BLK Surge's Analysis
Last Year: 2025-09-25 to present • 30 trades in period
+16.90%
Last Year Return
$9,953.55
Current Value
57%
Win Rate
$8,514.94
Period Start
PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
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
🔴 2.8
Storm
⛈️ 1 storm day in 7d
RSI(14)
36.8 neutral
20d Trend
-3.6%
5d Trend
-5.4%
EMA20 Dist
-4.3%
ATR%
2.6%
Range Pos
26%
Bounce Ratio
0.3×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.
Strategy Score Scored Sep 25, 2026
7
Lifetime
Confidence: 80%
Quality Components
Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
4.2/15
Profit Factor
0.0/15
Consistency
4.8/10
Raw Quality
9.0/100
× Confidence 0.80
= 7.2
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 (80%) 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 Year)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
20,988
Timeframe
5-Minute Bars
Period Range
2025-09-25 → 2026-09-24
Trading Days
259 days
Data Gaps
None (10 market holidays)
Market Closed (10 days)
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), 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 Year)
Period Start Capital
$8,514.94
Current Value
$9,953.55
Period P&L
$1,438.61
Max Drawdown
-16.4%
Sharpe Ratio
0.19
Trade Statistics (Last Year)
Trades in Period
30
Winners / Losers
17 /
13
Best Trade
+10.95%
Worst Trade
-5.83%
Avg Trade Return
+0.58%
Avg Hold Time
3.2d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$524,502.76
Estimated Fees
$0.00
Gross P&L
$1,438.61
Net P&L (after fees)
$1,438.61
Gross Return
+16.90%
Net Return (after fees)
+16.90%
✅ 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
📈 BLK 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: 259 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 30 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $8,514.94 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 | Sep 25, 2025 10:25am ET | $1,130.44 | 7 | $7,913.05 | — | — | — |
| 🔴 SELL | Sep 26, 2025 10:55am ET | $1,153.80 | 7 | $8,076.60 | $8,678.49 |
+$163.55 (+2.1%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | Sep 29, 2025 10:05am ET | $1,176.60 | 7 | $8,236.20 | — | — | — |
| 🔴 SELL | Sep 30, 2025 10:35am ET | $1,168.63 | 7 | $8,180.41 | $8,622.70 |
$-55.79 (-0.7%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | Oct 2, 2025 1:45pm ET | $1,154.47 | 7 | $8,081.29 | — | — | — |
| 🔴 SELL | Oct 3, 2025 2:15pm ET | $1,161.16 | 7 | $8,128.12 | $8,669.53 |
+$46.83 (+0.6%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | Oct 6, 2025 3:35pm ET | $1,181.87 | 7 | $8,273.09 | — | — | — |
| 🔴 SELL | Oct 7, 2025 10:40am ET | $1,169.24 | 7 | $8,184.68 | $8,581.12 |
