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

Surge's Analysis

Year to Date: 2026-01-01 to present • 26 trades in period

+30.06%
Year to Date Return
$12,101.11
Current Value
42%
Win Rate
$9,304.15
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-24 23:37:57

Trend-following and momentum strategies active. Ride winners.

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)
67.3 neutral
20d Trend
+15.2%
5d Trend
+22.2%
EMA20 Dist
+12.2%
ATR%
4.2%
Range Pos
70%
Bounce Ratio
3.0×
Green/Red 10d
3/7

Strategy Score Scored Sep 24, 2026

19
Lifetime
Confidence: 99%

Quality Components

Return-to-Risk
1.9/35
Total Return
11.2/25
Win Rate
0.0/15
Profit Factor
0.8/15
Consistency
4.9/10
Raw Quality 18.7/100
× Confidence 0.99 = 18.6

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 (99%) 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
17,111
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
$9,304.15
Current Value
$12,101.11
Period P&L
$2,796.96
Max Drawdown
-38.8%
Sharpe Ratio
0.19

Trade Statistics (Year to Date)

Trades in Period
26
Winners / Losers
11 / 15
Best Trade
+16.00%
Worst Trade
-6.50%
Avg Trade Return
+1.27%
Avg Hold Time
4.3d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$536,266.73
Estimated Fees
$0.00
Gross P&L
$2,796.96
Net P&L (after fees)
$2,796.96
Gross Return
+30.06%
Net Return (after fees)
+30.06%

