Correlation Between Charter Communications and Iridium Communications

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

Diversification Opportunities for Charter Communications and Iridium Communications

0.49
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Charter and Iridium is 0.49. Overlapping area represents the amount of risk that can be diversified away by holding Charter Communications and Iridium Communications in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Iridium Communications and Charter Communications 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 Charter Communications are associated (or correlated) with Iridium Communications. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Iridium Communications has no effect on the direction of Charter Communications i.e., Charter Communications and Iridium Communications go up and down completely randomly.

Pair Corralation between Charter Communications and Iridium Communications

Given the investment horizon of 90 days Charter Communications is expected to generate 0.52 times more return on investment than Iridium Communications. However, Charter Communications is 1.92 times less risky than Iridium Communications. It trades about -0.23 of its potential returns per unit of risk. Iridium Communications is currently generating about -0.15 per unit of risk. If you would invest  26,798  in Charter Communications on August 21, 2025 and sell it today you would lose (6,729) from holding Charter Communications or give up 25.11% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Charter Communications  vs.  Iridium Communications

 Performance 
       Timeline  
Charter Communications 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Charter Communications has generated negative risk-adjusted returns adding no value to investors with long positions. Even with abnormal performance in the last few months, the Stock's basic indicators remain relatively invariable which may send shares a bit higher in December 2025. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors.
Iridium Communications 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Iridium Communications has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of inconsistent performance in the last few months, the Stock's fundamental indicators remain very healthy which may send shares a bit higher in December 2025. The recent disarray may also be a sign of long period up-swing for the firm investors.

Charter Communications and Iridium Communications Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Charter Communications and Iridium Communications

The main advantage of trading using opposite Charter Communications and Iridium Communications positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Charter Communications position performs unexpectedly, Iridium Communications 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 Iridium Communications will offset losses from the drop in Iridium Communications' long position.
The idea behind Charter Communications and Iridium Communications 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 Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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