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

Surge's Analysis

Last 3 Months: 2026-02-06 to present • 3 trades in period

+17.12%
Last 3 Months Return
$15,178.70
Current Value
67%
Win Rate
$12,959.64
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 10:59:32

No strong directional signal. Monitor for regime shift.

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)
32.7 neutral
20d Trend
-13.0%
5d Trend
-6.9%
EMA20 Dist
-6.4%
ATR%
4.0%
Range Pos
10%
Bounce Ratio
0.5×
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

29
Lifetime
Confidence: 92%

Quality Components

Return-to-Risk
8.7/35
Total Return
14.3/25
Win Rate
0.8/15
Profit Factor
2.3/15
Consistency
5.9/10
Raw Quality 32.0/100
× Confidence 0.92 = 29.5

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 (92%) 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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,890
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-06
Trading Days
62 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 3 Months)

Period Start Capital
$12,959.64
Current Value
$15,178.70
Period P&L
$2,219.06
Max Drawdown
-20.8%
Sharpe Ratio
0.84

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
2 / 1
Best Trade
+15.00%
Worst Trade
-0.59%
Avg Trade Return
+5.68%
Avg Hold Time
2.3d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$80,206.42
Estimated Fees
$0.00
Gross P&L
$2,219.06
Net P&L (after fees)
$2,219.06
Gross Return
+17.12%
Net Return (after fees)
+17.12%

✅ 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

📈 AVGO 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: 62 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,959.64 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 Feb 6, 2026 11:25am ET $329.05 39 $12,832.95 — — —
🔴 SELL Feb 9, 2026 10:00am ET $337.65 39 $13,168.35 $13,295.04 +$335.40
(+2.6%) 		🎯 +5% Target
0m held
2 🟢 BUY Feb 9, 2026 11:15am ET $344.54 38 $13,092.33 — — —
🔴 SELL Feb 10, 2026 11:45am ET $342.51 38 $13,015.19 $13,217.90 $-77.14
(-0.6%) 		END_OF_DAY
0m held
3 🟢 BUY Apr 7, 2026 9:30am ET $326.71 40 $13,068.40 — — —
🔴 SELL Apr 10, 2026 11:10am ET $375.73 40 $15,029.20 $15,178.70 +$1,960.80
(+15.0%) 		🎯 +5% Target
3.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,178.70
Net Profit/Loss: +$5,178.70
Total Return: +51.79%
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