Correlation Between NEW MILLENNIUM and VIRGIN WINES

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Can any of the company-specific risk be diversified away by investing in both NEW MILLENNIUM and VIRGIN WINES 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 NEW MILLENNIUM and VIRGIN WINES into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between NEW MILLENNIUM IRON and VIRGIN WINES UK, you can compare the effects of market volatilities on NEW MILLENNIUM and VIRGIN WINES 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 NEW MILLENNIUM with a short position of VIRGIN WINES. Check out your portfolio center. Please also check ongoing floating volatility patterns of NEW MILLENNIUM and VIRGIN WINES.

Diversification Opportunities for NEW MILLENNIUM and VIRGIN WINES

0.49
  Correlation Coefficient

Very weak diversification

The 3 months correlation between NEW and VIRGIN is 0.49. Overlapping area represents the amount of risk that can be diversified away by holding NEW MILLENNIUM IRON and VIRGIN WINES UK in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on VIRGIN WINES UK and NEW MILLENNIUM 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 NEW MILLENNIUM IRON are associated (or correlated) with VIRGIN WINES. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of VIRGIN WINES UK has no effect on the direction of NEW MILLENNIUM i.e., NEW MILLENNIUM and VIRGIN WINES go up and down completely randomly.

Pair Corralation between NEW MILLENNIUM and VIRGIN WINES

Assuming the 90 days trading horizon NEW MILLENNIUM IRON is expected to generate 0.98 times more return on investment than VIRGIN WINES. However, NEW MILLENNIUM IRON is 1.02 times less risky than VIRGIN WINES. It trades about 0.2 of its potential returns per unit of risk. VIRGIN WINES UK is currently generating about 0.1 per unit of risk. If you would invest  1,650  in NEW MILLENNIUM IRON on September 10, 2025 and sell it today you would earn a total of  1,110  from holding NEW MILLENNIUM IRON or generate 67.27% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

NEW MILLENNIUM IRON  vs.  VIRGIN WINES UK

 Performance 
       Timeline  
NEW MILLENNIUM IRON 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in NEW MILLENNIUM IRON are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain basic indicators, NEW MILLENNIUM exhibited solid returns over the last few months and may actually be approaching a breakup point.
VIRGIN WINES UK 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in VIRGIN WINES UK are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, VIRGIN WINES reported solid returns over the last few months and may actually be approaching a breakup point.

NEW MILLENNIUM and VIRGIN WINES Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with NEW MILLENNIUM and VIRGIN WINES

The main advantage of trading using opposite NEW MILLENNIUM and VIRGIN WINES positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if NEW MILLENNIUM position performs unexpectedly, VIRGIN WINES 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 VIRGIN WINES will offset losses from the drop in VIRGIN WINES's long position.
The idea behind NEW MILLENNIUM IRON and VIRGIN WINES UK 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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