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

Surge's Analysis

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

+3.69%
Last 3 Months Return
$15,446.63
Current Value
33%
Win Rate
$14,897.11
Period Start
Login to Apply
PHASE 2: FEAR TRANSITION
⚡ Fear Bear (strategies thrive)
Signals generated 2026-06-20 14:23:33

Fear building. Reversal strategies are becoming viable. Watch for bounce signals.

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)
15.8 oversold
20d Trend
-34.3%
5d Trend
-19.1%
EMA20 Dist
-19.9%
ATR%
6.9%
Range Pos
0%
Bounce Ratio
0.2×
Green/Red 10d
1/9
🌍 Geophysical Tilt: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 20, 2026

29
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
8.2/35
Total Return
14.5/25
Win Rate
1.5/15
Profit Factor
1.9/15
Consistency
4.7/10
Raw Quality 30.7/100
× Confidence 0.96 = 29.4

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 (96%) 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
$14,897.11
Current Value
$15,446.63
Period P&L
$549.52
Max Drawdown
-23.4%
Sharpe Ratio
0.18

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+15.11%
Worst Trade
-5.08%
Avg Trade Return
+1.68%
Avg Hold Time
8.8d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$90,590.44
Estimated Fees
$0.00
Gross P&L
$549.52
Net P&L (after fees)
$549.52
Gross Return
+3.69%
Net Return (after fees)
+3.69%

✅ 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

📈 ORCL 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 - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $14,897.11 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 8, 2026 9:30am ET $151.00 98 $14,798.00 — — —
🔴 SELL Apr 8, 2026 2:55pm ET $143.44 98 $14,057.12 $14,156.23 $-740.88
(-5.0%) 		🛑 -10% Stop
5.4h held
2 🟢 BUY Apr 14, 2026 9:30am ET $166.59 84 $13,993.56 — — —
🔴 SELL May 6, 2026 12:00pm ET $191.76 84 $16,107.96 $16,270.63 +$2,114.40
(+15.1%) 		🎯 +5% Target
22.1d held
3 🟢 BUY Jun 1, 2026 9:30am ET $231.84 70 $16,228.91 — — —
🔴 SELL Jun 5, 2026 11:10am ET $220.07 70 $15,404.90 $15,446.63 $-824.00
(-5.1%) 		🛑 -10% Stop
4.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,446.63
Net Profit/Loss: +$5,446.63
Total Return: +54.47%
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