COST Surge's Analysis
Last Year: 2025-05-06 to present • 50 trades in period
+9.49%
Last Year Return
$12,714.96
Current Value
56%
Win Rate
$11,612.78
Period Start
PHASE 5: BULL TREND
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)
68.2 neutral
20d Trend
+5.1%
5d Trend
+5.5%
EMA20 Dist
+3.1%
ATR%
1.8%
Range Pos
93%
Bounce Ratio
2.5×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.
Strategy Score Scored May 6, 2026
29
Lifetime
Confidence: 75%
Quality Components
Return-to-Risk
13.3/35
Total Return
12.0/25
Win Rate
4.4/15
Profit Factor
3.0/15
Consistency
5.8/10
Raw Quality
38.5/100
× Confidence 0.75
= 28.8
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 Year)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
24,134
Timeframe
5-Minute Bars
Period Range
2025-05-06 → 2026-05-06
Trading Days
265 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
$11,612.78
Current Value
$12,714.96
Period P&L
$1,102.18
Max Drawdown
-7.2%
Sharpe Ratio
0.20
Trade Statistics (Last Year)
Trades in Period
50
Winners / Losers
28 /
22
Best Trade
+2.60%
Worst Trade
-1.45%
Avg Trade Return
+0.19%
Avg Hold Time
1.6d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$1,149,286.79
Estimated Fees
$0.00
Gross P&L
$1,102.18
Net P&L (after fees)
$1,102.18
Gross Return
+9.49%
Net Return (after fees)
+9.49%
✅ 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
📈 COST 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: 265 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 50 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,612.78 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 | May 5, 2025 12:10pm ET | $1,014.46 | 11 | $11,159.06 | — | — | — |
| 🔴 SELL | May 6, 2025 12:40pm ET | $1,010.00 | 11 | $11,110.00 | $11,579.78 |
$-49.06 (-0.4%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | May 9, 2025 2:50pm ET | $1,008.59 | 11 | $11,094.49 | — | — | — |
| 🔴 SELL | May 12, 2025 3:20pm ET | $1,012.78 | 11 | $11,140.58 | $11,625.87 |
+$46.09 (+0.4%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | May 15, 2025 10:30am ET | $1,001.94 | 11 | $11,021.34 | — | — | — |
| 🔴 SELL | May 16, 2025 11:00am ET | $1,022.73 | 11 | $11,250.03 | $11,854.56 |
+$228.69 (+2.1%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | May 16, 2025 11:05am ET | $1,022.60 | 11 | $11,248.60 | — | — | — |
| 🔴 SELL | May 19, 2025 11:35am ET | $1,029.36 | 11 | $11,322.96 | $11,928.92 |
+$74.36 (+0.7%) |
END_OF_DAY
0m held |
|
| 5 | 🟢 BUY | May 19, 2025 11:40am ET | $1,029.33 | 11 | $11,322.63 | — | — | — |
| 🔴 SELL | May 20, 2025 12:10pm ET | $1,032.19 | 11 | $11,354.09 | $11,960.38 |
+$31.46 (+0.3%) |
END_OF_DAY
0m held |
|
| 6 | 🟢 BUY | May 30, 2025 11:55am ET | $1,047.58 | 11 | $11,523.38 | — | — | — |
| 🔴 SELL | Jun 2, 2025 12:25pm ET | $1,048.39 | 11 | $11,532.24 | $11,969.24 |
+$8.86 (+0.1%) |
END_OF_DAY
0m held |
|
| 7 | 🟢 BUY | Jun 23, 2025 10:25am ET | $996.20 | 12 | $11,954.40 | — | — | — |
