CRM Surge's Analysis
Last Year: 2025-09-24 to present • 40 trades in period
+16.27%
Last Year Return
$11,440.83
Current Value
53%
Win Rate
$9,840.22
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
🟢 0.5
Quiet
RSI(14)
18.8 oversold
20d Trend
-22.1%
5d Trend
-11.2%
EMA20 Dist
-13.2%
ATR%
4.2%
Range Pos
1%
Bounce Ratio
0.2×
Green/Red 10d
2/8
Strategy Score Scored Sep 24, 2026
22
Lifetime
Confidence: 98%
Quality Components
Return-to-Risk
2.5/35
Total Return
9.9/25
Win Rate
3.9/15
Profit Factor
0.8/15
Consistency
5.3/10
Raw Quality
22.3/100
× Confidence 0.98
= 21.9
30-Day Momentum
14
+7.6%
30d Return
33%
Win Rate
3
Trades
1.2×
Profit Factor
Quality: 22.4
Conf: 0.61×
Cooling (-8 vs lifetime)
Momentum below 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 (98%) 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
24,085
Timeframe
5-Minute Bars
Period Range
2025-09-24 → 2026-09-24
Trading Days
266 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
$9,840.22
Current Value
$11,440.83
Period P&L
$1,600.61
Max Drawdown
-20.3%
Sharpe Ratio
0.10
Trade Statistics (Last Year)
Trades in Period
40
Winners / Losers
21 /
19
Best Trade
+21.50%
Worst Trade
-6.43%
Avg Trade Return
+0.49%
Avg Hold Time
3.3d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$836,379.53
Estimated Fees
$0.00
Gross P&L
$1,600.61
Net P&L (after fees)
$1,600.61
Gross Return
+16.27%
Net Return (after fees)
+16.27%
✅ 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
📈 CRM 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: 266 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 40 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,840.22 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 26, 2025 12:40pm ET | $243.68 | 40 | $9,747.20 | — | — | — |
| 🔴 SELL | Sep 29, 2025 1:10pm ET | $244.31 | 40 | $9,772.33 | $9,865.35 |
+$25.13 (+0.3%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | Oct 2, 2025 1:15pm ET | $238.77 | 41 | $9,789.57 | — | — | — |
| 🔴 SELL | Oct 3, 2025 1:45pm ET | $240.81 | 41 | $9,873.21 | $9,948.99 |
+$83.64 (+0.8%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | Oct 6, 2025 1:20pm ET | $240.90 | 41 | $9,876.98 | — | — | — |
| 🔴 SELL | Oct 6, 2025 1:30pm ET | $247.30 | 41 | $10,139.30 | $10,211.31 |
+$262.32 (+2.7%) |
🎯 +5% Target
0m held |
|
| 4 | 🟢 BUY | Oct 8, 2025 10:45am ET | $241.03 | 42 | $10,123.45 | — | — | — |
| 🔴 SELL | Oct 9, 2025 11:15am ET | $243.43 | 42 | $10,224.06 | $10,311.92 |
+$100.61 (+1.0%) |
END_OF_DAY
0m held |
|
| 5 | 🟢 BUY | Oct 9, 2025 11:20am ET | $243.48 | 42 | $10,225.95 | — | — | — |
| 🔴 SELL | Oct 10, 2025 11:50am ET | $242.27 | 42 | $10,175.34 | $10,261.31 |
$-50.61 (-0.5%) |
END_OF_DAY
0m held |
|
| 6 | 🟢 BUY | Oct 13, 2025 1:45pm ET | $246.33 | 41 | $10,099.53 | — | — | — |
| 🔴 SELL | Oct 14, 2025 10:20am ET | $243.28 | 41 | $9,974.48 | $10,136.26 |
$-125.05 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 7 | 🟢 BUY | Oct 20, 2025 10:20am ET | $250.08 | 40 | $10,003.20 | — | — | — |
| 🔴 SELL | Oct 21, 2025 10:00am ET | $256.85 | 40 | $10,274.00 | $10,407.06 |
+$270.80 (+2.7%) |
🎯 +5% Target
0m held |
|
| 8 | 🟢 BUY | Oct 21, 2025 10:20am ET | $260.15 | 40 | $10,405.80 | — | — | — |
| 🔴 SELL | Oct 22, 2025 10:50am ET | $259.95 | 40 | $10,398.00 | $10,399.26 |
$-7.80 (-0.1%) |
END_OF_DAY
0m held |
|
