Correlation Between First Guaranty and Great Elm

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

Diversification Opportunities for First Guaranty and Great Elm

0.48
  Correlation Coefficient

Very weak diversification

The 3 months correlation between First and Great is 0.48. Overlapping area represents the amount of risk that can be diversified away by holding First Guaranty Bancshares and Great Elm Capital in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Great Elm Capital and First Guaranty 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 First Guaranty Bancshares are associated (or correlated) with Great Elm. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Great Elm Capital has no effect on the direction of First Guaranty i.e., First Guaranty and Great Elm go up and down completely randomly.

Pair Corralation between First Guaranty and Great Elm

Given the investment horizon of 90 days First Guaranty Bancshares is expected to under-perform the Great Elm. In addition to that, First Guaranty is 1.24 times more volatile than Great Elm Capital. It trades about -0.21 of its total potential returns per unit of risk. Great Elm Capital is currently generating about -0.16 per unit of volatility. If you would invest  1,088  in Great Elm Capital on August 31, 2025 and sell it today you would lose (320.00) from holding Great Elm Capital or give up 29.41% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

First Guaranty Bancshares  vs.  Great Elm Capital

 Performance 
       Timeline  
First Guaranty Bancshares 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days First Guaranty Bancshares has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Stock's fundamental drivers remain fairly strong which may send shares a bit higher in December 2025. The recent confusion may also be a sign of long-lasting up-swing for the firm traders.
Great Elm Capital 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Great Elm Capital has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's fundamental 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.

First Guaranty and Great Elm Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Guaranty and Great Elm

The main advantage of trading using opposite First Guaranty and Great Elm positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Guaranty position performs unexpectedly, Great Elm 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 Great Elm will offset losses from the drop in Great Elm's long position.
The idea behind First Guaranty Bancshares and Great Elm Capital 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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