KO Surge's Analysis
Last Year: 2025-05-06 to present • 56 trades in period
+0.53%
Last Year Return
$10,616.67
Current Value
45%
Win Rate
$10,561.22
Period Start
Strategy Score Scored May 6, 2026
14
Lifetime
Confidence: 74%
Quality Components
Return-to-Risk
2.0/35
Total Return
7.1/25
Win Rate
2.9/15
Profit Factor
0.8/15
Consistency
6.2/10
Raw Quality
18.9/100
× Confidence 0.74
= 14.1
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 (74%) 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
28,893
Timeframe
5-Minute Bars
Period Range
2025-05-06 → 2026-05-06
Trading Days
252 days
Data Gaps
10 days with gaps
Data Gap Notice
The following dates had fewer candles than expected. This could be due to early market closes, API rate limits during data collection, or low volume periods. Simulation results may be slightly affected.
2025-11-28 (no data), 2025-12-01 (no data), 2025-12-02 (no data), 2025-12-03 (no data), 2025-12-04 (no data) ... and 5 more
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
$10,561.22
Current Value
$10,616.67
Period P&L
$55.45
Max Drawdown
-11.1%
Sharpe Ratio
0.02
Trade Statistics (Last Year)
Trades in Period
56
Winners / Losers
25 /
31
Best Trade
+2.79%
Worst Trade
-1.38%
Avg Trade Return
+0.01%
Avg Hold Time
1.7d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$1,137,992.47
Estimated Fees
$0.00
Gross P&L
$55.45
Net P&L (after fees)
$55.45
Gross Return
+0.53%
Net Return (after fees)
+0.53%
✅ 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
📈 KO 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: 252 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 56 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $10,561.22 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 7, 2025 12:15pm ET | $72.37 | 145 | $10,493.65 | — | — | — |
| 🔴 SELL | May 8, 2025 12:45pm ET | $71.91 | 145 | $10,426.95 | $10,494.52 |
$-66.70 (-0.6%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | May 15, 2025 10:35am ET | $70.69 | 148 | $10,461.38 | — | — | — |
| 🔴 SELL | May 16, 2025 11:05am ET | $71.56 | 148 | $10,590.88 | $10,624.02 |
+$129.50 (+1.2%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | May 23, 2025 12:35pm ET | $71.77 | 148 | $10,621.96 | — | — | — |
| 🔴 SELL | May 27, 2025 1:05pm ET | $71.71 | 148 | $10,613.08 | $10,615.14 |
$-8.88 (-0.1%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | May 29, 2025 1:20pm ET | $71.27 | 148 | $10,547.22 | — | — | — |
| 🔴 SELL | May 30, 2025 1:50pm ET | $72.02 | 148 | $10,658.22 | $10,726.14 |
+$111.00 (+1.1%) |
END_OF_DAY
0m held |
|
| 5 | 🟢 BUY | Jun 4, 2025 1:00pm ET | $71.69 | 149 | $10,681.07 | — | — | — |
