CVX Surge's Analysis
Last Year: 2025-09-24 to present • 30 trades in period
+5.47%
Last Year Return
$10,322.58
Current Value
37%
Win Rate
$9,786.94
Period Start
PHASE 5: BULL TREND
Trend-following and momentum strategies active. Ride winners.
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)
71.5 overbought
20d Trend
+9.1%
5d Trend
+1.1%
EMA20 Dist
+4.3%
ATR%
2.0%
Range Pos
90%
Bounce Ratio
3.3×
Green/Red 10d
7/3
Strategy Score Scored Sep 24, 2026
11
Lifetime
Confidence: 89%
Quality Components
Return-to-Risk
0.7/35
Total Return
5.2/25
Win Rate
2.5/15
Profit Factor
0.3/15
Consistency
3.6/10
Raw Quality
12.3/100
× Confidence 0.89
= 11.0
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 (89%) 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
23,245
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
$9,786.94
Current Value
$10,322.58
Period P&L
$535.64
Max Drawdown
-15.4%
Sharpe Ratio
0.07
Trade Statistics (Last Year)
Trades in Period
30
Winners / Losers
11 /
19
Best Trade
+15.74%
Worst Trade
-5.98%
Avg Trade Return
+0.23%
Avg Hold Time
2.6d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$569,398.30
Estimated Fees
$0.00
Gross P&L
$535.64
Net P&L (after fees)
$535.64
Gross Return
+5.47%
Net Return (after fees)
+5.47%
✅ 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
📈 CVX 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 - 30 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,786.94 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 24, 2025 11:30am ET | $160.31 | 61 | $9,778.61 | — | — | — |
| 🔴 SELL | Sep 25, 2025 12:00pm ET | $160.85 | 61 | $9,811.85 | $9,820.18 |
+$33.24 (+0.3%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | Sep 30, 2025 3:50pm ET | $155.43 | 63 | $9,792.09 | — | — | — |
| 🔴 SELL | Oct 1, 2025 10:00am ET | $153.60 | 63 | $9,676.49 | $9,704.57 |
$-115.61 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 3 | 🟢 BUY | Oct 13, 2025 12:55pm ET | $151.55 | 64 | $9,699.20 | — | — | — |
| 🔴 SELL | Oct 14, 2025 1:25pm ET | $153.04 | 64 | $9,794.56 | $9,799.93 |
+$95.36 (+1.0%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | Oct 14, 2025 1:30pm ET | $152.87 | 64 | $9,783.68 | — | — | — |
| 🔴 SELL | Oct 15, 2025 1:10pm ET | $151.23 | 64 | $9,678.72 | $9,694.97 |
$-104.96 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 5 | 🟢 BUY | Oct 22, 2025 3:35pm ET | $155.70 | 62 | $9,653.40 | — | — | — |
| 🔴 SELL | Oct 24, 2025 10:05am ET | $156.76 | 62 | $9,719.12 | $9,760.69 |
+$65.72 (+0.7%) |
END_OF_DAY
0m held |
|
| 6 | 🟢 BUY | Oct 28, 2025 10:25am ET | $155.95 | 62 | $9,668.90 | — | — | — |
| 🔴 SELL | Oct 28, 2025 2:35pm ET | $154.37 | 62 | $9,570.94 | $9,662.73 |
$-97.96 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 7 | 🟢 BUY | Oct 29, 2025 10:45am ET | $155.54 | 62 | $9,643.17 | — | — | — |
| 🔴 SELL | Oct 30, 2025 10:00am ET | $153.56 | 62 | $9,520.72 | $9,540.28 |
$-122.45 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 8 | 🟢 BUY | Oct 31, 2025 10:45am ET | $158.82 | 60 | $9,528.90 | — | — | — |
| 🔴 SELL | Oct 31, 2025 12:05pm ET | $157.11 | 60 | $9,426.60 | $9,437.98 |
$-102.30 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 9 | 🟢 BUY | Nov 14, 2025 11:35am ET | $157.04 | 60 | $9,422.40 | — | — | — |
| 🔴 SELL | Nov 17, 2025 12:05pm ET | $156.29 | 60 | $9,377.10 | $9,392.68 |
$-45.30 (-0.5%) |
END_OF_DAY
0m held |
|
| 10 | 🟢 BUY | Nov 18, 2025 12:50pm ET | $153.15 | 61 | $9,342.15 | — | — | — |
| 🔴 SELL | Nov 19, 2025 10:00am ET | $150.31 | 61 | $9,168.91 | $9,219.44 |
$-173.24 (-1.9%) |
🛑 -10% Stop
0m held |
|
| 11 | 🟢 BUY | Nov 19, 2025 1:20pm ET | $151.84 | 60 | $9,110.40 | — | — | — |
| 🔴 SELL | Nov 20, 2025 1:50pm ET | $150.27 | 60 | $9,016.20 | $9,125.24 |
$-94.20 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 12 | 🟢 BUY | Nov 26, 2025 11:00am ET | $149.92 | 60 | $8,995.20 | — | — | — |