$-88.41 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 5 | 🟢 BUY | Oct 8, 2025 1:30pm ET | $1,178.19 | 7 | $8,247.33 | — | — | — |
| 🔴 SELL | Oct 8, 2025 2:45pm ET | $1,166.37 | 7 | $8,164.59 | $8,498.38 |
$-82.74 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 6 | 🟢 BUY | Nov 5, 2025 10:10am ET | $1,072.15 | 7 | $7,505.04 | — | — | — |
| 🔴 SELL | Nov 6, 2025 10:35am ET | $1,060.01 | 7 | $7,420.07 | $8,413.41 |
$-84.97 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 7 | 🟢 BUY | Nov 7, 2025 1:30pm ET | $1,074.44 | 7 | $7,521.08 | — | — | — |
| 🔴 SELL | Nov 10, 2025 2:00pm ET | $1,084.69 | 7 | $7,592.83 | $8,485.16 |
+$71.75 (+0.9%) |
END_OF_DAY
0m held |
|
| 8 | 🟢 BUY | Nov 14, 2025 12:35pm ET | $1,065.34 | 7 | $7,457.38 | — | — | — |
| 🔴 SELL | Nov 17, 2025 10:00am ET | $1,047.71 | 7 | $7,333.99 | $8,361.77 |
$-123.39 (-1.6%) |
🛑 -10% Stop
0m held |
|
| 9 | 🟢 BUY | Nov 21, 2025 11:45am ET | $1,004.00 | 8 | $8,032.00 | — | — | — |
| 🔴 SELL | Nov 24, 2025 12:15pm ET | $1,019.42 | 8 | $8,155.36 | $8,485.13 |
+$123.36 (+1.5%) |
END_OF_DAY
0m held |
|
| 10 | 🟢 BUY | Nov 24, 2025 12:30pm ET | $1,020.70 | 8 | $8,165.60 | — | — | — |
| 🔴 SELL | Nov 25, 2025 1:00pm ET | $1,028.68 | 8 | $8,229.44 | $8,548.97 |
+$63.84 (+0.8%) |
END_OF_DAY
0m held |
|
| 11 | 🟢 BUY | Nov 25, 2025 3:05pm ET | $1,029.72 | 8 | $8,237.72 | — | — | — |
| 🔴 SELL | Nov 26, 2025 3:35pm ET | $1,046.51 | 8 | $8,372.08 | $8,683.33 |
+$134.36 (+1.6%) |
END_OF_DAY
0m held |
|
| 12 | 🟢 BUY | Nov 26, 2025 3:40pm ET | $1,045.72 | 8 | $8,365.72 | — | — | — |
| 🔴 SELL | Dec 1, 2025 1:05pm ET | $1,051.87 | 8 | $8,414.96 | $8,732.57 |
+$49.24 (+0.6%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Dec 3, 2025 10:15am ET | $1,056.26 | 8 | $8,450.08 | — | — | — |
| 🔴 SELL | Dec 4, 2025 10:25am ET | $1,083.38 | 8 | $8,667.04 | $8,949.53 |
+$216.96 (+2.6%) |
🎯 +5% Target
0m held |
|
| 14 | 🟢 BUY | Dec 10, 2025 2:05pm ET | $1,082.68 | 8 | $8,661.44 | — | — | — |
| 🔴 SELL | Dec 11, 2025 2:35pm ET | $1,102.46 | 8 | $8,819.68 | $9,107.77 |
+$158.24 (+1.8%) |
END_OF_DAY
0m held |
|
| 15 | 🟢 BUY | Dec 11, 2025 2:40pm ET | $1,103.43 | 8 | $8,827.44 | — | — | — |
| 🔴 SELL | Dec 12, 2025 10:55am ET | $1,092.29 | 8 | $8,738.28 | $9,018.61 |
$-89.16 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 16 | 🟢 BUY | Dec 22, 2025 10:40am ET | $1,089.08 | 8 | $8,712.64 | — | — | — |
| 🔴 SELL | Dec 23, 2025 11:10am ET | $1,085.11 | 8 | $8,680.88 | $8,986.85 |
$-31.76 (-0.4%) |
END_OF_DAY
0m held |
|
| 17 | 🟢 BUY | Dec 24, 2025 12:00pm ET | $1,093.43 | 8 | $8,747.44 | — | — | — |
| 🔴 SELL | Dec 26, 2025 3:25pm ET | $1,088.42 | 8 | $8,707.32 | $8,946.73 |
$-40.12 (-0.5%) |
END_OF_DAY
0m held |
|
| 18 | 🟢 BUY | Jan 2, 2026 10:50am ET | $1,083.95 | 8 | $8,671.56 | — | — | — |
