Soaring Pelican, LLC
Intraday Advantage
Report Start Date: Jan-2011 | End Date: Nov-2025
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Current Return: -2.21%
YTD Return: -11.29%
Annualized Return: +4.67%
AUM: $ 6,200,000
Trading Strategy

Multi-System Stock Index

Program Description

Program methodology is rooted in human observation of repeatable market behavior, carefully quantified and translated into mechanical intraday trading systems that have stood the test of time. Success is partially derived from minimizing drawdown, decelerating losing periods, and maintaining daily risk between 0.5%-1.5% of the trading level.

Program Statistics
Peak-to-Valley Drawdown (2) -14.13%
    From Apr 2025 to Nov 2025
Worst Month (Apr 2011) -7.90%
Current Losing Streak -14.13%
Average Monthly Return 0.42%
Monthly Std. Deviation 2.98%
Gain Deviation (93 months) 2.39%
Loss Deviation (86 months) 1.74%
Gain to Loss Ratio 1.39
Omega Ratio (5% Threshold) 1.01
Annualized Performance
Compound ROR (1) 4.67%
Standard Deviation10.32%
Downside Deviation5.95%
Sharpe Ratio (3) 2% RF ROR 0.45
Sortino Ratio (4) 5% MAR 0.76
Calmar Ratio (5)-0.11
Sterling Ratio (6) -0.09
Gain Deviation8.28%
Loss Deviation6.04%
Profit Loss Ratio1.5
Investment Information
Program Start Date Jan-2011
Percent Systematic 100%
Currency Denomination - US Dollar
Minimum Investment $100,000
Management Fee 2.00%
Incentive Fee 0.00
Round Turns per Million 4,000
NFA No: #0489228
Performance Since January 2011 | Track Record Compiled By: CSI | Please See Accounting Notes
JanFebMarAprMayJunJulAugSepOctNovDecROR Max DD
20250.64%-2.38%1.66%3.43%-4.95%-3.10%-3.11%3.05%-6.30%1.91%-2.21%–-11.29%-14.13%
20243.37%0.28%-0.46%1.13%6.31%-0.62%0.80%-3.03%3.75%-2.21%-1.58%1.28%8.98%-3.76%
20230.21%-0.99%-0.99%-4.04%-1.18%3.00%-0.03%0.05%0.76%-1.88%1.20%0.69%-3.32%-7.04%
20224.25%1.95%-2.63%1.14%4.51%1.03%2.27%2.08%0.81%-1.27%-0.83%1.89%16.03%-2.63%
2021-0.28%-4.04%-0.77%5.40%-0.94%-0.48%6.81%2.54%-3.64%2.81%-5.83%0.80%1.62%-6.71%
2020-0.04%-1.88%-0.59%0.09%1.74%-1.70%-0.24%-1.59%0.38%1.48%0.79%1.33%-0.32%-4.18%
20190.22%0.76%-1.11%0.31%-0.54%-1.95%1.72%7.40%-0.79%-0.49%-0.74%-0.35%4.21%-3.26%
20183.60%8.17%2.87%-1.61%0.27%-1.58%-0.13%0.09%1.10%-0.08%-0.48%-6.60%5.06%-8.86%
2017-0.61%-0.72%-1.37%-0.29%1.69%-1.13%-1.13%1.25%-1.05%-0.26%-0.45%-0.77%-4.77%-4.77%
20160.21%-1.56%0.46%-0.21%2.71%1.48%0.91%-2.26%-0.84%-0.97%0.62%-1.09%-0.65%-4.48%
2015-1.46%-0.90%2.09%-0.43%0.36%7.50%-2.57%3.66%0.38%3.41%1.23%-0.18%13.45%-2.57%
20148.95%-2.13%1.29%-1.17%3.54%1.69%2.09%0.13%3.29%2.23%-0.04%-3.65%16.84%-3.69%
2013-2.53%0.09%-0.24%5.41%0.11%-6.91%-1.56%-1.42%-0.85%1.98%-1.06%-0.86%-7.98%-10.43%
2012-3.21%-1.31%5.88%2.33%0.98%6.30%-6.36%1.22%0.00%-3.34%4.87%1.34%8.17%-8.38%
2011-0.59%2.03%8.39%-7.90%2.08%0.99%1.99%12.72%-4.34%4.10%4.83%5.01%31.55%-7.90%
   Monthly Return and $1,000 VAMI

