Correlation Between Cisco Systems and Lam Research

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

Diversification Opportunities for Cisco Systems and Lam Research

0.64
  Correlation Coefficient

Poor diversification

The 3 months correlation between Cisco and Lam is 0.64. Overlapping area represents the amount of risk that can be diversified away by holding Cisco Systems and Lam Research Corp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Lam Research Corp and Cisco Systems 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 Cisco Systems are associated (or correlated) with Lam Research. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Lam Research Corp has no effect on the direction of Cisco Systems i.e., Cisco Systems and Lam Research go up and down completely randomly.

Pair Corralation between Cisco Systems and Lam Research

Given the investment horizon of 90 days Cisco Systems is expected to generate 3.96 times less return on investment than Lam Research. But when comparing it to its historical volatility, Cisco Systems is 2.26 times less risky than Lam Research. It trades about 0.15 of its potential returns per unit of risk. Lam Research Corp is currently generating about 0.26 of returns per unit of risk over similar time horizon. If you would invest  9,684  in Lam Research Corp on August 30, 2025 and sell it today you would earn a total of  5,830  from holding Lam Research Corp or generate 60.2% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Cisco Systems  vs.  Lam Research Corp

 Performance 
       Timeline  
Cisco Systems 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Cisco Systems are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady fundamental indicators, Cisco Systems displayed solid returns over the last few months and may actually be approaching a breakup point.
Lam Research Corp 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Lam Research Corp are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal fundamental indicators, Lam Research showed solid returns over the last few months and may actually be approaching a breakup point.

Cisco Systems and Lam Research Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Cisco Systems and Lam Research

The main advantage of trading using opposite Cisco Systems and Lam Research positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Cisco Systems position performs unexpectedly, Lam Research 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 Lam Research will offset losses from the drop in Lam Research's long position.
The idea behind Cisco Systems and Lam Research Corp 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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