| 🔴 SELL | Jan 5, 2026 10:00am ET | $1,123.97 | 8 | $8,991.75 | $9,266.92 |
+$320.19 (+3.7%) |
🎯 +5% Target
0m held |
|
| 19 | 🟢 BUY | Jan 5, 2026 10:05am ET | $1,128.04 | 8 | $9,024.30 | — | — | — |
| 🔴 SELL | Jan 6, 2026 10:00am ET | $1,114.78 | 8 | $8,918.24 | $9,160.86 |
$-106.06 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 20 | 🟢 BUY | Jan 8, 2026 11:25am ET | $1,084.24 | 8 | $8,673.92 | — | — | — |
| 🔴 SELL | Jan 9, 2026 11:55am ET | $1,085.05 | 8 | $8,680.40 | $9,167.34 |
+$6.48 (+0.1%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Jan 14, 2026 2:15pm ET | $1,086.29 | 8 | $8,690.28 | — | — | — |
| 🔴 SELL | Jan 15, 2026 10:00am ET | $1,145.48 | 8 | $9,163.80 | $9,640.86 |
+$473.52 (+5.5%) |
🎯 +5% Target
0m held |
|
| 22 | 🟢 BUY | Jan 15, 2026 1:20pm ET | $1,153.68 | 8 | $9,229.44 | — | — | — |
| 🔴 SELL | Jan 16, 2026 1:50pm ET | $1,172.44 | 8 | $9,379.48 | $9,790.90 |
+$150.04 (+1.6%) |
END_OF_DAY
0m held |
|
| 23 | 🟢 BUY | Jan 28, 2026 12:10pm ET | $1,112.18 | 8 | $8,897.44 | — | — | — |
| 🔴 SELL | Jan 29, 2026 12:40pm ET | $1,121.64 | 8 | $8,973.12 | $9,866.58 |
+$75.68 (+0.8%) |
END_OF_DAY
0m held |
|
| 24 | 🟢 BUY | Feb 4, 2026 12:10pm ET | $1,074.32 | 9 | $9,668.88 | — | — | — |
| 🔴 SELL | Feb 5, 2026 10:10am ET | $1,059.91 | 9 | $9,539.19 | $9,736.89 |
$-129.69 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 25 | 🟢 BUY | Feb 9, 2026 10:20am ET | $1,061.62 | 9 | $9,554.58 | — | — | — |
| 🔴 SELL | Feb 10, 2026 10:00am ET | $1,102.34 | 9 | $9,921.10 | $10,103.41 |
+$366.52 (+3.8%) |
🎯 +5% Target
0m held |
|
| 26 | 🟢 BUY | Feb 10, 2026 10:40am ET | $1,108.39 | 9 | $9,975.47 | — | — | — |
| 🔴 SELL | Feb 10, 2026 1:10pm ET | $1,096.48 | 9 | $9,868.32 | $9,996.26 |
$-107.15 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 27 | 🟢 BUY | Feb 13, 2026 11:45am ET | $1,068.15 | 9 | $9,613.35 | — | — | — |
| 🔴 SELL | Feb 13, 2026 3:55pm ET | $1,070.67 | 9 | $9,636.03 | $10,018.94 |
+$22.68 (+0.2%) |
📅 Sim Ended
0m held |
|
| 28 | 🟢 BUY | Mar 17, 2026 9:30am ET | $964.40 | 10 | $9,644.00 | — | — | — |
| 🔴 SELL | May 1, 2026 9:30am ET | $1,070.04 | 10 | $10,700.40 | $11,075.34 |
+$1,056.40 (+11.0%) |
⏰ 30 Day Max
45d held |
|
| 29 | 🟢 BUY | Jun 15, 2026 9:30am ET | $1,058.68 | 10 | $10,586.80 | — | — | — |
| 🔴 SELL | Jun 24, 2026 9:30am ET | $997.00 | 10 | $9,970.00 | $10,458.54 |
$-616.80 (-5.8%) |
🛑 -10% Stop
9d held |
|
| 30 | 🟢 BUY | Jul 15, 2026 9:30am ET | $1,096.39 | 9 | $9,867.51 | — | — | — |
| 🔴 SELL | Jul 21, 2026 1:50pm ET | $1,040.28 | 9 | $9,362.52 | $9,953.55 |
$-504.99 (-5.1%) |
🛑 -10% Stop
6.2d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$9,953.55
Net Profit/Loss:
$-46.45
Total Return:
-0.46%