Correlation Between First Quantum and New Gold

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

Diversification Opportunities for First Quantum and New Gold

0.87
  Correlation Coefficient

Very poor diversification

The 3 months correlation between First and New is 0.87. Overlapping area represents the amount of risk that can be diversified away by holding First Quantum Minerals and New Gold in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on New Gold and First Quantum 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 Quantum Minerals are associated (or correlated) with New Gold. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of New Gold has no effect on the direction of First Quantum i.e., First Quantum and New Gold go up and down completely randomly.

Pair Corralation between First Quantum and New Gold

Assuming the 90 days horizon First Quantum is expected to generate 1.14 times less return on investment than New Gold. But when comparing it to its historical volatility, First Quantum Minerals is 1.4 times less risky than New Gold. It trades about 0.2 of its potential returns per unit of risk. New Gold is currently generating about 0.16 of returns per unit of risk over similar time horizon. If you would invest  732.00  in New Gold on August 20, 2025 and sell it today you would earn a total of  257.00  from holding New Gold or generate 35.11% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

First Quantum Minerals  vs.  New Gold

 Performance 
       Timeline  
First Quantum Minerals 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Quantum Minerals are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, First Quantum displayed solid returns over the last few months and may actually be approaching a breakup point.
New Gold 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in New Gold are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating fundamental indicators, New Gold displayed solid returns over the last few months and may actually be approaching a breakup point.

First Quantum and New Gold Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Quantum and New Gold

The main advantage of trading using opposite First Quantum and New Gold positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Quantum position performs unexpectedly, New Gold 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 New Gold will offset losses from the drop in New Gold's long position.
The idea behind First Quantum Minerals and New Gold 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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

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