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capex_spike on Clearside Biomedical, Inc. (CLSDQ)

SIC 2834 — Pharmaceutical Preparations · CIK 1539029 · default direction: short

Definition

Fires on >50% YoY capex increase. Captures aggressive reinvestment phases — often precedes value destruction in mature industries.

Every time the signal fired on CLSDQ

FYFiling dateEvent date1d5d20d60d252d
FY20242025-03-272025-03-27-7.77%-12.62%-18.25%-19.42%-95.81%
FY20182019-03-152019-03-15-0.70%+3.52%-5.63%-26.76%+4.23%
FY20172018-03-162018-03-16+1.88%+0.17%-10.32%-16.20%-87.89%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d2,295+0.01%+43.27%short-0.06%32-0.01
5d2,292-0.85%+41.88%short+0.74%33+0.06
20d2,258-1.91%+41.67%short+2.05%36+0.10
60d2,127+0.65%+44.01%short-0.78%47-0.02
252d2,092+14.03%+44.93%short-14.91%97-0.09

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See capex_spike methodology for the full audit.


Data: /api/company/1539029/financials