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. TRADING FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS. AN INVESTOR COULD POTENTIALLY LOSE MORE THAN THE INITIAL INVESTMENT. AN INVESTOR MUST READ AND UNDERSTAND THE COMMODITY TRADING ADVISOR'S CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING. SELLING OPTIONS INVOLVES UNLIMITED RISK OF LOSS. THERE IS NO GUARANTEE OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY. THIS MATTER IS INTENDED AS A SOLICITATION TO INVEST IN MANAGED FUTURES.

Ascent Capital Management
311 S. Wacker Drive - Suite 600 * Chicago, IL 60606
Office: 312-283-3350 Email: [email protected] | Web Address: http://www.ascentcm.com
© 1997 - 2025 AutumnGold.com LLC
Soaring Pelican, LLC
Intraday Advantage
Report Start Date: Jan-2011 | End Date: Nov-2025
Print to PDF
Time Window Analysis
Length Best Average Worst
1 mo 12.7% 0.4% -7.9%
3 mo 16.1% 1.3% -10.8%
6 mo 26% 2.6% -12.2%
12 mo 40% 5.3% -13.2%
18 mo 46.1% 7.7% -12.9%
24 mo 44.2% 9.7% -7.4%
36 mo 43.5% 14.4% -10.1%
Drawdowns and Recoveries
Start End Drawdown Recovery
May-25n/a-14.13%0 mo
Apr-18Aug-21-10.97%26 mo
Jul-12Jun-14-10.43%9 mo
Aug-16Feb-18-9.04%2 mo
Apr-11Aug-11-7.90%4 mo
Oct-22Apr-24-7.07%11 mo
Drawdown Periods Since Jan 2011
Distribution of Monthly Returns
Statistical Comparisons Soaring Pelican
Intraday Advantage		 AutumnGold
AG CTA Index
Remove		 S&P 500
SP 500 TR
Remove
Annualized Compound ROR (1)4.67%2.35%14.15%
Cumulative Return97.50%41.35%619.60%
Cumulative VAMI(7)1,9751,4137,196
Best Monthly Return12.72%3.09%12.82%
Worst Monthly Return-7.90%-5.53%-12.35%
Annual Standard Deviation10.32%4.18%14.08%
Profit Loss Ratio1.501.572.10
Correlation—-0.22-0.05
Last Month-2.21%1.96%0.25%
Last 12 Months-10.16%4.54%15.01%
Last 36 Months-4.77%13.22%75.29%
Growth of $1,000 VAMI Comparison

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. TRADING FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS. AN INVESTOR COULD POTENTIALLY LOSE MORE THAN THE INITIAL INVESTMENT. AN INVESTOR MUST READ AND UNDERSTAND THE COMMODITY TRADING ADVISOR'S CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING. SELLING OPTIONS INVOLVES UNLIMITED RISK OF LOSS. THERE IS NO GUARANTEE OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY. THIS MATTER IS INTENDED AS A SOLICITATION TO INVEST IN MANAGED FUTURES.

