XLE Anchor's Analysis
Last 3 Months: 2026-06-25 to present • 35 trades in period
+0.36%
Last 3 Months Return
$8,834.14
Current Value
40%
Win Rate
$8,802.56
Period Start
PHASE 5: BULL TREND
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 3 Months)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,992
Timeframe
5-Minute Bars
Period Range
2026-06-25 → 2026-09-24
Trading Days
64 days
Data Gaps
None (2 market holidays)
Market Closed (2 days)
2026-07-03 — Independence Day (observed), 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 3 Months)
Period Start Capital
$8,802.56
Current Value
$8,834.14
Period P&L
$31.59
Max Drawdown
-17.8%
Sharpe Ratio
-0.01
Trade Statistics (Last 3 Months)
Trades in Period
35
Winners / Losers
14 /
21
Best Trade
+2.39%
Worst Trade
-1.58%
Avg Trade Return
-0.01%
Avg Hold Time
1d
💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$624,807.40
Estimated Fees
$0.00
Gross P&L
$31.59
Net P&L (after fees)
$31.59
Gross Return
+0.36%
Net Return (after fees)
+0.36%
✅ 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: 64 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last 3 Months - 35 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $8,802.56 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 | Jun 24, 2026 9:30am ET | $53.51 | 165 | $8,829.15 | — | — | — |
| 🔴 SELL | Jun 25, 2026 9:30am ET | $53.15 | 165 | $8,769.75 | $8,813.28 |
$-59.40 (-0.7%) |
⏰ 30 Day Max
1d held |
|
| 2 | 🟢 BUY | Jun 26, 2026 9:30am ET | $53.99 | 163 | $8,800.37 | — | — | — |
| 🔴 SELL | Jun 29, 2026 9:30am ET | $54.18 | 163 | $8,831.34 | $8,844.25 |
+$30.97 (+0.4%) |
⏰ 30 Day Max
3d held |
|
| 3 | 🟢 BUY | Jun 30, 2026 9:45am ET | $53.54 | 165 | $8,834.92 | — | — | — |
| 🔴 SELL | Jul 1, 2026 9:30am ET | $53.25 | 165 | $8,786.25 | $8,795.58 |
$-48.67 (-0.6%) |
⏰ 30 Day Max
23.8h held |
|
| 4 | 🟢 BUY | Jul 2, 2026 11:05am ET | $53.23 | 165 | $8,782.95 | — | — | — |
| 🔴 SELL | Jul 6, 2026 9:30am ET | $53.13 | 165 | $8,766.45 | $8,779.08 |
$-16.50 (-0.2%) |
⏰ 30 Day Max
3.9d held |
|
| 5 | 🟢 BUY | Jul 7, 2026 11:35am ET | $54.03 | 162 | $8,752.86 | — | — | — |
| 🔴 SELL | Jul 8, 2026 9:30am ET | $55.32 | 162 | $8,961.84 | $8,988.06 |
+$208.98 (+2.4%) |
⏰ 30 Day Max
21.9h held |
|
| 6 | 🟢 BUY | Jul 9, 2026 9:35am ET | $55.22 | 162 | $8,945.64 | — | — | — |
| 🔴 SELL | Jul 10, 2026 9:30am ET | $55.06 | 162 | $8,920.04 | $8,962.46 |
$-25.60 (-0.3%) |
⏰ 30 Day Max
23.9h held |
|
| 7 | 🟢 BUY | Jul 13, 2026 3:25pm ET | $56.80 | 157 | $8,917.58 | — | — | — |
| 🔴 SELL | Jul 14, 2026 9:30am ET | $56.99 | 157 | $8,947.43 | $8,992.31 |
+$29.85 (+0.3%) |
⏰ 30 Day Max
18.1h held |
|
| 8 | 🟢 BUY | Jul 15, 2026 9:45am ET | $56.79 | 158 | $8,973.61 | — | — | — |
| 🔴 SELL | Jul 15, 2026 10:35am ET | $56.22 | 158 | $8,881.97 | $8,900.67 |
$-91.64 (-1.0%) |
🛑 -10% Stop
50m held |
|
| 9 | 🟢 BUY | Jul 16, 2026 11:35am ET | $56.99 | 156 | $8,889.66 | — | — | — |
| 🔴 SELL | Jul 17, 2026 9:30am ET | $57.68 | 156 | $8,998.08 | $9,009.09 |
+$108.42 (+1.2%) |
⏰ 30 Day Max
21.9h held |
|
| 10 | 🟢 BUY | Jul 20, 2026 9:30am ET | $57.43 | 156 | $8,959.08 | — | — | — |
| 🔴 SELL | Jul 21, 2026 9:30am ET | $58.22 | 156 | $9,082.32 | $9,132.33 |
+$123.24 (+1.4%) |
⏰ 30 Day Max
1d held |
|
