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

Yolanda YOLO's Analysis

Last Year: 2025-05-06 to present • 3 trades in period

-7.41%
Last Year Return
$7,601.29
Current Value
33%
Win Rate
$8,209.81
Period Start
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PHASE 0: RANGING
Signals generated 2026-05-06 06:30:51

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)
49 neutral
20d Trend
-0.0%
5d Trend
-1.8%
EMA20 Dist
-0.7%
ATR%
2.5%
Range Pos
78%
Bounce Ratio
0.8×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored Mar 4, 2026

10
Lifetime
Confidence: 11%

Quality Components

Return-to-Risk
34.9/35
Total Return
13.7/25
Win Rate
5.2/15
Profit Factor
15.0/15
Consistency
7.1/10
Raw Quality 91.1/100
× Confidence 0.11 = 10.2

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 (11%) 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 (Last Year)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
22,142
Timeframe
5-Minute Bars
Period Range
2025-05-06 → 2026-05-05
Trading Days
258 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 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 (Last Year)

Period Start Capital
$8,209.81
Current Value
$7,601.29
Period P&L
$-608.53
Max Drawdown
-20.5%
Sharpe Ratio
-0.68

Trade Statistics (Last Year)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+2.69%
Worst Trade
-5.09%
Avg Trade Return
-2.47%
Avg Hold Time
9.7d

💰 Trading Cost Analysis (Alpaca Fees) (Last Year)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$48,496.35
Estimated Fees
$0.00
Gross P&L
$-608.53
Net P&L (after fees)
$-608.53
Gross Return
-7.41%
Net Return (after fees)
-7.41%

✅ 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

📈 SCHW 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: 258 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Yolanda YOLO had $8,209.81 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 Sep 5, 2025 10:05am ET $92.77 88 $8,163.76 — — —
🔴 SELL Sep 26, 2025 10:05am ET $95.27 88 $8,383.76 $8,429.82 +$220.00
(+2.7%) 		⏰ 30 Day Max
21d held
2 🟢 BUY Feb 10, 2026 11:05am ET $101.35 83 $8,412.05 — — —
🔴 SELL Feb 11, 2026 10:40am ET $96.19 83 $7,983.77 $8,001.54 $-428.28
(-5.1%) 		🛑 -10% Stop
23.6h held
3 🟢 BUY Apr 16, 2026 10:20am ET $94.96 84 $7,976.63 — — —
🔴 SELL Apr 23, 2026 12:35pm ET $90.19 84 $7,576.38 $7,601.29 $-400.25
(-5.0%) 		🛑 -10% Stop
7.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $7,601.29
Net Profit/Loss: $-2,398.71
Total Return: -23.99%
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