Correlation Between Invesco DB and Simplify Exchange

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

Diversification Opportunities for Invesco DB and Simplify Exchange

-0.7
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Invesco and Simplify is -0.7. Overlapping area represents the amount of risk that can be diversified away by holding Invesco DB Agriculture and Simplify Exchange Traded in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Simplify Exchange Traded and Invesco DB 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 Invesco DB Agriculture are associated (or correlated) with Simplify Exchange. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Simplify Exchange Traded has no effect on the direction of Invesco DB i.e., Invesco DB and Simplify Exchange go up and down completely randomly.

Pair Corralation between Invesco DB and Simplify Exchange

Considering the 90-day investment horizon Invesco DB Agriculture is expected to under-perform the Simplify Exchange. But the etf apears to be less risky and, when comparing its historical volatility, Invesco DB Agriculture is 3.1 times less risky than Simplify Exchange. The etf trades about -0.07 of its potential returns per unit of risk. The Simplify Exchange Traded is currently generating about 0.2 of returns per unit of risk over similar time horizon. If you would invest  3,295  in Simplify Exchange Traded on August 17, 2025 and sell it today you would earn a total of  1,052  from holding Simplify Exchange Traded or generate 31.93% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy98.46%
ValuesDaily Returns

Invesco DB Agriculture  vs.  Simplify Exchange Traded

 Performance 
       Timeline  
Invesco DB Agriculture 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Invesco DB Agriculture has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong fundamental drivers, Invesco DB is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
Simplify Exchange Traded 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Simplify Exchange Traded are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady essential indicators, Simplify Exchange exhibited solid returns over the last few months and may actually be approaching a breakup point.

Invesco DB and Simplify Exchange Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Invesco DB and Simplify Exchange

The main advantage of trading using opposite Invesco DB and Simplify Exchange positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Invesco DB position performs unexpectedly, Simplify Exchange 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 Simplify Exchange will offset losses from the drop in Simplify Exchange's long position.
The idea behind Invesco DB Agriculture and Simplify Exchange Traded 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.
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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 Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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