Correlation Between Columbia Treasury and Mesirow Financial

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both Columbia Treasury and Mesirow Financial 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 Columbia Treasury and Mesirow Financial into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Columbia Treasury Index and Mesirow Financial Small, you can compare the effects of market volatilities on Columbia Treasury and Mesirow Financial 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 Columbia Treasury with a short position of Mesirow Financial. Check out your portfolio center. Please also check ongoing floating volatility patterns of Columbia Treasury and Mesirow Financial.

Diversification Opportunities for Columbia Treasury and Mesirow Financial

-0.15
  Correlation Coefficient

Good diversification

The 3 months correlation between Columbia and Mesirow is -0.15. Overlapping area represents the amount of risk that can be diversified away by holding Columbia Treasury Index and Mesirow Financial Small in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Mesirow Financial Small and Columbia Treasury 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 Columbia Treasury Index are associated (or correlated) with Mesirow Financial. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Mesirow Financial Small has no effect on the direction of Columbia Treasury i.e., Columbia Treasury and Mesirow Financial go up and down completely randomly.

Pair Corralation between Columbia Treasury and Mesirow Financial

Assuming the 90 days horizon Columbia Treasury is expected to generate 1.33 times less return on investment than Mesirow Financial. But when comparing it to its historical volatility, Columbia Treasury Index is 5.29 times less risky than Mesirow Financial. It trades about 0.15 of its potential returns per unit of risk. Mesirow Financial Small is currently generating about 0.04 of returns per unit of risk over similar time horizon. If you would invest  1,330  in Mesirow Financial Small on September 1, 2025 and sell it today you would earn a total of  31.00  from holding Mesirow Financial Small or generate 2.33% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Columbia Treasury Index  vs.  Mesirow Financial Small

 Performance 
       Timeline  
Columbia Treasury Index 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Treasury Index are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Columbia Treasury is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Mesirow Financial Small 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Mesirow Financial Small are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Mesirow Financial is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Columbia Treasury and Mesirow Financial Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Columbia Treasury and Mesirow Financial

The main advantage of trading using opposite Columbia Treasury and Mesirow Financial positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Columbia Treasury position performs unexpectedly, Mesirow Financial 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 Mesirow Financial will offset losses from the drop in Mesirow Financial's long position.
The idea behind Columbia Treasury Index and Mesirow Financial Small 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 Bonds Directory module to find actively traded corporate debentures issued by US companies.

Other Complementary Tools

Bonds Directory
Find actively traded corporate debentures issued by US companies
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes