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: 2026-02-06 to present • 5 trades in period

-13.35%
Last 3 Months Return
$14,156.23
Current Value
0%
Win Rate
$16,337.68
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 09:47:01

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)
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: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

25
Lifetime
Confidence: 92%

Quality Components

Return-to-Risk
6.2/35
Total Return
13.5/25
Win Rate
1.5/15
Profit Factor
1.5/15
Consistency
4.6/10
Raw Quality 27.4/100
× Confidence 0.92 = 25.1

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 (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
4,876
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
$16,337.68
Current Value
$14,156.23
Period P&L
$-2,181.45
Max Drawdown
-23.4%
Sharpe Ratio
-1.45

Trade Statistics (Last 3 Months)

Trades in Period
5
Winners / Losers
0 / 5
Best Trade
-1.04%
Worst Trade
-5.40%
Avg Trade Return
-2.83%
Avg Hold Time
12.5h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$154,738.39
Estimated Fees
$0.00
Gross P&L
$-2,181.45
Net P&L (after fees)
$-2,181.45
Gross Return
-13.35%
Net Return (after fees)
-13.35%

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

Trade History (Last 3 Months - 5 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $16,337.68 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 Feb 9, 2026 10:15am ET $157.32 103 $16,203.95 — — —
🔴 SELL Feb 9, 2026 10:20am ET $155.05 103 $15,969.74 $16,103.47 $-234.21
(-1.4%) 		🛑 -10% Stop
0m held
2 🟢 BUY Feb 10, 2026 10:00am ET $161.53 99 $15,991.47 — — —
🔴 SELL Feb 10, 2026 3:50pm ET $159.85 99 $15,825.64 $15,937.64 $-165.83
(-1.0%) 		🛑 -10% Stop
0m held
3 🟢 BUY Feb 12, 2026 1:50pm ET $158.63 100 $15,862.50 — — —
🔴 SELL Feb 12, 2026 3:45pm ET $156.64 100 $15,664.00 $15,739.14 $-198.50
(-1.2%) 		🛑 -10% Stop
0m held
4 🟢 BUY Mar 11, 2026 9:30am ET $166.00 94 $15,604.00 — — —
🔴 SELL Mar 13, 2026 10:45am ET $157.04 94 $14,761.97 $14,897.11 $-842.03
(-5.4%) 		🛑 -10% Stop
2.1d held
5 🟢 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
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $14,156.23
Net Profit/Loss: +$4,156.23
Total Return: +41.56%
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