Correlation Between Bassett Furniture and Smith Douglas

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

Diversification Opportunities for Bassett Furniture and Smith Douglas

0.56
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Bassett and Smith is 0.56. Overlapping area represents the amount of risk that can be diversified away by holding Bassett Furniture Industries and Smith Douglas Homes in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Smith Douglas Homes and Bassett Furniture 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 Bassett Furniture Industries are associated (or correlated) with Smith Douglas. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Smith Douglas Homes has no effect on the direction of Bassett Furniture i.e., Bassett Furniture and Smith Douglas go up and down completely randomly.

Pair Corralation between Bassett Furniture and Smith Douglas

Given the investment horizon of 90 days Bassett Furniture Industries is expected to under-perform the Smith Douglas. But the stock apears to be less risky and, when comparing its historical volatility, Bassett Furniture Industries is 1.38 times less risky than Smith Douglas. The stock trades about -0.03 of its potential returns per unit of risk. The Smith Douglas Homes is currently generating about 0.03 of returns per unit of risk over similar time horizon. If you would invest  2,101  in Smith Douglas Homes on September 5, 2025 and sell it today you would earn a total of  48.00  from holding Smith Douglas Homes or generate 2.28% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Bassett Furniture Industries  vs.  Smith Douglas Homes

 Performance 
       Timeline  
Bassett Furniture 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Bassett Furniture Industries has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable technical and fundamental indicators, Bassett Furniture is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.
Smith Douglas Homes 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Smith Douglas Homes are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical indicators, Smith Douglas is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders.

Bassett Furniture and Smith Douglas Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Bassett Furniture and Smith Douglas

The main advantage of trading using opposite Bassett Furniture and Smith Douglas positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Bassett Furniture position performs unexpectedly, Smith Douglas 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 Smith Douglas will offset losses from the drop in Smith Douglas' long position.
The idea behind Bassett Furniture Industries and Smith Douglas Homes 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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