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

Surge's Analysis

Year to Date: 2026-01-01 to present • 11 trades in period

+18.49%
Year to Date Return
$17,537.33
Current Value
36%
Win Rate
$14,801.12
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 10:05:01

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)
49.7 neutral
20d Trend
-0.3%
5d Trend
+0.4%
EMA20 Dist
-0.2%
ATR%
2.1%
Range Pos
72%
Bounce Ratio
0.9×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

48
Lifetime
Confidence: 93%

Quality Components

Return-to-Risk
16.8/35
Total Return
15.6/25
Win Rate
6.1/15
Profit Factor
5.0/15
Consistency
8.2/10
Raw Quality 51.7/100
× Confidence 0.93 = 48.3

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 (93%) 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
7,788
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-06
Trading Days
90 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
$14,801.12
Current Value
$17,537.33
Period P&L
$2,736.21
Max Drawdown
-15.7%
Sharpe Ratio
0.33

Trade Statistics (Year to Date)

Trades in Period
11
Winners / Losers
4 / 7
Best Trade
+16.84%
Worst Trade
-1.37%
Avg Trade Return
+1.68%
Avg Hold Time
4.1d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$335,008.72
Estimated Fees
$0.00
Gross P&L
$2,736.21
Net P&L (after fees)
$2,736.21
Gross Return
+18.49%
Net Return (after fees)
+18.49%

✅ 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

📈 C 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: 90 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 11 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $14,801.12 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 10:50am ET $117.78 125 $14,721.88 — — —
🔴 SELL Jan 5, 2026 10:00am ET $122.81 125 $15,351.25 $15,430.50 +$629.38
(+4.3%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:25am ET $123.27 125 $15,408.75 — — —
🔴 SELL Jan 6, 2026 10:55am ET $123.25 125 $15,406.25 $15,428.00 $-2.50
(-0.0%) 		END_OF_DAY
0m held
3 🟢 BUY Jan 8, 2026 11:25am ET $122.20 126 $15,397.20 — — —
🔴 SELL Jan 8, 2026 1:35pm ET $120.94 126 $15,238.44 $15,269.24 $-158.76
(-1.0%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 15, 2026 10:20am ET $117.54 129 $15,162.66 — — —
🔴 SELL Jan 16, 2026 10:50am ET $117.46 129 $15,151.70 $15,258.27 $-10.97
(-0.1%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 20, 2026 10:20am ET $115.95 131 $15,189.45 — — —
🔴 SELL Jan 20, 2026 12:30pm ET $114.73 131 $15,029.63 $15,098.45 $-159.82
(-1.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 22, 2026 12:30pm ET $116.45 129 $15,022.05 — — —
🔴 SELL Jan 22, 2026 3:30pm ET $115.18 129 $14,858.22 $14,934.62 $-163.83
(-1.1%) 		🛑 -10% Stop
0m held
7 🟢 BUY Feb 2, 2026 11:10am ET $116.41 128 $14,900.48 — — —
🔴 SELL Feb 3, 2026 11:40am ET $117.12 128 $14,991.36 $15,025.50 +$90.88
(+0.6%) 		END_OF_DAY
0m held
8 🟢 BUY Feb 6, 2026 10:05am ET $121.33 123 $14,923.59 — — —
🔴 SELL Feb 9, 2026 10:35am ET $124.25 123 $15,282.75 $15,384.66 +$359.16
(+2.4%) 		END_OF_DAY
0m held
9 🟢 BUY Feb 9, 2026 10:40am ET $124.56 123 $15,320.88 — — —
🔴 SELL Feb 10, 2026 11:00am ET $122.85 123 $15,110.55 $15,174.33 $-210.33
(-1.4%) 		🛑 -10% Stop
0m held
10 🟢 BUY Feb 13, 2026 12:05pm ET $111.25 136 $15,129.32 — — —
🔴 SELL Feb 13, 2026 3:40pm ET $110.10 136 $14,973.60 $15,018.61 $-155.72
(-1.0%) 		🛑 -10% Stop
0m held
11 🟢 BUY Mar 10, 2026 9:30am ET $110.00 136 $14,960.00 — — —
🔴 SELL Apr 14, 2026 9:30am ET $128.52 136 $17,478.72 $17,537.33 +$2,518.72
(+16.8%) 		🎯 +5% Target
35d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $17,537.33
Net Profit/Loss: +$7,537.33
Total Return: +75.37%
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