Correlation Between Expand Energy and Ecopetrol

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

Diversification Opportunities for Expand Energy and Ecopetrol

0.61
  Correlation Coefficient

Poor diversification

The 3 months correlation between Expand and Ecopetrol is 0.61. Overlapping area represents the amount of risk that can be diversified away by holding Expand Energy and Ecopetrol SA ADR in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Ecopetrol SA ADR and Expand 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 Expand Energy are associated (or correlated) with Ecopetrol. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Ecopetrol SA ADR has no effect on the direction of Expand Energy i.e., Expand Energy and Ecopetrol go up and down completely randomly.

Pair Corralation between Expand Energy and Ecopetrol

Considering the 90-day investment horizon Expand Energy is expected to generate 1.02 times more return on investment than Ecopetrol. However, Expand Energy is 1.02 times more volatile than Ecopetrol SA ADR. It trades about 0.2 of its potential returns per unit of risk. Ecopetrol SA ADR is currently generating about 0.14 per unit of risk. If you would invest  9,258  in Expand Energy on August 18, 2025 and sell it today you would earn a total of  2,470  from holding Expand Energy or generate 26.68% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Expand Energy  vs.  Ecopetrol SA ADR

 Performance 
       Timeline  
Expand Energy 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Expand Energy are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak basic indicators, Expand Energy exhibited solid returns over the last few months and may actually be approaching a breakup point.
Ecopetrol SA ADR 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ecopetrol SA ADR are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of rather conflicting fundamental indicators, Ecopetrol exhibited solid returns over the last few months and may actually be approaching a breakup point.

Expand Energy and Ecopetrol Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Expand Energy and Ecopetrol

The main advantage of trading using opposite Expand Energy and Ecopetrol positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Expand Energy position performs unexpectedly, Ecopetrol 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 Ecopetrol will offset losses from the drop in Ecopetrol's long position.
The idea behind Expand Energy and Ecopetrol SA ADR 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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

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