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

Surge's Analysis

Last 6 Months: 2026-03-25 to present • 4 trades in period

+8.37%
Last 6 Months Return
$13,615.86
Current Value
50%
Win Rate
$12,564.66
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-09-25 02:26:04

No strong directional signal. Monitor for regime shift.

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)
45.7 neutral
20d Trend
+4.0%
5d Trend
-8.3%
EMA20 Dist
-2.4%
ATR%
4.3%
Range Pos
42%
Bounce Ratio
2.4×
Green/Red 10d
4/6

Strategy Score Scored Sep 24, 2026

33
Lifetime
Confidence: 97%

Quality Components

Return-to-Risk
11.9/35
Total Return
13.0/25
Win Rate
1.8/15
Profit Factor
1.9/15
Consistency
5.5/10
Raw Quality 34.1/100
× Confidence 0.97 = 33.3

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 (97%) 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
$12,564.66
Current Value
$13,615.86
Period P&L
$1,051.20
Max Drawdown
-10.7%
Sharpe Ratio
0.23

Trade Statistics (Last 6 Months)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+15.03%
Worst Trade
-12.45%
Avg Trade Return
+2.80%
Avg Hold Time
17d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$103,245.19
Estimated Fees
$0.00
Gross P&L
$1,051.20
Net P&L (after fees)
$1,051.20
Gross Return
+8.37%
Net Return (after fees)
+8.37%

✅ 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

📈 META 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 - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,564.66 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 Mar 31, 2026 9:30am ET $551.01 22 $12,122.24 — — —
🔴 SELL Apr 9, 2026 11:55am ET $633.85 22 $13,944.70 $14,387.12 +$1,822.46
(+15.0%) 		🎯 +5% Target
9.1d held
2 🟢 BUY Jun 15, 2026 9:30am ET $581.76 24 $13,962.24 — — —
🔴 SELL Jun 25, 2026 9:35am ET $544.57 24 $13,069.70 $13,494.58 $-892.54
(-6.4%) 		🛑 -10% Stop
10d held
3 🟢 BUY Jul 1, 2026 9:30am ET $601.16 22 $13,225.41 — — —
🔴 SELL Jul 30, 2026 9:30am ET $526.29 22 $11,578.49 $11,847.66 $-1,646.92
(-12.5%) 		🛑 -10% Stop
29d held
4 🟢 BUY Aug 26, 2026 9:30am ET $589.35 20 $11,787.10 — — —
🔴 SELL Sep 15, 2026 10:05am ET $677.77 20 $13,555.30 $13,615.86 +$1,768.20
(+15.0%) 		🎯 +5% Target
20d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,615.86
Net Profit/Loss: +$3,615.86
Total Return: +36.16%
Back to Surge