Correlation Between GATX and GXO Logistics

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

Diversification Opportunities for GATX and GXO Logistics

0.39
  Correlation Coefficient

Weak diversification

The 3 months correlation between GATX and GXO is 0.39. Overlapping area represents the amount of risk that can be diversified away by holding GATX Corp. and GXO Logistics in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on GXO Logistics and GATX 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 GATX Corporation are associated (or correlated) with GXO Logistics. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of GXO Logistics has no effect on the direction of GATX i.e., GATX and GXO Logistics go up and down completely randomly.

Pair Corralation between GATX and GXO Logistics

Given the investment horizon of 90 days GATX Corporation is expected to under-perform the GXO Logistics. But the stock apears to be less risky and, when comparing its historical volatility, GATX Corporation is 1.53 times less risky than GXO Logistics. The stock trades about -0.05 of its potential returns per unit of risk. The GXO Logistics is currently generating about -0.02 of returns per unit of risk over similar time horizon. If you would invest  5,265  in GXO Logistics on August 29, 2025 and sell it today you would lose (215.00) from holding GXO Logistics or give up 4.08% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

GATX Corp.  vs.  GXO Logistics

 Performance 
       Timeline  
GATX 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days GATX Corporation has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, GATX is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
GXO Logistics 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days GXO Logistics has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, GXO Logistics is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.

GATX and GXO Logistics Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with GATX and GXO Logistics

The main advantage of trading using opposite GATX and GXO Logistics positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if GATX position performs unexpectedly, GXO Logistics 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 GXO Logistics will offset losses from the drop in GXO Logistics' long position.
The idea behind GATX Corporation and GXO Logistics 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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