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

Penelope Swing's Analysis

2024-05-09 14:50:00+00 to 2026-09-24 19:55:00+00 • 23 trades executed

+32.95%
2 Years Return
$13,320.88
Current Value
71%
Win Rate
$10,019.48
Period Start
Login to Apply
PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:36:13

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)
13.3 oversold
20d Trend
-41.6%
5d Trend
-28.6%
EMA20 Dist
-26.6%
ATR%
7.5%
Range Pos
2%
Bounce Ratio
0.1×
Green/Red 10d
1/9

Strategy Score Scored Sep 24, 2026

31
Lifetime
Confidence: 58%

Quality Components

Return-to-Risk
13.5/35
Total Return
12.7/25
Win Rate
11.1/15
Profit Factor
10.2/15
Consistency
6.7/10
Raw Quality 54.2/100
× Confidence 0.58 = 31.5

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 (58%) 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
75,338
Timeframe
5-Minute Bars
Date Range
2024-09-25 → 2026-09-24
Trading Days
535 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
$10,019.48
Current Value
$13,320.88
Total P&L
$3,301.40
Max Drawdown
-8.6%
Sharpe Ratio
0.46

Trade Statistics

Total Trades
21
Winners / Losers
15 / 6
Best Trade
+8.37%
Worst Trade
-5.46%
Avg Trade Return
+1.42%
Avg Hold Time
5.7h

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$453,034.75
Estimated Fees
$0.00
Gross P&L
$3,301.40
Net P&L (after fees)
$3,301.40
Gross Return
+32.95%
Net Return (after fees)
+32.95%

