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

Yolanda Yolo's Analysis

Last Year: 2025-02-14 to present • 3 trades in period

-4.93%
Last Year Return
$9,764.45
Current Value
33%
Win Rate
$10,270.40
Period Start

Data Transparency (Last Year)

Hybrid data: Polygon.io (historical) + Yahoo/Alpaca (live) - verifiable market data
Data Source
Polygon + Yahoo + Alpaca
Candles in Period
29,732
Timeframe
5-Minute Bars
Period Range
2025-02-14 → 2026-02-13
Trading Days
268 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

2025-02-17 — Presidents' Day, 2025-04-18 — Good Friday, 2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. 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 Year)

Period Start Capital
$10,270.40
Current Value
$9,764.45
Period P&L
$-505.95
Max Drawdown
-11.2%
Sharpe Ratio
-0.25

Trade Statistics (Last Year)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+7.16%
Worst Trade
-6.76%
Avg Trade Return
-1.53%
Avg Hold Time
9.3d

💰 Trading Cost Analysis (Alpaca Fees) (Last Year)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$57,004.64
Estimated Fees
$0.00
Gross P&L
$-505.95
Net P&L (after fees)
$-505.95
Gross Return
-4.93%
Net Return (after fees)
-4.93%

✅ 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

📈 JPM 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: 268 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Yolanda Yolo had $10,270.40 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 4, 2025 10:40am ET $247.38 41 $10,142.38 — — —
🔴 SELL Mar 10, 2025 9:50am ET $235.00 41 $9,635.00 $9,763.02 $-507.38
(-5.0%) 		🛑 -10% Stop
5.9d held
2 🟢 BUY Apr 3, 2025 9:45am ET $233.32 41 $9,566.12 — — —
🔴 SELL Apr 4, 2025 9:30am ET $217.55 41 $8,919.55 $9,116.45 $-646.57
(-6.8%) 		🛑 -10% Stop
23.8h held
3 🟢 BUY Dec 9, 2025 1:15pm ET $301.56 30 $9,046.80 — — —
🔴 SELL Dec 30, 2025 1:15pm ET $323.16 30 $9,694.80 $9,764.45 +$648.00
(+7.2%) 		⏰ 30 Day Max
21d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,764.45
Net Profit/Loss: $-235.55
Total Return: -2.36%
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