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

Surge's Analysis

Last Month: 2026-04-06 to present • 1 trades in period

-3.98%
Last Month Return
$8,930.49
Current Value
0%
Win Rate
$9,300.78
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 10:05:26

Trend-following and momentum strategies active. Ride winners.

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)
71.5 overbought
20d Trend
+9.1%
5d Trend
+1.1%
EMA20 Dist
+4.3%
ATR%
2.0%
Range Pos
90%
Bounce Ratio
3.3×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

5
Lifetime
Confidence: 91%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
2.3/15
Profit Factor
0.0/15
Consistency
3.3/10
Raw Quality 5.7/100
× Confidence 0.91 = 5.2

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 (91%) 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 Month)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
1,724
Timeframe
5-Minute Bars
Period Range
2026-04-06 → 2026-05-06
Trading Days
23 days
Data Gaps
None detected
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 Month)

Period Start Capital
$9,300.78
Current Value
$8,930.49
Period P&L
$-370.30
Max Drawdown
-15.4%
Sharpe Ratio
—

Trade Statistics (Last Month)

Trades in Period
1
Winners / Losers
0 / 1
Best Trade
-5.98%
Worst Trade
-5.98%
Avg Trade Return
-5.98%
Avg Hold Time
6d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$18,165.69
Estimated Fees
$0.00
Gross P&L
$-370.30
Net P&L (after fees)
$-370.30
Gross Return
-3.98%
Net Return (after fees)
-3.98%

✅ 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

📈 CVX 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: 23 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Month - 1 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,300.78 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 Apr 2, 2026 9:30am ET $203.54 46 $9,362.90 — — —
🔴 SELL Apr 8, 2026 9:30am ET $191.37 46 $8,802.79 $8,930.49 $-560.10
(-6.0%) 		🛑 -10% Stop
6d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $8,930.49
Net Profit/Loss: $-1,069.51
Total Return: -10.70%
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