| 🔴 SELL | Jun 5, 2025 10:05am ET | $70.89 | 149 | $10,561.87 | $10,606.94 |
$-119.20 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 6 | 🟢 BUY | Jun 6, 2025 12:05pm ET | $71.50 | 148 | $10,582.00 | — | — | — |
| 🔴 SELL | Jun 10, 2025 2:50pm ET | $72.36 | 148 | $10,709.28 | $10,734.22 |
+$127.28 (+1.2%) |
END_OF_DAY
0m held |
|
| 7 | 🟢 BUY | Jun 12, 2025 11:15am ET | $72.15 | 148 | $10,677.46 | — | — | — |
| 🔴 SELL | Jun 13, 2025 10:00am ET | $71.15 | 148 | $10,530.20 | $10,586.96 |
$-147.26 (-1.4%) |
🛑 -10% Stop
0m held |
|
| 8 | 🟢 BUY | Jun 16, 2025 12:45pm ET | $70.68 | 149 | $10,531.32 | — | — | — |
| 🔴 SELL | Jun 17, 2025 10:05am ET | $69.97 | 149 | $10,425.53 | $10,481.17 |
$-105.79 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 9 | 🟢 BUY | Jun 23, 2025 11:35am ET | $69.77 | 150 | $10,465.50 | — | — | — |
| 🔴 SELL | Jun 25, 2025 10:50am ET | $69.64 | 150 | $10,445.25 | $10,460.92 |
$-20.25 (-0.2%) |
END_OF_DAY
0m held |
|
| 10 | 🟢 BUY | Jun 27, 2025 12:00pm ET | $70.25 | 148 | $10,396.26 | — | — | — |
| 🔴 SELL | Jun 30, 2025 12:30pm ET | $70.36 | 148 | $10,412.54 | $10,477.20 |
+$16.28 (+0.2%) |
END_OF_DAY
0m held |
|
| 11 | 🟢 BUY | Jul 1, 2025 10:35am ET | $71.93 | 145 | $10,429.13 | — | — | — |
| 🔴 SELL | Jul 2, 2025 10:30am ET | $71.18 | 145 | $10,321.10 | $10,369.18 |
$-108.02 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 12 | 🟢 BUY | Jul 3, 2025 12:30pm ET | $71.37 | 145 | $10,347.93 | — | — | — |
| 🔴 SELL | Jul 7, 2025 3:55pm ET | $71.03 | 145 | $10,299.35 | $10,320.61 |
$-48.57 (-0.5%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Jul 10, 2025 3:15pm ET | $69.73 | 148 | $10,319.30 | — | — | — |
| 🔴 SELL | Jul 11, 2025 3:45pm ET | $70.06 | 148 | $10,368.14 | $10,369.45 |
+$48.84 (+0.5%) |
END_OF_DAY
0m held |
|
| 14 | 🟢 BUY | Jul 11, 2025 3:50pm ET | $69.99 | 148 | $10,357.78 | — | — | — |
| 🔴 SELL | Jul 15, 2025 10:20am ET | $69.42 | 148 | $10,273.42 | $10,285.09 |
$-84.36 (-0.8%) |
END_OF_DAY
0m held |
|
| 15 | 🟢 BUY | Jul 17, 2025 3:00pm ET | $70.35 | 146 | $10,270.37 | — | — | — |
| 🔴 SELL | Jul 18, 2025 3:30pm ET | $70.09 | 146 | $10,233.14 | $10,247.86 |
$-37.23 (-0.4%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Jul 29, 2025 10:50am ET | $68.82 | 148 | $10,185.36 | — | — | — |
| 🔴 SELL | Jul 30, 2025 11:20am ET | $69.18 | 148 | $10,237.90 | $10,300.40 |
+$52.54 (+0.5%) |
END_OF_DAY
0m held |
|
| 17 | 🟢 BUY | Jul 31, 2025 12:45pm ET | $68.62 | 150 | $10,293.00 | — | — | — |
| 🔴 SELL | Jul 31, 2025 3:50pm ET | $67.77 | 150 | $10,164.75 | $10,172.15 |
$-128.25 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 18 | 🟢 BUY | Aug 5, 2025 10:40am ET | $69.46 | 146 | $10,140.43 | — | — | — |
