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

Marcus Trend Dip's Analysis

Last Month: 2026-05-27 to present • 3 trades in period

-0.99%
Last Month Return
$13,064.89
Current Value
33%
Win Rate
$13,195.32
Period Start
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PHASE 2: FEAR TRANSITION
⚡ Fear Bear (strategies thrive)
Signals generated 2026-06-27 12:04:34

Fear building. Reversal strategies are becoming viable. Watch for bounce signals.

Fear & Greed
15
Extreme Fear
VIX
18.9
NORMAL
10Y Yield
4.40%
ELEVATED
Yield Curve
+0.31%
NORMAL
HY Spread
2.78
CALM
🌍 Kp Index
🟠 2.5
Active
⛈️ 1 storm day in 7d
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
🌍 Geophysical Tilt: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 27, 2026

37
Lifetime
Confidence: 79%

Quality Components

Return-to-Risk
21.5/35
Total Return
12.5/25
Win Rate
4.4/15
Profit Factor
2.4/15
Consistency
6.4/10
Raw Quality 47.2/100
× Confidence 0.79 = 37.5

30-Day Momentum

0
-1.0%
30d Return
33%
Win Rate
3
Trades
0.9×
Profit Factor
Quality: 0.0 Conf: 0.61×
Declining (-37 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 (79%) 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
1,716
Timeframe
5-Minute Bars
Period Range
2026-05-27 → 2026-06-26
Trading Days
22 days
Data Gaps
None (1 market holiday)

Market Closed (1 day)

2026-06-19 — Juneteenth
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
$13,195.32
Current Value
$13,064.89
Period P&L
$-130.44
Max Drawdown
-0.0%
Sharpe Ratio
-0.06

Trade Statistics (Last Month)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+5.34%
Worst Trade
-3.07%
Avg Trade Return
-0.25%
Avg Hold Time
1.2d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$78,750.54
Estimated Fees
$0.00
Gross P&L
$-130.44
Net P&L (after fees)
$-130.44
Gross Return
-0.99%
Net Return (after fees)
-0.99%

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

Trade History (Last Month - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Trend Dip had $13,195.32 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 May 27, 2026 11:45am ET $16.43 803 $13,193.29 — — —
🔴 SELL May 28, 2026 9:35am ET $15.93 803 $12,787.78 $12,789.81 $-405.52
(-3.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jun 16, 2026 11:05am ET $17.33 738 $12,785.85 — — —
🔴 SELL Jun 17, 2026 9:50am ET $18.25 738 $13,468.50 $13,472.46 +$682.65
(+5.3%) 		🎯 +5% Target
0m held
3 🟢 BUY Jun 23, 2026 1:35pm ET $17.50 769 $13,461.34 — — —
🔴 SELL Jun 25, 2026 9:40am ET $16.98 769 $13,053.78 $13,064.89 $-407.57
(-3.0%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,064.89
Net Profit/Loss: +$3,064.89
Total Return: +30.65%
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