Real-World & Alternative DataExtended setlive in production

Customer Momentum

Updated dailyData needs: medium
JF
2008
Journal of Finance
Cohen & Frazzini 2008, J. Finance, 'Economic Links and Predictable Returns'
Read the paper →

In plain terms

When a firm's major customer has a return shock, the supplier under-reacts — its stock drifts in the same direction the following month.

How it works

When a firm's major customer has a return shock, the supplier's stock drifts in the same direction over the following month — investors fail to update on the link. 113bps/month alpha.

Live results

12 times picked on its own · 282 times inside a blend (234 beat the stock) · updated 2026-06-06
This strategy is a frequent ingredient in blends that combine a few strategies on one stock. It has contributed to 282 such blended picks (234 of which beat simply holding the stock). Picking it on its own is only one of the ways it shows up.
How its picks scored vs. buy & hold
Each pick is graded on a recent year it was never tuned on, against simply owning the same stock
Where its edge concentrates
Share of picks in each company-size group that beat buy & hold
How often it trades
Active vs. patient. Bars on the left mean it waits for rare setups; bars on the right mean it trades often
Return vs. buy & hold
How much each pick beat or trailed simply owning the stock over the test year (extreme microcap moves trimmed)
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Data dependencies

  • SEC filings text (Item 1)

    10-K / 10-Q / 8-K cleaned text + section maps.

  • Compustat segments

    A data feed this strategy reads, refreshed on its normal schedule.

Expected edge

Reported return
113 bps/month original; 50-70 bps modern (Cohen-Frazzini 2008)
Tested over
1980-2004

113bps/month original; modern 50-70bps/month

Example tickers where this is likely to fire

Illustrative only, the signal fires based on the live data, not a fixed list.

Related families

Explore Customer Momentum on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more