SOXL Surge PRO's Analysis
Year to Date: 2026-01-01 to present • 46 trades in period
+35.91%
Year to Date Return
$22,685.71
Current Value
37%
Win Rate
$16,691.20
Period Start
PHASE 5: BULL TREND
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)
50.5 neutral
20d Trend
+69.9%
5d Trend
-8.4%
EMA20 Dist
+0.9%
ATR%
11.0%
Range Pos
31%
Bounce Ratio
1.9×
Green/Red 10d
5/5
Strategy Score Scored Sep 24, 2026
38
Lifetime
Confidence: 99%
Quality Components
Return-to-Risk
13.6/35
Total Return
17.5/25
Win Rate
0.0/15
Profit Factor
1.6/15
Consistency
5.6/10
Raw Quality
38.3/100
× Confidence 0.99
= 38.0
30-Day Momentum
25
+11.7%
30d Return
40%
Win Rate
5
Trades
1.5×
Profit Factor
Quality: 35.4
Conf: 0.70×
Declining (-13 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 (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
16,554
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-09-24
Trading Days
183 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
$16,691.20
Current Value
$22,685.71
Period P&L
$5,994.51
Max Drawdown
-32.7%
Sharpe Ratio
0.12
Trade Statistics (Year to Date)
Trades in Period
46
Winners / Losers
17 /
29
Best Trade
+15.15%
Worst Trade
-14.10%
Avg Trade Return
+1.00%
Avg Hold Time
1.3d
💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$2,045,752.73
Estimated Fees
$0.00
Gross P&L
$5,994.51
Net P&L (after fees)
$5,994.51
Gross Return
+35.91%
Net Return (after fees)
+35.91%
✅ 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
📈 SOXL 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: 183 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Year to Date - 46 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge PRO had $16,691.20 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 1:00pm ET | $49.55 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 6, 2026 10:00am ET | $53.46 | 0 | $0.00 | $18,004.96 |
+$1,313.76 (+7.9%) |
🎯 +5% Target
0m held |
|
| 2 | 🟢 BUY | Jan 6, 2026 1:00pm ET | $53.94 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 7, 2026 10:00am ET | $52.06 | 0 | $0.00 | $17,377.26 |
$-627.70 (-3.5%) |
🛑 -10% Stop
0m held |
|
| 3 | 🟢 BUY | Jan 8, 2026 1:00pm ET | $49.96 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 9, 2026 10:00am ET | $54.21 | 0 | $0.00 | $18,852.01 |
+$1,474.75 (+8.5%) |
🎯 +5% Target
0m held |
|
| 4 | 🟢 BUY | Jan 14, 2026 1:00pm ET | $55.03 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 15, 2026 10:00am ET | $59.90 | 0 | $0.00 | $20,516.87 |
+$1,664.86 (+8.8%) |
🎯 +5% Target
0m held |
|
| 5 | 🟢 BUY | Jan 27, 2026 1:00pm ET | $67.25 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 28, 2026 10:00am ET | $70.22 | 0 | $0.00 | $21,422.72 |
+$905.85 (+4.4%) |
🎯 +5% Target
0m held |
|
| 6 | 🟢 BUY | Jan 28, 2026 1:00pm ET | $72.35 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 28, 2026 2:00pm ET | $70.95 | 0 | $0.00 | $21,008.32 |
