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

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 23 trades in period

+7.02%
Last 6 Months Return
$10,885.48
Current Value
61%
Win Rate
$10,171.49
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 09:46:06

No strong directional signal. Monitor for regime shift.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
18.8 oversold
20d Trend
-22.1%
5d Trend
-11.2%
EMA20 Dist
-13.2%
ATR%
4.2%
Range Pos
1%
Bounce Ratio
0.2×
Green/Red 10d
2/8
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

19
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
1.5/35
Total Return
8.3/25
Win Rate
4.2/15
Profit Factor
0.6/15
Consistency
5.6/10
Raw Quality 20.1/100
× Confidence 0.96 = 19.3

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 (96%) 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
12,478
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
138 days
Data Gaps
None (6 market holidays)

Market Closed (6 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
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
$10,171.49
Current Value
$10,885.48
Period P&L
$713.99
Max Drawdown
-20.3%
Sharpe Ratio
0.16

Trade Statistics (Last 6 Months)

Trades in Period
23
Winners / Losers
14 / 9
Best Trade
+3.64%
Worst Trade
-5.32%
Avg Trade Return
+0.32%
Avg Hold Time
1.8d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$484,179.67
Estimated Fees
$0.00
Gross P&L
$713.99
Net P&L (after fees)
$713.99
Gross Return
+7.02%
Net Return (after fees)
+7.02%

