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

Surge's Analysis

Last 3 Months: 2026-03-20 to present • 2 trades in period

+14.08%
Last 3 Months Return
$14,387.12
Current Value
50%
Win Rate
$12,611.68
Period Start
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PHASE 3: CAPITULATION
Signals generated 2026-06-20 14:23:37

Extreme fear + bounces appearing. Mean reversion and reversal strategies have best edge NOW.

Fear & Greed
23
Extreme Fear
VIX
18.4
NORMAL
10Y Yield
4.49%
ELEVATED
Yield Curve
+0.27%
NORMAL
HY Spread
2.63
CALM
🌍 Kp Index
🟠 1.6
Active
RSI(14)
45.7 neutral
20d Trend
+4.0%
5d Trend
-8.3%
EMA20 Dist
-2.4%
ATR%
4.3%
Range Pos
42%
Bounce Ratio
2.4×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 20, 2026

30
Lifetime
Confidence: 78%

Quality Components

Return-to-Risk
14.4/35
Total Return
13.7/25
Win Rate
1.9/15
Profit Factor
2.7/15
Consistency
5.7/10
Raw Quality 38.5/100
× Confidence 0.78 = 29.9

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 (78%) 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
4,914
Timeframe
5-Minute Bars
Period Range
2026-03-20 → 2026-06-18
Trading Days
63 days
Data Gaps
None (3 market holidays)

Market Closed (3 days)

2026-04-03 — Good Friday, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth
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
$12,611.68
Current Value
$14,387.12
Period P&L
$1,775.43
Max Drawdown
-10.7%
Sharpe Ratio
0.49

Trade Statistics (Last 3 Months)

Trades in Period
2
Winners / Losers
1 / 1
Best Trade
+15.03%
Worst Trade
-5.17%
Avg Trade Return
+4.93%
Avg Hold Time
6.6d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$51,849.83
Estimated Fees
$0.00
Gross P&L
$1,775.43
Net P&L (after fees)
$1,775.43
Gross Return
+14.08%
Net Return (after fees)
+14.08%

✅ 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

📈 META 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: 63 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 2 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,611.68 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 Mar 16, 2026 9:30am ET $630.18 21 $13,233.78 — — —
🔴 SELL Mar 20, 2026 9:50am ET $597.58 21 $12,549.11 $12,564.66 $-684.67
(-5.2%) 		🛑 -10% Stop
4d held
2 🟢 BUY Mar 31, 2026 9:30am ET $551.01 22 $12,122.24 — — —
🔴 SELL Apr 9, 2026 11:55am ET $633.85 22 $13,944.70 $14,387.12 +$1,822.46
(+15.0%) 		🎯 +5% Target
9.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $14,387.12
Net Profit/Loss: +$4,387.12
Total Return: +43.87%
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