| 🔴 SELL | Aug 6, 2025 11:10am ET | $69.33 | 146 | $10,122.17 | $10,153.89 |
$-18.26 (-0.2%) |
END_OF_DAY
0m held |
|
| 19 | 🟢 BUY | Aug 6, 2025 11:30am ET | $69.43 | 146 | $10,136.05 | — | — | — |
| 🔴 SELL | Aug 7, 2025 12:00pm ET | $70.08 | 146 | $10,230.95 | $10,248.79 |
+$94.90 (+0.9%) |
END_OF_DAY
0m held |
|
| 20 | 🟢 BUY | Aug 7, 2025 12:10pm ET | $70.21 | 145 | $10,180.45 | — | — | — |
| 🔴 SELL | Aug 8, 2025 12:40pm ET | $70.43 | 145 | $10,211.63 | $10,279.97 |
+$31.18 (+0.3%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Aug 11, 2025 2:15pm ET | $70.63 | 145 | $10,241.35 | — | — | — |
| 🔴 SELL | Aug 12, 2025 2:45pm ET | $70.63 | 145 | $10,241.35 | $10,279.97 |
$0.00 (+0.0%) |
END_OF_DAY
0m held |
|
| 22 | 🟢 BUY | Aug 15, 2025 2:10pm ET | $70.33 | 146 | $10,267.45 | — | — | — |
| 🔴 SELL | Aug 18, 2025 10:45am ET | $69.62 | 146 | $10,164.52 | $10,177.04 |
$-102.93 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 23 | 🟢 BUY | Aug 19, 2025 12:40pm ET | $70.04 | 145 | $10,155.08 | — | — | — |
| 🔴 SELL | Aug 20, 2025 1:10pm ET | $70.73 | 145 | $10,255.13 | $10,277.09 |
+$100.05 (+1.0%) |
END_OF_DAY
0m held |
|
| 24 | 🟢 BUY | Aug 29, 2025 3:25pm ET | $69.13 | 148 | $10,230.50 | — | — | — |
| 🔴 SELL | Sep 2, 2025 10:15am ET | $68.35 | 148 | $10,115.80 | $10,162.39 |
$-114.70 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 25 | 🟢 BUY | Sep 9, 2025 10:30am ET | $68.06 | 149 | $10,140.94 | — | — | — |
| 🔴 SELL | Sep 10, 2025 11:00am ET | $67.42 | 149 | $10,045.58 | $10,067.03 |
$-95.36 (-0.9%) |
END_OF_DAY
0m held |
|
| 26 | 🟢 BUY | Sep 10, 2025 3:10pm ET | $68.06 | 147 | $10,004.09 | — | — | — |
| 🔴 SELL | Sep 11, 2025 3:40pm ET | $67.61 | 147 | $9,937.94 | $10,000.88 |
$-66.15 (-0.7%) |
END_OF_DAY
0m held |
|
| 27 | 🟢 BUY | Sep 23, 2025 1:50pm ET | $66.63 | 150 | $9,993.75 | — | — | — |
| 🔴 SELL | Sep 24, 2025 2:20pm ET | $66.49 | 150 | $9,972.75 | $9,979.88 |
$-21.00 (-0.2%) |
END_OF_DAY
0m held |
|
| 28 | 🟢 BUY | Sep 29, 2025 11:05am ET | $66.01 | 151 | $9,966.76 | — | — | — |
| 🔴 SELL | Sep 30, 2025 11:35am ET | $66.43 | 151 | $10,030.18 | $10,043.30 |
+$63.42 (+0.6%) |
END_OF_DAY
0m held |
|
| 29 | 🟢 BUY | Sep 30, 2025 12:35pm ET | $66.52 | 150 | $9,978.00 | — | — | — |
| 🔴 SELL | Oct 1, 2025 1:05pm ET | $66.35 | 150 | $9,952.50 | $10,017.80 |
$-25.50 (-0.3%) |
END_OF_DAY
0m held |
|
| 30 | 🟢 BUY | Oct 3, 2025 1:45pm ET | $66.85 | 149 | $9,959.91 | — | — | — |
| 🔴 SELL | Oct 6, 2025 10:00am ET | $66.13 | 149 | $9,853.37 | $9,911.26 |
$-106.54 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 31 | 🟢 BUY | Oct 7, 2025 10:45am ET | $66.49 | 149 | $9,906.27 | — | — | — |
