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

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 26 trades in period

+7.94%
Last 6 Months Return
$9,914.55
Current Value
50%
Win Rate
$9,185.04
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 08:50:54

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)
49.6 neutral
20d Trend
-0.6%
5d Trend
+1.6%
EMA20 Dist
+0.2%
ATR%
1.7%
Range Pos
42%
Bounce Ratio
0.9×
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

6
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
2.6/15
Profit Factor
0.0/15
Consistency
5.4/10
Raw Quality 8.0/100
× Confidence 0.75 = 6.0

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 (75%) 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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
13,103
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-05
Trading Days
136 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 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 6 Months)

Period Start Capital
$9,185.04
Current Value
$9,914.55
Period P&L
$729.51
Max Drawdown
-19.1%
Sharpe Ratio
0.20

Trade Statistics (Last 6 Months)

Trades in Period
26
Winners / Losers
13 / 13
Best Trade
+3.40%
Worst Trade
-2.36%
Avg Trade Return
+0.32%
Avg Hold Time
1.4d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$503,255.49
Estimated Fees
$0.00
Gross P&L
$729.51
Net P&L (after fees)
$729.51
Gross Return
+7.94%
Net Return (after fees)
+7.94%

✅ 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

📈 JPM 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: 136 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 26 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,185.04 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 Nov 5, 2025 11:45am ET $311.18 29 $9,024.22 — — —
🔴 SELL Nov 6, 2025 12:15pm ET $312.07 29 $9,049.89 $9,191.91 +$25.66
(+0.3%) 		END_OF_DAY
0m held
2 🟢 BUY Nov 18, 2025 12:50pm ET $302.16 30 $9,064.80 — — —
🔴 SELL Nov 19, 2025 1:20pm ET $302.94 30 $9,088.20 $9,215.31 +$23.40
(+0.3%) 		END_OF_DAY
0m held
3 🟢 BUY Nov 20, 2025 10:35am ET $309.79 29 $8,983.77 — — —
🔴 SELL Nov 20, 2025 11:20am ET $306.64 29 $8,892.56 $9,124.10 $-91.21
(-1.0%) 		🛑 -10% Stop
0m held
4 🟢 BUY Nov 24, 2025 3:00pm ET $299.79 30 $8,993.70 — — —
🔴 SELL Nov 25, 2025 3:30pm ET $303.61 30 $9,108.30 $9,238.70 +$114.60
(+1.3%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 25, 2025 3:35pm ET $303.81 30 $9,114.30 — — —
🔴 SELL Nov 28, 2025 10:00am ET $311.87 30 $9,356.10 $9,480.50 +$241.80
(+2.6%) 		🎯 +5% Target
0m held
6 🟢 BUY Nov 28, 2025 10:25am ET $312.59 30 $9,377.70 — — —
🔴 SELL Dec 1, 2025 1:50pm ET $310.81 30 $9,324.30 $9,427.10 $-53.40
(-0.6%) 		END_OF_DAY
0m held
7 🟢 BUY Dec 3, 2025 10:45am ET $309.38 30 $9,281.40 — — —
🔴 SELL Dec 4, 2025 10:15am ET $317.29 30 $9,518.70 $9,664.40 +$237.30
(+2.6%) 		🎯 +5% Target
0m held
8 🟢 BUY Dec 4, 2025 10:20am ET $318.02 30 $9,540.59 — — —
🔴 SELL Dec 4, 2025 3:25pm ET $314.81 30 $9,444.41 $9,568.22 $-96.18
(-1.0%) 		🛑 -10% Stop
0m held
