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

Surge's Analysis

Year to Date: 2026-01-01 to present • 13 trades in period

-3.15%
Year to Date Return
$9,914.55
Current Value
23%
Win Rate
$10,236.79
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 09:48:40

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)
49.6 neutral
20d Trend
-0.6%
5d Trend
+1.6%
EMA20 Dist
+0.2%
ATR%
1.7%
Range Pos
42%
Bounce Ratio
0.9×
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

6
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
2.6/15
Profit Factor
0.0/15
Consistency
5.4/10
Raw Quality 8.0/100
× Confidence 0.75 = 6.0

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
8,446
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-06
Trading Days
91 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
$10,236.79
Current Value
$9,914.55
Period P&L
$-322.24
Max Drawdown
-19.1%
Sharpe Ratio
-0.14

Trade Statistics (Year to Date)

Trades in Period
13
Winners / Losers
3 / 10
Best Trade
+3.40%
Worst Trade
-2.36%
Avg Trade Return
-0.23%
Avg Hold Time
1.3d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$257,033.09
Estimated Fees
$0.00
Gross P&L
$-322.24
Net P&L (after fees)
$-322.24
Gross Return
-3.15%
Net Return (after fees)
-3.15%

✅ 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

📈 JPM 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: 91 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 13 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $10,236.79 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 11:00am ET $324.08 31 $10,046.48 — — —
🔴 SELL Jan 5, 2026 10:00am ET $335.11 31 $10,388.41 $10,578.72 +$341.93
(+3.4%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:25am ET $335.84 31 $10,410.96 — — —
🔴 SELL Jan 6, 2026 10:30am ET $331.52 31 $10,277.12 $10,444.88 $-133.84
(-1.3%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 6, 2026 1:10pm ET $334.82 31 $10,379.42 — — —
🔴 SELL Jan 7, 2026 10:00am ET $326.91 31 $10,134.06 $10,199.51 $-245.37
(-2.4%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 8, 2026 12:40pm ET $331.22 30 $9,936.60 — — —
🔴 SELL Jan 9, 2026 1:10pm ET $330.21 30 $9,906.30 $10,169.21 $-30.30
(-0.3%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 16, 2026 11:40am ET $313.76 32 $10,040.32 — — —
🔴 SELL Jan 20, 2026 10:00am ET $307.82 32 $9,850.24 $9,979.13 $-190.08
(-1.9%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 20, 2026 10:20am ET $310.11 32 $9,923.36 — — —
🔴 SELL Jan 20, 2026 1:20pm ET $306.98 32 $9,823.36 $9,879.13 $-100.00
(-1.0%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 26, 2026 3:15pm ET $301.61 32 $9,651.36 — — —
🔴 SELL Jan 27, 2026 10:15am ET $298.51 32 $9,552.32 $9,780.09 $-99.04
(-1.0%) 		🛑 -10% Stop
0m held
8 🟢 BUY Jan 28, 2026 11:40am ET $301.41 32 $9,645.12 — — —
🔴 SELL Jan 29, 2026 12:10pm ET $305.56 32 $9,777.76 $9,912.73 +$132.64
(+1.4%) 		END_OF_DAY
0m held
9 🟢 BUY Jan 29, 2026 3:00pm ET $306.60 32 $9,811.20 — — —
🔴 SELL Jan 30, 2026 12:00pm ET $303.42 32 $9,709.28 $9,810.81 $-101.92
(-1.0%) 		🛑 -10% Stop
0m held
10 🟢 BUY Feb 2, 2026 10:50am ET $307.39 31 $9,529.19 — — —
🔴 SELL Feb 3, 2026 10:00am ET $315.56 31 $9,782.36 $10,063.98 +$253.17
(+2.7%) 		🎯 +5% Target
0m held
11 🟢 BUY Feb 4, 2026 12:10pm ET $319.17 31 $9,894.27 — — —
🔴 SELL Feb 4, 2026 2:10pm ET $315.92 31 $9,793.37 $9,963.07 $-100.91
(-1.0%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 6, 2026 12:50pm ET $323.31 30 $9,699.30 — — —
🔴 SELL Feb 9, 2026 1:20pm ET $322.61 30 $9,678.30 $9,942.07 $-21.00
(-0.2%) 		END_OF_DAY
0m held
13 🟢 BUY Feb 13, 2026 11:40am ET $303.44 32 $9,710.08 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $302.58 32 $9,682.56 $9,914.55 $-27.52
(-0.3%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,914.55
Net Profit/Loss: $-85.45
Total Return: -0.85%
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