| 🔴 SELL | Jun 24, 2025 10:55am ET | $993.03 | 12 | $11,916.30 | $11,931.14 |
$-38.10 (-0.3%) |
END_OF_DAY
0m held |
|
| 8 | 🟢 BUY | Jun 27, 2025 10:35am ET | $988.93 | 12 | $11,867.10 | — | — | — |
| 🔴 SELL | Jun 30, 2025 11:05am ET | $983.72 | 12 | $11,804.64 | $11,868.68 |
$-62.46 (-0.5%) |
END_OF_DAY
0m held |
|
| 9 | 🟢 BUY | Jul 7, 2025 12:45pm ET | $988.10 | 12 | $11,857.20 | — | — | — |
| 🔴 SELL | Jul 8, 2025 1:15pm ET | $989.86 | 12 | $11,878.32 | $11,889.80 |
+$21.12 (+0.2%) |
END_OF_DAY
0m held |
|
| 10 | 🟢 BUY | Jul 29, 2025 11:00am ET | $937.20 | 12 | $11,246.40 | — | — | — |
| 🔴 SELL | Jul 30, 2025 11:30am ET | $929.97 | 12 | $11,159.60 | $11,803.00 |
$-86.80 (-0.8%) |
END_OF_DAY
0m held |
|
| 11 | 🟢 BUY | Jul 31, 2025 10:30am ET | $944.14 | 12 | $11,329.62 | — | — | — |
| 🔴 SELL | Aug 1, 2025 11:00am ET | $949.98 | 12 | $11,399.70 | $11,873.08 |
+$70.08 (+0.6%) |
END_OF_DAY
0m held |
|
| 12 | 🟢 BUY | Aug 1, 2025 12:15pm ET | $953.74 | 12 | $11,444.88 | — | — | — |
| 🔴 SELL | Aug 4, 2025 12:45pm ET | $952.28 | 12 | $11,427.36 | $11,855.56 |
$-17.52 (-0.1%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Aug 6, 2025 10:35am ET | $958.85 | 12 | $11,506.20 | — | — | — |
| 🔴 SELL | Aug 7, 2025 11:05am ET | $974.89 | 12 | $11,698.72 | $12,048.08 |
+$192.52 (+1.7%) |
END_OF_DAY
0m held |
|
| 14 | 🟢 BUY | Aug 8, 2025 10:25am ET | $986.70 | 12 | $11,840.40 | — | — | — |
| 🔴 SELL | Aug 11, 2025 10:55am ET | $981.51 | 12 | $11,778.12 | $11,985.80 |
$-62.28 (-0.5%) |
END_OF_DAY
0m held |
|
| 15 | 🟢 BUY | Aug 11, 2025 11:50am ET | $986.97 | 12 | $11,843.64 | — | — | — |
| 🔴 SELL | Aug 12, 2025 12:20pm ET | $987.72 | 12 | $11,852.64 | $11,994.80 |
+$9.00 (+0.1%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Aug 18, 2025 3:05pm ET | $978.15 | 12 | $11,737.79 | — | — | — |
| 🔴 SELL | Aug 19, 2025 3:35pm ET | $978.46 | 12 | $11,741.52 | $11,998.53 |
+$3.73 (+0.0%) |
END_OF_DAY
0m held |
|
| 17 | 🟢 BUY | Aug 27, 2025 10:35am ET | $947.21 | 12 | $11,366.52 | — | — | — |
| 🔴 SELL | Aug 28, 2025 11:05am ET | $945.56 | 12 | $11,346.72 | $11,978.73 |
$-19.80 (-0.2%) |
END_OF_DAY
0m held |
|
| 18 | 🟢 BUY | Sep 3, 2025 11:00am ET | $943.55 | 12 | $11,322.60 | — | — | — |
| 🔴 SELL | Sep 4, 2025 11:30am ET | $958.29 | 12 | $11,499.48 | $12,155.61 |
+$176.88 (+1.6%) |
END_OF_DAY
0m held |
|
| 19 | 🟢 BUY | Sep 8, 2025 3:35pm ET | $969.11 | 12 | $11,629.29 | — | — | — |
| 🔴 SELL | Sep 10, 2025 10:05am ET | $968.16 | 12 | $11,617.91 | $12,144.22 |
$-11.39 (-0.1%) |
END_OF_DAY
0m held |
|
| 20 | 🟢 BUY | Sep 12, 2025 2:50pm ET | $968.26 | 12 | $11,619.11 | — | — | — |
| 🔴 SELL | Sep 15, 2025 3:20pm ET | $962.55 | 12 | $11,550.54 | $12,075.65 |
$-68.57 (-0.6%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Sep 30, 2025 11:25am ET | $923.44 | 13 | $12,004.72 | — | — | — |
| 🔴 SELL | Oct 1, 2025 10:00am ET | $913.80 | 13 | $11,879.45 | $11,950.38 |
$-125.27 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 22 | 🟢 BUY | Oct 7, 2025 11:05am ET | $915.00 | 13 | $11,895.00 | — | — | — |
