PEP Surge's Analysis
Last Year: 2025-07-26 to present • 45 trades in period
-1.35%
Last Year Return
$10,259.40
Current Value
49%
Win Rate
$10,400.13
Period Start
PHASE 4: RECOVERY
Bounce in progress. Hold existing positions, let trailing stops manage exits.
Fear & Greed
26
Fear
VIX
18.7
NORMAL
10Y Yield
4.71%
HIGH
Yield Curve
+0.36%
NORMAL
HY Spread
2.77
CALM
🌍 Kp Index
🟡 1.4
Unsettled
⛈️ 2 storm days in 7d
RSI(14)
85.2 overbought
20d Trend
+19.9%
5d Trend
+9.7%
EMA20 Dist
+9.3%
ATR%
2.1%
Range Pos
98%
Bounce Ratio
62.6×
Green/Red 10d
9/1
Strategy Score Scored Jul 26, 2026
13
Lifetime
Confidence: 95%
Quality Components
Return-to-Risk
0.8/35
Total Return
4.6/25
Win Rate
2.5/15
Profit Factor
0.3/15
Consistency
5.6/10
Raw Quality
13.8/100
× Confidence 0.95
= 13.1
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 (95%) 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
23,178
Timeframe
5-Minute Bars
Period Range
2025-07-28 → 2026-07-24
Trading Days
258 days
Data Gaps
None (10 market holidays)
Market Closed (10 days)
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, 2026-04-03 — Good Friday, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth, 2026-07-03 — Independence Day (observed)
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
$10,400.13
Current Value
$10,259.40
Period P&L
$-140.73
Max Drawdown
-11.7%
Sharpe Ratio
-0.01
Trade Statistics (Last Year)
Trades in Period
45
Winners / Losers
22 /
23
Best Trade
+4.73%
Worst Trade
-6.69%
Avg Trade Return
-0.02%
Avg Hold Time
1.3d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$945,545.22
Estimated Fees
$0.00
Gross P&L
$-140.73
Net P&L (after fees)
$-140.73
Gross Return
-1.35%
Net Return (after fees)
-1.35%
✅ 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
📈 PEP 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: 258 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 45 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $10,400.13 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 | Jul 29, 2025 11:00am ET | $142.97 | 72 | $10,293.84 | — | — | — |
| 🔴 SELL | Jul 30, 2025 11:30am ET | $144.13 | 72 | $10,377.00 | $10,483.29 |
+$83.16 (+0.8%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | Aug 4, 2025 2:45pm ET | $140.13 | 74 | $10,369.62 | — | — | — |
| 🔴 SELL | Aug 5, 2025 3:15pm ET | $139.67 | 74 | $10,335.58 | $10,449.25 |
$-34.04 (-0.3%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | Aug 6, 2025 10:40am ET | $140.79 | 74 | $10,418.09 | — | — | — |
| 🔴 SELL | Aug 7, 2025 11:10am ET | $141.96 | 74 | $10,505.04 | $10,536.20 |
+$86.95 (+0.8%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | Aug 7, 2025 11:15am ET | $142.00 | 74 | $10,507.63 | — | — | — |
| 🔴 SELL | Aug 8, 2025 11:45am ET | $144.60 | 74 | $10,700.03 | $10,728.60 |
+$192.40 (+1.8%) |
END_OF_DAY
0m held |
|
