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

Surge's Analysis

Last 6 Months: 2026-03-25 to present • 2 trades in period

-9.39%
Last 6 Months Return
$11,521.38
Current Value
0%
Win Rate
$12,714.96
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-25 00:28:18

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)
68.2 neutral
20d Trend
+5.1%
5d Trend
+5.5%
EMA20 Dist
+3.1%
ATR%
1.8%
Range Pos
93%
Bounce Ratio
2.5×
Green/Red 10d
4/6

Strategy Score Scored Sep 24, 2026

27
Lifetime
Confidence: 93%

Quality Components

Return-to-Risk
7.4/35
Total Return
10.1/25
Win Rate
4.2/15
Profit Factor
1.5/15
Consistency
5.4/10
Raw Quality 28.5/100
× Confidence 0.93 = 26.7

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 (93%) 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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
9,906
Timeframe
5-Minute Bars
Period Range
2026-03-25 → 2026-09-24
Trading Days
127 days
Data Gaps
None (5 market holidays)

Market Closed (5 days)

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 6 Months)

Period Start Capital
$12,714.96
Current Value
$11,521.38
Period P&L
$-1,193.58
Max Drawdown
-7.2%
Sharpe Ratio
-10,134.20

Trade Statistics (Last 6 Months)

Trades in Period
2
Winners / Losers
0 / 2
Best Trade
-5.07%
Worst Trade
-5.07%
Avg Trade Return
-5.07%
Avg Hold Time
31.1d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$45,917.46
Estimated Fees
$0.00
Gross P&L
$-1,193.58
Net P&L (after fees)
$-1,193.58
Gross Return
-9.39%
Net Return (after fees)
-9.39%

✅ 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

📈 COST 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: 127 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 2 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,714.96 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 4, 2026 9:30am ET $987.75 12 $11,853.00 — — —
🔴 SELL Jun 30, 2026 11:00am ET $937.70 12 $11,252.34 $12,114.30 $-600.66
(-5.1%) 		🛑 -10% Stop
26.1d held
2 🟢 BUY Jul 28, 2026 9:30am ET $975.21 12 $11,702.52 — — —
🔴 SELL Sep 2, 2026 3:00pm ET $925.80 12 $11,109.60 $11,521.38 $-592.92
(-5.1%) 		🛑 -10% Stop
36.2d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,521.38
Net Profit/Loss: +$1,521.38
Total Return: +15.21%
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