| 🔴 SELL | Oct 8, 2025 11:15am ET | $66.25 | 149 | $9,871.25 | $9,876.25 |
$-35.01 (-0.3%) |
END_OF_DAY
0m held |
|
| 32 | 🟢 BUY | Oct 10, 2025 11:00am ET | $66.98 | 147 | $9,846.06 | — | — | — |
| 🔴 SELL | Oct 13, 2025 10:00am ET | $66.13 | 147 | $9,720.38 | $9,750.56 |
$-125.69 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 33 | 🟢 BUY | Oct 14, 2025 3:50pm ET | $67.52 | 144 | $9,722.88 | — | — | — |
| 🔴 SELL | Oct 16, 2025 10:20am ET | $67.46 | 144 | $9,714.24 | $9,741.92 |
$-8.64 (-0.1%) |
END_OF_DAY
0m held |
|
| 34 | 🟢 BUY | Oct 16, 2025 11:15am ET | $67.93 | 143 | $9,713.99 | — | — | — |
| 🔴 SELL | Oct 17, 2025 11:45am ET | $68.33 | 143 | $9,770.48 | $9,798.40 |
+$56.48 (+0.6%) |
END_OF_DAY
0m held |
|
| 35 | 🟢 BUY | Oct 17, 2025 11:50am ET | $68.36 | 143 | $9,774.77 | — | — | — |
| 🔴 SELL | Oct 20, 2025 12:20pm ET | $68.43 | 143 | $9,785.49 | $9,809.13 |
+$10.73 (+0.1%) |
END_OF_DAY
0m held |
|
| 36 | 🟢 BUY | Oct 27, 2025 3:45pm ET | $70.04 | 140 | $9,804.90 | — | — | — |
| 🔴 SELL | Oct 29, 2025 10:00am ET | $69.28 | 140 | $9,699.20 | $9,703.43 |
$-105.70 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 37 | 🟢 BUY | Oct 31, 2025 12:30pm ET | $68.92 | 140 | $9,648.17 | — | — | — |
| 🔴 SELL | Nov 3, 2025 10:00am ET | $68.09 | 140 | $9,532.60 | $9,587.86 |
$-115.57 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 38 | 🟢 BUY | Nov 6, 2025 10:40am ET | $68.77 | 139 | $9,558.34 | — | — | — |
| 🔴 SELL | Nov 7, 2025 11:00am ET | $70.54 | 139 | $9,804.37 | $9,833.89 |
+$246.03 (+2.6%) |
🎯 +5% Target
0m held |
|
| 39 | 🟢 BUY | Nov 7, 2025 11:05am ET | $70.67 | 139 | $9,823.13 | — | — | — |
| 🔴 SELL | Nov 10, 2025 10:00am ET | $69.81 | 139 | $9,703.59 | $9,714.35 |
$-119.54 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 40 | 🟢 BUY | Nov 10, 2025 3:10pm ET | $70.47 | 137 | $9,654.06 | — | — | — |
| 🔴 SELL | Nov 11, 2025 3:40pm ET | $71.63 | 137 | $9,812.63 | $9,872.91 |
+$158.56 (+1.6%) |
END_OF_DAY
0m held |
|
| 41 | 🟢 BUY | Nov 11, 2025 3:45pm ET | $71.63 | 137 | $9,813.31 | — | — | — |
| 🔴 SELL | Nov 13, 2025 10:15am ET | $71.19 | 137 | $9,753.03 | $9,812.63 |
$-60.28 (-0.6%) |
END_OF_DAY
0m held |
|
| 42 | 🟢 BUY | Nov 24, 2025 10:30am ET | $72.34 | 135 | $9,765.23 | — | — | — |
| 🔴 SELL | Nov 26, 2025 2:05pm ET | $72.89 | 135 | $9,840.15 | $9,887.56 |
+$74.93 (+0.8%) |
END_OF_DAY
0m held |
|
| 43 | 🟢 BUY | Dec 12, 2025 2:00pm ET | $70.07 | 141 | $9,879.17 | — | — | — |
| 🔴 SELL | Dec 15, 2025 2:30pm ET | $70.81 | 141 | $9,983.51 | $9,991.90 |
+$104.34 (+1.1%) |
END_OF_DAY
0m held |
|
| 44 | 🟢 BUY | Dec 19, 2025 10:35am ET | $70.72 | 141 | $9,971.52 | — | — | — |
