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

Surge's Analysis

Last Month: 2026-04-06 to present • 4 trades in period

+87.07%
Last Month Return
$64,763.30
Current Value
100%
Win Rate
$34,619.48
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 08:50:55

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)
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
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score PRO Scored May 6, 2026

74
Lifetime
Confidence: 100%
Score ≥ 70 + Momentum ≥ 40

Quality Components

Return-to-Risk
35.0/35
Total Return
22.8/25
Win Rate
0.0/15
Profit Factor
11.5/15
Consistency
5.5/10
Raw Quality 74.8/100
× Confidence 1.00 = 74.4

30-Day Momentum

60
+87.1%
30d Return
100%
Win Rate
4
Trades
10.0×
Profit Factor
Quality: 91.4 Conf: 0.66×
Declining (-14 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 (100%) 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
1,716
Timeframe
5-Minute Bars
Period Range
2026-04-06 → 2026-05-05
Trading Days
22 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
$34,619.48
Current Value
$64,763.30
Period P&L
$30,143.82
Max Drawdown
-33.3%
Sharpe Ratio
5.87

Trade Statistics (Last Month)

Trades in Period
4
Winners / Losers
4 / 0
Best Trade
+22.00%
Worst Trade
+15.10%
Avg Trade Return
+17.00%
Avg Hold Time
3.8d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$392,612.69
Estimated Fees
$0.00
Gross P&L
$30,143.82
Net P&L (after fees)
$30,143.82
Gross Return
+87.07%
Net Return (after fees)
+87.07%

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

Trade History (Last Month - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $34,619.48 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 6, 2026 9:30am ET $54.63 633 $34,580.79 — — —
🔴 SELL Apr 8, 2026 9:30am ET $66.65 633 $42,188.56 $42,227.25 +$7,607.77
(+22.0%) 		🎯 +5% Target
2d held
2 🟢 BUY Apr 10, 2026 9:30am ET $74.81 564 $42,192.84 — — —
🔴 SELL Apr 16, 2026 9:40am ET $86.11 564 $48,565.59 $48,600.00 +$6,372.75
(+15.1%) 		🎯 +5% Target
6d held
3 🟢 BUY Apr 21, 2026 9:30am ET $98.35 494 $48,582.43 — — —
🔴 SELL Apr 23, 2026 10:30am ET $113.27 494 $55,955.38 $55,972.95 +$7,372.95
(+15.2%) 		🎯 +5% Target
2d held
4 🟢 BUY Apr 29, 2026 9:30am ET $114.74 487 $55,878.38 — — —
🔴 SELL May 4, 2026 9:30am ET $132.79 487 $64,668.73 $64,763.30 +$8,790.35
(+15.7%) 		🎯 +5% Target
5d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $64,763.30
Net Profit/Loss: +$54,763.30
Total Return: +547.63%
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