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

Surge's Analysis

Year to Date: 2026-01-01 to present • 14 trades in period

-2.28%
Year to Date Return
$8,930.49
Current Value
36%
Win Rate
$9,138.79
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-05-06 11:18:56

Trend-following and momentum strategies active. Ride winners.

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)
71.5 overbought
20d Trend
+9.1%
5d Trend
+1.1%
EMA20 Dist
+4.3%
ATR%
2.0%
Range Pos
90%
Bounce Ratio
3.3×
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

5
Lifetime
Confidence: 91%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
2.3/15
Profit Factor
0.0/15
Consistency
3.3/10
Raw Quality 5.7/100
× Confidence 0.91 = 5.2

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 (91%) 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
8,283
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
$9,138.79
Current Value
$8,930.49
Period P&L
$-208.30
Max Drawdown
-15.4%
Sharpe Ratio
-0.06

Trade Statistics (Year to Date)

Trades in Period
14
Winners / Losers
5 / 9
Best Trade
+4.52%
Worst Trade
-5.98%
Avg Trade Return
-0.14%
Avg Hold Time
1.6d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$267,130.01
Estimated Fees
$0.00
Gross P&L
$-208.30
Net P&L (after fees)
$-208.30
Gross Return
-2.28%
Net Return (after fees)
-2.28%

✅ 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

📈 CVX 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 - 14 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,138.79 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 10:10am ET $152.73 59 $9,011.07 — — —
🔴 SELL Jan 5, 2026 10:00am ET $159.64 59 $9,418.47 $9,546.19 +$407.40
(+4.5%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 8, 2026 10:45am ET $157.23 60 $9,433.80 — — —
🔴 SELL Jan 9, 2026 11:10am ET $161.25 60 $9,674.79 $9,787.18 +$240.99
(+2.5%) 		🎯 +5% Target
0m held
3 🟢 BUY Jan 9, 2026 11:15am ET $161.50 60 $9,689.70 — — —
🔴 SELL Jan 12, 2026 11:45am ET $163.23 60 $9,793.80 $9,891.28 +$104.10
(+1.1%) 		END_OF_DAY
0m held
4 🟢 BUY Jan 13, 2026 10:40am ET $165.73 59 $9,778.07 — — —
🔴 SELL Jan 13, 2026 3:45pm ET $163.66 59 $9,655.94 $9,769.15 $-122.13
(-1.2%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 14, 2026 1:50pm ET $168.20 58 $9,755.60 — — —
🔴 SELL Jan 15, 2026 10:20am ET $166.32 58 $9,646.55 $9,660.10 $-109.05
(-1.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 15, 2026 11:00am ET $167.01 57 $9,519.57 — — —
🔴 SELL Jan 16, 2026 11:30am ET $166.98 57 $9,517.92 $9,658.45 $-1.65
(-0.0%) 		END_OF_DAY
0m held
7 🟢 BUY Jan 30, 2026 2:10pm ET $175.23 55 $9,637.79 — — —
🔴 SELL Feb 2, 2026 2:40pm ET $175.98 55 $9,678.90 $9,699.56 +$41.11
(+0.4%) 		END_OF_DAY
0m held
8 🟢 BUY Feb 2, 2026 2:45pm ET $176.04 55 $9,682.20 — — —
🔴 SELL Feb 2, 2026 3:55pm ET $174.08 55 $9,574.40 $9,591.76 $-107.80
(-1.1%) 		🛑 -10% Stop
0m held
9 🟢 BUY Feb 3, 2026 10:50am ET $176.31 54 $9,520.74 — — —
🔴 SELL Feb 4, 2026 10:50am ET $180.73 54 $9,759.42 $9,830.44 +$238.68
(+2.5%) 		🎯 +5% Target
0m held
10 🟢 BUY Feb 4, 2026 12:25pm ET $182.13 53 $9,652.89 — — —
🔴 SELL Feb 5, 2026 10:00am ET $179.53 53 $9,515.09 $9,692.64 $-137.80
(-1.4%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 6, 2026 10:10am ET $182.09 53 $9,650.77 — — —
🔴 SELL Feb 6, 2026 3:25pm ET $180.17 53 $9,549.01 $9,590.88 $-101.76
(-1.1%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 9, 2026 11:20am ET $182.10 52 $9,469.20 — — —
🔴 SELL Feb 10, 2026 11:50am ET $182.02 52 $9,465.04 $9,586.72 $-4.16
(-0.0%) 		END_OF_DAY
0m held
13 🟢 BUY Feb 11, 2026 11:30am ET $186.37 51 $9,504.87 — — —
🔴 SELL Feb 12, 2026 11:15am ET $184.49 51 $9,408.74 $9,490.59 $-96.13
(-1.0%) 		🛑 -10% Stop
0m held
14 🟢 BUY Apr 2, 2026 9:30am ET $203.54 46 $9,362.90 — — —
🔴 SELL Apr 8, 2026 9:30am ET $191.37 46 $8,802.79 $8,930.49 $-560.10
(-6.0%) 		🛑 -10% Stop
6d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $8,930.49
Net Profit/Loss: $-1,069.51
Total Return: -10.70%
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