| 9 | 🟢 BUY | Oct 30, 2025 10:55am ET | $258.09 | 40 | $10,323.40 | — | — | — |
| 🔴 SELL | Oct 31, 2025 10:00am ET | $254.96 | 40 | $10,198.40 | $10,274.26 |
$-125.00 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 10 | 🟢 BUY | Oct 31, 2025 10:45am ET | $257.80 | 39 | $10,054.01 | — | — | — |
| 🔴 SELL | Nov 3, 2025 10:45am ET | $255.16 | 39 | $9,951.24 | $10,171.49 |
$-102.77 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 11 | 🟢 BUY | Nov 7, 2025 2:40pm ET | $240.63 | 42 | $10,106.46 | — | — | — |
| 🔴 SELL | Nov 10, 2025 10:00am ET | $237.59 | 42 | $9,978.78 | $10,043.81 |
$-127.68 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 12 | 🟢 BUY | Nov 10, 2025 2:45pm ET | $241.05 | 41 | $9,882.85 | — | — | — |
| 🔴 SELL | Nov 11, 2025 3:15pm ET | $245.14 | 41 | $10,050.74 | $10,211.71 |
+$167.90 (+1.7%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Nov 14, 2025 10:35am ET | $241.45 | 42 | $10,140.90 | — | — | — |
| 🔴 SELL | Nov 17, 2025 11:05am ET | $239.14 | 42 | $10,043.88 | $10,114.69 |
$-97.02 (-1.0%) |
END_OF_DAY
0m held |
|
| 14 | 🟢 BUY | Nov 21, 2025 1:45pm ET | $227.98 | 44 | $10,031.12 | — | — | — |
| 🔴 SELL | Nov 24, 2025 2:15pm ET | $225.84 | 44 | $9,936.96 | $10,020.53 |
$-94.16 (-0.9%) |
END_OF_DAY
0m held |
|
| 15 | 🟢 BUY | Nov 25, 2025 10:40am ET | $230.96 | 43 | $9,931.28 | — | — | — |
| 🔴 SELL | Nov 26, 2025 10:15am ET | $228.39 | 43 | $9,820.77 | $9,910.02 |
$-110.51 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 16 | 🟢 BUY | Nov 28, 2025 10:10am ET | $232.17 | 42 | $9,751.09 | — | — | — |
| 🔴 SELL | Dec 1, 2025 1:35pm ET | $233.86 | 42 | $9,822.12 | $9,981.05 |
+$71.03 (+0.7%) |
END_OF_DAY
0m held |
|
| 17 | 🟢 BUY | Dec 2, 2025 10:30am ET | $234.73 | 42 | $9,858.45 | — | — | — |
| 🔴 SELL | Dec 3, 2025 11:00am ET | $235.53 | 42 | $9,892.37 | $10,014.97 |
+$33.92 (+0.3%) |
END_OF_DAY
0m held |
|
| 18 | 🟢 BUY | Dec 3, 2025 1:10pm ET | $237.76 | 42 | $9,985.83 | — | — | — |
| 🔴 SELL | Dec 4, 2025 10:25am ET | $243.78 | 42 | $10,238.76 | $10,267.90 |
+$252.93 (+2.5%) |
🎯 +5% Target
0m held |
|
| 19 | 🟢 BUY | Dec 4, 2025 1:00pm ET | $247.39 | 41 | $10,142.99 | — | — | — |
| 🔴 SELL | Dec 5, 2025 10:00am ET | $256.39 | 41 | $10,511.99 | $10,636.90 |
+$369.00 (+3.6%) |
🎯 +5% Target
0m held |
|
| 20 | 🟢 BUY | Dec 5, 2025 10:10am ET | $258.67 | 41 | $10,605.27 | — | — | — |
| 🔴 SELL | Dec 8, 2025 10:40am ET | $260.87 | 41 | $10,695.67 | $10,727.30 |
+$90.40 (+0.8%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Dec 10, 2025 11:20am ET | $262.94 | 40 | $10,517.50 | — | — | — |
| 🔴 SELL | Dec 10, 2025 1:30pm ET | $260.29 | 40 | $10,411.60 | $10,621.40 |
$-105.90 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 22 | 🟢 BUY | Dec 16, 2025 3:30pm ET | $255.53 | 41 | $10,476.73 | — | — | — |
| 🔴 SELL | Dec 18, 2025 10:00am ET | $259.96 | 41 | $10,658.36 | $10,803.03 |
+$181.63 (+1.7%) |
END_OF_DAY
0m held |
|
| 23 | 🟢 BUY | Dec 22, 2025 10:10am ET | $263.38 | 41 | $10,798.58 | — | — | — |
| 🔴 SELL | Dec 23, 2025 10:20am ET | $260.58 | 41 | $10,683.78 | $10,688.23 |
$-114.80 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 24 | 🟢 BUY | Dec 24, 2025 10:35am ET | $265.91 | 40 | $10,636.40 | — | — | — |
| 🔴 SELL | Dec 26, 2025 2:00pm ET | $266.11 | 40 | $10,644.40 | $10,696.23 |
+$8.00 (+0.1%) |
END_OF_DAY
0m held |
|
