Correlation Between Dupont De and Loomis Sayles

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

Diversification Opportunities for Dupont De and Loomis Sayles

0.11
  Correlation Coefficient

Average diversification

The 3 months correlation between Dupont and Loomis is 0.11. Overlapping area represents the amount of risk that can be diversified away by holding Dupont De Nemours and Loomis Sayles Small in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Loomis Sayles Small and Dupont De 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 Dupont De Nemours are associated (or correlated) with Loomis Sayles. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Loomis Sayles Small has no effect on the direction of Dupont De i.e., Dupont De and Loomis Sayles go up and down completely randomly.

Pair Corralation between Dupont De and Loomis Sayles

Allowing for the 90-day total investment horizon Dupont De Nemours is expected to generate 1.51 times more return on investment than Loomis Sayles. However, Dupont De is 1.51 times more volatile than Loomis Sayles Small. It trades about 0.04 of its potential returns per unit of risk. Loomis Sayles Small is currently generating about 0.0 per unit of risk. If you would invest  3,348  in Dupont De Nemours on September 1, 2025 and sell it today you would earn a total of  629.00  from holding Dupont De Nemours or generate 18.79% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Dupont De Nemours  vs.  Loomis Sayles Small

 Performance 
       Timeline  
Dupont De Nemours 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dupont De Nemours are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating fundamental indicators, Dupont De exhibited solid returns over the last few months and may actually be approaching a breakup point.
Loomis Sayles Small 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Loomis Sayles Small are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Loomis Sayles is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Dupont De and Loomis Sayles Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Dupont De and Loomis Sayles

The main advantage of trading using opposite Dupont De and Loomis Sayles positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Dupont De position performs unexpectedly, Loomis Sayles 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 Loomis Sayles will offset losses from the drop in Loomis Sayles' long position.
The idea behind Dupont De Nemours and Loomis Sayles 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.
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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 Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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