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

Surge's Analysis

Year to Date: 2026-01-01 to present • 15 trades in period

-5.30%
Year to Date Return
$6,369.70
Current Value
40%
Win Rate
$6,726.47
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 11:00:02

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)
52.3 neutral
20d Trend
+2.4%
5d Trend
-2.1%
EMA20 Dist
+0.1%
ATR%
2.9%
Range Pos
68%
Bounce Ratio
1.0×
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

3
Lifetime
Confidence: 91%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
0.0/15
Profit Factor
0.0/15
Consistency
3.6/10
Raw Quality 3.6/100
× Confidence 0.91 = 3.3

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 (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
8,583
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
$6,726.47
Current Value
$6,369.70
Period P&L
$-356.77
Max Drawdown
-39.2%
Sharpe Ratio
-0.04

Trade Statistics (Year to Date)

Trades in Period
15
Winners / Losers
6 / 9
Best Trade
+15.22%
Worst Trade
-11.76%
Avg Trade Return
-0.22%
Avg Hold Time
2.4d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$203,348.41
Estimated Fees
$0.00
Gross P&L
$-356.77
Net P&L (after fees)
$-356.77
Gross Return
-5.30%
Net Return (after fees)
-5.30%

✅ 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

📈 OXY 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 - 15 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $6,726.47 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 $41.59 161 $6,695.19 — — —
🔴 SELL Jan 2, 2026 2:50pm ET $42.68 161 $6,870.68 $6,901.96 +$175.49
(+2.6%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 8, 2026 10:55am ET $41.69 165 $6,878.03 — — —
🔴 SELL Jan 8, 2026 1:30pm ET $42.90 165 $7,077.68 $7,101.61 +$199.65
(+2.9%) 		🎯 +5% Target
0m held
3 🟢 BUY Jan 13, 2026 10:45am ET $44.04 161 $7,090.81 — — —
🔴 SELL Jan 13, 2026 11:10am ET $43.60 161 $7,018.80 $7,029.59 $-72.02
(-1.0%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 14, 2026 2:35pm ET $44.87 156 $6,998.94 — — —
🔴 SELL Jan 14, 2026 3:05pm ET $44.39 156 $6,924.06 $6,954.71 $-74.88
(-1.1%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 15, 2026 11:05am ET $43.74 159 $6,954.66 — — —
🔴 SELL Jan 15, 2026 12:55pm ET $43.24 159 $6,874.37 $6,874.41 $-80.30
(-1.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 30, 2026 3:50pm ET $45.44 151 $6,861.44 — — —
🔴 SELL Feb 2, 2026 10:00am ET $44.11 151 $6,660.61 $6,673.58 $-200.83
(-2.9%) 		🛑 -10% Stop
0m held
7 🟢 BUY Feb 3, 2026 10:05am ET $44.46 150 $6,669.00 — — —
🔴 SELL Feb 4, 2026 10:00am ET $45.86 150 $6,879.00 $6,883.58 +$210.00
(+3.1%) 		🎯 +5% Target
0m held
8 🟢 BUY Feb 4, 2026 12:30pm ET $46.46 148 $6,876.08 — — —
🔴 SELL Feb 5, 2026 10:00am ET $45.61 148 $6,750.28 $6,757.78 $-125.80
(-1.8%) 		🛑 -10% Stop
0m held
9 🟢 BUY Feb 6, 2026 10:10am ET $46.25 146 $6,752.50 — — —
🔴 SELL Feb 9, 2026 10:40am ET $46.46 146 $6,783.16 $6,788.44 +$30.66
(+0.5%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 9, 2026 12:25pm ET $46.69 145 $6,769.33 — — —
🔴 SELL Feb 10, 2026 10:00am ET $46.17 145 $6,695.37 $6,714.49 $-73.95
(-1.1%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 11, 2026 11:30am ET $47.56 141 $6,706.66 — — —
🔴 SELL Feb 12, 2026 10:00am ET $46.76 141 $6,593.16 $6,600.98 $-113.51
(-1.7%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 13, 2026 10:05am ET $46.04 143 $6,583.72 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $46.08 143 $6,588.73 $6,605.98 +$5.00
(+0.1%) 		📅 Sim Ended
0m held
13 🟢 BUY Mar 6, 2026 9:30am ET $55.04 120 $6,605.40 — — —
🔴 SELL Mar 10, 2026 1:15pm ET $52.19 120 $6,262.80 $6,263.38 $-342.60
(-5.2%) 		🛑 -10% Stop
4.1d held
14 🟢 BUY Mar 12, 2026 9:30am ET $56.73 110 $6,240.30 — — —
🔴 SELL Mar 27, 2026 9:50am ET $65.36 110 $7,190.15 $7,213.23 +$949.85
(+15.2%) 		🎯 +5% Target
15d held
15 🟢 BUY Apr 2, 2026 9:30am ET $64.60 111 $7,170.53 — — —
🔴 SELL Apr 8, 2026 9:30am ET $57.00 111 $6,327.00 $6,369.70 $-843.53
(-11.8%) 		🛑 -10% Stop
6d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $6,369.70
Net Profit/Loss: $-3,630.30
Total Return: -36.30%
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