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

Surge's Analysis

Last 3 Months: 2026-02-09 to present • 3 trades in period

+6.58%
Last 3 Months Return
$10,589.40
Current Value
33%
Win Rate
$9,936.07
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-09 06:38:39

No strong directional signal. Monitor for regime shift.

Fear & Greed
38
Fear
VIX
17.1
NORMAL
10Y Yield
4.41%
ELEVATED
Yield Curve
+0.49%
NORMAL
HY Spread
2.75
CALM
🌍 Kp Index
🟠 2.6
Active
⛈️ 2 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: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored May 8, 2026

12
Lifetime
Confidence: 74%

Quality Components

Return-to-Risk
1.1/35
Total Return
7.0/25
Win Rate
2.7/15
Profit Factor
0.5/15
Consistency
5.6/10
Raw Quality 16.8/100
× Confidence 0.74 = 12.4

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 (74%) 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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,914
Timeframe
5-Minute Bars
Period Range
2026-02-09 → 2026-05-08
Trading Days
63 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
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 3 Months)

Period Start Capital
$9,936.07
Current Value
$10,589.40
Period P&L
$653.33
Max Drawdown
-19.1%
Sharpe Ratio
0.63

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+6.94%
Worst Trade
-0.28%
Avg Trade Return
+2.15%
Avg Hold Time
16.1d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$58,888.03
Estimated Fees
$0.00
Gross P&L
$653.33
Net P&L (after fees)
$653.33
Gross Return
+6.58%
Net Return (after fees)
+6.58%

✅ 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: 63 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,936.07 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 Feb 6, 2026 12:50pm ET $323.31 30 $9,699.30 — — —
🔴 SELL Feb 9, 2026 1:20pm ET $322.61 30 $9,678.30 $9,942.07 $-21.00
(-0.2%) 		END_OF_DAY
0m held
2 🟢 BUY Feb 13, 2026 11:40am ET $303.44 32 $9,710.08 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $302.58 32 $9,682.56 $9,914.55 $-27.52
(-0.3%) 		📅 Sim Ended
0m held
3 🟢 BUY Mar 23, 2026 9:30am ET $294.59 33 $9,721.47 — — —
🔴 SELL May 7, 2026 9:30am ET $315.04 33 $10,396.32 $10,589.40 +$674.85
(+6.9%) 		⏰ 30 Day Max
45d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,589.40
Net Profit/Loss: +$589.40
Total Return: +5.89%
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