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

Surge's Analysis

Year to Date: 2026-01-01 to present • 11 trades in period

-11.24%
Year to Date Return
$7,998.18
Current Value
18%
Win Rate
$9,010.63
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 05:17:38

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)
47.3 neutral
20d Trend
+0.4%
5d Trend
+2.5%
EMA20 Dist
-0.1%
ATR%
1.8%
Range Pos
31%
Bounce Ratio
2.6×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

4
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
1.2/15
Profit Factor
0.0/15
Consistency
4.6/10
Raw Quality 5.8/100
× Confidence 0.75 = 4.4

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
7,835
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
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
$9,010.63
Current Value
$7,998.18
Period P&L
$-1,012.45
Max Drawdown
-24.7%
Sharpe Ratio
-0.71

Trade Statistics (Year to Date)

Trades in Period
11
Winners / Losers
2 / 9
Best Trade
+0.68%
Worst Trade
-5.10%
Avg Trade Return
-1.09%
Avg Hold Time
1.2d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$182,067.04
Estimated Fees
$0.00
Gross P&L
$-1,012.45
Net P&L (after fees)
$-1,012.45
Gross Return
-11.24%
Net Return (after fees)
-11.24%

✅ 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

📈 V 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 - 11 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,010.63 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 5, 2026 10:05am ET $353.36 25 $8,834.00 — — —
🔴 SELL Jan 6, 2026 10:35am ET $355.78 25 $8,894.50 $9,071.13 +$60.50
(+0.7%) 		END_OF_DAY
0m held
2 🟢 BUY Jan 6, 2026 2:45pm ET $357.80 25 $8,945.00 — — —
🔴 SELL Jan 7, 2026 3:15pm ET $357.13 25 $8,928.13 $9,054.25 $-16.88
(-0.2%) 		END_OF_DAY
0m held
3 🟢 BUY Jan 12, 2026 11:30am ET $345.75 26 $8,989.50 — — —
🔴 SELL Jan 13, 2026 10:00am ET $328.10 26 $8,530.60 $8,595.35 $-458.90
(-5.1%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 16, 2026 1:35pm ET $329.09 26 $8,556.34 — — —
🔴 SELL Jan 20, 2026 10:00am ET $324.11 26 $8,426.86 $8,465.87 $-129.48
(-1.5%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 20, 2026 11:05am ET $326.63 25 $8,165.63 — — —
🔴 SELL Jan 21, 2026 11:35am ET $324.11 25 $8,102.75 $8,403.00 $-62.87
(-0.8%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 26, 2026 3:20pm ET $331.04 25 $8,276.00 — — —
🔴 SELL Jan 27, 2026 10:00am ET $327.42 25 $8,185.58 $8,312.58 $-90.42
(-1.1%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 29, 2026 2:40pm ET $332.56 24 $7,981.44 — — —
🔴 SELL Jan 30, 2026 10:00am ET $324.33 24 $7,783.92 $8,115.06 $-197.52
(-2.5%) 		🛑 -10% Stop
0m held
8 🟢 BUY Feb 2, 2026 12:10pm ET $333.11 24 $7,994.64 — — —
🔴 SELL Feb 3, 2026 12:40pm ET $334.51 24 $8,028.24 $8,148.66 +$33.60
(+0.4%) 		END_OF_DAY
0m held
9 🟢 BUY Feb 4, 2026 2:55pm ET $330.88 24 $7,941.12 — — —
🔴 SELL Feb 5, 2026 3:25pm ET $329.46 24 $7,907.04 $8,114.58 $-34.08
(-0.4%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 10, 2026 11:25am ET $329.66 24 $7,911.84 — — —
🔴 SELL Feb 11, 2026 11:55am ET $328.26 24 $7,878.24 $8,080.98 $-33.60
(-0.4%) 		END_OF_DAY
0m held
11 🟢 BUY Feb 11, 2026 3:45pm ET $331.01 24 $7,944.24 — — —
🔴 SELL Feb 12, 2026 11:05am ET $327.56 24 $7,861.44 $7,998.18 $-82.80
(-1.0%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $7,998.18
Net Profit/Loss: $-2,001.82
Total Return: -20.02%
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