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

Surge's Analysis

Year to Date: 2026-01-01 to present • 16 trades in period

-0.31%
Year to Date Return
$9,516.74
Current Value
44%
Win Rate
$9,546.63
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 10:05:11

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)
56.4 neutral
20d Trend
+5.2%
5d Trend
+0.2%
EMA20 Dist
+1.5%
ATR%
2.4%
Range Pos
77%
Bounce Ratio
1.1×
Green/Red 10d
6/4
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

5
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
1.9/15
Profit Factor
0.0/15
Consistency
5.0/10
Raw Quality 6.9/100
× Confidence 0.75 = 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 (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
9,109
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
$9,546.63
Current Value
$9,516.74
Period P&L
$-29.89
Max Drawdown
-11.6%
Sharpe Ratio
-0.01

Trade Statistics (Year to Date)

Trades in Period
16
Winners / Losers
7 / 9
Best Trade
+2.56%
Worst Trade
-1.77%
Avg Trade Return
-0.01%
Avg Hold Time
1.2d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$308,609.96
Estimated Fees
$0.00
Gross P&L
$-29.89
Net P&L (after fees)
$-29.89
Gross Return
-0.31%
Net Return (after fees)
-0.31%

✅ 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

📈 PFE 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 - 16 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,546.63 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 $25.08 380 $9,528.50 — — —
🔴 SELL Jan 5, 2026 11:20am ET $25.08 380 $9,530.40 $9,548.53 +$1.90
(+0.0%) 		END_OF_DAY
0m held
2 🟢 BUY Jan 14, 2026 11:30am ET $25.55 373 $9,528.29 — — —
🔴 SELL Jan 15, 2026 12:00pm ET $25.43 373 $9,485.39 $9,505.63 $-42.90
(-0.5%) 		END_OF_DAY
0m held
3 🟢 BUY Jan 15, 2026 1:30pm ET $25.69 370 $9,503.45 — — —
🔴 SELL Jan 16, 2026 2:00pm ET $25.63 370 $9,481.25 $9,483.43 $-22.20
(-0.2%) 		END_OF_DAY
0m held
4 🟢 BUY Jan 20, 2026 10:30am ET $25.62 370 $9,477.55 — — —
🔴 SELL Jan 21, 2026 11:00am ET $25.51 370 $9,436.85 $9,442.73 $-40.70
(-0.4%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 21, 2026 12:30pm ET $25.70 367 $9,431.90 — — —
🔴 SELL Jan 22, 2026 1:00pm ET $26.07 367 $9,565.86 $9,576.69 +$133.96
(+1.4%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 26, 2026 11:25am ET $25.83 370 $9,555.25 — — —
🔴 SELL Jan 27, 2026 10:30am ET $26.49 370 $9,799.45 $9,820.89 +$244.20
(+2.6%) 		🎯 +5% Target
0m held
7 🟢 BUY Jan 27, 2026 10:35am ET $26.57 369 $9,802.49 — — —
🔴 SELL Jan 28, 2026 10:00am ET $26.10 369 $9,629.06 $9,647.46 $-173.43
(-1.8%) 		🛑 -10% Stop
0m held
8 🟢 BUY Jan 29, 2026 2:50pm ET $26.21 368 $9,643.44 — — —
🔴 SELL Jan 30, 2026 3:20pm ET $26.41 368 $9,718.88 $9,722.90 +$75.44
(+0.8%) 		END_OF_DAY
0m held
9 🟢 BUY Jan 30, 2026 3:25pm ET $26.43 367 $9,697.98 — — —
🔴 SELL Feb 2, 2026 3:55pm ET $26.65 367 $9,780.55 $9,805.47 +$82.57
(+0.8%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 3, 2026 11:30am ET $26.06 376 $9,797.62 — — —
🔴 SELL Feb 3, 2026 12:00pm ET $25.80 376 $9,698.92 $9,706.77 $-98.70
(-1.0%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 4, 2026 10:30am ET $26.52 365 $9,681.62 — — —
🔴 SELL Feb 5, 2026 11:00am ET $26.88 365 $9,809.38 $9,834.52 +$127.75
(+1.3%) 		END_OF_DAY
0m held
12 🟢 BUY Feb 6, 2026 11:10am ET $27.22 361 $9,824.62 — — —
🔴 SELL Feb 9, 2026 10:10am ET $26.91 361 $9,712.71 $9,722.61 $-111.91
(-1.1%) 		🛑 -10% Stop
0m held
13 🟢 BUY Feb 10, 2026 11:15am ET $27.52 353 $9,716.32 — — —
🔴 SELL Feb 11, 2026 11:45am ET $27.84 353 $9,829.28 $9,835.57 +$112.96
(+1.2%) 		END_OF_DAY
0m held
14 🟢 BUY Feb 11, 2026 11:50am ET $27.88 352 $9,812.00 — — —
🔴 SELL Feb 12, 2026 10:00am ET $27.56 352 $9,699.36 $9,722.93 $-112.64
(-1.1%) 		🛑 -10% Stop
0m held
15 🟢 BUY Feb 12, 2026 10:40am ET $27.83 349 $9,712.70 — — —
🔴 SELL Feb 12, 2026 3:50pm ET $27.53 349 $9,609.71 $9,619.94 $-102.99
(-1.1%) 		🛑 -10% Stop
0m held
16 🟢 BUY Feb 13, 2026 11:15am ET $27.92 344 $9,606.20 — — —
🔴 SELL Feb 13, 2026 3:50pm ET $27.63 344 $9,503.00 $9,516.74 $-103.20
(-1.1%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,516.74
Net Profit/Loss: $-483.26
Total Return: -4.83%
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