| 25 | 🟢 BUY | Jan 5, 2026 10:15am ET | $257.47 | 41 | $10,556.27 | — | — | — |
| 🔴 SELL | Jan 6, 2026 10:45am ET | $259.46 | 41 | $10,637.86 | $10,777.82 |
+$81.59 (+0.8%) |
END_OF_DAY
0m held |
|
| 26 | 🟢 BUY | Jan 6, 2026 11:00am ET | $259.90 | 41 | $10,655.90 | — | — | — |
| 🔴 SELL | Jan 7, 2026 10:55am ET | $266.61 | 41 | $10,930.81 | $11,052.73 |
+$274.91 (+2.6%) |
🎯 +5% Target
0m held |
|
| 27 | 🟢 BUY | Jan 12, 2026 10:35am ET | $260.01 | 42 | $10,920.42 | — | — | — |
| 🔴 SELL | Jan 13, 2026 10:00am ET | $253.84 | 42 | $10,661.28 | $10,793.59 |
$-259.14 (-2.4%) |
🛑 -10% Stop
0m held |
|
| 28 | 🟢 BUY | Jan 21, 2026 2:55pm ET | $223.24 | 48 | $10,715.28 | — | — | — |
| 🔴 SELL | Jan 22, 2026 3:25pm ET | $227.30 | 48 | $10,910.40 | $10,988.71 |
+$195.12 (+1.8%) |
END_OF_DAY
0m held |
|
| 29 | 🟢 BUY | Jan 22, 2026 3:30pm ET | $227.41 | 48 | $10,915.68 | — | — | — |
| 🔴 SELL | Jan 26, 2026 10:00am ET | $228.60 | 48 | $10,972.80 | $11,045.83 |
+$57.12 (+0.5%) |
END_OF_DAY
0m held |
|
| 30 | 🟢 BUY | Feb 4, 2026 10:10am ET | $195.45 | 56 | $10,945.20 | — | — | — |
| 🔴 SELL | Feb 4, 2026 3:45pm ET | $200.42 | 56 | $11,223.52 | $11,324.15 |
+$278.32 (+2.5%) |
🎯 +5% Target
0m held |
|
| 31 | 🟢 BUY | Feb 9, 2026 10:15am ET | $192.13 | 58 | $11,143.54 | — | — | — |
| 🔴 SELL | Feb 10, 2026 10:00am ET | $198.42 | 58 | $11,508.36 | $11,688.97 |
+$364.82 (+3.3%) |
🎯 +5% Target
0m held |
|
| 32 | 🟢 BUY | Feb 13, 2026 10:25am ET | $193.24 | 60 | $11,594.40 | — | — | — |
| 🔴 SELL | Feb 13, 2026 10:40am ET | $189.97 | 60 | $11,398.20 | $11,492.77 |
$-196.20 (-1.7%) |
🛑 -10% Stop
0m held |
|
| 33 | 🟢 BUY | Apr 16, 2026 9:30am ET | $184.21 | 62 | $11,420.71 | — | — | — |
| 🔴 SELL | Apr 23, 2026 9:45am ET | $174.41 | 62 | $10,813.42 | $10,885.48 |
$-607.29 (-5.3%) |
🛑 -10% Stop
7d held |
|
| 34 | 🟢 BUY | May 1, 2026 9:30am ET | $183.20 | 59 | $10,808.51 | — | — | — |
| 🔴 SELL | May 12, 2026 11:35am ET | $173.96 | 59 | $10,263.64 | $10,340.61 |
$-544.87 (-5.0%) |
🛑 -10% Stop
11.1d held |
|
| 35 | 🟢 BUY | May 19, 2026 9:30am ET | $185.05 | 55 | $10,177.75 | — | — | — |
| 🔴 SELL | May 20, 2026 9:35am ET | $173.70 | 55 | $9,553.50 | $9,716.36 |
$-624.25 (-6.1%) |
🛑 -10% Stop
1d held |
|
| 36 | 🟢 BUY | Jun 1, 2026 9:30am ET | $200.10 | 48 | $9,604.73 | — | — | — |
| 🔴 SELL | Jun 3, 2026 3:00pm ET | $189.82 | 48 | $9,111.36 | $9,222.99 |
$-493.37 (-5.1%) |
🛑 -10% Stop
2.2d held |
|
| 37 | 🟢 BUY | Jun 26, 2026 9:30am ET | $155.24 | 59 | $9,159.45 | — | — | — |
| 🔴 SELL | Jul 28, 2026 9:30am ET | $179.13 | 59 | $10,568.38 | $10,631.91 |
+$1,408.92 (+15.4%) |
🎯 +5% Target
32d held |
|
| 38 | 🟢 BUY | Aug 3, 2026 9:30am ET | $190.53 | 55 | $10,479.15 | — | — | — |
| 🔴 SELL | Aug 27, 2026 9:30am ET | $231.50 | 55 | $12,732.50 | $12,885.26 |
+$2,253.35 (+21.5%) |
🎯 +5% Target
24d held |
|
| 39 | 🟢 BUY | Sep 3, 2026 9:30am ET | $265.56 | 48 | $12,746.88 | — | — | — |
| 🔴 SELL | Sep 8, 2026 9:30am ET | $248.48 | 48 | $11,927.08 | $12,065.46 |
$-819.80 (-6.4%) |
🛑 -10% Stop
5d held |
|
| 40 | 🟢 BUY | Sep 14, 2026 9:30am ET | $255.98 | 47 | $12,031.06 | — | — | — |
| 🔴 SELL | Sep 17, 2026 9:35am ET | $242.69 | 47 | $11,406.43 | $11,440.83 |
$-624.63 (-5.2%) |
🛑 -10% Stop
3d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$11,440.83
Net Profit/Loss:
+$1,440.83
Total Return:
+14.41%