Correlation Between Compass Diversified and ICF International

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

Diversification Opportunities for Compass Diversified and ICF International

0.59
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Compass and ICF is 0.59. Overlapping area represents the amount of risk that can be diversified away by holding Compass Diversified Holdings and ICF International in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on ICF International and Compass Diversified 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 Compass Diversified Holdings are associated (or correlated) with ICF International. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of ICF International has no effect on the direction of Compass Diversified i.e., Compass Diversified and ICF International go up and down completely randomly.

Pair Corralation between Compass Diversified and ICF International

Given the investment horizon of 90 days Compass Diversified Holdings is expected to generate 2.25 times more return on investment than ICF International. However, Compass Diversified is 2.25 times more volatile than ICF International. It trades about 0.01 of its potential returns per unit of risk. ICF International is currently generating about -0.03 per unit of risk. If you would invest  672.00  in Compass Diversified Holdings on August 28, 2025 and sell it today you would lose (30.00) from holding Compass Diversified Holdings or give up 4.46% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy99.21%
ValuesDaily Returns

Compass Diversified Holdings  vs.  ICF International

 Performance 
       Timeline  
Compass Diversified 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Compass Diversified Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong fundamental indicators, Compass Diversified is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
ICF International 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days ICF International has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's technical and fundamental indicators remain fairly strong which may send shares a bit higher in December 2025. The recent confusion may also be a sign of long-lasting up-swing for the firm traders.

Compass Diversified and ICF International Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Compass Diversified and ICF International

The main advantage of trading using opposite Compass Diversified and ICF International positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Compass Diversified position performs unexpectedly, ICF International 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 ICF International will offset losses from the drop in ICF International's long position.
The idea behind Compass Diversified Holdings and ICF International 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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

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