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

Danny Dip's Analysis

Last 3 Months: 2026-06-25 to present • 13 trades in period

-7.62%
Last 3 Months Return
$6,916.77
Current Value
31%
Win Rate
$7,486.91
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:27:21

Price declining but no fear. Strategies historically underperform. Wait for fear to build.

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)
14.6 oversold
20d Trend
-30.9%
5d Trend
-17.8%
EMA20 Dist
-19.9%
ATR%
6.6%
Range Pos
2%
Bounce Ratio
0.1×
Green/Red 10d
1/9

Strategy Score Scored Sep 24, 2026

4
Lifetime
Confidence: 98%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
0.0/15
Profit Factor
0.0/15
Consistency
4.6/10
Raw Quality 4.6/100
× Confidence 0.98 = 4.5

30-Day Momentum

2
-5.2%
30d Return
20%
Win Rate
5
Trades
0.8×
Profit Factor
Quality: 2.9 Conf: 0.70×
Cooling (-2 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 (98%) 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
$7,486.91
Current Value
$6,916.77
Period P&L
$-570.15
Max Drawdown
-30.6%
Sharpe Ratio
-0.12

Trade Statistics (Last 3 Months)

Trades in Period
13
Winners / Losers
4 / 9
Best Trade
+7.32%
Worst Trade
-4.63%
Avg Trade Return
-0.52%
Avg Hold Time
2.2d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$181,562.00
Estimated Fees
$0.00
Gross P&L
$-570.15
Net P&L (after fees)
$-570.15
Gross Return
-7.62%
Net Return (after fees)
-7.62%

✅ 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

📈 SOFI 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 - 13 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Danny Dip had $7,486.91 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 Jul 2, 2026 10:05am ET $18.43 406 $7,484.61 — — —
🔴 SELL Jul 2, 2026 11:05am ET $17.87 406 $7,255.22 $7,257.53 $-229.39
(-3.1%) 		🛑 -10% Stop
1h held
2 🟢 BUY Jul 7, 2026 10:00am ET $18.15 399 $7,239.86 — — —
🔴 SELL Jul 8, 2026 9:30am ET $17.30 399 $6,904.30 $6,921.97 $-335.56
(-4.6%) 		🛑 -10% Stop
23.5h held
3 🟢 BUY Jul 10, 2026 10:15am ET $18.96 365 $6,920.36 — — —
🔴 SELL Jul 13, 2026 9:55am ET $18.38 365 $6,708.74 $6,710.34 $-211.63
(-3.1%) 		🛑 -10% Stop
3d held
4 🟢 BUY Jul 15, 2026 10:20am ET $18.14 370 $6,709.95 — — —
🔴 SELL Jul 16, 2026 9:50am ET $17.59 370 $6,508.30 $6,508.69 $-201.65
(-3.0%) 		🛑 -10% Stop
23.5h held
5 🟢 BUY Jul 17, 2026 9:50am ET $16.77 387 $6,491.92 — — —
🔴 SELL Jul 28, 2026 9:55am ET $16.19 387 $6,267.46 $6,284.23 $-224.46
(-3.5%) 		🛑 -10% Stop
11d held
6 🟢 BUY Jul 29, 2026 9:55am ET $15.08 416 $6,272.07 — — —
🔴 SELL Jul 30, 2026 10:30am ET $15.84 416 $6,587.36 $6,599.52 +$315.29
(+5.0%) 		🎯 +5% Target
1d held
7 🟢 BUY Aug 12, 2026 10:55am ET $17.67 373 $6,592.77 — — —
🔴 SELL Aug 13, 2026 3:40pm ET $18.57 373 $6,927.32 $6,934.06 +$334.54
(+5.1%) 		🎯 +5% Target
1.2d held
8 🟢 BUY Aug 20, 2026 10:20am ET $17.88 387 $6,917.63 — — —
🔴 SELL Aug 21, 2026 9:50am ET $18.81 387 $7,279.51 $7,295.94 +$361.88
(+5.2%) 		🎯 +5% Target
23.5h held
9 🟢 BUY Aug 28, 2026 10:30am ET $18.74 389 $7,287.92 — — —
🔴 SELL Aug 28, 2026 2:05pm ET $18.17 389 $7,068.32 $7,076.35 $-219.59
(-3.0%) 		🛑 -10% Stop
3.6h held
10 🟢 BUY Sep 1, 2026 11:00am ET $17.33 408 $7,068.60 — — —
🔴 SELL Sep 3, 2026 9:35am ET $18.59 408 $7,586.27 $7,594.02 +$517.67
(+7.3%) 		🎯 +5% Target
1.9d held
11 🟢 BUY Sep 4, 2026 9:35am ET $18.02 421 $7,586.42 — — —
🔴 SELL Sep 9, 2026 11:05am ET $17.47 421 $7,354.87 $7,362.47 $-231.55
(-3.1%) 		🛑 -10% Stop
5.1d held
12 🟢 BUY Sep 15, 2026 10:40am ET $17.16 429 $7,361.64 — — —
🔴 SELL Sep 16, 2026 3:10pm ET $16.64 429 $7,136.42 $7,137.25 $-225.22
(-3.1%) 		🛑 -10% Stop
1.2d held
13 🟢 BUY Sep 22, 2026 9:50am ET $17.15 416 $7,132.32 — — —
🔴 SELL Sep 23, 2026 3:50pm ET $16.61 416 $6,911.84 $6,916.77 $-220.48
(-3.1%) 		🛑 -10% Stop
1.3d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $6,916.77
Net Profit/Loss: $-3,083.23
Total Return: -30.83%
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