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

Anchor's Analysis

Last Month: 2026-08-24 to present • 13 trades in period

-1.67%
Last Month Return
$8,834.14
Current Value
38%
Win Rate
$8,984.53
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-09-24 22:44:51

Trend-following and momentum strategies active. Ride winners.

Fear & Greed
71
Greed
VIX
14.2
LOW
10Y Yield
5.11%
HIGH
Yield Curve
+0.31%
NORMAL
HY Spread
2.68
CALM
🌍 Kp Index
🟢 0.5
Quiet
RSI(14)
70 neutral
20d Trend
+11.0%
5d Trend
+2.0%
EMA20 Dist
+4.4%
ATR%
2.1%
Range Pos
76%
Bounce Ratio
3.3×
Green/Red 10d
8/2

Strategy Score Scored Sep 24, 2026

11
Lifetime
Confidence: 100%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
5.8/15
Profit Factor
0.0/15
Consistency
5.2/10
Raw Quality 11.0/100
× Confidence 1.00 = 10.9

30-Day Momentum

10
-1.7%
30d Return
42%
Win Rate
12
Trades
0.8×
Profit Factor
Quality: 10.6 Conf: 0.93×
Cooling (-1 vs lifetime)
Momentum below 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 (Last Month)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
1,794
Timeframe
5-Minute Bars
Period Range
2026-08-24 → 2026-09-24
Trading Days
23 days
Data Gaps
None (1 market holiday)

Market Closed (1 day)

2026-09-07 — Labor Day
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 Month)

Period Start Capital
$8,984.53
Current Value
$8,834.14
Period P&L
$-150.39
Max Drawdown
-17.8%
Sharpe Ratio
-0.15

Trade Statistics (Last Month)

Trades in Period
13
Winners / Losers
5 / 8
Best Trade
+1.86%
Worst Trade
-1.38%
Avg Trade Return
-0.16%
Avg Hold Time
18.6h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$234,133.35
Estimated Fees
$0.00
Gross P&L
$-150.39
Net P&L (after fees)
$-150.39
Gross Return
-1.67%
Net Return (after fees)
-1.67%

✅ 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

📈 XLE 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: 23 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Month - 13 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $8,984.53 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 Aug 21, 2026 10:45am ET $63.82 141 $8,998.62 — — —
🔴 SELL Aug 24, 2026 9:30am ET $63.56 141 $8,962.12 $8,984.53 $-36.50
(-0.4%) 		⏰ 30 Day Max
2.9d held
2 🟢 BUY Aug 25, 2026 9:30am ET $62.74 143 $8,971.82 — — —
🔴 SELL Aug 25, 2026 3:55pm ET $62.08 143 $8,877.44 $8,890.15 $-94.38
(-1.1%) 		🛑 -10% Stop
6.4h held
3 🟢 BUY Aug 27, 2026 9:30am ET $62.19 142 $8,830.98 — — —
🔴 SELL Aug 28, 2026 9:30am ET $62.51 142 $8,875.71 $8,934.88 +$44.73
(+0.5%) 		⏰ 30 Day Max
1d held
4 🟢 BUY Aug 31, 2026 11:00am ET $63.41 140 $8,877.40 — — —
🔴 SELL Sep 1, 2026 9:30am ET $64.59 140 $9,042.60 $9,100.08 +$165.20
(+1.9%) 		⏰ 30 Day Max
22.5h held
5 🟢 BUY Sep 2, 2026 9:40am ET $64.46 141 $9,088.86 — — —
🔴 SELL Sep 3, 2026 9:30am ET $65.02 141 $9,167.82 $9,179.04 +$78.96
(+0.9%) 		⏰ 30 Day Max
23.8h held
6 🟢 BUY Sep 4, 2026 9:30am ET $64.21 142 $9,117.82 — — —
🔴 SELL Sep 4, 2026 9:40am ET $63.56 142 $9,024.81 $9,086.03 $-93.01
(-1.0%) 		🛑 -10% Stop
10m held
7 🟢 BUY Sep 8, 2026 11:05am ET $64.85 140 $9,078.30 — — —
🔴 SELL Sep 9, 2026 9:30am ET $65.58 140 $9,181.20 $9,188.93 +$102.90
(+1.1%) 		⏰ 30 Day Max
22.4h held
8 🟢 BUY Sep 10, 2026 9:45am ET $65.12 141 $9,181.92 — — —
🔴 SELL Sep 11, 2026 9:30am ET $65.07 141 $9,175.57 $9,182.58 $-6.35
(-0.1%) 		⏰ 30 Day Max
23.8h held
9 🟢 BUY Sep 14, 2026 11:05am ET $65.55 140 $9,177.00 — — —
🔴 SELL Sep 14, 2026 11:10am ET $64.75 140 $9,065.00 $9,070.58 $-112.00
(-1.2%) 		🛑 -10% Stop
5m held
10 🟢 BUY Sep 15, 2026 2:30pm ET $65.82 137 $9,016.66 — — —
🔴 SELL Sep 16, 2026 9:30am ET $64.91 137 $8,892.67 $8,946.60 $-123.98
(-1.4%) 		🛑 -10% Stop
19h held
11 🟢 BUY Sep 17, 2026 9:30am ET $63.62 140 $8,906.80 — — —
🔴 SELL Sep 18, 2026 9:30am ET $64.14 140 $8,979.60 $9,019.40 +$72.80
(+0.8%) 		⏰ 30 Day Max
1d held
12 🟢 BUY Sep 21, 2026 9:30am ET $63.29 142 $8,987.89 — — —
🔴 SELL Sep 21, 2026 11:30am ET $62.65 142 $8,897.01 $8,928.52 $-90.88
(-1.0%) 		🛑 -10% Stop
2h held
13 🟢 BUY Sep 22, 2026 12:50pm ET $62.42 143 $8,926.06 — — —
🔴 SELL Sep 22, 2026 3:55pm ET $61.76 143 $8,831.68 $8,834.14 $-94.38
(-1.1%) 		🛑 -10% Stop
3.1h held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $8,834.14
Net Profit/Loss: $-1,165.86
Total Return: -11.66%
Back to Anchor