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: 2026-05-24 to present • 8 trades in period

+10.12%
Last Month Return
$10,140.69
Current Value
88%
Win Rate
$9,208.90
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-06-24 17:37:57

No strong directional signal. Monitor for regime shift.

Fear & Greed
17
Extreme Fear
VIX
17.3
NORMAL
10Y Yield
4.51%
HIGH
Yield Curve
+0.34%
NORMAL
HY Spread
2.65
CALM
🌍 Kp Index
🟠 1.5
Active
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
🌍 Geophysical Tilt: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 24, 2026

11
Lifetime
Confidence: 93%

Quality Components

Return-to-Risk
0.1/35
Total Return
3.2/25
Win Rate
3.5/15
Profit Factor
0.1/15
Consistency
4.8/10
Raw Quality 11.7/100
× Confidence 0.93 = 10.9

30-Day Momentum

51
+10.1%
30d Return
88%
Win Rate
8
Trades
2.0×
Profit Factor
Quality: 62.6 Conf: 0.81×
Accelerating (+40 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 (93%) 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
1,638
Timeframe
5-Minute Bars
Period Range
2026-05-26 → 2026-06-24
Trading Days
21 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

2026-05-25 — Memorial 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
$9,208.90
Current Value
$10,140.69
Period P&L
$931.81
Max Drawdown
-34.2%
Sharpe Ratio
0.34

Trade Statistics (Last Month)

Trades in Period
8
Winners / Losers
7 / 1
Best Trade
+9.13%
Worst Trade
-5.68%
Avg Trade Return
+1.29%
Avg Hold Time
11m

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$153,284.54
Estimated Fees
$0.00
Gross P&L
$931.81
Net P&L (after fees)
$931.81
Gross Return
+10.12%
Net Return (after fees)
+10.12%

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

Trade History (Last Month - 8 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Penelope Swing had $9,208.90 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 9:45am ET $217.37 42 $9,129.54 — — —
🔴 SELL May 27, 2026 9:50am ET $217.49 42 $9,134.58 $9,213.92 +$5.04
(+0.1%) 		🎯 +5% Target
5m held
2 🟢 BUY Jun 3, 2026 9:45am ET $259.11 35 $9,068.85 — — —
🔴 SELL Jun 3, 2026 10:25am ET $282.77 35 $9,896.95 $10,042.02 +$828.10
(+9.1%) 		🎯 +5% Target
40m held
3 🟢 BUY Jun 5, 2026 9:30am ET $228.50 43 $9,825.50 — — —
🔴 SELL Jun 5, 2026 9:45am ET $215.52 43 $9,267.30 $9,483.82 $-558.20
(-5.7%) 		🛑 -10% Stop
15m held
4 🟢 BUY Jun 9, 2026 10:20am ET $211.17 44 $9,291.48 — — —
🔴 SELL Jun 9, 2026 10:25am ET $217.07 44 $9,551.08 $9,743.42 +$259.60
(+2.8%) 		🎯 +5% Target
5m held
5 🟢 BUY Jun 10, 2026 11:00am ET $190.67 51 $9,724.17 — — —
🔴 SELL Jun 10, 2026 11:05am ET $191.85 51 $9,784.35 $9,803.60 +$60.18
(+0.6%) 		🎯 +5% Target
5m held
6 🟢 BUY Jun 16, 2026 11:00am ET $252.87 38 $9,609.06 — — —
🔴 SELL Jun 16, 2026 11:05am ET $252.99 38 $9,613.62 $9,808.16 +$4.56
(+0.0%) 		🎯 +5% Target
5m held
7 🟢 BUY Jun 17, 2026 3:40pm ET $236.17 41 $9,682.97 — — —
🔴 SELL Jun 17, 2026 3:45pm ET $237.96 41 $9,756.36 $9,881.55 +$73.39
(+0.8%) 		🎯 +5% Target
5m held
8 🟢 BUY Jun 23, 2026 9:30am ET $234.40 42 $9,844.80 — — —
🔴 SELL Jun 23, 2026 9:35am ET $240.57 42 $10,103.94 $10,140.69 +$259.14
(+2.6%) 		🎯 +5% Target
5m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,140.69
Net Profit/Loss: +$140.69
Total Return: +1.41%
Back to Penelope Swing