Correlation Between Bentley Systems and SPS Commerce

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

Diversification Opportunities for Bentley Systems and SPS Commerce

0.86
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Bentley and SPS is 0.86. Overlapping area represents the amount of risk that can be diversified away by holding Bentley Systems and SPS Commerce in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on SPS Commerce and Bentley Systems 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 Bentley Systems are associated (or correlated) with SPS Commerce. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of SPS Commerce has no effect on the direction of Bentley Systems i.e., Bentley Systems and SPS Commerce go up and down completely randomly.

Pair Corralation between Bentley Systems and SPS Commerce

Considering the 90-day investment horizon Bentley Systems is expected to under-perform the SPS Commerce. But the stock apears to be less risky and, when comparing its historical volatility, Bentley Systems is 1.56 times less risky than SPS Commerce. The stock trades about -0.19 of its potential returns per unit of risk. The SPS Commerce is currently generating about -0.11 of returns per unit of risk over similar time horizon. If you would invest  10,664  in SPS Commerce on September 1, 2025 and sell it today you would lose (2,332) from holding SPS Commerce or give up 21.87% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Bentley Systems  vs.  SPS Commerce

 Performance 
       Timeline  
Bentley Systems 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Bentley Systems has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in December 2025. The current disturbance may also be a sign of long term up-swing for the company investors.
SPS Commerce 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days SPS Commerce has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in December 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders.

Bentley Systems and SPS Commerce Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Bentley Systems and SPS Commerce

The main advantage of trading using opposite Bentley Systems and SPS Commerce positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Bentley Systems position performs unexpectedly, SPS Commerce 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 SPS Commerce will offset losses from the drop in SPS Commerce's long position.
The idea behind Bentley Systems and SPS Commerce 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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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