Correlation Between Enbridge and Savaria

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

Diversification Opportunities for Enbridge and Savaria

-0.38
  Correlation Coefficient

Very good diversification

The 3 months correlation between Enbridge and Savaria is -0.38. Overlapping area represents the amount of risk that can be diversified away by holding Enbridge and Savaria in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Savaria and Enbridge 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 are associated (or correlated) with Savaria. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Savaria has no effect on the direction of Enbridge i.e., Enbridge and Savaria go up and down completely randomly.

Pair Corralation between Enbridge and Savaria

Assuming the 90 days trading horizon Enbridge is expected to generate 0.61 times more return on investment than Savaria. However, Enbridge is 1.63 times less risky than Savaria. It trades about 0.08 of its potential returns per unit of risk. Savaria is currently generating about 0.05 per unit of risk. If you would invest  6,563  in Enbridge on September 1, 2025 and sell it today you would earn a total of  230.00  from holding Enbridge or generate 3.5% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Enbridge  vs.  Savaria

 Performance 
       Timeline  
Enbridge 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Enbridge are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental drivers, Enbridge is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
Savaria 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Savaria are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Savaria is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.

Enbridge and Savaria Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Enbridge and Savaria

The main advantage of trading using opposite Enbridge and Savaria positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Enbridge position performs unexpectedly, Savaria 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 Savaria will offset losses from the drop in Savaria's long position.
The idea behind Enbridge and Savaria 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 Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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