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positive_eps_streak on Delek Logistics Partners, LP (DKL)

SIC 4610 — Pipe Lines (No Natural Gas) · CIK 1552797 · 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 DKL

FYFiling dateEvent date1d5d20d60d252d
FY20182019-03-012019-03-01+3.62%+3.08%+2.85%+2.73%-14.60%
FY20172018-03-012018-03-01-2.90%-9.03%-8.55%-2.80%+17.12%
FY20162017-02-282017-02-28-0.97%+1.62%+1.78%+1.68%+11.12%
FY20152016-02-292016-02-29-7.14%-12.31%-3.07%-17.92%+6.19%
FY20142015-02-262015-02-26+2.28%+2.82%+1.84%+14.51%-18.50%
FY20132014-03-052014-03-05-0.33%-1.34%-2.52%+4.85%+31.10%

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/1552797/financials