Correlation Between Check Point and BAE Systems

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Can any of the company-specific risk be diversified away by investing in both Check Point and BAE Systems at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Check Point and BAE Systems into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Check Point Software and BAE Systems plc, you can compare the effects of market volatilities on Check Point and BAE Systems and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Check Point with a short position of BAE Systems. Check out your portfolio center. Please also check ongoing floating volatility patterns of Check Point and BAE Systems.

Diversification Opportunities for Check Point and BAE Systems

0.78
  Correlation Coefficient

Poor diversification

The 3 months correlation between Check and BAE is 0.78. Overlapping area represents the amount of risk that can be diversified away by holding Check Point Software and BAE Systems plc in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on BAE Systems plc and Check Point is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Check Point Software are associated (or correlated) with BAE Systems. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of BAE Systems plc has no effect on the direction of Check Point i.e., Check Point and BAE Systems go up and down completely randomly.

Pair Corralation between Check Point and BAE Systems

Assuming the 90 days trading horizon Check Point is expected to generate 11.53 times less return on investment than BAE Systems. But when comparing it to its historical volatility, Check Point Software is 1.18 times less risky than BAE Systems. It trades about 0.01 of its potential returns per unit of risk. BAE Systems plc is currently generating about 0.07 of returns per unit of risk over similar time horizon. If you would invest  122,336  in BAE Systems plc on September 1, 2025 and sell it today you would earn a total of  42,714  from holding BAE Systems plc or generate 34.92% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy98.4%
ValuesDaily Returns

Check Point Software  vs.  BAE Systems plc

 Performance 
       Timeline  
Check Point Software 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Check Point Software has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Check Point is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors.
BAE Systems plc 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days BAE Systems plc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, BAE Systems is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders.

Check Point and BAE Systems Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Check Point and BAE Systems

The main advantage of trading using opposite Check Point and BAE Systems positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Check Point position performs unexpectedly, BAE Systems can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BAE Systems will offset losses from the drop in BAE Systems' long position.
The idea behind Check Point Software and BAE Systems plc pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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