$-414.40 (-1.9%) |
🛑 -10% Stop
0m held |
|
| 7 | 🟢 BUY | Feb 2, 2026 1:00pm ET | $66.45 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 2, 2026 2:55pm ET | $65.13 | 0 | $0.00 | $20,589.59 |
$-418.73 (-2.0%) |
🛑 -10% Stop
0m held |
|
| 8 | 🟢 BUY | Feb 6, 2026 1:00pm ET | $61.41 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 9, 2026 10:05am ET | $63.28 | 0 | $0.00 | $21,216.04 |
+$626.45 (+3.0%) |
🎯 +5% Target
0m held |
|
| 9 | 🟢 BUY | Feb 9, 2026 1:00pm ET | $64.26 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 10, 2026 10:00am ET | $63.27 | 0 | $0.00 | $20,889.34 |
$-326.70 (-1.5%) |
🛑 -10% Stop
0m held |
|
| 10 | 🟢 BUY | Mar 13, 2026 9:30am ET | $52.14 | 400 | $20,856.04 | — | — | — |
| 🔴 SELL | Mar 19, 2026 9:30am ET | $49.06 | 400 | $19,624.00 | $19,657.30 |
$-1,232.04 (-5.9%) |
🛑 -10% Stop
6d held |
|
| 11 | 🟢 BUY | Mar 23, 2026 9:30am ET | $54.38 | 361 | $19,631.18 | — | — | — |
| 🔴 SELL | Mar 24, 2026 9:30am ET | $52.00 | 361 | $18,772.00 | $18,798.12 |
$-859.18 (-4.4%) |
🛑 -10% Stop
1d held |
|
| 12 | 🟢 BUY | Mar 30, 2026 9:30am ET | $47.56 | 395 | $18,786.20 | — | — | — |
| 🔴 SELL | Mar 30, 2026 9:40am ET | $45.41 | 395 | $17,936.95 | $17,948.87 |
$-849.25 (-4.5%) |
🛑 -10% Stop
10m held |
|
| 13 | 🟢 BUY | Apr 1, 2026 9:30am ET | $49.97 | 359 | $17,941.02 | — | — | — |
| 🔴 SELL | Apr 2, 2026 9:30am ET | $47.12 | 359 | $16,916.08 | $16,923.93 |
$-1,024.94 (-5.7%) |
🛑 -10% Stop
1d held |
|
| 14 | 🟢 BUY | Apr 6, 2026 9:30am ET | $54.63 | 309 | $16,880.67 | — | — | — |
| 🔴 SELL | Apr 7, 2026 11:05am ET | $52.25 | 309 | $16,145.25 | $16,188.51 |
$-735.42 (-4.4%) |
🛑 -10% Stop
1.1d held |
|
| 15 | 🟢 BUY | Apr 9, 2026 9:30am ET | $68.78 | 235 | $16,163.32 | — | — | — |
| 🔴 SELL | Apr 10, 2026 9:50am ET | $77.22 | 235 | $18,146.70 | $18,171.89 |
+$1,983.38 (+12.3%) |
🎯 +5% Target
1d held |
|
| 16 | 🟢 BUY | Apr 14, 2026 9:30am ET | $83.04 | 218 | $18,102.72 | — | — | — |
| 🔴 SELL | Apr 17, 2026 10:10am ET | $93.37 | 218 | $20,354.66 | $20,423.83 |
+$2,251.94 (+12.4%) |
🎯 +5% Target
3d held |
|
| 17 | 🟢 BUY | Apr 21, 2026 9:30am ET | $98.35 | 207 | $20,357.42 | — | — | — |
| 🔴 SELL | Apr 23, 2026 9:35am ET | $110.87 | 207 | $22,950.09 | $23,016.51 |
+$2,592.68 (+12.7%) |
🎯 +5% Target
2d held |
|
| 18 | 🟢 BUY | Apr 29, 2026 9:30am ET | $114.74 | 200 | $22,948.00 | — | — | — |
| 🔴 SELL | May 1, 2026 10:00am ET | $128.51 | 200 | $25,701.80 | $25,770.31 |
+$2,753.80 (+12.0%) |
🎯 +5% Target
2d held |
|
| 19 | 🟢 BUY | May 5, 2026 9:30am ET | $135.62 | 190 | $25,767.38 | — | — | — |
| 🔴 SELL | May 6, 2026 9:30am ET | $156.00 | 190 | $29,640.00 | $29,642.93 |
+$3,872.62 (+15.0%) |
🎯 +5% Target
1d held |
|
| 20 | 🟢 BUY | May 8, 2026 9:30am ET | $162.00 | 182 | $29,484.00 | — | — | — |
