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positive_eps_streak on Ellington Financial Inc. (EFC)

SIC 6500 — Real Estate · CIK 1411342 · 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 EFC

FYFiling dateEvent date1d5d20d60d252d
FY20252026-03-022026-03-02-1.36%-5.22%-5.62%
FY20212022-03-012022-03-01+1.31%+0.46%+2.62%-11.50%-17.47%
FY20202021-03-162021-03-16+1.80%-3.18%+6.67%+18.60%+16.93%
FY20192020-03-132020-03-13-23.75%-43.14%-15.02%+8.50%+55.19%
FY20152016-03-112016-03-11-0.46%+2.84%-0.98%+2.69%+1.50%
FY20142015-03-132015-03-13+1.46%+1.11%+1.26%-1.80%-2.10%
FY20132014-03-142014-03-14+0.41%-1.07%-4.78%+2.10%-5.40%
FY20122013-03-152013-03-15+0.04%+0.36%+1.90%-4.25%+11.93%

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/1411342/financials