✅ 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

📈 HOOD 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: 535 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). Penelope Swing had $10,019.48 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 Oct 31, 2024 9:30am ET $25.10 399 $10,014.90 — — —
🔴 SELL Oct 31, 2024 10:45am ET $23.83 399 $9,507.53 $9,512.12 $-507.37
(-5.1%) 		🛑 -10% Stop
1.3h held
2 🟢 BUY Dec 5, 2024 10:55am ET $38.82 245 $9,509.68 — — —
🔴 SELL Dec 5, 2024 11:50am ET $39.80 245 $9,749.78 $9,752.22 +$240.10
(+2.5%) 		RESISTANCE
54m held
3 🟢 BUY Feb 25, 2025 10:00am ET $45.62 213 $9,716.00 — — —
🔴 SELL Feb 25, 2025 11:50am ET $45.20 213 $9,627.60 $9,663.82 $-88.39
(-0.9%) 		RESISTANCE
1.8h held
4 🟢 BUY Mar 3, 2025 9:55am ET $49.67 194 $9,635.98 — — —
🔴 SELL Mar 3, 2025 11:45am ET $50.31 194 $9,760.14 $9,787.98 +$124.16
(+1.3%) 		RESISTANCE
1.8h held
5 🟢 BUY Mar 10, 2025 9:30am ET $40.10 244 $9,784.40 — — —
🔴 SELL Mar 10, 2025 10:30am ET $37.91 244 $9,250.04 $9,253.62 $-534.36
(-5.5%) 		🛑 -10% Stop
1h held
6 🟢 BUY Mar 28, 2025 10:25am ET $40.77 226 $9,214.02 — — —
🔴 SELL Mar 28, 2025 11:35am ET $41.80 226 $9,446.73 $9,486.33 +$232.71
(+2.5%) 		RESISTANCE
1.2h held
7 🟢 BUY Apr 3, 2025 10:00am ET $38.45 246 $9,459.36 — — —
🔴 SELL Apr 3, 2025 11:30am ET $38.42 246 $9,451.27 $9,478.24 $-8.09
(-0.1%) 		RESISTANCE
1.5h held
8 🟢 BUY Apr 10, 2025 12:25pm ET $38.15 248 $9,461.20 — — —
🔴 SELL Apr 10, 2025 1:00pm ET $39.73 248 $9,853.04 $9,870.08 +$391.84
(+4.1%) 		RESISTANCE
36m held
9 🟢 BUY May 1, 2025 9:55am ET $46.80 210 $9,827.77 — — —
🔴 SELL May 1, 2025 11:10am ET $49.00 210 $10,288.95 $10,331.26 +$461.18
(+4.7%) 		RESISTANCE
1.3h held
10 🟢 BUY Jun 9, 2025 9:30am ET $69.93 147 $10,278.98 — — —
🔴 SELL Jun 9, 2025 11:05am ET $70.93 147 $10,426.71 $10,479.00 +$147.74
(+1.4%) 		RESISTANCE
1.6h held
11 🟢 BUY Jul 1, 2025 11:20am ET $90.04 116 $10,444.63 — — —
🔴 SELL Jul 1, 2025 12:45pm ET $92.04 116 $10,676.64 $10,711.01 +$232.01
(+2.2%) 		RESISTANCE
1.4h held
12 🟢 BUY Aug 1, 2025 9:30am ET $94.97 112 $10,637.04 — — —
🔴 SELL Aug 1, 2025 11:05am ET $99.42 112 $11,135.04 $11,209.00 +$498.00
(+4.7%) 		RESISTANCE
1.6h held
13 🟢 BUY Aug 20, 2025 9:50am ET $99.67 112 $11,163.04 — — —
🔴 SELL Aug 20, 2025 11:10am ET $104.47 112 $11,700.60 $11,746.56 +$537.56
(+4.8%) 		RESISTANCE
1.3h held
14 🟢 BUY Sep 5, 2025 11:00am ET $96.04 122 $11,716.89 — — —
🔴 SELL Sep 5, 2025 11:40am ET $98.86 122 $12,060.31 $12,089.98 +$343.42
(+2.9%) 		RESISTANCE
42m held
15 🟢 BUY Nov 6, 2025 9:55am ET $131.59 91 $11,974.69 — — —
🔴 SELL Nov 6, 2025 12:05pm ET $130.48 91 $11,873.23 $11,988.51 $-101.47
(-0.8%) 		RESISTANCE
2.2h held
16 🟢 BUY Nov 20, 2025 12:10pm ET $109.24 109 $11,907.16 — — —
🔴 SELL Nov 20, 2025 1:30pm ET $109.41 109 $11,925.69 $12,007.04 +$18.53
(+0.2%) 		RESISTANCE
1.3h held
17 🟢 BUY Dec 11, 2025 10:45am ET $124.83 96 $11,983.20 — — —
🔴 SELL Dec 11, 2025 12:10pm ET $124.10 96 $11,913.60 $11,937.44 $-69.60
(-0.6%) 		RESISTANCE
1.4h held
18 🟢 BUY Feb 2, 2026 9:40am ET $91.18 130 $11,853.39 — — —
🔴 SELL Feb 2, 2026 11:10am ET $91.97 130 $11,956.10 $12,040.16 +$102.71
(+0.9%) 		RESISTANCE
1.5h held
19 🟢 BUY Apr 29, 2026 9:30am ET $72.15 166 $11,976.52 — — —
🔴 SELL Apr 29, 2026 9:35am ET $72.56 166 $12,044.13 $12,107.77 +$67.61
(+0.6%) 		🎯 +5% Target
5m held
20 🟢 BUY Jun 1, 2026 9:35am ET $86.07 140 $12,050.50 — — —
🔴 SELL Jun 1, 2026 9:40am ET $87.41 140 $12,237.40 $12,294.67 +$186.90
(+1.6%) 		🎯 +5% Target
5m held
21 🟢 BUY Jul 17, 2026 9:35am ET $97.28 126 $12,257.34 — — —
🔴 SELL Jul 21, 2026 9:30am ET $105.43 126 $13,283.55 $13,320.88 +$1,026.21
(+8.4%) 		🎯 +5% Target
4d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,320.88
Net Profit/Loss: +$3,320.88
Total Return: +33.21%
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