Correlation Between British Amer and IES Holdings

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

Diversification Opportunities for British Amer and IES Holdings

0.09
  Correlation Coefficient

Significant diversification

The 3 months correlation between British and IES is 0.09. Overlapping area represents the amount of risk that can be diversified away by holding British American Tobacco and IES Holdings in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on IES Holdings and British Amer 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 British American Tobacco are associated (or correlated) with IES Holdings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of IES Holdings has no effect on the direction of British Amer i.e., British Amer and IES Holdings go up and down completely randomly.

Pair Corralation between British Amer and IES Holdings

Considering the 90-day investment horizon British Amer is expected to generate 6.62 times less return on investment than IES Holdings. But when comparing it to its historical volatility, British American Tobacco is 3.33 times less risky than IES Holdings. It trades about 0.04 of its potential returns per unit of risk. IES Holdings is currently generating about 0.09 of returns per unit of risk over similar time horizon. If you would invest  36,088  in IES Holdings on September 7, 2025 and sell it today you would earn a total of  6,774  from holding IES Holdings or generate 18.77% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

British American Tobacco  vs.  IES Holdings

 Performance 
       Timeline  
British American Tobacco 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in British American Tobacco are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, British Amer is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
IES Holdings 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in IES Holdings are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak basic indicators, IES Holdings exhibited solid returns over the last few months and may actually be approaching a breakup point.

British Amer and IES Holdings Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with British Amer and IES Holdings

The main advantage of trading using opposite British Amer and IES Holdings positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if British Amer position performs unexpectedly, IES 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 IES Holdings will offset losses from the drop in IES Holdings' long position.
The idea behind British American Tobacco and IES Holdings 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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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