Correlation Between DTE Energy and PPL

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

Diversification Opportunities for DTE Energy and PPL

0.4
  Correlation Coefficient

Very weak diversification

The 3 months correlation between DTE and PPL is 0.4. Overlapping area represents the amount of risk that can be diversified away by holding DTE Energy Co and PPL Corp. in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on PPL Corporation and DTE Energy 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 DTE Energy Co are associated (or correlated) with PPL. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of PPL Corporation has no effect on the direction of DTE Energy i.e., DTE Energy and PPL go up and down completely randomly.

Pair Corralation between DTE Energy and PPL

Considering the 90-day investment horizon DTE Energy Co is expected to generate 0.69 times more return on investment than PPL. However, DTE Energy Co is 1.46 times less risky than PPL. It trades about -0.09 of its potential returns per unit of risk. PPL Corporation is currently generating about -0.1 per unit of risk. If you would invest  2,259  in DTE Energy Co on September 13, 2025 and sell it today you would lose (85.00) from holding DTE Energy Co or give up 3.76% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

DTE Energy Co  vs.  PPL Corp.

 Performance 
       Timeline  
DTE Energy 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days DTE Energy Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, DTE Energy is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
PPL Corporation 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days PPL Corporation has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, PPL is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors.

DTE Energy and PPL Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with DTE Energy and PPL

The main advantage of trading using opposite DTE Energy and PPL positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if DTE Energy position performs unexpectedly, PPL 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 PPL will offset losses from the drop in PPL's long position.
The idea behind DTE Energy Co and PPL Corporation 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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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