Simulated with $10,000 starting capital

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
8,127
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
$9,857.95
Current Value
$10,616.67
Period P&L
$758.72
Max Drawdown
-11.1%
Sharpe Ratio
0.58

Trade Statistics (Year to Date)

Trades in Period
12
Winners / Losers
8 / 4
Best Trade
+2.79%
Worst Trade
-1.11%
Avg Trade Return
+0.63%
Avg Hold Time
1.4d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$246,821.37
Estimated Fees
$0.00
Gross P&L
$758.72
Net P&L (after fees)
$758.72
Gross Return
+7.70%
Net Return (after fees)
+7.70%

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

Trade History (Year to Date - 12 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,857.95 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 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
2 🟢 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
3 🟢 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
4 🟢 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
5 🟢 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
6 🟢 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
7 🟢 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
8 🟢 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
9 🟢 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
10 🟢 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
11 🟢 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
12 🟢 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%
Back to Surge