Correlation Between First State and First National

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

Diversification Opportunities for First State and First National

-0.67
  Correlation Coefficient

Excellent diversification

The 3 months correlation between First and First is -0.67. Overlapping area represents the amount of risk that can be diversified away by holding First State Financial and First National Bank in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on First National Bank and First State 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 State Financial are associated (or correlated) with First National. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of First National Bank has no effect on the direction of First State i.e., First State and First National go up and down completely randomly.

Pair Corralation between First State and First National

Given the investment horizon of 90 days First State Financial is expected to generate 10.58 times more return on investment than First National. However, First State is 10.58 times more volatile than First National Bank. It trades about 0.04 of its potential returns per unit of risk. First National Bank is currently generating about 0.09 per unit of risk. If you would invest  3.69  in First State Financial on November 8, 2025 and sell it today you would lose (1.59) from holding First State Financial or give up 43.09% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

First State Financial  vs.  First National Bank

 Performance 
       Timeline  
First State Financial 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First State Financial are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak basic indicators, First State reported solid returns over the last few months and may actually be approaching a breakup point.
First National Bank 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First National Bank are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite quite weak basic indicators, First National may actually be approaching a critical reversion point that can send shares even higher in March 2026.

First State and First National Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First State and First National

The main advantage of trading using opposite First State and First National positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First State position performs unexpectedly, First National 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 First National will offset losses from the drop in First National's long position.
The idea behind First State Financial and First National Bank 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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.

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