Compendium › Yuki Yielder › XLE
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
XLE
Alpaca Tradeable

Yuki Yielder's Analysis

Last Year: 2025-05-07 to present • 7 trades in period

+10.06%
Last Year Return
$11,300.62
Current Value
86%
Win Rate
$10,267.33
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-05-07 07:38:14

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)
70 neutral
20d Trend
+11.0%
5d Trend
+2.0%
EMA20 Dist
+4.4%
ATR%
2.1%
Range Pos
76%
Bounce Ratio
3.3×
Green/Red 10d
8/2

Strategy Score Scored May 7, 2026

32
Lifetime
Confidence: 54%

Quality Components

Return-to-Risk
9.1/35
Total Return
9.5/25
Win Rate
15.0/15
Profit Factor
15.0/15
Consistency
10.0/10
Raw Quality 58.6/100
× Confidence 0.54 = 31.5

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 (54%) 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 Year)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
29,021
Timeframe
5-Minute Bars
Period Range
2025-05-07 → 2026-05-06
Trading Days
264 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

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, 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 Year)

Period Start Capital
$10,267.33
Current Value
$11,300.62
Period P&L
$1,033.28
Max Drawdown
-0.0%
Sharpe Ratio
0.97

Trade Statistics (Last Year)

Trades in Period
7
Winners / Losers
6 / 1
Best Trade
+4.16%
Worst Trade
-0.15%
Avg Trade Return
+1.39%
Avg Hold Time
4.1d

💰 Trading Cost Analysis (Alpaca Fees) (Last Year)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$150,103.72
Estimated Fees
$0.00
Gross P&L
$1,033.28
Net P&L (after fees)
$1,033.28
Gross Return
+10.06%
Net Return (after fees)
+10.06%

✅ 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

📈 XLE 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: 264 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 7 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Yuki Yielder had $10,267.33 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 Sep 15, 2025 9:30am ET $44.24 232 $10,263.10 — — —
🔴 SELL Sep 17, 2025 2:00pm ET $45.27 232 $10,503.22 $10,507.46 +$240.12
(+2.3%) 		🎯 +5% Target
2.2d held
2 🟢 BUY Oct 10, 2025 9:30am ET $43.64 240 $10,473.00 — — —
🔴 SELL Oct 15, 2025 9:30am ET $43.57 240 $10,456.80 $10,491.26 $-16.20
(-0.2%) 		⏰ 30 Day Max
5d held
3 🟢 BUY Oct 16, 2025 9:30am ET $43.18 242 $10,449.56 — — —
🔴 SELL Oct 21, 2025 9:30am ET $43.51 242 $10,528.21 $10,569.91 +$78.65
(+0.8%) 		⏰ 30 Day Max
5d held
4 🟢 BUY Feb 17, 2026 9:40am ET $54.13 195 $10,555.35 — — —
🔴 SELL Feb 19, 2026 9:30am ET $55.26 195 $10,775.70 $10,790.26 +$220.35
(+2.1%) 		🎯 +5% Target
2d held
5 🟢 BUY Feb 20, 2026 9:30am ET $55.11 195 $10,746.45 — — —
🔴 SELL Feb 25, 2026 9:30am ET $55.34 195 $10,791.30 $10,835.11 +$44.85
(+0.4%) 		⏰ 30 Day Max
5d held
6 🟢 BUY Feb 26, 2026 12:25pm ET $55.31 195 $10,785.45 — — —
🔴 SELL Mar 2, 2026 9:30am ET $57.61 195 $11,233.95 $11,283.61 +$448.50
(+4.2%) 		🎯 +5% Target
3.9d held
7 🟢 BUY Mar 3, 2026 11:45am ET $56.59 199 $11,262.31 — — —
🔴 SELL Mar 9, 2026 9:30am ET $56.68 199 $11,279.32 $11,300.62 +$17.01
(+0.2%) 		⏰ 30 Day Max
5.9d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,300.62
Net Profit/Loss: +$1,300.62
Total Return: +13.01%
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