Correlation Between Caribbean Utilities and Pan American

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

Diversification Opportunities for Caribbean Utilities and Pan American

0.0
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between Caribbean and Pan is 0.0. Overlapping area represents the amount of risk that can be diversified away by holding Caribbean Utilities and Pan American Silver in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Pan American Silver and Caribbean Utilities 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 Caribbean Utilities are associated (or correlated) with Pan American. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Pan American Silver has no effect on the direction of Caribbean Utilities i.e., Caribbean Utilities and Pan American go up and down completely randomly.

Pair Corralation between Caribbean Utilities and Pan American

Assuming the 90 days trading horizon Caribbean Utilities is expected to under-perform the Pan American. But the stock apears to be less risky and, when comparing its historical volatility, Caribbean Utilities is 2.47 times less risky than Pan American. The stock trades about 0.0 of its potential returns per unit of risk. The Pan American Silver is currently generating about 0.13 of returns per unit of risk over similar time horizon. If you would invest  4,927  in Pan American Silver on September 6, 2025 and sell it today you would earn a total of  1,239  from holding Pan American Silver or generate 25.15% return on investment over 90 days.
Time Period3 Months [change]
DirectionFlat 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Caribbean Utilities  vs.  Pan American Silver

 Performance 
       Timeline  
Caribbean Utilities 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Caribbean Utilities has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Caribbean Utilities is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors.
Pan American Silver 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pan American Silver are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of very weak basic indicators, Pan American displayed solid returns over the last few months and may actually be approaching a breakup point.

Caribbean Utilities and Pan American Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Caribbean Utilities and Pan American

The main advantage of trading using opposite Caribbean Utilities and Pan American positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Caribbean Utilities position performs unexpectedly, Pan American 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 Pan American will offset losses from the drop in Pan American's long position.
The idea behind Caribbean Utilities and Pan American Silver 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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