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

Surge's Analysis

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

+4.12%
Last 6 Months Return
$11,054.04
Current Value
100%
Win Rate
$10,616.67
Period Start
Login to Apply

Strategy Score Scored Sep 24, 2026

22
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
3.3/35
Total Return
8.8/25
Win Rate
3.2/15
Profit Factor
1.4/15
Consistency
6.4/10
Raw Quality 23.1/100
× Confidence 0.96 = 22.2

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
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
$10,616.67
Current Value
$11,054.04
Period P&L
$437.37
Max Drawdown
-11.1%
Sharpe Ratio
1.10

Trade Statistics (Last 6 Months)

Trades in Period
2
Winners / Losers
2 / 0
Best Trade
+3.93%
Worst Trade
+0.19%
Avg Trade Return
+2.06%
Avg Hold Time
45d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$43,496.61
Estimated Fees
$0.00
Gross P&L
$437.37
Net P&L (after fees)
$437.37
Gross Return
+4.12%
Net Return (after fees)
+4.12%

✅ 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

📈 KO 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 $10,616.67 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 Apr 28, 2026 9:30am ET $79.58 133 $10,584.14 — — —
🔴 SELL Jun 12, 2026 9:30am ET $82.71 133 $11,000.43 $11,032.96 +$416.29
(+3.9%) 		⏰ 30 Day Max
45d held
2 🟢 BUY Jul 28, 2026 9:30am ET $88.27 124 $10,945.48 — — —
🔴 SELL Sep 11, 2026 9:30am ET $88.44 124 $10,966.56 $11,054.04 +$21.08
(+0.2%) 		⏰ 30 Day Max
45d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,054.04
Net Profit/Loss: +$1,054.04
Total Return: +10.54%
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