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

Surge's Analysis

Year to Date: 2026-01-01 to present • 23 trades in period

+198.37%
Year to Date Return
$74,485.61
Current Value
57%
Win Rate
$24,964.51
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 09:48:38

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)
50.5 neutral
20d Trend
+69.9%
5d Trend
-8.4%
EMA20 Dist
+0.9%
ATR%
11.0%
Range Pos
31%
Bounce Ratio
1.9×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score PRO Scored May 6, 2026

74
Lifetime
Confidence: 100%
Score ≥ 70 + Momentum ≥ 40

Quality Components

Return-to-Risk
35.0/35
Total Return
22.8/25
Win Rate
0.0/15
Profit Factor
11.5/15
Consistency
5.5/10
Raw Quality 74.8/100
× Confidence 1.00 = 74.4

30-Day Momentum

60
+87.1%
30d Return
100%
Win Rate
4
Trades
10.0×
Profit Factor
Quality: 91.4 Conf: 0.66×
Declining (-14 vs lifetime)
Momentum meets PRO threshold (40+)
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 (100%) 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
8,914
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-06
Trading Days
86 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
$24,964.51
Current Value
$74,485.61
Period P&L
$49,521.10
Max Drawdown
-33.3%
Sharpe Ratio
0.63

Trade Statistics (Year to Date)

Trades in Period
23
Winners / Losers
13 / 10
Best Trade
+22.00%
Worst Trade
-6.08%
Avg Trade Return
+5.19%
Avg Hold Time
1.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$1,632,669.71
Estimated Fees
$0.00
Gross P&L
$49,521.10
Net P&L (after fees)
$49,521.10
Gross Return
+198.37%
Net Return (after fees)
+198.37%