9 🟢 BUY Dec 10, 2025 10:15am ET $303.69 31 $9,414.24 — — —
🔴 SELL Dec 11, 2025 10:15am ET $311.29 31 $9,649.99 $9,803.98 +$235.76
(+2.5%) 		🎯 +5% Target
0m held
10 🟢 BUY Dec 11, 2025 1:05pm ET $315.91 31 $9,793.21 — — —
🔴 SELL Dec 12, 2025 1:35pm ET $319.12 31 $9,892.72 $9,903.49 +$99.51
(+1.0%) 		END_OF_DAY
0m held
11 🟢 BUY Dec 19, 2025 12:20pm ET $317.33 31 $9,837.23 — — —
🔴 SELL Dec 22, 2025 12:50pm ET $322.70 31 $10,003.70 $10,069.96 +$166.47
(+1.7%) 		END_OF_DAY
0m held
12 🟢 BUY Dec 22, 2025 12:55pm ET $322.49 31 $9,997.19 — — —
🔴 SELL Dec 23, 2025 1:25pm ET $327.55 31 $10,154.18 $10,226.95 +$156.99
(+1.6%) 		END_OF_DAY
0m held
13 🟢 BUY Dec 23, 2025 1:30pm ET $327.54 31 $10,153.59 — — —
🔴 SELL Dec 26, 2025 10:55am ET $327.85 31 $10,163.43 $10,236.79 +$9.84
(+0.1%) 		END_OF_DAY
0m held
14 🟢 BUY Jan 2, 2026 11:00am ET $324.08 31 $10,046.48 — — —
🔴 SELL Jan 5, 2026 10:00am ET $335.11 31 $10,388.41 $10,578.72 +$341.93
(+3.4%) 		🎯 +5% Target
0m held
15 🟢 BUY Jan 5, 2026 10:25am ET $335.84 31 $10,410.96 — — —
🔴 SELL Jan 6, 2026 10:30am ET $331.52 31 $10,277.12 $10,444.88 $-133.84
(-1.3%) 		🛑 -10% Stop
0m held
16 🟢 BUY Jan 6, 2026 1:10pm ET $334.82 31 $10,379.42 — — —
🔴 SELL Jan 7, 2026 10:00am ET $326.91 31 $10,134.06 $10,199.51 $-245.37
(-2.4%) 		🛑 -10% Stop
0m held
17 🟢 BUY Jan 8, 2026 12:40pm ET $331.22 30 $9,936.60 — — —
🔴 SELL Jan 9, 2026 1:10pm ET $330.21 30 $9,906.30 $10,169.21 $-30.30
(-0.3%) 		END_OF_DAY
0m held
18 🟢 BUY Jan 16, 2026 11:40am ET $313.76 32 $10,040.32 — — —
🔴 SELL Jan 20, 2026 10:00am ET $307.82 32 $9,850.24 $9,979.13 $-190.08
(-1.9%) 		🛑 -10% Stop
0m held
19 🟢 BUY Jan 20, 2026 10:20am ET $310.11 32 $9,923.36 — — —
🔴 SELL Jan 20, 2026 1:20pm ET $306.98 32 $9,823.36 $9,879.13 $-100.00
(-1.0%) 		🛑 -10% Stop
0m held
20 🟢 BUY Jan 26, 2026 3:15pm ET $301.61 32 $9,651.36 — — —
🔴 SELL Jan 27, 2026 10:15am ET $298.51 32 $9,552.32 $9,780.09 $-99.04
(-1.0%) 		🛑 -10% Stop
0m held
21 🟢 BUY Jan 28, 2026 11:40am ET $301.41 32 $9,645.12 — — —
🔴 SELL Jan 29, 2026 12:10pm ET $305.56 32 $9,777.76 $9,912.73 +$132.64
(+1.4%) 		END_OF_DAY
0m held
22 🟢 BUY Jan 29, 2026 3:00pm ET $306.60 32 $9,811.20 — — —
🔴 SELL Jan 30, 2026 12:00pm ET $303.42 32 $9,709.28 $9,810.81 $-101.92
(-1.0%) 		🛑 -10% Stop
0m held
23 🟢 BUY Feb 2, 2026 10:50am ET $307.39 31 $9,529.19 — — —
🔴 SELL Feb 3, 2026 10:00am ET $315.56 31 $9,782.36 $10,063.98 +$253.17
(+2.7%) 		🎯 +5% Target
0m held
24 🟢 BUY Feb 4, 2026 12:10pm ET $319.17 31 $9,894.27 — — —
🔴 SELL Feb 4, 2026 2:10pm ET $315.92 31 $9,793.37 $9,963.07 $-100.91
(-1.0%) 		🛑 -10% Stop
0m held
25 🟢 BUY Feb 6, 2026 12:50pm ET $323.31 30 $9,699.30 — — —
🔴 SELL Feb 9, 2026 1:20pm ET $322.61 30 $9,678.30 $9,942.07 $-21.00
(-0.2%) 		END_OF_DAY
0m held
26 🟢 BUY Feb 13, 2026 11:40am ET $303.44 32 $9,710.08 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $302.58 32 $9,682.56 $9,914.55 $-27.52
(-0.3%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,914.55
Net Profit/Loss: $-85.45
Total Return: -0.85%
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