Ascent Capital Management
311 S. Wacker Drive - Suite 600 * Chicago, IL 60606
Office: 312-283-3350 Email: [email protected] | Web Address: http://www.ascentcm.com
© 1997 - 2025 AutumnGold.com LLC
Soaring Pelican, LLC
Intraday Advantage
Report Start Date: Jan-2011 | End Date: Nov-2025
Print to PDF
Accounting Notes

The tables on the following pages represent the past performance results, in capsule format, for a composite of all client accounts traded by the Advisor and/or its principal Sam Beckers. Specifically, the principal of the Advisor, Sam Beckers, previously operated as a sole proprietor Commodity Trading Advisor from March 14, 2012 and continues to do so Sept 2015. While Mr. Beckers was operating as a sole proprietorship he established and branded the name "Soaring Pelican Automated Systems" as a "doing business as" identity. This name would eventually be utilized when forming "Soaring Pelican, LLC" which is the current advisor presenting the strategy included within this document. For all intents and purposes the strategy offered in this document is identical to that which was offered by Mr. Beckers as a sole proprietorship CTA doing business as "Soaring Pelican Automated Systems."


Previous to Mr. Beckers being regulated, that is prior to March 14, 2012, Sam Beckers as an unregistered individual, traded customer accounts but was exempt from registration with NFA pursuant to section 4m(1) of the CEA. Section 4m(1) is utilized by traders who advise less than 15 customer accounts and do not publically hold themselves out as a commodity trading advisor. Accordingly, the composite information presented in the capsules on the following pages prior to Mr. Becker's being registered with the CFTC on March 14, 2012.

Other Fees

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An Important Note on the Start Date and End Date of this Report

If the Start Date of this Report Predates the Inception of the Program, the Maximum Drawdown from Inception may be larger than indicated in this report. Performance Results reported or amended subsequent to Monday December 8, 2025 are not reflected in this Report. Monthly ROR and drawdowns are based on end-of-month values and do not reflect intramonth volatility.

Historical Drawdowns and Recoveries

The drawdown begins in the month listed as "start." Length is in months. Recovery begins the following month and ends when full recovery is reached.

Statistical Footnotes
1. The Annualized Compounded Rate of Return (ACROR) represents the compounded rate of return for each year or portion thereof presented. It is computed by applying successively respective monthly rate of return for each month beginning with the first month of that period. It smooths out the returns by assuming a constant growth.
2. Peak to Valley Drawdown = worst % loss between Jan-2011 and Nov-2025
3. Sharpe Ratio is calculated using a Risk-Free ROR
4. Sortino Ratio is calculated using a Minimum Acceptable ROR
5. Calmar Ratio uses the last 36 months of data
6. Sterling Ratio uses the last 36 months of data
7. VAMI = Hypothetical growth of $1,000
8. Drawdown/recovery: start = first loss, recovery = full return to prior peak

Benchmark Descriptions

AG CTA Index: The Autumn Gold CTA Index is a Non-Investable Index comprised of the client performance of all CTA programs included in the AG database and does not represent the complete universe of CTAs. CTA programs with proprietary performance are not included. Monthly numbers are updated until 45 days after the end of the month. Investors should note that it is not possible to invest in this index.

SP 500 TR: The S&P 500 indices are designed to reflect all sectors of the U.S. equity markets. The S&P 500 includes 500 blue chip, large cap stocks, which together represent about 75% of the total U.S. equities market. Companies eligible for addition to the S&P 500 have market capitalization of at least US$3.5 billion. The TR Index accounts for the reinvestment of dividends.

This report was prepared from trader-provided information and is believed to be reliable. It should be read alongside each Trader’s Disclosure Document or Fund Offering Document.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. TRADING FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS. AN INVESTOR COULD POTENTIALLY LOSE MORE THAN THE INITIAL INVESTMENT. AN INVESTOR MUST READ AND UNDERSTAND THE COMMODITY TRADING ADVISOR'S CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING. SELLING OPTIONS INVOLVES UNLIMITED RISK OF LOSS. THERE IS NO GUARANTEE OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY. THIS MATTER IS INTENDED AS A SOLICITATION TO INVEST IN MANAGED FUTURES.

Ascent Capital Management
311 S. Wacker Drive - Suite 600 * Chicago, IL 60606
Office: 312-283-3350 Email: [email protected] | Web Address: http://www.ascentcm.com
© 1997 - 2025 AutumnGold.com LLC
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