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

Surge's Analysis

Last 6 Months: 2025-12-20 to present • 14 trades in period

+11.31%
Last 6 Months Return
$11,032.96
Current Value
64%
Win Rate
$9,911.53
Period Start
Login to Apply

Strategy Score Scored Jun 20, 2026

22
Lifetime
Confidence: 98%

Quality Components

Return-to-Risk
3.3/35
Total Return
8.8/25
Win Rate
3.0/15
Profit Factor
1.4/15
Consistency
6.3/10
Raw Quality 22.7/100
× Confidence 0.98 = 22.2

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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
11,266
Timeframe
5-Minute Bars
Period Range
2025-12-20 → 2026-06-18
Trading Days
131 days
Data Gaps
None (7 market holidays)

Market Closed (7 days)

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, 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 6 Months)

Period Start Capital
$9,911.53
Current Value
$11,032.96
Period P&L
$1,121.43
Max Drawdown
-11.1%
Sharpe Ratio
0.50

Trade Statistics (Last 6 Months)

Trades in Period
14
Winners / Losers
9 / 5
Best Trade
+3.93%
Worst Trade
-1.34%
Avg Trade Return
+0.72%
Avg Hold Time
4.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$288,215.03
Estimated Fees
$0.00
Gross P&L
$1,121.43
Net P&L (after fees)
$1,121.43
Gross Return
+11.31%
Net Return (after fees)
+11.31%

✅ 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

📈 KO 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: 131 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 14 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,911.53 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 Dec 19, 2025 10:35am ET $70.72 141 $9,971.52 — — —
🔴 SELL Dec 22, 2025 10:00am ET $69.77 141 $9,837.57 $9,857.95 $-133.95
(-1.3%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jan 8, 2026 10:00am ET $68.75 143 $9,830.54 — — —
🔴 SELL Jan 9, 2026 10:30am ET $69.96 143 $10,004.28 $10,031.69 +$173.74
(+1.8%) 		END_OF_DAY
0m held
3 🟢 BUY Jan 9, 2026 10:35am ET $69.93 143 $9,999.28 — — —
🔴 SELL Jan 12, 2026 11:05am ET $70.62 143 $10,097.95 $10,130.36 +$98.67
(+1.0%) 		END_OF_DAY
0m held
4 🟢 BUY Jan 13, 2026 3:50pm ET $71.15 142 $10,102.59 — — —
🔴 SELL Jan 15, 2026 10:20am ET $71.22 142 $10,113.24 $10,141.01 +$10.65
(+0.1%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 20, 2026 11:10am ET $70.74 143 $10,115.82 — — —
🔴 SELL Jan 21, 2026 11:40am ET $71.31 143 $10,197.33 $10,222.52 +$81.51
(+0.8%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 23, 2026 1:30pm ET $72.42 141 $10,210.52 — — —
🔴 SELL Jan 26, 2026 2:00pm ET $72.81 141 $10,265.51 $10,277.51 +$54.99
(+0.5%) 		END_OF_DAY
0m held
7 🟢 BUY Jan 27, 2026 10:40am ET $73.16 140 $10,242.44 — — —
🔴 SELL Jan 28, 2026 11:10am ET $73.16 140 $10,241.70 $10,276.77 $-0.74
(-0.0%) 		END_OF_DAY
0m held
8 🟢 BUY Jan 29, 2026 10:50am ET $73.91 139 $10,274.12 — — —
🔴 SELL Jan 30, 2026 11:20am ET $73.86 139 $10,266.54 $10,269.19 $-7.58
(-0.1%) 		END_OF_DAY
0m held
9 🟢 BUY Jan 30, 2026 1:25pm ET $74.25 138 $10,245.81 — — —
🔴 SELL Feb 2, 2026 1:55pm ET $75.11 138 $10,365.18 $10,388.56 +$119.37
(+1.2%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 2, 2026 3:25pm ET $75.67 137 $10,366.79 — — —
🔴 SELL Feb 3, 2026 3:55pm ET $76.89 137 $10,533.93 $10,555.70 +$167.14
(+1.6%) 		END_OF_DAY
0m held
11 🟢 BUY Feb 5, 2026 10:10am ET $78.73 134 $10,549.82 — — —
🔴 SELL Feb 5, 2026 11:30am ET $77.91 134 $10,439.94 $10,445.82 $-109.88
(-1.0%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 11, 2026 10:00am ET $77.56 134 $10,392.37 — — —
🔴 SELL Feb 12, 2026 10:15am ET $79.71 134 $10,681.81 $10,735.26 +$289.44
(+2.8%) 		🎯 +5% Target
0m held
13 🟢 BUY Feb 12, 2026 10:35am ET $79.86 134 $10,701.24 — — —
🔴 SELL Feb 12, 2026 3:50pm ET $78.97 134 $10,582.65 $10,616.67 $-118.59
(-1.1%) 		🛑 -10% Stop
0m held
14 🟢 BUY Apr 28, 2026 9:30am ET $79.58 133 $10,584.14 — — —
🔴 SELL Jun 12, 2026 9:30am ET $82.71 133 $11,000.43 $11,032.96 +$416.29
(+3.9%) 		⏰ 30 Day Max
45d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,032.96
Net Profit/Loss: +$1,032.96
Total Return: +10.33%
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