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

Marcus Reversal's Analysis

Last Month: 2026-06-26 to present • 2 trades in period

+4.42%
Last Month Return
$17,911.22
Current Value
50%
Win Rate
$17,153.74
Period Start
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PHASE 0: RANGING
Signals generated 2026-07-26 19:35:09

No strong directional signal. Monitor for regime shift.

Fear & Greed
26
Fear
VIX
18.7
NORMAL
10Y Yield
4.71%
HIGH
Yield Curve
+0.36%
NORMAL
HY Spread
2.77
CALM
🌍 Kp Index
🟡 1.4
Unsettled
⛈️ 2 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

Strategy Score Scored Jul 26, 2026

49
Lifetime
Confidence: 86%

Quality Components

Return-to-Risk
25.7/35
Total Return
15.8/25
Win Rate
5.4/15
Profit Factor
4.0/15
Consistency
5.8/10
Raw Quality 56.7/100
× Confidence 0.86 = 48.5

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 (86%) 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
1,560
Timeframe
5-Minute Bars
Period Range
2026-06-26 → 2026-07-24
Trading Days
20 days
Data Gaps
None (1 market holiday)

Market Closed (1 day)

2026-07-03 — Independence Day (observed)
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
$17,153.74
Current Value
$17,911.22
Period P&L
$757.50
Max Drawdown
-10.8%
Sharpe Ratio
0.25

Trade Statistics (Last Month)

Trades in Period
2
Winners / Losers
1 / 1
Best Trade
+5.47%
Worst Trade
-3.31%
Avg Trade Return
+1.08%
Avg Hold Time
6.5d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$69,169.12
Estimated Fees
$0.00
Gross P&L
$757.50
Net P&L (after fees)
$757.50
Gross Return
+4.42%
Net Return (after fees)
+4.42%

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

Trade History (Last Month - 2 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Reversal had $17,153.74 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 15, 2026 12:05pm ET $92.01 190 $17,481.90 — — —
🔴 SELL Jun 26, 2026 9:45am ET $88.96 190 $16,903.35 $16,985.57 $-578.55
(-3.3%) 		🛑 -10% Stop
10.9d held
2 🟢 BUY Jun 29, 2026 11:30am ET $90.53 187 $16,929.11 — — —
🔴 SELL Jul 1, 2026 12:15pm ET $95.48 187 $17,854.76 $17,911.22 +$925.65
(+5.5%) 		🎯 +5% Target
2d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $17,911.22
Net Profit/Loss: +$7,911.22
Total Return: +79.11%
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