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 3 Months: 2026-06-25 to present • 4 trades in period

+10.23%
Last 3 Months Return
$20,277.73
Current Value
50%
Win Rate
$18,395.39
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:38:17

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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,992
Timeframe
5-Minute Bars
Period Range
2026-06-25 → 2026-09-24
Trading Days
64 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 3 Months)

Period Start Capital
$18,395.39
Current Value
$20,277.73
Period P&L
$1,882.32
Max Drawdown
-46.1%
Sharpe Ratio
0.33

Trade Statistics (Last 3 Months)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+10.74%
Worst Trade
-5.57%
Avg Trade Return
+2.57%
Avg Hold Time
11.2d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$160,942.67
Estimated Fees
$0.00
Gross P&L
$1,882.32
Net P&L (after fees)
$1,882.32
Gross Return
+10.23%
Net Return (after fees)
+10.23%

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

Trade History (Last 3 Months - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $18,395.39 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 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
2 🟢 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
3 🟢 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
4 🟢 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%
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