| 🔴 SELL | Oct 8, 2025 11:35am ET | $915.88 | 13 | $11,906.44 | $11,961.82 |
+$11.44 (+0.1%) |
END_OF_DAY
0m held |
|
| 23 | 🟢 BUY | Oct 13, 2025 3:15pm ET | $934.89 | 12 | $11,218.62 | — | — | — |
| 🔴 SELL | Oct 14, 2025 3:45pm ET | $945.50 | 12 | $11,345.94 | $12,089.14 |
+$127.32 (+1.1%) |
END_OF_DAY
0m held |
|
| 24 | 🟢 BUY | Oct 14, 2025 3:55pm ET | $946.51 | 12 | $11,358.12 | — | — | — |
| 🔴 SELL | Oct 16, 2025 10:25am ET | $940.50 | 12 | $11,286.00 | $12,017.02 |
$-72.12 (-0.6%) |
END_OF_DAY
0m held |
|
| 25 | 🟢 BUY | Oct 17, 2025 11:00am ET | $938.55 | 12 | $11,262.60 | — | — | — |
| 🔴 SELL | Oct 17, 2025 1:40pm ET | $928.76 | 12 | $11,145.12 | $11,899.54 |
$-117.48 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 26 | 🟢 BUY | Oct 22, 2025 10:25am ET | $944.63 | 12 | $11,335.56 | — | — | — |
| 🔴 SELL | Oct 23, 2025 10:55am ET | $938.80 | 12 | $11,265.60 | $11,829.58 |
$-69.96 (-0.6%) |
END_OF_DAY
0m held |
|
| 27 | 🟢 BUY | Oct 30, 2025 2:25pm ET | $921.00 | 12 | $11,052.00 | — | — | — |
| 🔴 SELL | Oct 31, 2025 1:35pm ET | $911.42 | 12 | $10,937.04 | $11,714.62 |
$-114.96 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 28 | 🟢 BUY | Nov 3, 2025 10:40am ET | $917.32 | 12 | $11,007.84 | — | — | — |
| 🔴 SELL | Nov 4, 2025 11:10am ET | $932.83 | 12 | $11,193.96 | $11,900.74 |
+$186.12 (+1.7%) |
END_OF_DAY
0m held |
|
| 29 | 🟢 BUY | Nov 4, 2025 3:30pm ET | $940.78 | 12 | $11,289.36 | — | — | — |
| 🔴 SELL | Nov 5, 2025 10:45am ET | $931.07 | 12 | $11,172.84 | $11,784.22 |
$-116.52 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 30 | 🟢 BUY | Nov 13, 2025 10:20am ET | $919.81 | 12 | $11,037.72 | — | — | — |
| 🔴 SELL | Nov 14, 2025 10:50am ET | $921.93 | 12 | $11,063.10 | $11,809.60 |
+$25.38 (+0.2%) |
END_OF_DAY
0m held |
|
| 31 | 🟢 BUY | Nov 21, 2025 2:35pm ET | $903.72 | 13 | $11,748.36 | — | — | — |
| 🔴 SELL | Nov 24, 2025 10:00am ET | $890.62 | 13 | $11,578.06 | $11,639.30 |
$-170.30 (-1.4%) |
🛑 -10% Stop
0m held |
|
| 32 | 🟢 BUY | Nov 25, 2025 12:00pm ET | $893.25 | 13 | $11,612.26 | — | — | — |
| 🔴 SELL | Nov 26, 2025 12:30pm ET | $908.46 | 13 | $11,809.98 | $11,837.02 |
+$197.72 (+1.7%) |
END_OF_DAY
0m held |
|
| 33 | 🟢 BUY | Nov 26, 2025 12:35pm ET | $908.36 | 13 | $11,808.68 | — | — | — |
| 🔴 SELL | Dec 1, 2025 10:00am ET | $910.43 | 13 | $11,835.59 | $11,863.93 |
+$26.91 (+0.2%) |
END_OF_DAY
0m held |
|
| 34 | 🟢 BUY | Dec 1, 2025 11:55am ET | $918.04 | 12 | $11,016.42 | — | — | — |
| 🔴 SELL | Dec 2, 2025 12:25pm ET | $913.07 | 12 | $10,956.80 | $11,804.31 |
$-59.62 (-0.5%) |
END_OF_DAY
0m held |
|
| 35 | 🟢 BUY | Dec 2, 2025 2:30pm ET | $915.50 | 12 | $10,986.00 | — | — | — |
| 🔴 SELL | Dec 3, 2025 3:00pm ET | $923.29 | 12 | $11,079.49 | $11,897.80 |
+$93.49 (+0.8%) |
END_OF_DAY
0m held |
|
| 36 | 🟢 BUY | Dec 11, 2025 1:05pm ET | $883.06 | 13 | $11,479.72 | — | — | — |
| 🔴 SELL | Dec 12, 2025 10:15am ET | $873.42 | 13 | $11,354.46 | $11,772.54 |