| 🔴 SELL | Dec 22, 2025 10:00am ET | $69.77 | 141 | $9,837.57 | $9,857.95 |
$-133.95 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 45 | 🟢 BUY | Jan 8, 2026 10:00am ET | $68.75 | 143 | $9,830.54 | — | — | — |
| 🔴 SELL | Jan 9, 2026 10:30am ET | $69.96 | 143 | $10,004.28 | $10,031.69 |
+$173.74 (+1.8%) |
END_OF_DAY
0m held |
|
| 46 | 🟢 BUY | Jan 9, 2026 10:35am ET | $69.93 | 143 | $9,999.28 | — | — | — |
| 🔴 SELL | Jan 12, 2026 11:05am ET | $70.62 | 143 | $10,097.95 | $10,130.36 |
+$98.67 (+1.0%) |
END_OF_DAY
0m held |
|
| 47 | 🟢 BUY | Jan 13, 2026 3:50pm ET | $71.15 | 142 | $10,102.59 | — | — | — |
| 🔴 SELL | Jan 15, 2026 10:20am ET | $71.22 | 142 | $10,113.24 | $10,141.01 |
+$10.65 (+0.1%) |
END_OF_DAY
0m held |
|
| 48 | 🟢 BUY | Jan 20, 2026 11:10am ET | $70.74 | 143 | $10,115.82 | — | — | — |
| 🔴 SELL | Jan 21, 2026 11:40am ET | $71.31 | 143 | $10,197.33 | $10,222.52 |
+$81.51 (+0.8%) |
END_OF_DAY
0m held |
|
| 49 | 🟢 BUY | Jan 23, 2026 1:30pm ET | $72.42 | 141 | $10,210.52 | — | — | — |
| 🔴 SELL | Jan 26, 2026 2:00pm ET | $72.81 | 141 | $10,265.51 | $10,277.51 |
+$54.99 (+0.5%) |
END_OF_DAY
0m held |
|
| 50 | 🟢 BUY | Jan 27, 2026 10:40am ET | $73.16 | 140 | $10,242.44 | — | — | — |
| 🔴 SELL | Jan 28, 2026 11:10am ET | $73.16 | 140 | $10,241.70 | $10,276.77 |
$-0.74 (-0.0%) |
END_OF_DAY
0m held |
|
| 51 | 🟢 BUY | Jan 29, 2026 10:50am ET | $73.91 | 139 | $10,274.12 | — | — | — |
| 🔴 SELL | Jan 30, 2026 11:20am ET | $73.86 | 139 | $10,266.54 | $10,269.19 |
$-7.58 (-0.1%) |
END_OF_DAY
0m held |
|
| 52 | 🟢 BUY | Jan 30, 2026 1:25pm ET | $74.25 | 138 | $10,245.81 | — | — | — |
| 🔴 SELL | Feb 2, 2026 1:55pm ET | $75.11 | 138 | $10,365.18 | $10,388.56 |
+$119.37 (+1.2%) |
END_OF_DAY
0m held |
|
| 53 | 🟢 BUY | Feb 2, 2026 3:25pm ET | $75.67 | 137 | $10,366.79 | — | — | — |
| 🔴 SELL | Feb 3, 2026 3:55pm ET | $76.89 | 137 | $10,533.93 | $10,555.70 |
+$167.14 (+1.6%) |
END_OF_DAY
0m held |
|
| 54 | 🟢 BUY | Feb 5, 2026 10:10am ET | $78.73 | 134 | $10,549.82 | — | — | — |
| 🔴 SELL | Feb 5, 2026 11:30am ET | $77.91 | 134 | $10,439.94 | $10,445.82 |
$-109.88 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 55 | 🟢 BUY | Feb 11, 2026 10:00am ET | $77.56 | 134 | $10,392.37 | — | — | — |
| 🔴 SELL | Feb 12, 2026 10:15am ET | $79.71 | 134 | $10,681.81 | $10,735.26 |
+$289.44 (+2.8%) |
🎯 +5% Target
0m held |
|
| 56 | 🟢 BUY | Feb 12, 2026 10:35am ET | $79.86 | 134 | $10,701.24 | — | — | — |
| 🔴 SELL | Feb 12, 2026 3:50pm ET | $78.97 | 134 | $10,582.65 | $10,616.67 |
$-118.59 (-1.1%) |
🛑 -10% Stop
0m held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$10,616.67
Net Profit/Loss:
+$616.67
Total Return:
+6.17%