OTIS
Otis Worldwide
Screener candidate detail · 1 active archetype
Active
1
archetypes
History
29
rows
Days on list
40
oldest active
Screener Funnel
✓Fired
3 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
N3 · Failed Breakoutprimedpersisting
score: 0.923confluence: 1days: 40as of 2026-07-17
Triggers:quality:passrecent_breakout_above:sma20failure_bar:-2.1%failure_vol:weak:1.05sustained_below
Dislocation:
Breakout Level
sma20
Dist 52w High
-0.26
Sma Dist 20
0.01
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-2.09%
Regime at flag: TRANSITIONAL
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
N3 · Failed Breakoutshort fragilityactive
8 days
N4 · Structural-Derate Continuation
6 days
A5 · Mechanical Reversion
15 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 1/2 directionally right · mean -1.0% · small sample, illustrative not proof
N4 · Structural-Derate Continuationshort fragility2026-06-22 → open25 bars
-1.6%open · MTM
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
+1.2%closed
N3 · Failed Breakoutshort fragility2026-06-08 → 2026-07-2130 bars
-3.1%dropped
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-07-22 | N4 · Structural-Derate Continuation | partial | 0.092 | 1 | decayed | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.44 < 1.30 (not high-beta),sma_dist_200 -13.4% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 65 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-07-17 | N3 · Failed Breakout | primed | 0.923 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.26 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-15 | N3 · Failed Breakout | primed | 0.597 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.27 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | partial | 0.265 | 1 | exited | 1-day return: -0.60% · 1-day return: -0.60% · Beta (60d): 0.45 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.60% |
| 2026-07-09 | N3 · Failed Breakout | primed | 0.151 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.27 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-08 | N3 · Failed Breakout | primed | 0.832 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.27 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-06 | A5 · Mechanical Reversion | partial | 0.265 | 1 | decayed | 1-day return: -0.60% · 1-day return: -0.60% · Beta (60d): 0.45 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.60% |
| 2026-06-30 | N3 · Failed Breakout | primed | 0.382 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.27 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-28 | A5 · Mechanical Reversion | partial | 0.265 | 1 | persisting | 1-day return: -0.60% · 1-day return: -0.60% · Beta (60d): 0.45 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.60% |
| 2026-06-27 | A5 · Mechanical Reversion | partial | 0.256 | 1 | persisting | 1-day return: -0.60% · 1-day return: -0.60% · Beta (60d): 0.45 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.04% · Beta Residual Pct: -0.58% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.722 | 1 | persisting | 1-day return: -0.60% · 1-day return: -0.60% · Beta (60d): 0.45 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.23% |
| 2026-06-24 | N3 · Failed Breakout | primed | 0.207 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.29 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-24 | N4 · Structural-Derate Continuation | partial | 0.092 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.44 < 1.30 (not high-beta),sma_dist_200 -13.4% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 65 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-06-23 | A5 · Mechanical Reversion | partial | 0.196 | 1 | persisting | 1-day return: -1.01% · 1-day return: -1.01% · Beta (60d): 0.48 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -0.43% |
| 2026-06-23 | N4 · Structural-Derate Continuation | partial | 0.196 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.48 < 1.30 (not high-beta),sma_dist_200 -14.5% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 63 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.383 | 1 | persisting | 1-day return: -1.08% · 1-day return: -1.08% · Beta (60d): 0.50 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -0.92% |
| 2026-06-22 | N4 · Structural-Derate Continuation | partial | 0.383 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.50 < 1.30 (not high-beta),sma_dist_200 -13.7% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 65 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.320 | 1 | persisting | 1-day return: 0.75% · 1-day return: 0.75% · Beta (60d): 0.50 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: 0.75% |
| 2026-06-21 | N4 · Structural-Derate Continuation | partial | 0.071 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.50 < 1.30 (not high-beta),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 64 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.318 | 1 | persisting | 1-day return: 0.75% · 1-day return: 0.75% · Beta (60d): 0.50 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: 0.75% |
| 2026-06-20 | N4 · Structural-Derate Continuation | partial | 0.318 | 1 | new | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.50 < 1.30 (not high-beta),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 64 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-06-19 | A5 · Mechanical Reversion | partial | 0.317 | 1 | persisting | 1-day return: 0.75% · 1-day return: 0.75% · Beta (60d): 0.50 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: 0.75% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.566 | 1 | persisting | 1-day return: 1.47% · 1-day return: 1.47% · Beta (60d): 0.50 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.505 | 1 | persisting | 1-day return: -1.08% · 1-day return: -1.08% · Beta (60d): 0.50 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.782 | 1 | persisting | 1-day return: 2.34% · 1-day return: 2.34% · Beta (60d): 0.48 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-15 | A5 · Mechanical Reversion | partial | 0.642 | 1 | persisting | 1-day return: 1.49% · 1-day return: 1.49% · Beta (60d): 0.52 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-14 | A5 · Mechanical Reversion | partial | 0.405 | 1 | persisting | 1-day return: 0.88% · 1-day return: 0.88% · Beta (60d): 0.47 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-10 | N3 · Failed Breakout | primed | 0.207 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.29 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-08 | N3 · Failed Breakout | primed | 0.090 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.29 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |