Correlation Between Strategy Shares and Invesco BuyBack

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

Diversification Opportunities for Strategy Shares and Invesco BuyBack

0.36
  Correlation Coefficient

Weak diversification

The 3 months correlation between Strategy and Invesco is 0.36. Overlapping area represents the amount of risk that can be diversified away by holding Strategy Shares and Invesco BuyBack Achievers in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Invesco BuyBack Achievers and Strategy Shares 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 Strategy Shares are associated (or correlated) with Invesco BuyBack. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Invesco BuyBack Achievers has no effect on the direction of Strategy Shares i.e., Strategy Shares and Invesco BuyBack go up and down completely randomly.

Pair Corralation between Strategy Shares and Invesco BuyBack

Given the investment horizon of 90 days Strategy Shares is expected to generate 1.26 times less return on investment than Invesco BuyBack. But when comparing it to its historical volatility, Strategy Shares is 3.54 times less risky than Invesco BuyBack. It trades about 0.1 of its potential returns per unit of risk. Invesco BuyBack Achievers is currently generating about 0.04 of returns per unit of risk over similar time horizon. If you would invest  13,079  in Invesco BuyBack Achievers on September 8, 2025 and sell it today you would earn a total of  234.00  from holding Invesco BuyBack Achievers or generate 1.79% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Strategy Shares  vs.  Invesco BuyBack Achievers

 Performance 
       Timeline  
Strategy Shares 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Strategy Shares are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Strategy Shares is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Invesco BuyBack Achievers 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco BuyBack Achievers are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable forward-looking signals, Invesco BuyBack is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors.

Strategy Shares and Invesco BuyBack Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Strategy Shares and Invesco BuyBack

The main advantage of trading using opposite Strategy Shares and Invesco BuyBack positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Strategy Shares position performs unexpectedly, Invesco BuyBack 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 Invesco BuyBack will offset losses from the drop in Invesco BuyBack's long position.
The idea behind Strategy Shares and Invesco BuyBack Achievers 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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.

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