| 🔴 SELL | Nov 28, 2025 11:30am ET | $151.39 | 60 | $9,083.40 | $9,213.44 |
+$88.20 (+1.0%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Dec 10, 2025 12:15pm ET | $150.74 | 61 | $9,195.14 | — | — | — |
| 🔴 SELL | Dec 11, 2025 12:45pm ET | $151.48 | 61 | $9,240.28 | $9,258.58 |
+$45.14 (+0.5%) |
END_OF_DAY
0m held |
|
| 14 | 🟢 BUY | Dec 17, 2025 3:00pm ET | $149.16 | 62 | $9,247.92 | — | — | — |
| 🔴 SELL | Dec 18, 2025 12:05pm ET | $147.62 | 62 | $9,152.43 | $9,163.09 |
$-95.49 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 15 | 🟢 BUY | Dec 23, 2025 1:15pm ET | $150.95 | 60 | $9,057.00 | — | — | — |
| 🔴 SELL | Dec 26, 2025 10:40am ET | $150.55 | 60 | $9,032.70 | $9,138.79 |
$-24.30 (-0.3%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Jan 2, 2026 10:10am ET | $152.73 | 59 | $9,011.07 | — | — | — |
| 🔴 SELL | Jan 5, 2026 10:00am ET | $159.64 | 59 | $9,418.47 | $9,546.19 |
+$407.40 (+4.5%) |
🎯 +5% Target
0m held |
|
| 17 | 🟢 BUY | Jan 8, 2026 10:45am ET | $157.23 | 60 | $9,433.80 | — | — | — |
| 🔴 SELL | Jan 9, 2026 11:10am ET | $161.25 | 60 | $9,674.79 | $9,787.18 |
+$240.99 (+2.5%) |
🎯 +5% Target
0m held |
|
| 18 | 🟢 BUY | Jan 9, 2026 11:15am ET | $161.50 | 60 | $9,689.70 | — | — | — |
| 🔴 SELL | Jan 12, 2026 11:45am ET | $163.23 | 60 | $9,793.80 | $9,891.28 |
+$104.10 (+1.1%) |
END_OF_DAY
0m held |
|
| 19 | 🟢 BUY | Jan 13, 2026 10:40am ET | $165.73 | 59 | $9,778.07 | — | — | — |
| 🔴 SELL | Jan 13, 2026 3:45pm ET | $163.66 | 59 | $9,655.94 | $9,769.15 |
$-122.13 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 20 | 🟢 BUY | Jan 14, 2026 1:50pm ET | $168.20 | 58 | $9,755.60 | — | — | — |
| 🔴 SELL | Jan 15, 2026 10:20am ET | $166.32 | 58 | $9,646.55 | $9,660.10 |
$-109.05 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 21 | 🟢 BUY | Jan 15, 2026 11:00am ET | $167.01 | 57 | $9,519.57 | — | — | — |
| 🔴 SELL | Jan 16, 2026 11:30am ET | $166.98 | 57 | $9,517.92 | $9,658.45 |
$-1.65 (-0.0%) |
END_OF_DAY
0m held |
|
| 22 | 🟢 BUY | Jan 30, 2026 2:10pm ET | $175.23 | 55 | $9,637.79 | — | — | — |
| 🔴 SELL | Feb 2, 2026 2:40pm ET | $175.98 | 55 | $9,678.90 | $9,699.56 |
+$41.11 (+0.4%) |
END_OF_DAY
0m held |
|
| 23 | 🟢 BUY | Feb 2, 2026 2:45pm ET | $176.04 | 55 | $9,682.20 | — | — | — |
| 🔴 SELL | Feb 2, 2026 3:55pm ET | $174.08 | 55 | $9,574.40 | $9,591.76 |
$-107.80 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 24 | 🟢 BUY | Feb 3, 2026 10:50am ET | $176.31 | 54 | $9,520.74 | — | — | — |
| 🔴 SELL | Feb 4, 2026 10:50am ET | $180.73 | 54 | $9,759.42 | $9,830.44 |
+$238.68 (+2.5%) |
🎯 +5% Target
0m held |
|
| 25 | 🟢 BUY | Feb 4, 2026 12:25pm ET | $182.13 | 53 | $9,652.89 | — | — | — |
| 🔴 SELL | Feb 5, 2026 10:00am ET | $179.53 | 53 | $9,515.09 | $9,692.64 |
$-137.80 (-1.4%) |
🛑 -10% Stop
0m held |
|
| 26 | 🟢 BUY | Feb 6, 2026 10:10am ET | $182.09 | 53 | $9,650.77 | — | — | — |
| 🔴 SELL | Feb 6, 2026 3:25pm ET | $180.17 | 53 | $9,549.01 | $9,590.88 |
$-101.76 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 27 | 🟢 BUY | Feb 9, 2026 11:20am ET | $182.10 | 52 | $9,469.20 | — | — | — |
| 🔴 SELL | Feb 10, 2026 11:50am ET | $182.02 | 52 | $9,465.04 | $9,586.72 |
$-4.16 (-0.0%) |
END_OF_DAY
0m held |
|
| 28 | 🟢 BUY | Feb 11, 2026 11:30am ET | $186.37 | 51 | $9,504.87 | — | — | — |
| 🔴 SELL | Feb 12, 2026 11:15am ET | $184.49 | 51 | $9,408.74 | $9,490.59 |
$-96.13 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 29 | 🟢 BUY | Apr 2, 2026 9:30am ET | $203.54 | 46 | $9,362.90 | — | — | — |
| 🔴 SELL | Apr 8, 2026 9:30am ET | $191.37 | 46 | $8,802.79 | $8,930.49 |
$-560.10 (-6.0%) |
🛑 -10% Stop
6d held |
|
| 30 | 🟢 BUY | Jul 13, 2026 9:30am ET | $180.49 | 49 | $8,844.01 | — | — | — |
| 🔴 SELL | Aug 20, 2026 9:30am ET | $208.90 | 49 | $10,236.10 | $10,322.58 |
+$1,392.09 (+15.7%) |
🎯 +5% Target
38d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$10,322.58
Net Profit/Loss:
+$322.58
Total Return:
+3.23%