Compendium › Penelope Swing › SOXL
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
SOXL
Alpaca Tradeable

Penelope Swing's Analysis

Last Month: 2026-08-24 to present • 4 trades in period

+12.18%
Last Month Return
$7,963.41
Current Value
75%
Win Rate
$7,099.09
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-09-24 22:47:47

Trend-following and momentum strategies active. Ride winners.

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)
50.5 neutral
20d Trend
+69.9%
5d Trend
-8.4%
EMA20 Dist
+0.9%
ATR%
11.0%
Range Pos
31%
Bounce Ratio
1.9×
Green/Red 10d
5/5

Strategy Score Scored Sep 24, 2026

8
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
3.4/15
Profit Factor
0.0/15
Consistency
5.0/10
Raw Quality 8.4/100
× Confidence 0.96 = 8.0

30-Day Momentum

51
+12.2%
30d Return
75%
Win Rate
4
Trades
6.2×
Profit Factor
Quality: 76.6 Conf: 0.66×
Accelerating (+43 vs lifetime)
Momentum meets 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 (96%) 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
1,794
Timeframe
5-Minute Bars
Period Range
2026-08-24 → 2026-09-24
Trading Days
23 days
Data Gaps
None (1 market holiday)

Market Closed (1 day)

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 Month)

Period Start Capital
$7,099.09
Current Value
$7,963.41
Period P&L
$864.34
Max Drawdown
-34.2%
Sharpe Ratio
0.77

Trade Statistics (Last Month)

Trades in Period
4
Winners / Losers
3 / 1
Best Trade
+9.49%
Worst Trade
-0.93%
Avg Trade Return
+3.02%
Avg Hold Time
18.5h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$62,138.65
Estimated Fees
$0.00
Gross P&L
$864.34
Net P&L (after fees)
$864.34
Gross Return
+12.18%
Net Return (after fees)
+12.18%

✅ 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

📈 SOXL 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: 23 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Month - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Penelope Swing had $7,099.09 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 Aug 24, 2026 9:35am ET $109.43 64 $7,003.52 — — —
🔴 SELL Aug 25, 2026 9:30am ET $119.81 64 $7,667.87 $7,763.42 +$664.35
(+9.5%) 		🎯 +5% Target
23.9h held
2 🟢 BUY Sep 1, 2026 9:40am ET $103.26 75 $7,744.50 — — —
🔴 SELL Sep 3, 2026 11:40am ET $105.51 75 $7,913.25 $7,932.17 +$168.75
(+2.2%) 		🎯 +5% Target
2.1d held
3 🟢 BUY Sep 10, 2026 9:35am ET $115.81 68 $7,875.08 — — —
🔴 SELL Sep 10, 2026 9:40am ET $117.36 68 $7,980.48 $8,037.57 +$105.40
(+1.3%) 		🎯 +5% Target
5m held
4 🟢 BUY Sep 14, 2026 9:30am ET $101.44 79 $8,014.05 — — —
🔴 SELL Sep 14, 2026 9:35am ET $100.50 79 $7,939.89 $7,963.41 $-74.16
(-0.9%) 		🎯 +5% Target
5m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $7,963.41
Net Profit/Loss: $-2,036.59
Total Return: -20.37%
Back to Penelope Swing