VOL. I · NO. 119 · standardpoorly.comTUE · SEP 15 · 2026FORWARD HORIZON · 1 d / 1 wk / 1 mo / 3 mo
STANDARD Poorly
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Standardenergy_activitySP-1981

ERCOT (Texas) Electricity Demand

Texas grid demand (MWh/day) — industrial + data-center + crypto-mining load on an isolated grid.

the verdict —
At the 21d horizon, this signal hits in the predicted direction 47% of fires. Mean SPY forward return when it lights: -0.19%. Status: OOS validated. n = 1903. Bearish on the underlying when fired.

Current state

Latest value · 2026-09-08
1,766,064
vs ~6 weeks ago
6.1%
vs 60 days ago
5.1%
vs 7 days ago
2.0%
last 90 observations · 2026-06-11 2026-09-08

The series — full history

Daily readings, every reading we have. Pick a window with the time-period buttons; flip to candles via the global toggle in the masthead (or press C). Toggle the SPY overlay to see how this series and the S&P 500 have moved together.

ERCOT (Texas) Electricity Demand
1.77M +492K (+38.59%) over 1Y
Hover for date + value · Toggle SPY to compare relative move
1.86M1.66M1.45M1.25M1.04MDec 25Mar 26May 26Jul 26Sep 26
2025-12-31 → 2026-09-08 · 252 bars

What it has historically predicted

Historically barely better than chance over the next trading month. We surface this for transparency, not because we'd trade on it.

49%
−0.04%
1 d
53%
−0.05%
1 wk
53%
−0.19%
1 mo
53%
−0.55%
3 mo
52%
+0.13%
6 mo
52%
−1.0%
1 yr

Beyond SPY — how this signal performs across markets

Same fire days, different forward returns. Each row asks: when this signal fires, what does that asset do? The big number is the average return; underneath is how often the asset moved the same direction as the signal (50% would be a coin flip).

target
1 d
1 wk
1 mo
3 mo
6 mo
1 yr
SPY
S&P 500 ETF
n=1,903
-0.04%
49% same direction
-0.05%
47% same direction
-0.19%
47% same direction
-0.55%
47% same direction
+0.13%
52% same direction
-1.0%
48% same direction
DXY
dollar index
n=1,627
-0.02%
48% same direction
-0.05%
47% same direction
+0.21%
55% same direction
+0.19%
55% same direction
+0.08%
53% same direction
-0.81%
38% same direction
Analyst · 6 moreWTI · Gold · BTC · Copper · MOVE · VNQ see the full 8-target matrix with bootstrap confidence intervals.Join waitlist →

Each fire in history — when the signal popped, what SPY did next

Each bar is one historical fire — the indicator's value moved 2.5+ standard deviations from its rolling 180 trading-day mean (~9 months), or for monotonic “days since” indicators, crossed an 80th/90th/95th/99th percentile. Bar height = SPY's forward return at the selected horizon, signed by signal direction. Green above zero means the market moved with the signal; red below zero means it moved against.

