Correlation Between Eversource Energy and Ameren Corp

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

Diversification Opportunities for Eversource Energy and Ameren Corp

0.72
  Correlation Coefficient

Poor diversification

The 3 months correlation between Eversource and Ameren is 0.72. Overlapping area represents the amount of risk that can be diversified away by holding Eversource Energy and Ameren Corp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Ameren Corp and Eversource 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 Eversource Energy are associated (or correlated) with Ameren Corp. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Ameren Corp has no effect on the direction of Eversource Energy i.e., Eversource Energy and Ameren Corp go up and down completely randomly.

Pair Corralation between Eversource Energy and Ameren Corp

Allowing for the 90-day total investment horizon Eversource Energy is expected to generate 1.1 times less return on investment than Ameren Corp. In addition to that, Eversource Energy is 1.6 times more volatile than Ameren Corp. It trades about 0.04 of its total potential returns per unit of risk. Ameren Corp is currently generating about 0.07 per unit of volatility. If you would invest  8,917  in Ameren Corp on August 30, 2025 and sell it today you would earn a total of  1,685  from holding Ameren Corp or generate 18.9% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Eversource Energy  vs.  Ameren Corp

 Performance 
       Timeline  
Eversource Energy 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Eversource Energy are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively fragile basic indicators, Eversource Energy may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Ameren Corp 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ameren Corp are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather fragile technical and fundamental indicators, Ameren Corp may actually be approaching a critical reversion point that can send shares even higher in December 2025.

Eversource Energy and Ameren Corp Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Eversource Energy and Ameren Corp

The main advantage of trading using opposite Eversource Energy and Ameren Corp positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Eversource Energy position performs unexpectedly, Ameren Corp 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 Ameren Corp will offset losses from the drop in Ameren Corp's long position.
The idea behind Eversource Energy and Ameren Corp 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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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