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

Surge's Analysis

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

-9.95%
Last 3 Months Return
$6,033.43
Current Value
33%
Win Rate
$6,700.08
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-06-20 14:31:35

No strong directional signal. Monitor for regime shift.

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)
52.3 neutral
20d Trend
+2.4%
5d Trend
-2.1%
EMA20 Dist
+0.1%
ATR%
2.9%
Range Pos
68%
Bounce Ratio
1.0×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 20, 2026

3
Lifetime
Confidence: 98%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
0.0/15
Profit Factor
0.0/15
Consistency
3.5/10
Raw Quality 3.4/100
× Confidence 0.98 = 3.4

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 (98%) 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
$6,700.08
Current Value
$6,033.43
Period P&L
$-666.65
Max Drawdown
-39.2%
Sharpe Ratio
-0.05

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+15.22%
Worst Trade
-11.76%
Avg Trade Return
-0.62%
Avg Hold Time
10.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$39,233.54
Estimated Fees
$0.00
Gross P&L
$-666.65
Net P&L (after fees)
$-666.65
Gross Return
-9.95%
Net Return (after fees)
-9.95%

✅ 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

📈 OXY 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 $6,700.08 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 12, 2026 9:30am ET $56.73 110 $6,240.30 — — —
🔴 SELL Mar 27, 2026 9:50am ET $65.36 110 $7,190.15 $7,213.23 +$949.85
(+15.2%) 		🎯 +5% Target
15d held
2 🟢 BUY Apr 2, 2026 9:30am ET $64.60 111 $7,170.53 — — —
🔴 SELL Apr 8, 2026 9:30am ET $57.00 111 $6,327.00 $6,369.70 $-843.53
(-11.8%) 		🛑 -10% Stop
6d held
3 🟢 BUY Jun 1, 2026 9:30am ET $57.99 109 $6,320.91 — — —
🔴 SELL Jun 12, 2026 9:30am ET $54.90 109 $5,984.64 $6,033.43 $-336.27
(-5.3%) 		🛑 -10% Stop
11d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $6,033.43
Net Profit/Loss: $-3,966.57
Total Return: -39.67%
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