horizon:
77 fires · 77% positive · avg +1.60%
−7.7%−3.9%0%+3.9%+7.7%2019-05-23 · ↑ up-fire (z=2.92) · SPY 21d: +4.08%2019-05-24 · ↑ up-fire (z=2.77) · SPY 21d: +2.82%2019-06-19 · ↑ up-fire (z=2.68) · SPY 21d: +1.40%2019-06-20 · ↑ up-fire (z=2.87) · SPY 21d: +0.69%2019-06-21 · ↑ up-fire (z=3.20) · SPY 21d: +2.05%2019-07-10 · ↑ up-fire (z=2.57) · SPY 21d: −1.67%2020-05-19 · ↑ up-fire (z=3.02) · SPY 21d: +6.78%2020-05-20 · ↑ up-fire (z=3.04) · SPY 21d: +3.94%2020-05-22 · ↑ up-fire (z=3.04) · SPY 21d: +5.62%2020-06-04 · ↑ up-fire (z=3.08) · SPY 21d: +1.83%2020-06-05 · ↑ up-fire (z=3.39) · SPY 21d: −1.74%2020-06-08 · ↑ up-fire (z=3.50) · SPY 21d: −2.17%2020-06-09 · ↑ up-fire (z=4.06) · SPY 21d: −2.00%2020-06-16 · ↑ up-fire (z=2.65) · SPY 21d: +2.50%2020-06-17 · ↑ up-fire (z=2.50) · SPY 21d: +3.23%2020-06-30 · ↑ up-fire (z=2.76) · SPY 21d: +5.06%2020-07-01 · ↑ up-fire (z=2.86) · SPY 21d: +5.15%2020-07-02 · ↑ up-fire (z=2.89) · SPY 21d: +5.30%2020-07-09 · ↑ up-fire (z=2.78) · SPY 21d: +6.42%2020-07-10 · ↑ up-fire (z=2.72) · SPY 21d: +5.66%2020-07-13 · ↑ up-fire (z=2.89) · SPY 21d: +5.70%2020-07-14 · ↑ up-fire (z=2.79) · SPY 21d: +5.81%2020-07-15 · ↑ up-fire (z=2.56) · SPY 21d: +4.65%2021-02-12 · ↑ up-fire (z=2.96) · SPY 21d: +0.83%2021-06-09 · ↑ up-fire (z=2.75) · SPY 21d: +3.29%2021-06-10 · ↑ up-fire (z=2.78) · SPY 21d: +3.18%2021-06-11 · ↑ up-fire (z=2.85) · SPY 21d: +2.66%2021-06-14 · ↑ up-fire (z=3.08) · SPY 21d: +2.58%2021-06-15 · ↑ up-fire (z=2.67) · SPY 21d: +2.42%2021-06-17 · ↑ up-fire (z=2.62) · SPY 21d: +0.71%2021-06-24 · ↑ up-fire (z=2.63) · SPY 21d: +3.74%2021-06-25 · ↑ up-fire (z=2.60) · SPY 21d: +2.91%2022-02-04 · ↑ up-fire (z=2.82) · SPY 21d: −7.23%2022-05-09 · ↑ up-fire (z=3.03) · SPY 21d: +3.28%2022-05-10 · ↑ up-fire (z=2.99) · SPY 21d: +0.59%2022-05-20 · ↑ up-fire (z=2.60) · SPY 21d: −3.91%2022-06-13 · ↑ up-fire (z=2.67) · SPY 21d: +0.78%2022-10-18 · ↓ down-fire (z=-2.53) · SPY 21d: −6.55%2022-10-19 · ↓ down-fire (z=-2.51) · SPY 21d: −6.98%2023-06-12 · ↑ up-fire (z=2.55) · SPY 21d: +3.63%2023-06-15 · ↑ up-fire (z=2.96) · SPY 21d: +2.62%2023-06-16 · ↑ up-fire (z=3.02) · SPY 21d: +3.58%2023-06-20 · ↑ up-fire (z=3.35) · SPY 21d: +3.43%2023-06-21 · ↑ up-fire (z=3.18) · SPY 21d: +3.96%2023-06-23 · ↑ up-fire (z=2.59) · SPY 21d: +5.13%2023-06-26 · ↑ up-fire (z=3.08) · SPY 21d: +5.58%2023-06-27 · ↑ up-fire (z=3.09) · SPY 21d: +3.74%2023-06-28 · ↑ up-fire (z=2.98) · SPY 21d: +4.71%2023-06-29 · ↑ up-fire (z=2.83) · SPY 21d: +4.49%2023-06-30 · ↑ up-fire (z=2.61) · SPY 21d: +2.98%2023-07-13 · ↑ up-fire (z=2.52) · SPY 21d: −0.87%2024-05-08 · ↑ up-fire (z=2.51) · SPY 21d: +3.25%2024-05-21 · ↑ up-fire (z=2.65) · SPY 21d: +2.48%2024-05-22 · ↑ up-fire (z=2.55) · SPY 21d: +2.44%2024-05-24 · ↑ up-fire (z=2.54) · SPY 21d: +3.03%2024-06-26 · ↑ up-fire (z=2.50) · SPY 21d: −0.20%2025-02-19 · ↑ up-fire (z=2.56) · SPY 21d: −7.74%2025-02-20 · ↑ up-fire (z=3.33) · SPY 21d: −7.60%2025-02-21 · ↑ up-fire (z=2.53) · SPY 21d: −4.31%2025-10-29 · ↓ down-fire (z=-2.51) · SPY 21d: +0.58%2025-10-30 · ↓ down-fire (z=-2.75) · SPY 21d: −0.07%2025-10-31 · ↓ down-fire (z=-2.68) · SPY 21d: +0.08%2025-11-03 · ↓ down-fire (z=-2.62) · SPY 21d: −0.08%2026-04-28 · ↑ up-fire (z=2.55) · SPY 21d: +6.03%2026-05-18 · ↑ up-fire (z=2.81) · SPY 21d: +0.31%2026-05-19 · ↑ up-fire (z=2.68) · SPY 21d: +1.77%2026-06-01 · ↑ up-fire (z=2.70) · SPY 21d: −1.69%2026-06-02 · ↑ up-fire (z=2.92) · SPY 21d: −1.95%2026-06-08 · ↑ up-fire (z=2.64) · SPY 21d: +1.69%2026-06-09 · ↑ up-fire (z=2.62) · SPY 21d: +2.43%2026-06-10 · ↑ up-fire (z=2.78) · SPY 21d: +3.27%2026-06-11 · ↑ up-fire (z=2.94) · SPY 21d: +1.91%2026-06-12 · ↑ up-fire (z=2.73) · SPY 21d: +1.76%2026-06-18 · ↑ up-fire (z=2.67) · SPY 21d: +0.21%2026-06-22 · ↑ up-fire (z=2.55) · SPY 21d: +0.41%2026-06-23 · ↑ up-fire (z=2.59) · SPY 21d: +0.63%2026-06-29 · ↑ up-fire (z=2.53) · SPY 21d: −1.56%2019-05-232022-10-192026-06-29
Each bar = one fire day (|z|≥2.5 from 180-day rolling baseline). Bar height = SPY return over the the next trading month, signed by signal direction. Dashed line = average across fires.
shaded cell = each row's strongest horizon (green = bullish forward return, red = bearish)“same direction” means the asset moved the same way the signal moved — opposite of a coin flip.
Analyst · previewYou're seeing the public read on this signal. Analyst unlocks the full multi-year track record + bootstrap confidence intervals + an alert when this indicator fires. Trader adds the walk-forward backtest + intraday refresh + the API / MCP to pull this signal into Claude.Compare tiers →