Compendium › Penelope Swing › SOFI
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
SOFI
Alpaca Tradeable

Penelope Swing's Analysis

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

-2.21%
Last 6 Months Return
$10,194.82
Current Value
33%
Win Rate
$10,425.63
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 11:21:20

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 6, 2026

8
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
0.5/35
Total Return
3.9/25
Win Rate
1.9/15
Profit Factor
0.3/15
Consistency
4.7/10
Raw Quality 11.3/100
× Confidence 0.75 = 8.4

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 (75%) 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
16,373
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
138 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
$10,425.63
Current Value
$10,194.82
Period P&L
$-230.86
Max Drawdown
-13.1%
Sharpe Ratio
-0.27

Trade Statistics (Last 6 Months)

Trades in Period
6
Winners / Losers
2 / 4
Best Trade
+2.16%
Worst Trade
-2.28%
Avg Trade Return
-0.36%
Avg Hold Time
1.7h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$125,566.07
Estimated Fees
$0.00
Gross P&L
$-230.86
Net P&L (after fees)
$-230.86
Gross Return
-2.21%
Net Return (after fees)
-2.21%

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

Trade History (Last 6 Months - 6 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Penelope Swing had $10,425.63 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 7, 2025 9:35am ET $25.79 404 $10,419.16 — — —
🔴 SELL Nov 7, 2025 12:15pm ET $26.35 404 $10,643.70 $10,650.20 +$224.54
(+2.2%) 		RESISTANCE
2.7h held
2 🟢 BUY Nov 13, 2025 10:45am ET $29.34 362 $10,621.08 — — —
🔴 SELL Nov 13, 2025 12:20pm ET $29.14 362 $10,546.87 $10,575.99 $-74.21
(-0.7%) 		RESISTANCE
1.6h held
3 🟢 BUY Nov 20, 2025 12:10pm ET $25.95 407 $10,559.62 — — —
🔴 SELL Nov 20, 2025 2:55pm ET $25.73 407 $10,470.08 $10,486.45 $-89.54
(-0.8%) 		RESISTANCE
2.8h held
4 🟢 BUY Jan 6, 2026 10:50am ET $26.64 393 $10,469.56 — — —
🔴 SELL Jan 6, 2026 12:30pm ET $26.46 393 $10,398.78 $10,415.67 $-70.78
(-0.7%) 		RESISTANCE
1.7h held
5 🟢 BUY Jan 30, 2026 10:45am ET $23.10 450 $10,397.21 — — —
🔴 SELL Jan 30, 2026 12:10pm ET $23.14 450 $10,413.72 $10,432.19 +$16.51
(+0.2%) 		RESISTANCE
1.4h held
6 🟢 BUY Apr 29, 2026 9:30am ET $16.48 633 $10,431.84 — — —
🔴 SELL Apr 29, 2026 9:35am ET $16.10 633 $10,194.46 $10,194.82 $-237.38
(-2.3%) 		🎯 +5% Target
5m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,194.82
Net Profit/Loss: +$194.82
Total Return: +1.95%
Back to Penelope Swing