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

to 2026-09-24 19:55:00+00 • 33 trades executed

+0.47%
2 Years Return
$11,629.55
Current Value
41%
Win Rate
$11,574.78
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-24 19:30:37

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

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)
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

24
Lifetime
Confidence: 80%

Quality Components

Return-to-Risk
11.4/35
Total Return
10.3/25
Win Rate
2.0/15
Profit Factor
1.0/15
Consistency
5.9/10
Raw Quality 30.6/100
× Confidence 0.80 = 24.5

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 (80%) 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
76,978
Timeframe
5-Minute Bars
Date Range
2024-09-24 → 2026-09-24
Trading Days
536 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
$11,574.78
Current Value
$11,629.55
Total P&L
$54.76
Max Drawdown
-0.0%
Sharpe Ratio
0.03

Trade Statistics

Total Trades
27
Winners / Losers
11 / 16
Best Trade
+6.11%
Worst Trade
-6.04%
Avg Trade Return
+0.11%
Avg Hold Time
2.7d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$717,768.15
Estimated Fees
$0.00
Gross P&L
$54.76
Net P&L (after fees)
$54.76
Gross Return
+0.47%
Net Return (after fees)
+0.47%

✅ 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: 536 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 Trend Dip had $11,574.78 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 Sep 27, 2024 11:45am ET $8.01 1,445 $11,567.23 — — —
🔴 SELL Oct 1, 2024 9:45am ET $7.75 1,445 $11,191.53 $11,199.09 $-375.70
(-3.2%) 		🛑 -10% Stop
0m held
2 🟢 BUY Oct 4, 2024 10:45am ET $7.95 1,408 $11,193.18 — — —
🔴 SELL Oct 4, 2024 1:05pm ET $8.37 1,408 $11,777.92 $11,783.84 +$584.74
(+5.2%) 		🎯 +5% Target
0m held
3 🟢 BUY Oct 29, 2024 3:15pm ET $10.57 1,114 $11,774.98 — — —
🔴 SELL Oct 30, 2024 10:15am ET $11.11 1,114 $12,370.97 $12,379.83 +$595.99
(+5.1%) 		🎯 +5% Target
0m held
4 🟢 BUY Nov 6, 2024 12:25pm ET $11.75 1,053 $12,372.75 — — —
🔴 SELL Nov 8, 2024 10:25am ET $12.35 1,053 $13,004.44 $13,011.52 +$631.69
(+5.1%) 		🎯 +5% Target
0m held
5 🟢 BUY Nov 11, 2024 11:25am ET $14.12 921 $12,999.92 — — —
🔴 SELL Nov 12, 2024 9:30am ET $13.67 921 $12,594.49 $12,606.10 $-405.42
(-3.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Apr 23, 2025 10:55am ET $11.94 1,056 $12,603.36 — — —
🔴 SELL Apr 25, 2025 9:30am ET $12.66 1,056 $13,372.87 $13,375.60 +$769.51
(+6.1%) 		🎯 +5% Target
0m held
7 🟢 BUY May 2, 2025 1:55pm ET $12.79 1,046 $13,373.11 — — —
🔴 SELL May 8, 2025 2:35pm ET $13.44 1,046 $14,056.98 $14,059.48 +$683.87
(+5.1%) 		🎯 +5% Target
0m held
8 🟢 BUY Jun 6, 2025 10:55am ET $14.11 996 $14,057.44 — — —
🔴 SELL Jun 11, 2025 9:35am ET $14.86 996 $14,800.36 $14,802.40 +$742.92
(+5.3%) 		🎯 +5% Target
0m held
9 🟢 BUY Jun 24, 2025 12:50pm ET $15.82 935 $14,788.24 — — —
