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

Surge's Analysis

Year to Date: 2026-01-01 to present • 10 trades in period

-0.83%
Year to Date Return
$14,045.24
Current Value
40%
Win Rate
$14,162.27
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 09:48:35

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)
59.7 neutral
20d Trend
+0.8%
5d Trend
+3.3%
EMA20 Dist
+2.2%
ATR%
1.5%
Range Pos
64%
Bounce Ratio
2.8×
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

30
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
10.1/35
Total Return
13.4/25
Win Rate
6.4/15
Profit Factor
3.4/15
Consistency
6.5/10
Raw Quality 39.8/100
× Confidence 0.75 = 29.8

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
8,253
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-06
Trading Days
92 days
Data Gaps
None (4 market holidays)

Market Closed (4 days)

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 (Year to Date)

Period Start Capital
$14,162.27
Current Value
$14,045.24
Period P&L
$-117.03
Max Drawdown
-14.0%
Sharpe Ratio
-0.06

Trade Statistics (Year to Date)

Trades in Period
10
Winners / Losers
4 / 6
Best Trade
+3.04%
Worst Trade
-1.26%
Avg Trade Return
-0.08%
Avg Hold Time
1.5d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$284,026.90
Estimated Fees
$0.00
Gross P&L
$-117.03
Net P&L (after fees)
$-117.03
Gross Return
-0.83%
Net Return (after fees)
-0.83%

✅ 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

📈 BAC 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: 92 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 10 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $14,162.27 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 Jan 2, 2026 10:45am ET $55.47 255 $14,144.85 — — —
🔴 SELL Jan 5, 2026 10:00am ET $57.16 255 $14,574.53 $14,591.95 +$429.68
(+3.0%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:20am ET $57.44 254 $14,590.01 — — —
🔴 SELL Jan 5, 2026 3:40pm ET $56.84 254 $14,437.36 $14,439.30 $-152.65
(-1.1%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 8, 2026 10:35am ET $56.24 256 $14,397.44 — — —
🔴 SELL Jan 9, 2026 11:05am ET $56.20 256 $14,385.92 $14,427.78 $-11.52
(-0.1%) 		END_OF_DAY
0m held
4 🟢 BUY Jan 15, 2026 10:15am ET $53.01 272 $14,417.36 — — —
🔴 SELL Jan 16, 2026 10:00am ET $52.33 272 $14,235.07 $14,245.49 $-182.29
(-1.3%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 16, 2026 12:30pm ET $53.15 268 $14,242.86 — — —
🔴 SELL Jan 20, 2026 12:35pm ET $52.54 268 $14,079.38 $14,082.01 $-163.48
(-1.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 29, 2026 12:00pm ET $52.75 266 $14,030.17 — — —
🔴 SELL Jan 30, 2026 12:30pm ET $52.91 266 $14,074.06 $14,125.90 +$43.89
(+0.3%) 		END_OF_DAY
0m held
7 🟢 BUY Feb 2, 2026 12:10pm ET $53.94 261 $14,079.64 — — —
🔴 SELL Feb 3, 2026 12:40pm ET $54.17 261 $14,139.67 $14,185.93 +$60.03
(+0.4%) 		END_OF_DAY
0m held
8 🟢 BUY Feb 4, 2026 12:10pm ET $55.96 253 $14,157.88 — — —
🔴 SELL Feb 4, 2026 1:15pm ET $55.33 253 $13,998.49 $14,026.54 $-159.39
(-1.1%) 		🛑 -10% Stop
0m held
9 🟢 BUY Feb 6, 2026 10:35am ET $56.38 248 $13,982.24 — — —
🔴 SELL Feb 9, 2026 11:05am ET $56.52 248 $14,016.96 $14,061.26 +$34.72
(+0.2%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 13, 2026 11:00am ET $52.54 267 $14,029.51 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $52.49 267 $14,013.50 $14,045.24 $-16.02
(-0.1%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $14,045.24
Net Profit/Loss: +$4,045.24
Total Return: +40.45%
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