| 5 | 🟢 BUY | Aug 8, 2025 3:50pm ET | $145.34 | 73 | $10,609.46 | — | — | — |
| 🔴 SELL | Aug 11, 2025 10:50am ET | $143.81 | 73 | $10,497.77 | $10,616.91 |
$-111.69 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 6 | 🟢 BUY | Aug 12, 2025 10:10am ET | $146.23 | 72 | $10,528.56 | — | — | — |
| 🔴 SELL | Aug 13, 2025 10:40am ET | $147.76 | 72 | $10,638.73 | $10,727.08 |
+$110.17 (+1.1%) |
END_OF_DAY
0m held |
|
| 7 | 🟢 BUY | Aug 13, 2025 11:10am ET | $148.77 | 72 | $10,711.26 | — | — | — |
| 🔴 SELL | Aug 14, 2025 11:40am ET | $148.99 | 72 | $10,727.28 | $10,743.10 |
+$16.02 (+0.1%) |
END_OF_DAY
0m held |
|
| 8 | 🟢 BUY | Aug 15, 2025 11:00am ET | $150.33 | 71 | $10,673.08 | — | — | — |
| 🔴 SELL | Aug 18, 2025 11:30am ET | $149.34 | 71 | $10,603.14 | $10,673.17 |
$-69.93 (-0.7%) |
END_OF_DAY
0m held |
|
| 9 | 🟢 BUY | Aug 19, 2025 3:05pm ET | $152.12 | 70 | $10,648.40 | — | — | — |
| 🔴 SELL | Aug 20, 2025 1:35pm ET | $149.36 | 70 | $10,455.20 | $10,479.97 |
$-193.20 (-1.8%) |
🛑 -10% Stop
0m held |
|
| 10 | 🟢 BUY | Aug 27, 2025 3:55pm ET | $147.65 | 70 | $10,335.50 | — | — | — |
| 🔴 SELL | Aug 29, 2025 10:25am ET | $148.53 | 70 | $10,397.10 | $10,541.57 |
+$61.60 (+0.6%) |
END_OF_DAY
0m held |
|
| 11 | 🟢 BUY | Aug 29, 2025 2:45pm ET | $149.00 | 70 | $10,430.00 | — | — | — |
| 🔴 SELL | Sep 2, 2025 10:00am ET | $153.85 | 70 | $10,769.50 | $10,881.07 |
+$339.50 (+3.3%) |
🎯 +5% Target
0m held |
|
| 12 | 🟢 BUY | Sep 5, 2025 11:00am ET | $147.84 | 73 | $10,791.96 | — | — | — |
| 🔴 SELL | Sep 5, 2025 1:10pm ET | $146.35 | 73 | $10,683.66 | $10,772.77 |
$-108.30 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 13 | 🟢 BUY | Sep 9, 2025 10:20am ET | $143.37 | 75 | $10,752.75 | — | — | — |
| 🔴 SELL | Sep 10, 2025 10:05am ET | $141.84 | 75 | $10,637.63 | $10,657.64 |
$-115.13 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 14 | 🟢 BUY | Sep 19, 2025 3:35pm ET | $141.91 | 75 | $10,643.25 | — | — | — |
| 🔴 SELL | Sep 23, 2025 10:00am ET | $140.44 | 75 | $10,532.96 | $10,547.35 |
$-110.29 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 15 | 🟢 BUY | Sep 23, 2025 1:35pm ET | $141.77 | 74 | $10,490.98 | — | — | — |
| 🔴 SELL | Sep 24, 2025 2:05pm ET | $142.16 | 74 | $10,519.84 | $10,576.21 |
+$28.86 (+0.3%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Oct 1, 2025 12:10pm ET | $141.92 | 74 | $10,501.71 | — | — | — |
| 🔴 SELL | Oct 2, 2025 12:40pm ET | $141.63 | 74 | $10,480.62 | $10,555.12 |
$-21.09 (-0.2%) |
END_OF_DAY
0m held |
|
| 17 | 🟢 BUY | Oct 7, 2025 11:00am ET | $140.93 | 74 | $10,428.82 | — | — | — |
| 🔴 SELL | Oct 8, 2025 10:30am ET | $139.35 | 74 | $10,311.90 | $10,438.20 |
$-116.92 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 18 | 🟢 BUY | Oct 9, 2025 11:10am ET | $142.41 | 73 | $10,395.93 | — | — | — |
| 🔴 SELL | Oct 10, 2025 10:00am ET | $149.15 | 73 | $10,887.95 | $10,930.22 |
+$492.02 (+4.7%) |
🎯 +5% Target
