OTIS
Otis Worldwide
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
56
rows
Days on list
16
oldest active
Screener Funnel
✓Fired
4 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
A3 · Positioning Extremepartialpersisting
score: 0.000confluence: 1days: 16as of 2026-09-10
Triggers:short_pct 3.9% (below 15% floor)days_to_cover 5.00 (extreme)ret_20d -8.0% (falling)dist_52w_low +0.0% (at/near new lows)price_holding:not_confirmedprice_resilient:not_confirmed (needs ret_20d >= +5% for primed)skew:no_options_data (co_options_daily absent — sparse by design)quality:pass
Dislocation:
Short Pct Float
3.91
Days To Cover
5.00
Ret 20d
-0.08
Dist 52w Low
0.00
Short Extreme
Yes
Short Pct Extreme
No
Days To Cover Extreme
Yes
Price Holding
No
Regime at flag: CAUTIOUS
N4 · Structural-Derate Continuationpartialpersisting
score: 0.149confluence: 0days: 46as of 2026-09-11
Triggers:regime:structural_deratefragility_gate:not_fragile (derate without structural confirm)
Dislocation:
Regime Tag
structural_derate
Fragile
No
Gate Abstained
No
Fragility Reasons
beta 0.25 < 1.30 (not high-beta),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 42 < 60 (calm)
Fragility Legs Fired
1.00
Credit Amplified
No
Derate Depth Below 200d
0.13
Sma Dist 200
-0.13
Regime at flag: CAUTIOUS
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.
N4 · Structural-Derate Continuationshort fragilityactive
15 days
A3 · Positioning Extremelong recoveryactive
11 days
N3 · Failed Breakout
15 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: 2/3 directionally right · mean -0.6% · small sample, illustrative not proof
A3 · Positioning Extremelong recovery2026-08-27 → open11 bars
-3.7%open · MTM
N3 · Failed Breakoutshort fragility2026-08-26 → open12 bars
+3.6%open · MTM
N4 · Structural-Derate Continuationshort fragility2026-07-29 → open32 bars
+11.3%open · MTM
N4 · Structural-Derate Continuationshort fragility2026-06-22 → 2026-06-265 bars
-2.9%dropped
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
+1.2%closed
N3 · Failed Breakoutshort fragility2026-06-08 → 2026-08-1246 bars
+0.1%dropped
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-11 | N4 · Structural-Derate Continuation | partial | 0.149 | 0 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.25 < 1.30 (not high-beta),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 42 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-09-10 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.08 · Dist 52w Low: 0.00 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-10 | N4 · Structural-Derate Continuation | partial | 0.000 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.17 < 1.30 (not high-beta),sma_dist_200 -13.9% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 39 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-09-09 | A3 · Positioning Extreme | partial | 0.241 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.05 · Dist 52w Low: 0.01 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-09 | N4 · Structural-Derate Continuation | partial | 0.241 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.20 < 1.30 (not high-beta),sma_dist_200 -12.2% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 39 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-09-08 | N3 · Failed Breakout | primed | 0.704 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.23 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | A3 · Positioning Extreme | partial | 0.238 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.03 · Dist 52w Low: 0.02 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-08 | N4 · Structural-Derate Continuation | partial | 0.238 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.19 < 1.30 (not high-beta),sma_dist_200 -11.3% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 37 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-09-04 | A3 · Positioning Extreme | partial | 0.237 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.03 · Dist 52w Low: 0.03 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-04 | N4 · Structural-Derate Continuation | partial | 0.237 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.18 < 1.30 (not high-beta),sma_dist_200 -10.0% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 36 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-09-03 | A3 · Positioning Extreme | partial | 0.238 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.03 · Dist 52w Low: 0.04 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-03 | N4 · Structural-Derate Continuation | partial | 0.238 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.26 < 1.30 (not high-beta),sma_dist_200 -9.7% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 36 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-09-02 | A3 · Positioning Extreme | partial | 0.267 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.03 · Dist 52w Low: 0.03 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-02 | N4 · Structural-Derate Continuation | partial | 0.267 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.22 < 1.30 (not high-beta),sma_dist_200 -10.7% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 36 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-09-01 | A3 · Positioning Extreme | partial | 0.290 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.02 · Dist 52w Low: 0.02 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-01 | N4 · Structural-Derate Continuation | partial | 0.290 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.14 < 1.30 (not high-beta),sma_dist_200 -11.1% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 45 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-31 | A3 · Positioning Extreme | partial | 0.291 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.01 · Dist 52w Low: 0.03 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-31 | N4 · Structural-Derate Continuation | partial | 0.291 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.14 < 1.30 (not high-beta),sma_dist_200 -10.6% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 45 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-28 | A3 · Positioning Extreme | partial | 0.290 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: 0.00 · Dist 52w Low: 0.04 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-28 | N4 · Structural-Derate Continuation | partial | 0.290 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.13 < 1.30 (not high-beta),sma_dist_200 -9.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 44 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-27 | A3 · Positioning Extreme | partial | 0.292 | 1 | persisting | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: 0.00 · Dist 52w Low: 0.04 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-27 | N4 · Structural-Derate Continuation | partial | 0.292 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.14 < 1.30 (not high-beta),sma_dist_200 -10.2% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 44 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-26 | A3 · Positioning Extreme | partial | 0.293 | 1 | new | Short Pct Float: 3.91 · Days To Cover: 5.00 · Ret 20d: -0.01 · Dist 52w Low: 0.05 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-26 | N4 · Structural-Derate Continuation | partial | 0.293 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.16 < 1.30 (not high-beta),sma_dist_200 -9.2% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 54 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-25 | N3 · Failed Breakout | primed | 0.704 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.23 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-25 | N4 · Structural-Derate Continuation | partial | 0.704 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.15 < 1.30 (not high-beta),sma_dist_200 -10.4% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 51 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-24 | N3 · Failed Breakout | primed | 0.667 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.22 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-24 | N4 · Structural-Derate Continuation | partial | 0.023 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.15 < 1.30 (not high-beta),sma_dist_200 -9.6% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 51 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-21 | N4 · Structural-Derate Continuation | partial | 0.054 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.15 < 1.30 (not high-beta),sma_dist_200 -10.6% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 54 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-08-10 | N3 · Failed Breakout | primed | 0.667 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.22 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-05 | N3 · Failed Breakout | primed | 0.064 | 2 | persisting | Breakout Level: sma20 · Dist 52w High: -0.21 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-30 | N3 · Failed Breakout | primed | 0.455 | 2 | persisting | Breakout Level: sma20 · Dist 52w High: -0.23 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-29 | N3 · Failed Breakout | primed | 0.226 | 2 | persisting | Breakout Level: sma20 · Dist 52w High: -0.21 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 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 |
| 2026-06-23 | 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% |
| 2026-06-22 | 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% |
| 2026-06-21 | 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% |
| 2026-06-20 | 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% |
| 2026-06-19 | 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 |