Microstructure#95tier 1live in productionNew

overnight intraday decomp

cadence: Dailydata: lowlong onlyshort onlylong short
RFS
2019
Review of Financial Studies
#94 overnight_intraday_decomp — Lou-Polk-Skouras 2019 RFS overnight-return premium.
Citation only — paper link pending.

What it checks

Stocks that quietly gain overnight, day after day, tend to keep doing it — that's where the after-hours news and informed off-exchange order flow lives. Stocks that lose overnight consistently keep losing.

Mechanism

Daily returns split cleanly into overnight (open/prev-close) and intraday (close/open) windows. Lou-Polk-Skouras 2019 RFS show overnight returns carry persistent firm-specific information (earnings drift, after-hours news, off-exchange flow signaling) while intraday returns mean-revert. Stocks with consistently positive cumulative overnight returns earn a premium even after controlling for size, B/M, and short-term reversal. Pure OHLC arithmetic, no new data.

No production champion data for this family yet. Stats appear once the discovery pipeline promotes at least one strategy with this family tag.

Signal rule

Cumulative 63d overnight-return z-score over own 252d history; long top quartile + 60d uptrend, short bottom quartile + 60d downtrend.

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

Expected edge

Paper alpha
8-12% ann. quintile spread; ~4% OOS
Paper window
1993-2017

Lou-Polk-Skouras 2019: 8-12% ann. high-vs-low cumulative-overnight quintile spread; ~4% post-publication OOS

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 overnight intraday decomp 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