| 🔴 SELL | May 11, 2026 9:35am ET | $186.55 | 182 | $33,952.10 | $34,111.03 |
+$4,468.10 (+15.2%) |
🎯 +5% Target
3d held |
|
| 21 | 🟢 BUY | May 13, 2026 9:30am ET | $182.05 | 187 | $34,043.35 | — | — | — |
| 🔴 SELL | May 13, 2026 10:15am ET | $174.36 | 187 | $32,605.62 | $32,673.30 |
$-1,437.73 (-4.2%) |
🛑 -10% Stop
45m held |
|
| 22 | 🟢 BUY | May 20, 2026 9:30am ET | $162.08 | 201 | $32,578.08 | — | — | — |
| 🔴 SELL | May 22, 2026 9:30am ET | $184.00 | 201 | $36,983.98 | $37,079.20 |
+$4,405.90 (+13.5%) |
🎯 +5% Target
2d held |
|
| 23 | 🟢 BUY | May 26, 2026 9:30am ET | $212.87 | 174 | $37,039.38 | — | — | — |
| 🔴 SELL | Jun 2, 2026 9:30am ET | $240.40 | 174 | $41,829.60 | $41,869.42 |
+$4,790.22 (+12.9%) |
🎯 +5% Target
7d held |
|
| 24 | 🟢 BUY | Jun 3, 2026 9:30am ET | $277.78 | 150 | $41,667.00 | — | — | — |
| 🔴 SELL | Jun 3, 2026 9:45am ET | $259.11 | 150 | $38,866.50 | $39,068.92 |
$-2,800.50 (-6.7%) |
🛑 -10% Stop
15m held |
|
| 25 | 🟢 BUY | Jun 8, 2026 9:30am ET | $209.74 | 186 | $39,011.64 | — | — | — |
| 🔴 SELL | Jun 9, 2026 10:50am ET | $197.83 | 186 | $36,796.38 | $36,853.66 |
$-2,215.26 (-5.7%) |
🛑 -10% Stop
1.1d held |
|
| 26 | 🟢 BUY | Jun 11, 2026 9:30am ET | $194.54 | 189 | $36,768.06 | — | — | — |
| 🔴 SELL | Jun 11, 2026 3:15pm ET | $219.08 | 189 | $41,406.12 | $41,491.72 |
+$4,638.06 (+12.6%) |
🎯 +5% Target
5.8h held |
|
| 27 | 🟢 BUY | Jun 15, 2026 9:30am ET | $264.52 | 156 | $41,264.34 | — | — | — |
| 🔴 SELL | Jun 16, 2026 10:55am ET | $253.12 | 156 | $39,486.74 | $39,714.11 |
$-1,777.61 (-4.3%) |
🛑 -10% Stop
1.1d held |
|
| 28 | 🟢 BUY | Jun 18, 2026 9:30am ET | $267.65 | 148 | $39,612.94 | — | — | — |
| 🔴 SELL | Jun 22, 2026 10:10am ET | $300.44 | 148 | $44,465.12 | $44,566.29 |
+$4,852.18 (+12.2%) |
🎯 +5% Target
4d held |
|
| 29 | 🟢 BUY | Jun 25, 2026 9:30am ET | $265.35 | 167 | $44,312.62 | — | — | — |
| 🔴 SELL | Jun 25, 2026 9:45am ET | $250.84 | 167 | $41,890.28 | $42,143.95 |
$-2,422.34 (-5.5%) |
🛑 -10% Stop
15m held |
|
| 30 | 🟢 BUY | Jun 30, 2026 9:30am ET | $248.73 | 169 | $42,035.37 | — | — | — |
| 🔴 SELL | Jul 1, 2026 9:30am ET | $233.84 | 169 | $39,518.96 | $39,627.54 |
$-2,516.41 (-6.0%) |
🛑 -10% Stop
1d held |
|
| 31 | 🟢 BUY | Jul 6, 2026 9:30am ET | $196.00 | 202 | $39,592.00 | — | — | — |
| 🔴 SELL | Jul 7, 2026 9:30am ET | $168.36 | 202 | $34,008.72 | $34,044.26 |
$-5,583.28 (-14.1%) |
🛑 -10% Stop
1d held |
|
| 32 | 🟢 BUY | Jul 9, 2026 9:30am ET | $198.08 | 171 | $33,871.68 | — | — | — |
| 🔴 SELL | Jul 10, 2026 9:30am ET | $182.16 | 171 | $31,150.21 | $31,322.79 |
$-2,721.47 (-8.0%) |
🛑 -10% Stop
1d held |
|
| 33 | 🟢 BUY | Jul 14, 2026 9:30am ET | $179.65 | 174 | $31,258.96 | — | — | — |
| 🔴 SELL | Jul 15, 2026 10:10am ET | $170.66 | 174 | $29,694.84 | $29,758.67 |
$-1,564.12 (-5.0%) |
