Correlation Between BE Semiconductor and Chemtrade Logistics

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

Diversification Opportunities for BE Semiconductor and Chemtrade Logistics

0.25
  Correlation Coefficient

Modest diversification

The 3 months correlation between BESIY and Chemtrade is 0.25. Overlapping area represents the amount of risk that can be diversified away by holding BE Semiconductor Industries and Chemtrade Logistics Income in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Chemtrade Logistics and BE Semiconductor 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 BE Semiconductor Industries are associated (or correlated) with Chemtrade Logistics. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Chemtrade Logistics has no effect on the direction of BE Semiconductor i.e., BE Semiconductor and Chemtrade Logistics go up and down completely randomly.

Pair Corralation between BE Semiconductor and Chemtrade Logistics

Assuming the 90 days horizon BE Semiconductor Industries is expected to generate 1.65 times more return on investment than Chemtrade Logistics. However, BE Semiconductor is 1.65 times more volatile than Chemtrade Logistics Income. It trades about 0.11 of its potential returns per unit of risk. Chemtrade Logistics Income is currently generating about 0.08 per unit of risk. If you would invest  12,496  in BE Semiconductor Industries on September 2, 2025 and sell it today you would earn a total of  2,633  from holding BE Semiconductor Industries or generate 21.07% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy98.46%
ValuesDaily Returns

BE Semiconductor Industries  vs.  Chemtrade Logistics Income

 Performance 
       Timeline  
BE Semiconductor Ind 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in BE Semiconductor Industries are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady forward indicators, BE Semiconductor showed solid returns over the last few months and may actually be approaching a breakup point.
Chemtrade Logistics 

Risk-Adjusted Performance

Mild

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

BE Semiconductor and Chemtrade Logistics Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with BE Semiconductor and Chemtrade Logistics

The main advantage of trading using opposite BE Semiconductor and Chemtrade Logistics positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if BE Semiconductor position performs unexpectedly, Chemtrade Logistics 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 Chemtrade Logistics will offset losses from the drop in Chemtrade Logistics' long position.
The idea behind BE Semiconductor Industries and Chemtrade Logistics Income 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 Commodity Directory module to find actively traded commodities issued by global exchanges.

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