0m held |
|
| 19 | 🟢 BUY | Oct 10, 2025 10:35am ET | $149.88 | 72 | $10,791.36 | — | — | — |
| 🔴 SELL | Oct 13, 2025 10:25am ET | $148.17 | 72 | $10,668.24 | $10,807.10 |
$-123.12 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 20 | 🟢 BUY | Oct 14, 2025 10:30am ET | $150.62 | 71 | $10,693.67 | — | — | — |
| 🔴 SELL | Oct 15, 2025 11:00am ET | $150.00 | 71 | $10,650.00 | $10,763.43 |
$-43.67 (-0.4%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Oct 16, 2025 11:10am ET | $154.21 | 69 | $10,640.49 | — | — | — |
| 🔴 SELL | Oct 16, 2025 12:45pm ET | $152.65 | 69 | $10,532.85 | $10,655.79 |
$-107.64 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 22 | 🟢 BUY | Oct 22, 2025 10:25am ET | $154.67 | 68 | $10,517.56 | — | — | — |
| 🔴 SELL | Oct 22, 2025 3:40pm ET | $153.12 | 68 | $10,412.16 | $10,550.39 |
$-105.40 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 23 | 🟢 BUY | Oct 27, 2025 3:40pm ET | $152.65 | 69 | $10,532.85 | — | — | — |
| 🔴 SELL | Oct 28, 2025 1:30pm ET | $150.90 | 69 | $10,412.10 | $10,429.64 |
$-120.75 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 24 | 🟢 BUY | Nov 11, 2025 11:00am ET | $144.27 | 72 | $10,387.44 | — | — | — |
| 🔴 SELL | Nov 12, 2025 11:30am ET | $145.02 | 72 | $10,441.08 | $10,483.28 |
+$53.64 (+0.5%) |
END_OF_DAY
0m held |
|
| 25 | 🟢 BUY | Nov 13, 2025 11:55am ET | $145.80 | 71 | $10,351.83 | — | — | — |
| 🔴 SELL | Nov 14, 2025 10:00am ET | $144.27 | 71 | $10,243.35 | $10,374.80 |
$-108.48 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 26 | 🟢 BUY | Nov 17, 2025 10:15am ET | $147.39 | 70 | $10,317.30 | — | — | — |
| 🔴 SELL | Nov 18, 2025 10:45am ET | $148.72 | 70 | $10,410.40 | $10,467.90 |
+$93.10 (+0.9%) |
END_OF_DAY
0m held |
|
| 27 | 🟢 BUY | Nov 21, 2025 10:00am ET | $147.32 | 71 | $10,459.72 | — | — | — |
| 🔴 SELL | Nov 24, 2025 10:00am ET | $145.14 | 71 | $10,304.94 | $10,313.12 |
$-154.78 (-1.5%) |
🛑 -10% Stop
0m held |
|
| 28 | 🟢 BUY | Nov 26, 2025 10:20am ET | $147.74 | 69 | $10,194.06 | — | — | — |
| 🔴 SELL | Nov 28, 2025 10:50am ET | $147.92 | 69 | $10,206.48 | $10,325.54 |
+$12.42 (+0.1%) |
END_OF_DAY
0m held |
|
| 29 | 🟢 BUY | Dec 8, 2025 10:50am ET | $146.36 | 70 | $10,245.20 | — | — | — |
| 🔴 SELL | Dec 9, 2025 10:05am ET | $144.71 | 70 | $10,129.35 | $10,209.69 |
$-115.85 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 30 | 🟢 BUY | Dec 10, 2025 11:30am ET | $149.01 | 68 | $10,132.68 | — | — | — |
| 🔴 SELL | Dec 11, 2025 12:00pm ET | $149.24 | 68 | $10,148.32 | $10,225.33 |
+$15.64 (+0.1%) |
END_OF_DAY
0m held |
|
| 31 | 🟢 BUY | Dec 12, 2025 11:30am ET | $150.21 | 68 | $10,213.94 | — | — | — |
| 🔴 SELL | Dec 15, 2025 12:00pm ET | $150.49 | 68 | $10,233.32 | $10,244.71 |
+$19.38 (+0.2%) |
END_OF_DAY
0m held |
|
| 32 | 🟢 BUY | Jan 8, 2026 2:00pm ET | $139.26 | 73 | $10,165.86 | — | — | — |
