Correlation Between CullenFrost Bankers and Sierra Bancorp

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both CullenFrost Bankers and Sierra Bancorp 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 CullenFrost Bankers and Sierra Bancorp into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between CullenFrost Bankers and Sierra Bancorp, you can compare the effects of market volatilities on CullenFrost Bankers and Sierra Bancorp 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 CullenFrost Bankers with a short position of Sierra Bancorp. Check out your portfolio center. Please also check ongoing floating volatility patterns of CullenFrost Bankers and Sierra Bancorp.

Diversification Opportunities for CullenFrost Bankers and Sierra Bancorp

0.68
  Correlation Coefficient

Poor diversification

The 3 months correlation between CullenFrost and Sierra is 0.68. Overlapping area represents the amount of risk that can be diversified away by holding CullenFrost Bankers and Sierra Bancorp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Sierra Bancorp and CullenFrost Bankers 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 CullenFrost Bankers are associated (or correlated) with Sierra Bancorp. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Sierra Bancorp has no effect on the direction of CullenFrost Bankers i.e., CullenFrost Bankers and Sierra Bancorp go up and down completely randomly.

Pair Corralation between CullenFrost Bankers and Sierra Bancorp

Considering the 90-day investment horizon CullenFrost Bankers is expected to under-perform the Sierra Bancorp. But the stock apears to be less risky and, when comparing its historical volatility, CullenFrost Bankers is 1.21 times less risky than Sierra Bancorp. The stock trades about -0.01 of its potential returns per unit of risk. The Sierra Bancorp is currently generating about 0.01 of returns per unit of risk over similar time horizon. If you would invest  2,859  in Sierra Bancorp on August 5, 2025 and sell it today you would earn a total of  19.00  from holding Sierra Bancorp or generate 0.66% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

CullenFrost Bankers  vs.  Sierra Bancorp

 Performance 
       Timeline  
CullenFrost Bankers 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days CullenFrost Bankers has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable technical and fundamental indicators, CullenFrost Bankers is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.
Sierra Bancorp 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Sierra Bancorp are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Sierra Bancorp is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors.

CullenFrost Bankers and Sierra Bancorp Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with CullenFrost Bankers and Sierra Bancorp

The main advantage of trading using opposite CullenFrost Bankers and Sierra Bancorp positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if CullenFrost Bankers position performs unexpectedly, Sierra Bancorp 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 Sierra Bancorp will offset losses from the drop in Sierra Bancorp's long position.
The idea behind CullenFrost Bankers and Sierra Bancorp 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Other Complementary Tools

Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Money Managers
Screen money managers from public funds and ETFs managed around the world
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum