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

Surge's Analysis

Year to Date: 2026-01-01 to present • 16 trades in period

+6.96%
Year to Date Return
$11,440.83
Current Value
50%
Win Rate
$10,696.23
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-24 22:10:37

Price declining but no fear. Strategies historically underperform. Wait for fear to build.

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)
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

Strategy Score Scored Sep 24, 2026

22
Lifetime
Confidence: 98%

Quality Components

Return-to-Risk
2.5/35
Total Return
9.9/25
Win Rate
3.9/15
Profit Factor
0.8/15
Consistency
5.3/10
Raw Quality 22.3/100
× Confidence 0.98 = 21.9

30-Day Momentum

14
+7.6%
30d Return
33%
Win Rate
3
Trades
1.2×
Profit Factor
Quality: 22.4 Conf: 0.61×
Cooling (-8 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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
15,718
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
189 days
Data Gaps
None (8 market holidays)

Market Closed (8 days)

2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 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 (Year to Date)

Period Start Capital
$10,696.23
Current Value
$11,440.83
Period P&L
$744.60
Max Drawdown
-20.3%
Sharpe Ratio
0.09

Trade Statistics (Year to Date)

Trades in Period
16
Winners / Losers
8 / 8
Best Trade
+21.50%
Worst Trade
-6.43%
Avg Trade Return
+0.69%
Avg Hold Time
5.9d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$348,494.46
Estimated Fees
$0.00
Gross P&L
$744.60
Net P&L (after fees)
$744.60
Gross Return
+6.96%
Net Return (after fees)
+6.96%

✅ 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: 189 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 16 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $10,696.23 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 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
2 🟢 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
3 🟢 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
4 🟢 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
5 🟢 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
6 🟢 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
7 🟢 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
8 🟢 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
9 🟢 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
10 🟢 BUY May 1, 2026 9:30am ET $183.20 59 $10,808.51 — — —
🔴 SELL May 12, 2026 11:35am ET $173.96 59 $10,263.64 $10,340.61 $-544.87
(-5.0%) 		🛑 -10% Stop
11.1d held
11 🟢 BUY May 19, 2026 9:30am ET $185.05 55 $10,177.75 — — —
🔴 SELL May 20, 2026 9:35am ET $173.70 55 $9,553.50 $9,716.36 $-624.25
(-6.1%) 		🛑 -10% Stop
1d held
12 🟢 BUY Jun 1, 2026 9:30am ET $200.10 48 $9,604.73 — — —
🔴 SELL Jun 3, 2026 3:00pm ET $189.82 48 $9,111.36 $9,222.99 $-493.37
(-5.1%) 		🛑 -10% Stop
2.2d held
13 🟢 BUY Jun 26, 2026 9:30am ET $155.24 59 $9,159.45 — — —
🔴 SELL Jul 28, 2026 9:30am ET $179.13 59 $10,568.38 $10,631.91 +$1,408.92
(+15.4%) 		🎯 +5% Target
32d held
14 🟢 BUY Aug 3, 2026 9:30am ET $190.53 55 $10,479.15 — — —
🔴 SELL Aug 27, 2026 9:30am ET $231.50 55 $12,732.50 $12,885.26 +$2,253.35
(+21.5%) 		🎯 +5% Target
24d held
15 🟢 BUY Sep 3, 2026 9:30am ET $265.56 48 $12,746.88 — — —
🔴 SELL Sep 8, 2026 9:30am ET $248.48 48 $11,927.08 $12,065.46 $-819.80
(-6.4%) 		🛑 -10% Stop
5d held
16 🟢 BUY Sep 14, 2026 9:30am ET $255.98 47 $12,031.06 — — —
🔴 SELL Sep 17, 2026 9:35am ET $242.69 47 $11,406.43 $11,440.83 $-624.63
(-5.2%) 		🛑 -10% Stop
3d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,440.83
Net Profit/Loss: +$1,440.83
Total Return: +14.41%
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