✅ 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

📈 CRM 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: 138 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 23 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $10,171.49 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 Nov 7, 2025 2:40pm ET $240.63 42 $10,106.46 — — —
🔴 SELL Nov 10, 2025 10:00am ET $237.59 42 $9,978.78 $10,043.81 $-127.68
(-1.3%) 		🛑 -10% Stop
0m held
2 🟢 BUY Nov 10, 2025 2:45pm ET $241.05 41 $9,882.85 — — —
🔴 SELL Nov 11, 2025 3:15pm ET $245.14 41 $10,050.74 $10,211.71 +$167.90
(+1.7%) 		END_OF_DAY
0m held
3 🟢 BUY Nov 14, 2025 10:35am ET $241.45 42 $10,140.90 — — —
🔴 SELL Nov 17, 2025 11:05am ET $239.14 42 $10,043.88 $10,114.69 $-97.02
(-1.0%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 21, 2025 1:45pm ET $227.98 44 $10,031.12 — — —
🔴 SELL Nov 24, 2025 2:15pm ET $225.84 44 $9,936.96 $10,020.53 $-94.16
(-0.9%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 25, 2025 10:40am ET $230.96 43 $9,931.28 — — —
🔴 SELL Nov 26, 2025 10:15am ET $228.39 43 $9,820.77 $9,910.02 $-110.51
(-1.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Nov 28, 2025 10:10am ET $232.17 42 $9,751.09 — — —
🔴 SELL Dec 1, 2025 1:35pm ET $233.86 42 $9,822.12 $9,981.05 +$71.03
(+0.7%) 		END_OF_DAY
0m held
7 🟢 BUY Dec 2, 2025 10:30am ET $234.73 42 $9,858.45 — — —
🔴 SELL Dec 3, 2025 11:00am ET $235.53 42 $9,892.37 $10,014.97 +$33.92
(+0.3%) 		END_OF_DAY
0m held
8 🟢 BUY Dec 3, 2025 1:10pm ET $237.76 42 $9,985.83 — — —
🔴 SELL Dec 4, 2025 10:25am ET $243.78 42 $10,238.76 $10,267.90 +$252.93
(+2.5%) 		🎯 +5% Target
0m held
9 🟢 BUY Dec 4, 2025 1:00pm ET $247.39 41 $10,142.99 — — —
🔴 SELL Dec 5, 2025 10:00am ET $256.39 41 $10,511.99 $10,636.90 +$369.00
(+3.6%) 		🎯 +5% Target
0m held
10 🟢 BUY Dec 5, 2025 10:10am ET $258.67 41 $10,605.27 — — —
🔴 SELL Dec 8, 2025 10:40am ET $260.87 41 $10,695.67 $10,727.30 +$90.40
(+0.8%) 		END_OF_DAY
0m held
11 🟢 BUY Dec 10, 2025 11:20am ET $262.94 40 $10,517.50 — — —
🔴 SELL Dec 10, 2025 1:30pm ET $260.29 40 $10,411.60 $10,621.40 $-105.90
(-1.0%) 		🛑 -10% Stop
0m held
12 🟢 BUY Dec 16, 2025 3:30pm ET $255.53 41 $10,476.73 — — —
🔴 SELL Dec 18, 2025 10:00am ET $259.96 41 $10,658.36 $10,803.03 +$181.63
(+1.7%) 		END_OF_DAY
0m held
13 🟢 BUY Dec 22, 2025 10:10am ET $263.38 41 $10,798.58 — — —
🔴 SELL Dec 23, 2025 10:20am ET $260.58 41 $10,683.78 $10,688.23 $-114.80
(-1.1%) 		🛑 -10% Stop
0m held
14 🟢 BUY Dec 24, 2025 10:35am ET $265.91 40 $10,636.40 — — —
🔴 SELL Dec 26, 2025 2:00pm ET $266.11 40 $10,644.40 $10,696.23 +$8.00
(+0.1%) 		END_OF_DAY
0m held
15 🟢 BUY Jan 5, 2026 10:15am ET $257.47 41 $10,556.27 — — —
🔴 SELL Jan 6, 2026 10:45am ET $259.46 41 $10,637.86 $10,777.82 +$81.59
(+0.8%) 		END_OF_DAY
0m held
16 🟢 BUY Jan 6, 2026 11:00am ET $259.90 41 $10,655.90 — — —
🔴 SELL Jan 7, 2026 10:55am ET $266.61 41 $10,930.81 $11,052.73 +$274.91
(+2.6%) 		🎯 +5% Target
0m held
17 🟢 BUY Jan 12, 2026 10:35am ET $260.01 42 $10,920.42 — — —
🔴 SELL Jan 13, 2026 10:00am ET $253.84 42 $10,661.28 $10,793.59 $-259.14
(-2.4%) 		🛑 -10% Stop
0m held
18 🟢 BUY Jan 21, 2026 2:55pm ET $223.24 48 $10,715.28 — — —
🔴 SELL Jan 22, 2026 3:25pm ET $227.30 48 $10,910.40 $10,988.71 +$195.12
(+1.8%) 		END_OF_DAY
0m held
19 🟢 BUY Jan 22, 2026 3:30pm ET $227.41 48 $10,915.68 — — —
🔴 SELL Jan 26, 2026 10:00am ET $228.60 48 $10,972.80 $11,045.83 +$57.12
(+0.5%) 		END_OF_DAY
0m held
20 🟢 BUY Feb 4, 2026 10:10am ET $195.45 56 $10,945.20 — — —
🔴 SELL Feb 4, 2026 3:45pm ET $200.42 56 $11,223.52 $11,324.15 +$278.32
(+2.5%) 		🎯 +5% Target
0m held
21 🟢 BUY Feb 9, 2026 10:15am ET $192.13 58 $11,143.54 — — —
🔴 SELL Feb 10, 2026 10:00am ET $198.42 58 $11,508.36 $11,688.97 +$364.82
(+3.3%) 		🎯 +5% Target
0m held
22 🟢 BUY Feb 13, 2026 10:25am ET $193.24 60 $11,594.40 — — —
🔴 SELL Feb 13, 2026 10:40am ET $189.97 60 $11,398.20 $11,492.77 $-196.20
(-1.7%) 		🛑 -10% Stop
0m held
23 🟢 BUY Apr 16, 2026 9:30am ET $184.21 62 $11,420.71 — — —
🔴 SELL Apr 23, 2026 9:45am ET $174.41 62 $10,813.42 $10,885.48 $-607.29
(-5.3%) 		🛑 -10% Stop
7d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,885.48
Net Profit/Loss: +$885.48
Total Return: +8.85%
Back to Surge