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positive_eps_streak on TRAVELERS COMPANIES, INC. (TRV)

SIC 6331 — Fire, Marine & Casualty Insurance · CIK 86312 · 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 TRV

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-122026-02-12-1.08%+2.52%+2.07%
FY20242025-02-132025-02-13-1.94%-1.23%+7.81%+10.76%+25.14%
FY20232024-02-152024-02-15-0.68%+0.89%+1.33%-0.66%+12.66%
FY20222023-02-162023-02-16+1.47%+1.24%-9.38%+0.39%+22.99%
FY20212022-02-172022-02-17+0.02%+1.67%+6.25%+2.83%+10.92%
FY20202021-02-112021-02-11-0.26%-0.29%+8.06%+11.08%+20.49%
FY20192020-02-132020-02-13+0.64%-1.26%-20.98%-29.76%+9.56%
FY20182019-02-142019-02-14+1.43%+3.22%+6.33%+13.65%+11.04%
FY20172018-02-152018-02-15+0.20%-0.81%+0.84%-7.24%-6.21%
FY20162017-02-162017-02-16+0.13%+0.39%+1.67%-0.72%+18.58%
FY20152016-02-112016-02-11+3.58%+4.16%+10.12%+7.38%+18.04%
FY20142015-02-122015-02-12-0.04%-0.20%-0.71%-4.90%+1.80%
FY20132014-02-132014-02-13+1.38%+1.10%+0.33%+11.71%+33.32%
FY20122013-02-192013-02-19-0.61%-0.69%+3.80%+9.53%+6.73%
FY20112012-02-162012-02-16+0.69%-1.41%+0.32%+9.27%+38.63%

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/86312/financials