Correlation Between COFFEE HOLDING and UNIVERSAL MUSIC

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both COFFEE HOLDING and UNIVERSAL MUSIC 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 COFFEE HOLDING and UNIVERSAL MUSIC into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between COFFEE HOLDING and UNIVERSAL MUSIC GROUP, you can compare the effects of market volatilities on COFFEE HOLDING and UNIVERSAL MUSIC 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 COFFEE HOLDING with a short position of UNIVERSAL MUSIC. Check out your portfolio center. Please also check ongoing floating volatility patterns of COFFEE HOLDING and UNIVERSAL MUSIC.

Diversification Opportunities for COFFEE HOLDING and UNIVERSAL MUSIC

0.59
  Correlation Coefficient

Very weak diversification

The 3 months correlation between COFFEE and UNIVERSAL is 0.59. Overlapping area represents the amount of risk that can be diversified away by holding COFFEE HOLDING and UNIVERSAL MUSIC GROUP in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on UNIVERSAL MUSIC GROUP and COFFEE HOLDING 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 COFFEE HOLDING are associated (or correlated) with UNIVERSAL MUSIC. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of UNIVERSAL MUSIC GROUP has no effect on the direction of COFFEE HOLDING i.e., COFFEE HOLDING and UNIVERSAL MUSIC go up and down completely randomly.

Pair Corralation between COFFEE HOLDING and UNIVERSAL MUSIC

Assuming the 90 days trading horizon COFFEE HOLDING is expected to generate 2.54 times more return on investment than UNIVERSAL MUSIC. However, COFFEE HOLDING is 2.54 times more volatile than UNIVERSAL MUSIC GROUP. It trades about -0.03 of its potential returns per unit of risk. UNIVERSAL MUSIC GROUP is currently generating about -0.08 per unit of risk. If you would invest  346.00  in COFFEE HOLDING on September 2, 2025 and sell it today you would lose (34.00) from holding COFFEE HOLDING or give up 9.83% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

COFFEE HOLDING  vs.  UNIVERSAL MUSIC GROUP

 Performance 
       Timeline  
COFFEE HOLDING 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days COFFEE HOLDING has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, COFFEE HOLDING is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors.
UNIVERSAL MUSIC GROUP 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days UNIVERSAL MUSIC GROUP has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unsteady performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders.

COFFEE HOLDING and UNIVERSAL MUSIC Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with COFFEE HOLDING and UNIVERSAL MUSIC

The main advantage of trading using opposite COFFEE HOLDING and UNIVERSAL MUSIC positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if COFFEE HOLDING position performs unexpectedly, UNIVERSAL MUSIC 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 UNIVERSAL MUSIC will offset losses from the drop in UNIVERSAL MUSIC's long position.
The idea behind COFFEE HOLDING and UNIVERSAL MUSIC GROUP 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.

Other Complementary Tools

Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets