Correlation Between Analog Devices and Arm Holdings

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

Diversification Opportunities for Analog Devices and Arm Holdings

-0.33
  Correlation Coefficient

Very good diversification

The 3 months correlation between Analog and Arm is -0.33. Overlapping area represents the amount of risk that can be diversified away by holding Analog Devices and Arm Holdings plc in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Arm Holdings plc and Analog Devices 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 Analog Devices are associated (or correlated) with Arm Holdings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Arm Holdings plc has no effect on the direction of Analog Devices i.e., Analog Devices and Arm Holdings go up and down completely randomly.

Pair Corralation between Analog Devices and Arm Holdings

Considering the 90-day investment horizon Analog Devices is expected to generate 0.57 times more return on investment than Arm Holdings. However, Analog Devices is 1.75 times less risky than Arm Holdings. It trades about 0.08 of its potential returns per unit of risk. Arm Holdings plc is currently generating about 0.03 per unit of risk. If you would invest  24,455  in Analog Devices on September 3, 2025 and sell it today you would earn a total of  2,196  from holding Analog Devices or generate 8.98% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Analog Devices  vs.  Arm Holdings plc

 Performance 
       Timeline  
Analog Devices 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Analog Devices are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite fairly fragile fundamental indicators, Analog Devices may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Arm Holdings plc 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Arm Holdings plc are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Arm Holdings is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.

Analog Devices and Arm Holdings Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Analog Devices and Arm Holdings

The main advantage of trading using opposite Analog Devices and Arm Holdings positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Analog Devices position performs unexpectedly, Arm Holdings 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 Arm Holdings will offset losses from the drop in Arm Holdings' long position.
The idea behind Analog Devices and Arm Holdings 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.
Check out your portfolio center.
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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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