✅ 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

📈 SOXL 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: 86 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 23 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $24,964.51 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 10:15am ET $47.90 521 $24,958.19 — — —
🔴 SELL Jan 2, 2026 10:50am ET $47.25 521 $24,617.25 $24,623.57 $-340.94
(-1.4%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jan 5, 2026 10:25am ET $49.29 499 $24,595.71 — — —
🔴 SELL Jan 6, 2026 10:00am ET $53.46 499 $26,676.54 $26,704.40 +$2,080.83
(+8.5%) 		🎯 +5% Target
0m held
3 🟢 BUY Jan 6, 2026 10:30am ET $53.86 495 $26,660.70 — — —
🔴 SELL Jan 7, 2026 10:00am ET $52.06 495 $25,767.23 $25,810.92 $-893.48
(-3.4%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 8, 2026 11:35am ET $49.81 518 $25,801.58 — — —
🔴 SELL Jan 9, 2026 10:00am ET $54.21 518 $28,080.78 $28,090.12 +$2,279.20
(+8.8%) 		🎯 +5% Target
0m held
5 🟢 BUY Jan 9, 2026 10:05am ET $54.44 516 $28,088.92 — — —
🔴 SELL Jan 9, 2026 11:10am ET $53.87 516 $27,796.92 $27,798.12 $-292.00
(-1.0%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 14, 2026 10:30am ET $54.58 509 $27,778.68 — — —
🔴 SELL Jan 15, 2026 10:00am ET $59.90 509 $30,488.08 $30,507.53 +$2,709.41
(+9.8%) 		🎯 +5% Target
0m held
7 🟢 BUY Jan 20, 2026 1:00pm ET $58.63 520 $30,487.60 — — —
🔴 SELL Jan 21, 2026 10:00am ET $64.69 520 $33,638.80 $33,658.73 +$3,151.20
(+10.3%) 		🎯 +5% Target
0m held
8 🟢 BUY Jan 23, 2026 10:50am ET $61.45 547 $33,610.42 — — —
🔴 SELL Jan 26, 2026 10:15am ET $60.81 547 $33,263.07 $33,311.39 $-347.34
(-1.0%) 		🛑 -10% Stop
0m held
9 🟢 BUY Jan 27, 2026 10:15am ET $65.93 505 $33,292.13 — — —
🔴 SELL Jan 27, 2026 10:40am ET $65.24 505 $32,943.68 $32,962.94 $-348.45
(-1.1%) 		🛑 -10% Stop
0m held
10 🟢 BUY Jan 28, 2026 11:10am ET $70.99 464 $32,939.36 — — —
🔴 SELL Jan 29, 2026 10:00am ET $68.56 464 $31,809.52 $31,833.10 $-1,129.84
(-3.4%) 		🛑 -10% Stop
0m held
11 🟢 BUY Jan 29, 2026 10:40am ET $69.24 459 $31,781.16 — — —
🔴 SELL Jan 29, 2026 1:10pm ET $68.36 459 $31,377.29 $31,429.23 $-403.87
(-1.3%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 2, 2026 10:05am ET $64.36 488 $31,407.58 — — —
🔴 SELL Feb 2, 2026 10:35am ET $66.00 488 $32,205.95 $32,227.60 +$798.37
(+2.5%) 		🎯 +5% Target
0m held
13 🟢 BUY Feb 6, 2026 11:35am ET $60.90 529 $32,216.10 — — —
🔴 SELL Feb 9, 2026 10:00am ET $62.88 529 $33,263.52 $33,275.02 +$1,047.42
(+3.2%) 		🎯 +5% Target
0m held
14 🟢 BUY Feb 9, 2026 10:05am ET $63.28 525 $33,222.00 — — —
🔴 SELL Feb 9, 2026 12:05pm ET $64.90 525 $34,073.13 $34,126.15 +$851.13
(+2.6%) 		🎯 +5% Target
0m held
15 🟢 BUY Feb 13, 2026 10:30am ET $65.72 519 $34,108.68 — — —
🔴 SELL Feb 13, 2026 10:40am ET $64.65 519 $33,553.35 $33,570.82 $-555.33
(-1.6%) 		🛑 -10% Stop
0m held
16 🟢 BUY Mar 13, 2026 9:30am ET $52.14 643 $33,526.08 — — —
🔴 SELL Mar 19, 2026 9:30am ET $49.06 643 $31,545.58 $31,590.32 $-1,980.50
(-5.9%) 		🛑 -10% Stop
6d held
17 🟢 BUY Mar 23, 2026 9:30am ET $54.38 580 $31,540.40 — — —
🔴 SELL Mar 26, 2026 10:55am ET $51.07 580 $29,621.76 $29,671.68 $-1,918.64
(-6.1%) 		🛑 -10% Stop
3.1d held
18 🟢 BUY Mar 31, 2026 9:30am ET $42.83 692 $29,634.90 — — —
🔴 SELL Apr 1, 2026 9:30am ET $49.97 692 $34,582.70 $34,619.48 +$4,947.80
(+16.7%) 		🎯 +5% Target
1d held
19 🟢 BUY Apr 6, 2026 9:30am ET $54.63 633 $34,580.79 — — —
🔴 SELL Apr 8, 2026 9:30am ET $66.65 633 $42,188.56 $42,227.25 +$7,607.77
(+22.0%) 		🎯 +5% Target
2d held
20 🟢 BUY Apr 10, 2026 9:30am ET $74.81 564 $42,192.84 — — —
🔴 SELL Apr 16, 2026 9:40am ET $86.11 564 $48,565.59 $48,600.00 +$6,372.75
(+15.1%) 		🎯 +5% Target
6d held
21 🟢 BUY Apr 21, 2026 9:30am ET $98.35 494 $48,582.43 — — —
🔴 SELL Apr 23, 2026 10:30am ET $113.27 494 $55,955.38 $55,972.95 +$7,372.95
(+15.2%) 		🎯 +5% Target
2d held
22 🟢 BUY Apr 29, 2026 9:30am ET $114.74 487 $55,878.38 — — —
🔴 SELL May 4, 2026 9:30am ET $132.79 487 $64,668.73 $64,763.30 +$8,790.35
(+15.7%) 		🎯 +5% Target
5d held
23 🟢 BUY May 5, 2026 9:30am ET $135.62 477 $64,689.69 — — —
🔴 SELL May 6, 2026 9:30am ET $156.00 477 $74,412.00 $74,485.61 +$9,722.31
(+15.0%) 		🎯 +5% Target
1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $74,485.61
Net Profit/Loss: +$64,485.61
Total Return: +644.86%
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