| 🔴 SELL | Jan 9, 2026 2:30pm ET | $140.01 | 73 | $10,220.73 | $10,299.58 |
+$54.87 (+0.5%) |
END_OF_DAY
0m held |
|
| 33 | 🟢 BUY | Jan 12, 2026 11:30am ET | $140.85 | 73 | $10,282.05 | — | — | — |
| 🔴 SELL | Jan 13, 2026 12:00pm ET | $141.87 | 73 | $10,356.15 | $10,373.68 |
+$74.10 (+0.7%) |
END_OF_DAY
0m held |
|
| 34 | 🟢 BUY | Jan 13, 2026 1:35pm ET | $142.80 | 72 | $10,281.60 | — | — | — |
| 🔴 SELL | Jan 14, 2026 2:05pm ET | $145.84 | 72 | $10,500.48 | $10,592.56 |
+$218.88 (+2.1%) |
END_OF_DAY
0m held |
|
| 35 | 🟢 BUY | Jan 15, 2026 2:20pm ET | $146.87 | 72 | $10,574.28 | — | — | — |
| 🔴 SELL | Jan 16, 2026 2:50pm ET | $145.88 | 72 | $10,503.36 | $10,521.64 |
$-70.92 (-0.7%) |
END_OF_DAY
0m held |
|
| 36 | 🟢 BUY | Jan 20, 2026 3:25pm ET | $147.26 | 71 | $10,455.11 | — | — | — |
| 🔴 SELL | Jan 21, 2026 10:00am ET | $145.66 | 71 | $10,341.86 | $10,408.39 |
$-113.25 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 37 | 🟢 BUY | Jan 26, 2026 2:05pm ET | $145.56 | 71 | $10,334.76 | — | — | — |
| 🔴 SELL | Jan 27, 2026 2:35pm ET | $148.24 | 71 | $10,525.04 | $10,598.67 |
+$190.28 (+1.8%) |
END_OF_DAY
0m held |
|
| 38 | 🟢 BUY | Jan 27, 2026 2:40pm ET | $148.18 | 71 | $10,520.78 | — | — | — |
| 🔴 SELL | Jan 28, 2026 3:10pm ET | $148.25 | 71 | $10,525.75 | $10,603.64 |
+$4.97 (+0.1%) |
END_OF_DAY
0m held |
|
| 39 | 🟢 BUY | Jan 29, 2026 11:00am ET | $150.61 | 70 | $10,542.70 | — | — | — |
| 🔴 SELL | Jan 29, 2026 3:45pm ET | $149.07 | 70 | $10,434.55 | $10,495.49 |
$-108.15 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 40 | 🟢 BUY | Jan 30, 2026 11:25am ET | $149.99 | 69 | $10,349.31 | — | — | — |
| 🔴 SELL | Feb 2, 2026 10:05am ET | $153.92 | 69 | $10,620.48 | $10,766.66 |
+$271.17 (+2.6%) |
🎯 +5% Target
0m held |
|
| 41 | 🟢 BUY | Feb 2, 2026 11:45am ET | $155.44 | 69 | $10,725.36 | — | — | — |
| 🔴 SELL | Feb 3, 2026 10:00am ET | $160.64 | 69 | $11,084.16 | $11,125.46 |
+$358.80 (+3.4%) |
🎯 +5% Target
0m held |
|
| 42 | 🟢 BUY | Feb 3, 2026 10:10am ET | $162.39 | 68 | $11,042.52 | — | — | — |
| 🔴 SELL | Feb 3, 2026 10:40am ET | $160.57 | 68 | $10,918.42 | $11,001.36 |
$-124.10 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 43 | 🟢 BUY | Feb 5, 2026 10:30am ET | $167.88 | 65 | $10,911.88 | — | — | — |
| 🔴 SELL | Feb 5, 2026 11:25am ET | $166.00 | 65 | $10,790.00 | $10,879.48 |
$-121.88 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 44 | 🟢 BUY | Feb 11, 2026 10:05am ET | $168.62 | 64 | $10,791.68 | — | — | — |
| 🔴 SELL | Feb 12, 2026 10:35am ET | $170.28 | 64 | $10,897.91 | $10,985.71 |
+$106.23 (+1.0%) |
END_OF_DAY
0m held |
|
| 45 | 🟢 BUY | Jul 7, 2026 9:30am ET | $146.71 | 74 | $10,856.17 | — | — | — |
| 🔴 SELL | Jul 9, 2026 9:30am ET | $136.89 | 74 | $10,129.86 | $10,259.40 |
$-726.31 (-6.7%) |
🛑 -10% Stop
2d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$10,259.40
Net Profit/Loss:
+$259.40
Total Return:
+2.59%