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

Marcus Calm Sea's Analysis

to 2026-09-24 19:55:00+00 • 14 trades executed

-1.18%
2 Years Return
$11,989.53
Current Value
40%
Win Rate
$12,132.81
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-09-24 19:30:52

Trend-following and momentum strategies active. Ride winners.

Fear & Greed
71
Greed
VIX
14.2
LOW
10Y Yield
4.96%
HIGH
Yield Curve
+0.26%
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

33
Lifetime
Confidence: 73%

Quality Components

Return-to-Risk
13.9/35
Total Return
11.0/25
Win Rate
9.1/15
Profit Factor
3.6/15
Consistency
7.0/10
Raw Quality 44.6/100
× Confidence 0.73 = 32.5

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 (73%) 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

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles Used
55,690
Timeframe
5-Minute Bars
Date Range
2024-09-24 → 2026-09-24
Trading Days
533 days
Data Gaps
None (21 market holidays)

Market Closed (21 days)

2024-11-28 — Thanksgiving, 2024-12-25 — Christmas Day, 2025-01-01 — New Year's Day, 2025-01-09 — National Day of Mourning (Carter), 2025-01-20 — MLK Jr. Day, 2025-02-17 — Presidents' Day, 2025-04-18 — Good Friday, 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, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth, 2026-07-03 — Independence Day (observed) ... and 1 more
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

Starting Capital
$12,132.81
Current Value
$11,989.53
Total P&L
$-143.26
Max Drawdown
-0.0%
Sharpe Ratio
-0.04

Trade Statistics

Total Trades
5
Winners / Losers
2 / 3
Best Trade
+6.12%
Worst Trade
-3.23%
Avg Trade Return
-0.16%
Avg Hold Time
17.8d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$118,111.41
Estimated Fees
$0.00
Gross P&L
$-143.26
Net P&L (after fees)
$-143.26
Gross Return
-1.18%
Net Return (after fees)
-1.18%

✅ 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: 533 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Complete Trade History

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Calm Sea had $12,132.81 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 Nov 13, 2024 9:40am ET $46.81 259 $12,123.79 — — —
🔴 SELL Dec 10, 2024 9:40am ET $45.30 259 $11,732.70 $11,741.70 $-391.09
(-3.2%) 		🛑 -10% Stop
0m held
2 🟢 BUY Dec 11, 2024 9:40am ET $45.20 259 $11,705.51 — — —
🔴 SELL Dec 16, 2024 1:10pm ET $43.83 259 $11,352.62 $11,388.82 $-352.89
(-3.0%) 		🛑 -10% Stop
0m held
3 🟢 BUY Aug 28, 2025 9:30am ET $44.49 255 $11,344.95 — — —
🔴 SELL Sep 29, 2025 9:30am ET $45.57 255 $11,620.99 $11,664.85 +$276.04
(+2.4%) 		⏰ 30 Day Max
0m held
4 🟢 BUY Dec 24, 2025 9:30am ET $44.37 262 $11,624.94 — — —
🔴 SELL Jan 5, 2026 9:30am ET $47.09 262 $12,336.27 $12,376.18 +$711.33
(+6.1%) 		🎯 +5% Target
0m held
5 🟢 BUY Sep 8, 2026 11:10am ET $64.89 190 $12,328.15 — — —
🔴 SELL Sep 21, 2026 10:05am ET $62.85 190 $11,941.50 $11,989.53 $-386.65
(-3.1%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,989.53
Net Profit/Loss: +$1,989.53
Total Return: +19.90%
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