✅ 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

📈 SQQQ 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 - 26 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,304.15 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 Dec 31, 2025 2:30pm ET $67.86 136 $9,229.61 — — —
🔴 SELL Jan 2, 2026 10:00am ET $66.24 136 $9,008.64 $9,010.39 $-220.97
(-2.4%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jan 2, 2026 10:10am ET $67.33 133 $8,954.89 — — —
🔴 SELL Jan 2, 2026 10:55am ET $69.14 133 $9,195.55 $9,251.05 +$240.66
(+2.7%) 		🎯 +5% Target
0m held
3 🟢 BUY Jan 13, 2026 10:15am ET $65.03 142 $9,234.26 — — —
🔴 SELL Jan 13, 2026 11:40am ET $64.36 142 $9,139.12 $9,155.91 $-95.14
(-1.0%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 14, 2026 10:45am ET $68.03 134 $9,116.02 — — —
🔴 SELL Jan 14, 2026 11:25am ET $67.33 134 $9,021.55 $9,061.44 $-94.47
(-1.0%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 15, 2026 2:25pm ET $65.63 138 $9,056.25 — — —
🔴 SELL Jan 16, 2026 2:55pm ET $66.35 138 $9,155.61 $9,160.80 +$99.36
(+1.1%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 16, 2026 3:30pm ET $66.45 137 $9,102.97 — — —
🔴 SELL Jan 20, 2026 10:00am ET $69.53 137 $9,525.61 $9,583.45 +$422.65
(+4.6%) 		🎯 +5% Target
0m held
7 🟢 BUY Jan 20, 2026 1:45pm ET $70.27 136 $9,556.73 — — —
🔴 SELL Jan 21, 2026 10:00am ET $69.28 136 $9,422.08 $9,448.80 $-134.65
(-1.4%) 		🛑 -10% Stop
0m held
8 🟢 BUY Jan 28, 2026 10:40am ET $62.55 151 $9,444.30 — — —
🔴 SELL Jan 29, 2026 10:00am ET $65.33 151 $9,864.08 $9,868.58 +$419.78
(+4.4%) 		🎯 +5% Target
0m held
9 🟢 BUY Jan 29, 2026 10:05am ET $65.42 150 $9,813.00 — — —
🔴 SELL Jan 29, 2026 10:50am ET $67.14 150 $10,071.00 $10,126.58 +$258.00
(+2.6%) 		🎯 +5% Target
0m held
10 🟢 BUY Jan 30, 2026 11:20am ET $65.62 154 $10,105.48 — — —
🔴 SELL Feb 2, 2026 10:10am ET $64.73 154 $9,968.88 $9,989.98 $-136.60
(-1.4%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 3, 2026 10:10am ET $67.13 148 $9,935.24 — — —
🔴 SELL Feb 3, 2026 1:30pm ET $68.98 148 $10,209.04 $10,263.78 +$273.80
(+2.8%) 		🎯 +5% Target
0m held
12 🟢 BUY Feb 4, 2026 10:00am ET $70.33 145 $10,197.85 — — —
🔴 SELL Feb 4, 2026 10:05am ET $69.58 145 $10,089.59 $10,155.52 $-108.26
(-1.1%) 		🛑 -10% Stop
0m held
13 🟢 BUY Feb 5, 2026 10:10am ET $75.32 134 $10,092.48 — — —
🔴 SELL Feb 5, 2026 10:35am ET $74.39 134 $9,968.30 $10,031.34 $-124.18
(-1.2%) 		🛑 -10% Stop
0m held
14 🟢 BUY Feb 10, 2026 3:50pm ET $69.29 144 $9,978.48 — — —
🔴 SELL Feb 11, 2026 2:10pm ET $68.57 144 $9,874.07 $9,926.93 $-104.41
(-1.1%) 		🛑 -10% Stop
0m held
15 🟢 BUY Feb 12, 2026 10:35am ET $70.07 141 $9,879.87 — — —
🔴 SELL Feb 12, 2026 11:15am ET $71.89 141 $10,137.19 $10,184.25 +$257.32
(+2.6%) 		🎯 +5% Target
0m held
16 🟢 BUY Mar 19, 2026 9:30am ET $77.46 131 $10,147.26 — — —
🔴 SELL Mar 30, 2026 2:30pm ET $89.15 131 $11,678.64 $11,715.63 +$1,531.38
(+15.1%) 		🎯 +5% Target
11.2d held
17 🟢 BUY Apr 2, 2026 9:30am ET $81.43 143 $11,644.49 — — —
🔴 SELL Apr 6, 2026 9:30am ET $76.72 143 $10,970.96 $11,042.10 $-673.53
(-5.8%) 		🛑 -10% Stop
4d held
18 🟢 BUY Apr 28, 2026 9:30am ET $54.20 203 $11,002.60 — — —
🔴 SELL Apr 30, 2026 3:45pm ET $51.45 203 $10,445.16 $10,484.66 $-557.44
(-5.1%) 		🛑 -10% Stop
2.3d held
19 🟢 BUY May 15, 2026 9:30am ET $42.79 245 $10,483.55 — — —
🔴 SELL May 26, 2026 9:30am ET $40.01 245 $9,802.60 $9,803.71 $-680.95
(-6.5%) 		🛑 -10% Stop
11d held
20 🟢 BUY Jun 4, 2026 9:30am ET $38.25 256 $9,792.00 — — —
🔴 SELL Jun 9, 2026 12:00pm ET $44.37 256 $11,358.90 $11,370.61 +$1,566.90
(+16.0%) 		🎯 +5% Target
5.1d held
21 🟢 BUY Jun 23, 2026 9:30am ET $40.31 282 $11,367.42 — — —
🔴 SELL Jun 25, 2026 9:30am ET $37.81 282 $10,663.83 $10,667.02 $-703.59
(-6.2%) 		🛑 -10% Stop
2d held
22 🟢 BUY Jun 26, 2026 9:30am ET $41.59 256 $10,647.04 — — —
🔴 SELL Jun 29, 2026 9:30am ET $39.42 256 $10,091.52 $10,111.50 $-555.52
(-5.2%) 		🛑 -10% Stop
3d held
23 🟢 BUY Jul 1, 2026 9:30am ET $37.73 267 $10,073.94 — — —
🔴 SELL Jul 17, 2026 9:30am ET $43.67 267 $11,658.56 $11,696.12 +$1,584.62
(+15.7%) 		🎯 +5% Target
16d held
24 🟢 BUY Jul 23, 2026 9:30am ET $42.62 274 $11,677.88 — — —
🔴 SELL Jul 29, 2026 12:10pm ET $49.03 274 $13,434.25 $13,452.49 +$1,756.37
(+15.0%) 		🎯 +5% Target
6.1d held
25 🟢 BUY Aug 6, 2026 9:30am ET $39.29 342 $13,437.21 — — —
🔴 SELL Aug 10, 2026 10:10am ET $37.22 342 $12,730.95 $12,746.23 $-706.26
(-5.3%) 		🛑 -10% Stop
4d held
26 🟢 BUY Aug 18, 2026 9:30am ET $37.88 336 $12,727.68 — — —
🔴 SELL Sep 21, 2026 10:00am ET $35.96 336 $12,082.56 $12,101.11 $-645.12
(-5.1%) 		🛑 -10% Stop
34d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,101.11
Net Profit/Loss: +$2,101.11
Total Return: +21.01%
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