Correlation Between Enbridge Pref and Headwater Exploration

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

Diversification Opportunities for Enbridge Pref and Headwater Exploration

0.7
  Correlation Coefficient

Poor diversification

The 3 months correlation between Enbridge and Headwater is 0.7. Overlapping area represents the amount of risk that can be diversified away by holding Enbridge Pref L and Headwater Exploration in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Headwater Exploration and Enbridge Pref 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 Enbridge Pref L are associated (or correlated) with Headwater Exploration. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Headwater Exploration has no effect on the direction of Enbridge Pref i.e., Enbridge Pref and Headwater Exploration go up and down completely randomly.

Pair Corralation between Enbridge Pref and Headwater Exploration

Assuming the 90 days trading horizon Enbridge Pref is expected to generate 55.66 times less return on investment than Headwater Exploration. But when comparing it to its historical volatility, Enbridge Pref L is 5.57 times less risky than Headwater Exploration. It trades about 0.03 of its potential returns per unit of risk. Headwater Exploration is currently generating about 0.33 of returns per unit of risk over similar time horizon. If you would invest  716.00  in Headwater Exploration on August 14, 2025 and sell it today you would earn a total of  89.00  from holding Headwater Exploration or generate 12.43% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Enbridge Pref L  vs.  Headwater Exploration

 Performance 
       Timeline  
Enbridge Pref L 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Enbridge Pref L are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Enbridge Pref is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors.
Headwater Exploration 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Headwater Exploration are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, Headwater Exploration displayed solid returns over the last few months and may actually be approaching a breakup point.

Enbridge Pref and Headwater Exploration Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Enbridge Pref and Headwater Exploration

The main advantage of trading using opposite Enbridge Pref and Headwater Exploration positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Enbridge Pref position performs unexpectedly, Headwater Exploration 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 Headwater Exploration will offset losses from the drop in Headwater Exploration's long position.
The idea behind Enbridge Pref L and Headwater Exploration 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 Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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