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

Momo Momentum's Analysis

Last Year: 2025-09-25 to present • 16 trades in period

-20.91%
Last Year Return
$20,277.73
Current Value
38%
Win Rate
$25,638.61
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:38:28

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

30
Lifetime
Confidence: 77%

Quality Components

Return-to-Risk
7.8/35
Total Return
16.7/25
Win Rate
6.0/15
Profit Factor
2.2/15
Consistency
5.8/10
Raw Quality 38.5/100
× Confidence 0.77 = 29.8

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 (77%) 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 Year)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
29,718
Timeframe
5-Minute Bars
Period Range
2025-09-25 → 2026-09-24
Trading Days
265 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

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), 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 Year)

Period Start Capital
$25,638.61
Current Value
$20,277.73
Period P&L
$-5,360.90
Max Drawdown
-46.1%
Sharpe Ratio
-0.17

Trade Statistics (Last Year)

Trades in Period
16
Winners / Losers
6 / 10
Best Trade
+10.86%
Worst Trade
-10.71%
Avg Trade Return
-1.41%
Avg Hold Time
7.6d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$641,997.67
Estimated Fees
$0.00
Gross P&L
$-5,360.90
Net P&L (after fees)
$-5,360.90
Gross Return
-20.91%
Net Return (after fees)
-20.91%

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

Trade History (Last Year - 16 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $25,638.61 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 23, 2025 10:00am ET $29.81 902 $26,891.78 — — —
🔴 SELL Sep 25, 2025 9:30am ET $27.41 902 $24,724.45 $24,746.27 $-2,167.33
(-8.1%) 		🛑 -10% Stop
2d held
2 🟢 BUY Sep 26, 2025 9:30am ET $28.17 878 $24,733.26 — — —
🔴 SELL Sep 30, 2025 10:30am ET $25.74 878 $22,599.72 $22,612.73 $-2,133.54
(-8.6%) 		🛑 -10% Stop
4d held
3 🟢 BUY Oct 1, 2025 10:40am ET $26.82 843 $22,605.05 — — —
🔴 SELL Oct 10, 2025 9:40am ET $29.61 843 $24,960.64 $24,968.32 +$2,355.59
(+10.4%) 		🎯 +5% Target
9d held
4 🟢 BUY Oct 27, 2025 9:30am ET $29.41 848 $24,939.68 — — —
🔴 SELL Nov 7, 2025 9:30am ET $26.34 848 $22,332.08 $22,360.72 $-2,607.60
(-10.5%) 		🛑 -10% Stop
11d held
5 🟢 BUY Nov 11, 2025 9:35am ET $30.19 740 $22,343.86 — — —
🔴 SELL Nov 14, 2025 9:30am ET $26.96 740 $19,950.40 $19,967.27 $-2,393.46
(-10.7%) 		🛑 -10% Stop
3d held
6 🟢 BUY Dec 5, 2025 9:30am ET $27.32 730 $19,943.60 — — —
🔴 SELL Dec 26, 2025 9:30am ET $27.43 730 $20,020.25 $20,043.92 +$76.65
(+0.4%) 		⏰ 30 Day Max
21d held
7 🟢 BUY Jan 6, 2026 9:30am ET $28.56 701 $20,017.06 — — —
🔴 SELL Jan 6, 2026 1:05pm ET $26.23 701 $18,387.23 $18,414.09 $-1,629.83
(-8.1%) 		🛑 -10% Stop
3.6h held
8 🟢 BUY Jan 14, 2026 9:30am ET $26.71 689 $18,403.19 — — —
🔴 SELL Jan 28, 2026 3:55pm ET $24.57 689 $16,928.73 $16,939.63 $-1,474.46
(-8.0%) 		🛑 -10% Stop
14.3d held
9 🟢 BUY Mar 18, 2026 9:30am ET $17.44 971 $16,934.24 — — —
🔴 SELL Mar 24, 2026 10:50am ET $16.52 971 $16,045.77 $16,051.16 $-888.47
(-5.2%) 		🛑 -10% Stop
6.1d held
10 🟢 BUY Apr 8, 2026 9:30am ET $17.70 906 $16,040.73 — — —
🔴 SELL Apr 8, 2026 10:05am ET $16.68 906 $15,116.61 $15,127.04 $-924.12
(-5.8%) 		🛑 -10% Stop
35m held
11 🟢 BUY Apr 14, 2026 9:35am ET $17.86 846 $15,109.56 — — —
🔴 SELL Apr 17, 2026 9:35am ET $19.80 846 $16,750.80 $16,768.28 +$1,641.24
(+10.9%) 		🎯 +5% Target
3d held
12 🟢 BUY May 26, 2026 9:30am ET $16.50 1,015 $16,752.57 — — —
🔴 SELL May 29, 2026 9:30am ET $18.25 1,015 $18,523.75 $18,539.46 +$1,771.18
(+10.6%) 		🎯 +5% Target
3d held
13 🟢 BUY Jun 15, 2026 10:55am ET $17.36 1,067 $18,528.45 — — —
🔴 SELL Jul 10, 2026 9:30am ET $19.14 1,067 $20,422.38 $20,433.38 +$1,893.92
(+10.2%) 		🎯 +5% Target
24.9d held
14 🟢 BUY Jul 27, 2026 9:40am ET $17.40 1,174 $20,427.60 — — —
🔴 SELL Jul 28, 2026 9:35am ET $16.43 1,174 $19,288.82 $19,294.60 $-1,138.78
(-5.6%) 		🛑 -10% Stop
23.9h held
15 🟢 BUY Aug 3, 2026 10:05am ET $17.24 1,119 $19,291.56 — — —
🔴 SELL Aug 21, 2026 10:00am ET $19.09 1,119 $21,363.05 $21,366.09 +$2,071.49
(+10.7%) 		🎯 +5% Target
18d held
16 🟢 BUY Sep 22, 2026 9:30am ET $17.85 1,196 $21,354.58 — — —
🔴 SELL Sep 23, 2026 9:50am ET $16.94 1,196 $20,266.22 $20,277.73 $-1,088.36
(-5.1%) 		🛑 -10% Stop
1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $20,277.73
Net Profit/Loss: +$10,277.73
Total Return: +102.78%
Back to Momo Momentum