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

Surge's Analysis

Year to Date: 2026-01-01 to present • 21 trades in period

-17.44%
Year to Date Return
$15,923.93
Current Value
19%
Win Rate
$19,287.02
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-24 20:09:01

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)
14.6 oversold
20d Trend
-30.9%
5d Trend
-17.8%
EMA20 Dist
-19.9%
ATR%
6.6%
Range Pos
2%
Bounce Ratio
0.1×
Green/Red 10d
1/9

Strategy Score Scored Sep 24, 2026

36
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
15.0/35
Total Return
15.3/25
Win Rate
0.0/15
Profit Factor
1.7/15
Consistency
5.5/10
Raw Quality 37.5/100
× Confidence 0.96 = 35.8

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
17,004
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
$19,287.02
Current Value
$15,923.93
Period P&L
$-3,363.09
Max Drawdown
-15.8%
Sharpe Ratio
-0.17

Trade Statistics (Year to Date)

Trades in Period
21
Winners / Losers
4 / 17
Best Trade
+15.45%
Worst Trade
-5.62%
Avg Trade Return
-0.80%
Avg Hold Time
4.5d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$833,379.68
Estimated Fees
$0.00
Gross P&L
$-3,363.09
Net P&L (after fees)
$-3,363.09
Gross Return
-17.44%
Net Return (after fees)
-17.44%

✅ 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

📈 SOFI 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 - 21 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $19,287.02 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 2, 2026 11:30am ET $26.82 719 $19,286.96 — — —
🔴 SELL Jan 5, 2026 10:00am ET $28.50 719 $20,491.50 $20,491.56 +$1,204.54
(+6.2%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:25am ET $28.57 717 $20,484.69 — — —
🔴 SELL Jan 5, 2026 11:05am ET $29.30 717 $21,008.17 $21,015.04 +$523.48
(+2.6%) 		🎯 +5% Target
0m held
3 🟢 BUY Jan 7, 2026 1:40pm ET $27.05 776 $20,988.86 — — —
🔴 SELL Jan 8, 2026 12:35pm ET $27.84 776 $21,603.84 $21,630.02 +$614.98
(+2.9%) 		🎯 +5% Target
0m held
4 🟢 BUY Jan 8, 2026 12:40pm ET $27.84 776 $21,604.46 — — —
🔴 SELL Jan 9, 2026 1:10pm ET $27.69 776 $21,490.62 $21,516.18 $-113.84
(-0.5%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 13, 2026 2:45pm ET $26.95 798 $21,502.11 — — —
🔴 SELL Jan 14, 2026 10:00am ET $26.23 798 $20,931.54 $20,945.61 $-570.57
(-2.6%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 15, 2026 11:00am ET $27.23 769 $20,939.95 — — —
🔴 SELL Jan 15, 2026 11:15am ET $26.93 769 $20,711.40 $20,717.06 $-228.55
(-1.1%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 16, 2026 1:05pm ET $26.76 774 $20,708.37 — — —
🔴 SELL Jan 16, 2026 2:10pm ET $26.43 774 $20,455.19 $20,463.88 $-253.18
(-1.2%) 		🛑 -10% Stop
0m held
8 🟢 BUY Jan 20, 2026 10:20am ET $26.00 787 $20,461.84 — — —
🔴 SELL Jan 20, 2026 1:35pm ET $25.67 787 $20,202.29 $20,204.33 $-259.55
(-1.3%) 		🛑 -10% Stop
0m held
9 🟢 BUY Jan 23, 2026 12:25pm ET $26.12 773 $20,190.76 — — —
🔴 SELL Jan 23, 2026 12:50pm ET $25.86 773 $19,985.92 $19,999.48 $-204.85
(-1.0%) 		🛑 -10% Stop
0m held
10 🟢 BUY Feb 2, 2026 12:10pm ET $22.72 880 $19,993.60 — — —
🔴 SELL Feb 2, 2026 12:35pm ET $22.47 880 $19,769.20 $19,775.08 $-224.40
(-1.1%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 6, 2026 10:55am ET $21.01 941 $19,768.25 — — —
🔴 SELL Feb 6, 2026 2:05pm ET $20.79 941 $19,559.34 $19,566.18 $-208.90
(-1.1%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 9, 2026 10:55am ET $21.49 910 $19,551.35 — — —
🔴 SELL Feb 9, 2026 3:45pm ET $21.27 910 $19,355.70 $19,370.53 $-195.65
(-1.0%) 		🛑 -10% Stop
0m held
13 🟢 BUY Feb 10, 2026 10:05am ET $21.91 884 $19,364.02 — — —
🔴 SELL Feb 10, 2026 10:10am ET $21.66 884 $19,147.35 $19,153.86 $-216.67
(-1.1%) 		🛑 -10% Stop
0m held
14 🟢 BUY Feb 13, 2026 10:25am ET $19.77 968 $19,137.36 — — —
🔴 SELL Feb 13, 2026 10:40am ET $19.56 968 $18,929.24 $18,945.74 $-208.12
(-1.1%) 		🛑 -10% Stop
0m held
15 🟢 BUY Mar 31, 2026 9:30am ET $15.47 1,224 $18,935.28 — — —
🔴 SELL Apr 14, 2026 9:35am ET $17.86 1,224 $21,860.64 $21,871.10 +$2,925.36
(+15.4%) 		🎯 +5% Target
14d held
16 🟢 BUY Apr 16, 2026 9:30am ET $19.51 1,121 $21,870.71 — — —
🔴 SELL Apr 23, 2026 10:00am ET $18.51 1,121 $20,749.60 $20,749.99 $-1,121.11
(-5.1%) 		🛑 -10% Stop
7d held
17 🟢 BUY May 26, 2026 9:30am ET $16.50 1,257 $20,746.78 — — —
🔴 SELL Jun 9, 2026 12:55pm ET $15.68 1,257 $19,703.48 $19,706.68 $-1,043.31
(-5.0%) 		🛑 -10% Stop
14.1d held
18 🟢 BUY Jun 15, 2026 9:30am ET $17.31 1,138 $19,693.09 — — —
🔴 SELL Jul 24, 2026 10:15am ET $16.43 1,138 $18,703.03 $18,716.62 $-990.06
(-5.0%) 		🛑 -10% Stop
39d held
19 🟢 BUY Aug 20, 2026 9:30am ET $18.94 988 $18,712.72 — — —
🔴 SELL Aug 20, 2026 10:20am ET $17.88 988 $17,660.50 $17,664.40 $-1,052.22
(-5.6%) 		🛑 -10% Stop
50m held
20 🟢 BUY Sep 3, 2026 9:30am ET $18.55 952 $17,659.70 — — —
🔴 SELL Sep 9, 2026 10:55am ET $17.61 952 $16,767.20 $16,771.90 $-892.50
(-5.1%) 		🛑 -10% Stop
6.1d held
21 🟢 BUY Sep 17, 2026 9:30am ET $17.29 970 $16,770.52 — — —
🔴 SELL Sep 24, 2026 9:35am ET $16.42 970 $15,922.55 $15,923.93 $-847.97
(-5.1%) 		🛑 -10% Stop
7d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,923.93
Net Profit/Loss: +$5,923.93
Total Return: +59.24%
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