🔴 SELL Jun 26, 2025 1:55pm ET $16.62 935 $15,535.03 $15,549.18 +$746.78
(+5.0%) 		🎯 +5% Target
0m held
10 🟢 BUY Jun 30, 2025 11:35am ET $18.58 836 $15,532.88 — — —
🔴 SELL Jul 1, 2025 10:35am ET $17.97 836 $15,022.84 $15,039.14 $-510.04
(-3.3%) 		🛑 -10% Stop
0m held
11 🟢 BUY Jul 2, 2025 12:05pm ET $18.01 835 $15,038.35 — — —
🔴 SELL Jul 7, 2025 9:45am ET $19.01 835 $15,869.18 $15,869.96 +$830.82
(+5.5%) 		🎯 +5% Target
0m held
12 🟢 BUY Jul 17, 2025 11:15am ET $21.72 730 $15,857.13 — — —
🔴 SELL Jul 22, 2025 9:30am ET $20.41 730 $14,899.30 $14,912.13 $-957.83
(-6.0%) 		🛑 -10% Stop
0m held
13 🟢 BUY Jul 29, 2025 11:20am ET $23.85 625 $14,903.13 — — —
🔴 SELL Jul 29, 2025 2:15pm ET $23.01 625 $14,381.25 $14,390.25 $-521.87
(-3.5%) 		🛑 -10% Stop
0m held
14 🟢 BUY Oct 20, 2025 2:25pm ET $28.55 504 $14,386.68 — — —
🔴 SELL Oct 22, 2025 10:25am ET $27.38 504 $13,799.52 $13,803.09 $-587.16
(-4.1%) 		🛑 -10% Stop
0m held
15 🟢 BUY Apr 8, 2026 10:40am ET $16.61 830 $13,790.45 — — —
🔴 SELL Apr 9, 2026 10:05am ET $16.10 830 $13,367.15 $13,379.79 $-423.30
(-3.1%) 		🛑 -10% Stop
0m held
16 🟢 BUY Apr 14, 2026 11:05am ET $17.75 753 $13,369.51 — — —
🔴 SELL Apr 15, 2026 2:10pm ET $18.69 753 $14,071.39 $14,081.66 +$701.87
(+5.2%) 		🎯 +5% Target
0m held
17 🟢 BUY Apr 17, 2026 12:00pm ET $19.87 708 $14,067.89 — — —
🔴 SELL Apr 20, 2026 9:30am ET $19.22 708 $13,606.27 $13,620.04 $-461.62
(-3.3%) 		🛑 -10% Stop
0m held
18 🟢 BUY May 6, 2026 10:40am ET $16.18 841 $13,607.38 — — —
🔴 SELL May 8, 2026 11:45am ET $15.68 841 $13,182.68 $13,195.33 $-424.71
(-3.1%) 		🛑 -10% Stop
0m held
19 🟢 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
20 🟢 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
21 🟢 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
22 🟢 BUY Jul 6, 2026 10:55am ET $18.54 704 $13,052.37 — — —
🔴 SELL Jul 7, 2026 10:15am ET $17.88 704 $12,587.52 $12,600.04 $-464.85
(-3.6%) 		🛑 -10% Stop
0m held
23 🟢 BUY Jul 10, 2026 10:45am ET $18.93 665 $12,591.77 — — —
🔴 SELL Jul 13, 2026 11:35am ET $18.33 665 $12,192.77 $12,201.04 $-399.00
(-3.2%) 		🛑 -10% Stop
0m held
24 🟢 BUY Jul 27, 2026 11:00am ET $16.89 722 $12,190.97 — — —
🔴 SELL Jul 28, 2026 9:45am ET $16.36 722 $11,815.53 $11,825.60 $-375.44
(-3.1%) 		🛑 -10% Stop
0m held
25 🟢 BUY Aug 10, 2026 1:15pm ET $18.15 651 $11,817.99 — — —
🔴 SELL Aug 21, 2026 10:00am ET $19.09 651 $12,428.37 $12,435.98 +$610.38
(+5.2%) 		🎯 +5% Target
0m held
26 🟢 BUY Sep 3, 2026 10:40am ET $18.18 684 $12,435.12 — — —
🔴 SELL Sep 9, 2026 10:10am ET $17.63 684 $12,055.50 $12,056.36 $-379.62
(-3.1%) 		🛑 -10% Stop
0m held
27 🟢 BUY Sep 11, 2026 12:00pm ET $17.35 694 $12,044.37 — — —
🔴 SELL Sep 16, 2026 2:55pm ET $16.74 694 $11,617.56 $11,629.55 $-426.81
(-3.5%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,629.55
Net Profit/Loss: +$1,629.55
Total Return: +16.30%
Back to Marcus Trend Dip