ET $253.83 48 $12,183.60 — — —
🔴 SELL Feb 20, 2025 9:30am ET $263.43 48 $12,644.40 $12,728.33 +$460.80
(+3.8%) 		⏰ 30 Day Max
20d held
10 🟢 BUY Feb 21, 2025 9:35am ET $263.75 48 $12,659.76 — — —
🔴 SELL Mar 13, 2025 10:35am ET $246.71 48 $11,841.84 $11,910.41 $-817.92
(-6.5%) 		⏰ 30 Day Max
20d held
11 🟢 BUY May 5, 2025 9:50am ET $245.31 48 $11,775.03 — — —
🔴 SELL May 27, 2025 9:30am ET $260.54 48 $12,505.87 $12,641.24 +$730.83
(+6.2%) 		⏰ 30 Day Max
22d held
12 🟢 BUY May 28, 2025 9:40am ET $264.68 47 $12,439.88 — — —
🔴 SELL Jun 17, 2025 9:40am ET $282.00 47 $13,254.00 $13,455.36 +$814.12
(+6.5%) 		⏰ 30 Day Max
20d held
13 🟢 BUY Jun 18, 2025 9:40am ET $284.46 47 $13,369.62 — — —
🔴 SELL Jul 8, 2025 9:40am ET $294.29 47 $13,831.84 $13,917.58 +$462.22
(+3.5%) 		⏰ 30 Day Max
20d held
14 🟢 BUY Jul 9, 2025 9:50am ET $290.21 47 $13,639.87 — — —
🔴 SELL Jul 24, 2025 9:30am ET $258.76 47 $12,161.49 $12,439.20 $-1,478.39
(-10.8%) 		🛑 -10% Stop
15d held
15 🟢 BUY Sep 9, 2025 9:35am ET $256.49 48 $12,311.52 — — —
🔴 SELL Sep 25, 2025 10:55am ET $282.31 48 $13,550.88 $13,678.56 +$1,239.36
(+10.1%) 		🎯 +5% Target
16.1d held
16 🟢 BUY Sep 26, 2025 10:55am ET $285.45 47 $13,415.92 — — —
🔴 SELL Oct 16, 2025 10:55am ET $277.61 47 $13,047.67 $13,310.31 $-368.24
(-2.7%) 		⏰ 30 Day Max
20d held
17 🟢 BUY Oct 22, 2025 9:50am ET $284.59 46 $13,090.91 — — —
🔴 SELL Oct 28, 2025 9:40am ET $315.03 46 $14,491.38 $14,710.78 +$1,400.47
(+10.7%) 		🎯 +5% Target
6d held
18 🟢 BUY Oct 29, 2025 9:45am ET $311.40 47 $14,635.80 — — —
🔴 SELL Nov 18, 2025 9:30am ET $295.76 47 $13,900.49 $13,975.47 $-735.31
(-5.0%) 		⏰ 30 Day Max
20d held
19 🟢 BUY Dec 18, 2025 9:30am ET $300.67 46 $13,830.91 — — —
🔴 SELL Jan 7, 2026 9:30am ET $302.66 46 $13,922.36 $14,066.91 +$91.45
(+0.7%) 		⏰ 30 Day Max
20d held
20 🟢 BUY Feb 2, 2026 9:35am ET $309.55 45 $13,929.75 — — —
🔴 SELL Feb 3, 2026 12:40pm ET $284.63 45 $12,808.35 $12,945.51 $-1,121.40
(-8.1%) 		🛑 -10% Stop
1.1d held
21 🟢 BUY Feb 24, 2026 10:30am ET $236.41 54 $12,766.14 — — —
🔴 SELL Apr 23, 2026 9:40am ET $223.48 54 $12,067.65 $12,247.02 $-698.49
(-5.5%) 		🛑 -10% Stop
57.9d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,247.02
Net Profit/Loss: +$2,247.02
Total Return: +22.47%
Back to Momo Momentum