Correlation Between Dana Large and Neiman Large

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

Diversification Opportunities for Dana Large and Neiman Large

0.93
  Correlation Coefficient

Almost no diversification

The 3 months correlation between Dana and Neiman is 0.93. Overlapping area represents the amount of risk that can be diversified away by holding Dana Large Cap and Neiman Large Cap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Neiman Large Cap and Dana Large 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 Dana Large Cap are associated (or correlated) with Neiman Large. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Neiman Large Cap has no effect on the direction of Dana Large i.e., Dana Large and Neiman Large go up and down completely randomly.

Pair Corralation between Dana Large and Neiman Large

Assuming the 90 days horizon Dana Large Cap is expected to generate 1.21 times more return on investment than Neiman Large. However, Dana Large is 1.21 times more volatile than Neiman Large Cap. It trades about 0.1 of its potential returns per unit of risk. Neiman Large Cap is currently generating about 0.09 per unit of risk. If you would invest  2,383  in Dana Large Cap on August 26, 2025 and sell it today you would earn a total of  115.00  from holding Dana Large Cap or generate 4.83% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Dana Large Cap  vs.  Neiman Large Cap

 Performance 
       Timeline  
Dana Large Cap 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dana Large Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Dana Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Neiman Large Cap 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Neiman Large Cap are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Neiman Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Dana Large and Neiman Large Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Dana Large and Neiman Large

The main advantage of trading using opposite Dana Large and Neiman Large positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Dana Large position performs unexpectedly, Neiman Large 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 Neiman Large will offset losses from the drop in Neiman Large's long position.
The idea behind Dana Large Cap and Neiman Large Cap 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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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