Correlation Between Franklin BSP and Smith Douglas

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

Diversification Opportunities for Franklin BSP and Smith Douglas

0.46
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Franklin and Smith is 0.46. Overlapping area represents the amount of risk that can be diversified away by holding Franklin BSP Realty and Smith Douglas Homes in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Smith Douglas Homes and Franklin BSP 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 Franklin BSP Realty are associated (or correlated) with Smith Douglas. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Smith Douglas Homes has no effect on the direction of Franklin BSP i.e., Franklin BSP and Smith Douglas go up and down completely randomly.

Pair Corralation between Franklin BSP and Smith Douglas

Given the investment horizon of 90 days Franklin BSP Realty is expected to generate 0.38 times more return on investment than Smith Douglas. However, Franklin BSP Realty is 2.63 times less risky than Smith Douglas. It trades about -0.09 of its potential returns per unit of risk. Smith Douglas Homes is currently generating about -0.07 per unit of risk. If you would invest  1,070  in Franklin BSP Realty on August 16, 2025 and sell it today you would lose (69.00) from holding Franklin BSP Realty or give up 6.45% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Franklin BSP Realty  vs.  Smith Douglas Homes

 Performance 
       Timeline  
Franklin BSP Realty 

Risk-Adjusted Performance

Weakest

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

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Smith Douglas Homes has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's technical indicators remain rather sound which may send shares a bit higher in December 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders.

Franklin BSP and Smith Douglas Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Franklin BSP and Smith Douglas

The main advantage of trading using opposite Franklin BSP and Smith Douglas positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Franklin BSP position performs unexpectedly, Smith Douglas 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 Smith Douglas will offset losses from the drop in Smith Douglas' long position.
The idea behind Franklin BSP Realty and Smith Douglas Homes 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

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