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

Surge's Analysis

Last 3 Months: 2026-06-24 to present • 13 trades in period

-41.22%
Last 3 Months Return
$51,811.56
Current Value
15%
Win Rate
$88,151.21
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-24 23:57:48

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)
50.5 neutral
20d Trend
+69.9%
5d Trend
-8.4%
EMA20 Dist
+0.9%
ATR%
11.0%
Range Pos
31%
Bounce Ratio
1.9×
Green/Red 10d
5/5

Strategy Score Scored Sep 24, 2026

63
Lifetime
Confidence: 98%

Quality Components

Return-to-Risk
35.0/35
Total Return
21.8/25
Win Rate
0.0/15
Profit Factor
2.9/15
Consistency
5.2/10
Raw Quality 64.8/100
× Confidence 0.98 = 63.4

30-Day Momentum

10
+3.5%
30d Return
33%
Win Rate
3
Trades
1.1×
Profit Factor
Quality: 16.5 Conf: 0.61×
Declining (-53 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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
5,070
Timeframe
5-Minute Bars
Period Range
2026-06-24 → 2026-09-24
Trading Days
65 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 3 Months)

Period Start Capital
$88,151.21
Current Value
$51,811.56
Period P&L
$-36,339.65
Max Drawdown
-33.3%
Sharpe Ratio
-0.43

Trade Statistics (Last 3 Months)

Trades in Period
13
Winners / Losers
2 / 11
Best Trade
+15.42%
Worst Trade
-14.10%
Avg Trade Return
-3.66%
Avg Hold Time
1.6d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$1,584,412.24
Estimated Fees
$0.00
Gross P&L
$-36,339.65
Net P&L (after fees)
$-36,339.65
Gross Return
-41.22%
Net Return (after fees)
-41.22%

✅ 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

📈 SOXL 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: 65 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 13 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $88,151.21 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 Jun 25, 2026 9:30am ET $265.35 332 $88,094.54 — — —
🔴 SELL Jun 25, 2026 9:45am ET $250.84 332 $83,278.88 $83,335.55 $-4,815.66
(-5.5%) 		🛑 -10% Stop
15m held
2 🟢 BUY Jun 30, 2026 9:30am ET $248.73 335 $83,324.55 — — —
🔴 SELL Jul 1, 2026 9:30am ET $233.84 335 $78,336.40 $78,347.40 $-4,988.15
(-6.0%) 		🛑 -10% Stop
1d held
3 🟢 BUY Jul 6, 2026 9:30am ET $196.00 399 $78,204.00 — — —
🔴 SELL Jul 7, 2026 9:30am ET $168.36 399 $67,175.64 $67,319.04 $-11,028.36
(-14.1%) 		🛑 -10% Stop
1d held
4 🟢 BUY Jul 9, 2026 9:30am ET $198.08 339 $67,149.12 — — —
🔴 SELL Jul 10, 2026 9:30am ET $182.16 339 $61,753.93 $61,923.85 $-5,395.19
(-8.0%) 		🛑 -10% Stop
1d held
5 🟢 BUY Jul 14, 2026 9:30am ET $179.65 344 $61,799.32 — — —
🔴 SELL Jul 15, 2026 10:10am ET $170.66 344 $58,707.04 $58,831.57 $-3,092.28
(-5.0%) 		🛑 -10% Stop
1d held
6 🟢 BUY Jul 20, 2026 9:30am ET $146.65 401 $58,808.65 — — —
🔴 SELL Jul 20, 2026 10:55am ET $139.31 401 $55,863.31 $55,886.22 $-2,945.35
(-5.0%) 		🛑 -10% Stop
1.4h held
7 🟢 BUY Jul 31, 2026 9:30am ET $128.75 434 $55,877.50 — — —
🔴 SELL Jul 31, 2026 9:50am ET $119.70 434 $51,949.80 $51,958.52 $-3,927.70
(-7.0%) 		🛑 -10% Stop
20m held
8 🟢 BUY Aug 4, 2026 9:30am ET $130.47 398 $51,926.58 — — —
🔴 SELL Aug 13, 2026 10:30am ET $150.59 398 $59,932.83 $59,964.77 +$8,006.25
(+15.4%) 		🎯 +5% Target
9d held
9 🟢 BUY Aug 17, 2026 9:30am ET $151.69 395 $59,918.06 — — —
🔴 SELL Aug 18, 2026 9:30am ET $134.85 395 $53,265.79 $53,312.50 $-6,652.27
(-11.1%) 		🛑 -10% Stop
1d held
10 🟢 BUY Aug 21, 2026 9:30am ET $125.90 423 $53,255.70 — — —
🔴 SELL Aug 21, 2026 10:15am ET $118.27 423 $50,028.21 $50,085.01 $-3,227.49
(-6.1%) 		🛑 -10% Stop
45m held
11 🟢 BUY Aug 25, 2026 9:30am ET $119.81 418 $50,080.79 — — —
🔴 SELL Aug 26, 2026 10:25am ET $113.43 418 $47,413.74 $47,417.96 $-2,667.05
(-5.3%) 		🛑 -10% Stop
1d held
12 🟢 BUY Sep 4, 2026 9:30am ET $111.18 426 $47,362.68 — — —
🔴 SELL Sep 9, 2026 10:05am ET $128.10 426 $54,570.60 $54,625.88 +$7,207.92
(+15.2%) 		🎯 +5% Target
5d held
13 🟢 BUY Sep 16, 2026 9:30am ET $107.43 508 $54,574.44 — — —
🔴 SELL Sep 16, 2026 3:10pm ET $101.89 508 $51,760.12 $51,811.56 $-2,814.32
(-5.2%) 		🛑 -10% Stop
5.7h held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $51,811.56
Net Profit/Loss: +$41,811.56
Total Return: +418.12%
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