🛑 -10% Stop
1d held |
|
| 34 | 🟢 BUY | Jul 20, 2026 9:30am ET | $146.65 | 202 | $29,624.31 | — | — | — |
| 🔴 SELL | Jul 20, 2026 10:50am ET | $140.08 | 202 | $28,296.16 | $28,430.52 |
$-1,328.15 (-4.5%) |
🛑 -10% Stop
1.3h held |
|
| 35 | 🟢 BUY | Jul 29, 2026 1:10pm ET | $99.25 | 286 | $28,385.50 | — | — | — |
| 🔴 SELL | Jul 29, 2026 3:50pm ET | $94.95 | 286 | $27,155.70 | $27,200.72 |
$-1,229.80 (-4.3%) |
🛑 -10% Stop
2.7h held |
|
| 36 | 🟢 BUY | Jul 31, 2026 9:30am ET | $128.75 | 211 | $27,166.25 | — | — | — |
| 🔴 SELL | Jul 31, 2026 9:45am ET | $123.00 | 211 | $25,953.00 | $25,987.47 |
$-1,213.25 (-4.5%) |
🛑 -10% Stop
15m held |
|
| 37 | 🟢 BUY | Aug 4, 2026 9:30am ET | $130.47 | 199 | $25,963.29 | — | — | — |
| 🔴 SELL | Aug 6, 2026 9:30am ET | $123.99 | 199 | $24,673.99 | $24,698.17 |
$-1,289.30 (-5.0%) |
🛑 -10% Stop
2d held |
|
| 38 | 🟢 BUY | Aug 7, 2026 9:30am ET | $140.91 | 175 | $24,660.12 | — | — | — |
| 🔴 SELL | Aug 7, 2026 10:05am ET | $134.30 | 175 | $23,502.41 | $23,540.46 |
$-1,157.71 (-4.7%) |
🛑 -10% Stop
35m held |
|
| 39 | 🟢 BUY | Aug 12, 2026 9:30am ET | $147.01 | 160 | $23,522.19 | — | — | — |
| 🔴 SELL | Aug 14, 2026 11:25am ET | $139.66 | 160 | $22,345.60 | $22,363.87 |
$-1,176.59 (-5.0%) |
🛑 -10% Stop
2.1d held |
|
| 40 | 🟢 BUY | Aug 19, 2026 9:30am ET | $131.39 | 170 | $22,336.30 | — | — | — |
| 🔴 SELL | Aug 19, 2026 9:40am ET | $124.70 | 170 | $21,199.09 | $21,226.66 |
$-1,137.21 (-5.1%) |
🛑 -10% Stop
10m held |
|
| 41 | 🟢 BUY | Aug 21, 2026 9:30am ET | $125.90 | 168 | $21,151.20 | — | — | — |
| 🔴 SELL | Aug 21, 2026 10:10am ET | $120.45 | 168 | $20,236.27 | $20,311.73 |
$-914.93 (-4.3%) |
🛑 -10% Stop
40m held |
|
| 42 | 🟢 BUY | Aug 25, 2026 9:30am ET | $119.81 | 169 | $20,247.97 | — | — | — |
| 🔴 SELL | Aug 25, 2026 10:20am ET | $114.42 | 169 | $19,337.62 | $19,401.38 |
$-910.35 (-4.5%) |
🛑 -10% Stop
50m held |
|
| 43 | 🟢 BUY | Aug 27, 2026 9:30am ET | $123.49 | 157 | $19,387.15 | — | — | — |
| 🔴 SELL | Aug 28, 2026 9:35am ET | $118.34 | 157 | $18,579.38 | $18,593.61 |
$-807.77 (-4.2%) |
🛑 -10% Stop
1d held |
|
| 44 | 🟢 BUY | Sep 4, 2026 9:30am ET | $111.18 | 167 | $18,567.06 | — | — | — |
| 🔴 SELL | Sep 8, 2026 9:30am ET | $125.77 | 167 | $21,003.59 | $21,030.14 |
+$2,436.53 (+13.1%) |
🎯 +5% Target
4d held |
|
| 45 | 🟢 BUY | Sep 16, 2026 9:30am ET | $107.43 | 195 | $20,948.85 | — | — | — |
| 🔴 SELL | Sep 16, 2026 3:05pm ET | $102.78 | 195 | $20,041.13 | $20,122.42 |
$-907.72 (-4.3%) |
🛑 -10% Stop
5.6h held |
|
| 46 | 🟢 BUY | Sep 18, 2026 9:30am ET | $117.22 | 171 | $20,044.62 | — | — | — |
| 🔴 SELL | Sep 21, 2026 9:30am ET | $132.21 | 171 | $22,607.91 | $22,685.71 |
+$2,563.29 (+12.8%) |
🎯 +5% Target
3d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$22,685.71
Net Profit/Loss:
+$12,685.71
Total Return:
+126.86%