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

Penelope Swing's Analysis

Year to Date: 2026-01-01 to present • 4 trades in period

+0.37%
Year to Date Return
$10,525.08
Current Value
50%
Win Rate
$10,486.42
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:18:50

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

10
Lifetime
Confidence: 60%

Quality Components

Return-to-Risk
1.4/35
Total Return
6.6/25
Win Rate
2.9/15
Profit Factor
0.9/15
Consistency
5.0/10
Raw Quality 16.8/100
× Confidence 0.60 = 10.1

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 (60%) 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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
17,004
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
189 days
Data Gaps
None (8 market holidays)

Market Closed (8 days)

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 (Year to Date)

Period Start Capital
$10,486.42
Current Value
$10,525.08
Period P&L
$38.61
Max Drawdown
-13.1%
Sharpe Ratio
0.06

Trade Statistics (Year to Date)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+3.24%
Worst Trade
-2.28%
Avg Trade Return
+0.11%
Avg Hold Time
6.8h

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$83,024.33
Estimated Fees
$0.00
Gross P&L
$38.61
Net P&L (after fees)
$38.61
Gross Return
+0.37%
Net Return (after fees)
+0.37%

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

Trade History (Year to Date - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Penelope Swing had $10,486.42 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 Jan 6, 2026 10:50am ET $26.64 393 $10,469.56 — — —
🔴 SELL Jan 6, 2026 12:30pm ET $26.46 393 $10,398.78 $10,415.67 $-70.78
(-0.7%) 		RESISTANCE
1.7h held
2 🟢 BUY Jan 30, 2026 10:45am ET $23.10 450 $10,397.21 — — —
🔴 SELL Jan 30, 2026 12:10pm ET $23.14 450 $10,413.72 $10,432.19 +$16.51
(+0.2%) 		RESISTANCE
1.4h held
3 🟢 BUY Apr 29, 2026 9:30am ET $16.48 633 $10,431.84 — — —
🔴 SELL Apr 29, 2026 9:35am ET $16.10 633 $10,194.46 $10,194.82 $-237.38
(-2.3%) 		🎯 +5% Target
5m held
4 🟢 BUY Jul 29, 2026 9:30am ET $15.13 674 $10,194.25 — — —
🔴 SELL Jul 30, 2026 9:35am ET $15.61 674 $10,524.51 $10,525.08 +$330.26
(+3.2%) 		🎯 +5% Target
1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,525.08
Net Profit/Loss: +$525.08
Total Return: +5.25%
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