Compendium › Sage Serenity › JPM
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
JPM
Alpaca Tradeable

Sage Serenity's Analysis

to 2026-05-05 19:55:00+00 • 6 trades executed

-1.07%
2 Years Return
$10,115.61
Current Value
25%
Win Rate
$10,225.03
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 05:47:54

No strong directional signal. Monitor for regime shift.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
49.6 neutral
20d Trend
-0.6%
5d Trend
+1.6%
EMA20 Dist
+0.2%
ATR%
1.7%
Range Pos
42%
Bounce Ratio
0.9×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored Mar 6, 2026

18
Lifetime
Confidence: 0%

Quality Components

Return-to-Risk
84.0/35
Total Return
45.6/25
Win Rate
7.9/15
Profit Factor
0.0/15
Consistency
8.8/10
Raw Quality 0.0/100
× Confidence 0.00 = 17.8

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 (0%) 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
55,349
Timeframe
5-Minute Bars
Date Range
2024-05-06 → 2026-05-05
Trading Days
530 days
Data Gaps
None (21 market holidays)

Market Closed (21 days)

2024-05-27 — Memorial Day, 2024-06-19 — Juneteenth, 2024-07-04 — Independence Day, 2024-09-02 — Labor Day, 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 ... 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
$10,225.03
Current Value
$10,115.61
Total P&L
$-109.42
Max Drawdown
-0.0%
Sharpe Ratio
-0.17

Trade Statistics

Total Trades
4
Winners / Losers
1 / 3
Best Trade
+1.95%
Worst Trade
-2.31%
Avg Trade Return
-0.26%
Avg Hold Time
5.2d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$79,889.62
Estimated Fees
$0.00
Gross P&L
$-109.42
Net P&L (after fees)
$-109.42
Gross Return
-1.07%
Net Return (after fees)
-1.07%

✅ 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

📈 JPM 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: 530 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). Sage Serenity had $10,225.03 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 5, 2024 9:30am ET $199.26 51 $10,162.26 — — —
🔴 SELL Jun 10, 2024 9:30am ET $198.61 51 $10,129.11 $10,191.88 $-33.15
(-0.3%) 		⏰ 30 Day Max
5d held
2 🟢 BUY Jun 12, 2024 9:40am ET $194.53 52 $10,115.56 — — —
🔴 SELL Jun 17, 2024 9:40am ET $193.87 52 $10,081.24 $10,157.56 $-34.32
(-0.3%) 		⏰ 30 Day Max
5d held
3 🟢 BUY Nov 29, 2024 9:30am ET $250.53 40 $10,021.20 — — —
🔴 SELL Dec 4, 2024 9:30am ET $244.75 40 $9,789.80 $9,926.16 $-231.40
(-2.3%) 		⏰ 30 Day Max
5d held
4 🟢 BUY Dec 30, 2025 11:20am ET $323.35 30 $9,700.50 — — —
🔴 SELL Jan 5, 2026 9:30am ET $329.67 30 $9,889.95 $10,115.61 +$189.45
(+2.0%) 		⏰ 30 Day Max
5.9d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,115.61
Net Profit/Loss: +$115.61
Total Return: +1.16%
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