| 11 | 🟢 BUY | Jul 22, 2026 11:10am ET | $59.26 | 154 | $9,126.81 | — | — | — |
| 🔴 SELL | Jul 23, 2026 9:30am ET | $60.17 | 154 | $9,265.41 | $9,270.93 |
+$138.60 (+1.5%) |
⏰ 30 Day Max
22.3h held |
|
| 12 | 🟢 BUY | Jul 24, 2026 11:20am ET | $59.90 | 154 | $9,223.83 | — | — | — |
| 🔴 SELL | Jul 27, 2026 9:30am ET | $58.95 | 154 | $9,078.30 | $9,125.40 |
$-145.53 (-1.6%) |
🛑 -10% Stop
2.9d held |
|
| 13 | 🟢 BUY | Jul 28, 2026 10:50am ET | $58.31 | 156 | $9,095.58 | — | — | — |
| 🔴 SELL | Jul 28, 2026 11:35am ET | $57.56 | 156 | $8,980.14 | $9,009.96 |
$-115.44 (-1.3%) |
🛑 -10% Stop
45m held |
|
| 14 | 🟢 BUY | Jul 29, 2026 12:15pm ET | $58.77 | 153 | $8,991.81 | — | — | — |
| 🔴 SELL | Jul 30, 2026 9:30am ET | $58.13 | 153 | $8,893.89 | $8,912.04 |
$-97.92 (-1.1%) |
🛑 -10% Stop
21.3h held |
|
| 15 | 🟢 BUY | Jul 31, 2026 9:55am ET | $58.81 | 151 | $8,879.56 | — | — | — |
| 🔴 SELL | Aug 3, 2026 9:30am ET | $58.71 | 151 | $8,865.21 | $8,897.69 |
$-14.35 (-0.2%) |
⏰ 30 Day Max
3d held |
|
| 16 | 🟢 BUY | Aug 4, 2026 9:30am ET | $57.77 | 154 | $8,896.58 | — | — | — |
| 🔴 SELL | Aug 4, 2026 9:40am ET | $57.17 | 154 | $8,803.41 | $8,804.52 |
$-93.17 (-1.0%) |
🛑 -10% Stop
10m held |
|
| 17 | 🟢 BUY | Aug 5, 2026 9:40am ET | $58.02 | 151 | $8,761.02 | — | — | — |
| 🔴 SELL | Aug 5, 2026 10:45am ET | $57.42 | 151 | $8,670.42 | $8,713.92 |
$-90.60 (-1.0%) |
🛑 -10% Stop
1.1h held |
|
| 18 | 🟢 BUY | Aug 6, 2026 1:00pm ET | $57.93 | 150 | $8,689.14 | — | — | — |
| 🔴 SELL | Aug 7, 2026 9:30am ET | $57.44 | 150 | $8,616.00 | $8,640.78 |
$-73.14 (-0.8%) |
⏰ 30 Day Max
20.5h held |
|
| 19 | 🟢 BUY | Aug 11, 2026 12:35pm ET | $60.79 | 142 | $8,632.89 | — | — | — |
| 🔴 SELL | Aug 12, 2026 9:30am ET | $60.65 | 142 | $8,613.01 | $8,620.90 |
$-19.88 (-0.2%) |
⏰ 30 Day Max
20.9h held |
|
| 20 | 🟢 BUY | Aug 13, 2026 9:30am ET | $60.42 | 142 | $8,579.64 | — | — | — |
| 🔴 SELL | Aug 14, 2026 9:30am ET | $61.45 | 142 | $8,725.90 | $8,767.16 |
+$146.26 (+1.7%) |
⏰ 30 Day Max
1d held |
|
| 21 | 🟢 BUY | Aug 17, 2026 11:05am ET | $62.05 | 141 | $8,749.33 | — | — | — |
| 🔴 SELL | Aug 18, 2026 9:30am ET | $63.43 | 141 | $8,943.63 | $8,961.46 |
+$194.30 (+2.2%) |
⏰ 30 Day Max
22.4h held |
|
| 22 | 🟢 BUY | Aug 19, 2026 11:35am ET | $63.93 | 140 | $8,950.83 | — | — | — |
| 🔴 SELL | Aug 20, 2026 9:30am ET | $64.36 | 140 | $9,010.40 | $9,021.03 |
+$59.57 (+0.7%) |
⏰ 30 Day Max
21.9h held |
|
| 23 | 🟢 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 |
|
| 24 | 🟢 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 |
|
| 25 | 🟢 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 |
|
| 26 | 🟢 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 |
|
| 27 | 🟢 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 |
|
| 28 | 🟢 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 |
|
| 29 | 🟢 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 |
|
| 30 | 🟢 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 |
|
| 31 | 🟢 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 |
|
| 32 | 🟢 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 |
|
| 33 | 🟢 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 |
|
| 34 | 🟢 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 |
|
| 35 | 🟢 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%