Correlation Between Beam Global and Spruce Power

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

Diversification Opportunities for Beam Global and Spruce Power

-0.65
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Beam and Spruce is -0.65. Overlapping area represents the amount of risk that can be diversified away by holding Beam Global and Spruce Power Holding in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Spruce Power Holding and Beam Global 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 Beam Global are associated (or correlated) with Spruce Power. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Spruce Power Holding has no effect on the direction of Beam Global i.e., Beam Global and Spruce Power go up and down completely randomly.

Pair Corralation between Beam Global and Spruce Power

Given the investment horizon of 90 days Beam Global is expected to generate 19.62 times less return on investment than Spruce Power. But when comparing it to its historical volatility, Beam Global is 1.05 times less risky than Spruce Power. It trades about 0.0 of its potential returns per unit of risk. Spruce Power Holding is currently generating about 0.07 of returns per unit of risk over similar time horizon. If you would invest  279.00  in Spruce Power Holding on September 12, 2025 and sell it today you would earn a total of  273.00  from holding Spruce Power Holding or generate 97.85% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Beam Global  vs.  Spruce Power Holding

 Performance 
       Timeline  
Beam Global 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Beam Global has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's technical and fundamental indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors.
Spruce Power Holding 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Spruce Power Holding are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating basic indicators, Spruce Power unveiled solid returns over the last few months and may actually be approaching a breakup point.

Beam Global and Spruce Power Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Beam Global and Spruce Power

The main advantage of trading using opposite Beam Global and Spruce Power positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Beam Global position performs unexpectedly, Spruce Power 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 Spruce Power will offset losses from the drop in Spruce Power's long position.
The idea behind Beam Global and Spruce Power Holding 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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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