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positive_eps_streak on Bank of Marin Bancorp (BMRC)

SIC 6022 — State Commercial Banks · CIK 1403475 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on BMRC

FYFiling dateEvent date1d5d20d60d252d
FY20232024-03-142024-03-14+2.18%+1.09%-9.15%-8.12%+42.60%
FY20222023-03-162023-03-16-5.58%-12.41%-20.78%-25.09%-33.17%
FY20212022-03-152022-03-15+1.29%+3.25%-7.62%-3.42%-23.56%
FY20202021-03-152021-03-15-0.82%-1.19%-3.23%-16.21%-9.88%
FY20192020-03-132020-03-13-15.34%-21.66%+2.03%+11.54%+29.48%
FY20182019-03-152019-03-15+1.23%-7.15%+1.52%+0.70%-34.53%
FY20172018-03-152018-03-15-1.49%-6.01%-5.27%+7.87%+17.14%
FY20162017-03-142017-03-14-0.14%-1.74%-3.91%-8.66%+7.56%
FY20152016-03-112016-03-11-0.04%+0.20%-1.32%+0.43%+41.17%
FY20142015-03-122015-03-12-0.84%-0.64%+0.51%-4.27%-0.66%
FY20132014-03-172014-03-17+1.36%+0.11%+0.51%-1.71%+15.99%
FY20122013-03-142013-03-14+0.48%+0.91%-0.68%+1.62%+14.53%

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
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

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


Data: /api/company/1403475/financials