Correlation Between Caldwell Partners and Northland Power

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

Diversification Opportunities for Caldwell Partners and Northland Power

-0.66
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Caldwell and Northland is -0.66. Overlapping area represents the amount of risk that can be diversified away by holding Caldwell Partners Internationa and Northland Power in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Northland Power and Caldwell Partners 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 Caldwell Partners International are associated (or correlated) with Northland Power. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Northland Power has no effect on the direction of Caldwell Partners i.e., Caldwell Partners and Northland Power go up and down completely randomly.

Pair Corralation between Caldwell Partners and Northland Power

Assuming the 90 days trading horizon Caldwell Partners International is expected to generate 0.85 times more return on investment than Northland Power. However, Caldwell Partners International is 1.17 times less risky than Northland Power. It trades about 0.21 of its potential returns per unit of risk. Northland Power is currently generating about -0.08 per unit of risk. If you would invest  67.00  in Caldwell Partners International on September 8, 2025 and sell it today you would earn a total of  34.00  from holding Caldwell Partners International or generate 50.75% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Caldwell Partners Internationa  vs.  Northland Power

 Performance 
       Timeline  
Caldwell Partners 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Caldwell Partners International are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating essential indicators, Caldwell Partners displayed solid returns over the last few months and may actually be approaching a breakup point.
Northland Power 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Northland Power has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's forward indicators remain very healthy which may send shares a bit higher in January 2026. The recent disarray may also be a sign of long period up-swing for the firm investors.

Caldwell Partners and Northland Power Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Caldwell Partners and Northland Power

The main advantage of trading using opposite Caldwell Partners and Northland Power positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Caldwell Partners position performs unexpectedly, Northland Power 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 Northland Power will offset losses from the drop in Northland Power's long position.
The idea behind Caldwell Partners International and Northland Power 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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