$-125.26 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 37 | 🟢 BUY | Dec 16, 2025 3:20pm ET | $861.89 | 13 | $11,204.51 | — | — | — |
| 🔴 SELL | Dec 17, 2025 3:50pm ET | $862.02 | 13 | $11,206.20 | $11,774.23 |
+$1.69 (+0.0%) |
END_OF_DAY
0m held |
|
| 38 | 🟢 BUY | Dec 24, 2025 10:10am ET | $871.44 | 13 | $11,328.72 | — | — | — |
| 🔴 SELL | Dec 26, 2025 1:35pm ET | $871.98 | 13 | $11,335.74 | $11,781.25 |
+$7.02 (+0.1%) |
END_OF_DAY
0m held |
|
| 39 | 🟢 BUY | Jan 5, 2026 3:40pm ET | $878.55 | 13 | $11,421.15 | — | — | — |
| 🔴 SELL | Jan 7, 2026 10:10am ET | $884.99 | 13 | $11,504.87 | $11,864.97 |
+$83.72 (+0.7%) |
END_OF_DAY
0m held |
|
| 40 | 🟢 BUY | Jan 8, 2026 10:10am ET | $919.30 | 12 | $11,031.60 | — | — | — |
| 🔴 SELL | Jan 9, 2026 10:40am ET | $921.49 | 12 | $11,057.82 | $11,891.19 |
+$26.22 (+0.2%) |
END_OF_DAY
0m held |
|
| 41 | 🟢 BUY | Jan 9, 2026 11:30am ET | $923.06 | 12 | $11,076.72 | — | — | — |
| 🔴 SELL | Jan 12, 2026 12:00pm ET | $939.00 | 12 | $11,268.00 | $12,082.47 |
+$191.28 (+1.7%) |
END_OF_DAY
0m held |
|
| 42 | 🟢 BUY | Jan 12, 2026 12:10pm ET | $939.61 | 12 | $11,275.32 | — | — | — |
| 🔴 SELL | Jan 13, 2026 10:45am ET | $930.10 | 12 | $11,161.20 | $11,968.35 |
$-114.12 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 43 | 🟢 BUY | Jan 21, 2026 11:25am ET | $975.58 | 12 | $11,706.90 | — | — | — |
| 🔴 SELL | Jan 22, 2026 11:55am ET | $973.38 | 12 | $11,680.56 | $11,942.01 |
$-26.34 (-0.2%) |
END_OF_DAY
0m held |
|
| 44 | 🟢 BUY | Jan 23, 2026 10:45am ET | $982.20 | 12 | $11,786.40 | — | — | — |
| 🔴 SELL | Jan 26, 2026 11:15am ET | $981.62 | 12 | $11,779.45 | $11,935.06 |
$-6.95 (-0.1%) |
END_OF_DAY
0m held |
|
| 45 | 🟢 BUY | Feb 2, 2026 11:15am ET | $954.71 | 12 | $11,456.52 | — | — | — |
| 🔴 SELL | Feb 3, 2026 10:00am ET | $979.51 | 12 | $11,754.12 | $12,232.66 |
+$297.60 (+2.6%) |
🎯 +5% Target
0m held |
|
| 46 | 🟢 BUY | Feb 3, 2026 11:10am ET | $984.88 | 12 | $11,818.56 | — | — | — |
| 🔴 SELL | Feb 4, 2026 11:40am ET | $986.63 | 12 | $11,839.56 | $12,253.66 |
+$21.00 (+0.2%) |
END_OF_DAY
0m held |
|
| 47 | 🟢 BUY | Feb 6, 2026 2:55pm ET | $997.59 | 12 | $11,971.08 | — | — | — |
| 🔴 SELL | Feb 9, 2026 3:25pm ET | $997.84 | 12 | $11,974.14 | $12,256.72 |
+$3.06 (+0.0%) |
END_OF_DAY
0m held |
|
| 48 | 🟢 BUY | Feb 11, 2026 11:05am ET | $979.96 | 12 | $11,759.47 | — | — | — |
| 🔴 SELL | Feb 12, 2026 11:35am ET | $1,000.24 | 12 | $12,002.91 | $12,500.16 |
+$243.44 (+2.1%) |
END_OF_DAY
0m held |
|
| 49 | 🟢 BUY | Feb 12, 2026 11:45am ET | $997.98 | 12 | $11,975.76 | — | — | — |
| 🔴 SELL | Feb 13, 2026 12:15pm ET | $1,018.10 | 12 | $12,217.20 | $12,741.60 |
+$241.44 (+2.0%) |
END_OF_DAY
0m held |
|
| 50 | 🟢 BUY | Feb 13, 2026 12:20pm ET | $1,020.00 | 12 | $12,240.00 | — | — | — |
| 🔴 SELL | Feb 13, 2026 3:55pm ET | $1,017.78 | 12 | $12,213.36 | $12,714.96 |
$-26.64 (-0.2%) |
📅 Sim Ended
0m held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$12,714.96
Net Profit/Loss:
+$2,714.96
Total Return:
+27.15%