Correlation Between Cummins and Quanta Services

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

Diversification Opportunities for Cummins and Quanta Services

0.74
  Correlation Coefficient

Poor diversification

The 3 months correlation between Cummins and Quanta is 0.74. Overlapping area represents the amount of risk that can be diversified away by holding Cummins and Quanta Services in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Quanta Services and Cummins 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 Cummins are associated (or correlated) with Quanta Services. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Quanta Services has no effect on the direction of Cummins i.e., Cummins and Quanta Services go up and down completely randomly.

Pair Corralation between Cummins and Quanta Services

Considering the 90-day investment horizon Cummins is expected to generate 0.88 times more return on investment than Quanta Services. However, Cummins is 1.14 times less risky than Quanta Services. It trades about 0.14 of its potential returns per unit of risk. Quanta Services is currently generating about 0.1 per unit of risk. If you would invest  39,220  in Cummins on August 21, 2025 and sell it today you would earn a total of  6,378  from holding Cummins or generate 16.26% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Cummins  vs.  Quanta Services

 Performance 
       Timeline  
Cummins 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Cummins are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite fairly abnormal primary indicators, Cummins demonstrated solid returns over the last few months and may actually be approaching a breakup point.
Quanta Services 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Quanta Services are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Even with relatively uncertain basic indicators, Quanta Services reported solid returns over the last few months and may actually be approaching a breakup point.

Cummins and Quanta Services Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Cummins and Quanta Services

The main advantage of trading using opposite Cummins and Quanta Services positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Cummins position performs unexpectedly, Quanta Services 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 Quanta Services will offset losses from the drop in Quanta Services' long position.
The idea behind Cummins and Quanta Services 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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