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: 2025-11-06 to present • 19 trades in period

+10.73%
Last 6 Months Return
$10,616.67
Current Value
63%
Win Rate
$9,587.86
Period Start
Login to Apply

Strategy Score Scored May 6, 2026

14
Lifetime
Confidence: 74%

Quality Components

Return-to-Risk
2.0/35
Total Return
7.1/25
Win Rate
2.9/15
Profit Factor
0.8/15
Consistency
6.2/10
Raw Quality 18.9/100
× Confidence 0.74 = 14.1

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 (74%) 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
11,545
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
124 days
Data Gaps
10 days with gaps

Data Gap Notice

The following dates had fewer candles than expected. This could be due to early market closes, API rate limits during data collection, or low volume periods. Simulation results may be slightly affected.

2025-11-28 (no data), 2025-12-01 (no data), 2025-12-02 (no data), 2025-12-03 (no data), 2025-12-04 (no data) ... and 5 more

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
$9,587.86
Current Value
$10,616.67
Period P&L
$1,028.81
Max Drawdown
-11.1%
Sharpe Ratio
0.45

Trade Statistics (Last 6 Months)

Trades in Period
19
Winners / Losers
12 / 7
Best Trade
+2.79%
Worst Trade
-1.34%
Avg Trade Return
+0.55%
Avg Hold Time
1.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$384,020.95
Estimated Fees
$0.00
Gross P&L
$1,028.81
Net P&L (after fees)
$1,028.81
Gross Return
+10.73%
Net Return (after fees)
+10.73%

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

Trade History (Last 6 Months - 19 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,587.86 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 6, 2025 10:40am ET $68.77 139 $9,558.34 — — —
🔴 SELL Nov 7, 2025 11:00am ET $70.54 139 $9,804.37 $9,833.89 +$246.03
(+2.6%) 		🎯 +5% Target
0m held
2 🟢 BUY Nov 7, 2025 11:05am ET $70.67 139 $9,823.13 — — —
🔴 SELL Nov 10, 2025 10:00am ET $69.81 139 $9,703.59 $9,714.35 $-119.54
(-1.2%) 		🛑 -10% Stop
0m held
3 🟢 BUY Nov 10, 2025 3:10pm ET $70.47 137 $9,654.06 — — —
🔴 SELL Nov 11, 2025 3:40pm ET $71.63 137 $9,812.63 $9,872.91 +$158.56
(+1.6%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 11, 2025 3:45pm ET $71.63 137 $9,813.31 — — —
🔴 SELL Nov 13, 2025 10:15am ET $71.19 137 $9,753.03 $9,812.63 $-60.28
(-0.6%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 24, 2025 10:30am ET $72.34 135 $9,765.23 — — —
🔴 SELL Nov 26, 2025 2:05pm ET $72.89 135 $9,840.15 $9,887.56 +$74.93
(+0.8%) 		END_OF_DAY
0m held
6 🟢 BUY Dec 12, 2025 2:00pm ET $70.07 141 $9,879.17 — — —
🔴 SELL Dec 15, 2025 2:30pm ET $70.81 141 $9,983.51 $9,991.90 +$104.34
(+1.1%) 		END_OF_DAY
0m held
7 🟢 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
8 🟢 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
9 🟢 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
10 🟢 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
11 🟢 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
12 🟢 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
13 🟢 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
14 🟢 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
15 🟢 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
16 🟢 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
17 🟢 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
18 🟢 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
19 🟢 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
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,616.67
Net Profit/Loss: +$616.67
Total Return: +6.17%
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