Correlation Between Glg Intl and Sierra E

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

Diversification Opportunities for Glg Intl and Sierra E

0.78
  Correlation Coefficient

Poor diversification

The 3 months correlation between Glg and Sierra is 0.78. Overlapping area represents the amount of risk that can be diversified away by holding Glg Intl Small and Sierra E Retirement in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Sierra E Retirement and Glg Intl 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 Glg Intl Small are associated (or correlated) with Sierra E. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Sierra E Retirement has no effect on the direction of Glg Intl i.e., Glg Intl and Sierra E go up and down completely randomly.

Pair Corralation between Glg Intl and Sierra E

Assuming the 90 days horizon Glg Intl Small is expected to generate 3.03 times more return on investment than Sierra E. However, Glg Intl is 3.03 times more volatile than Sierra E Retirement. It trades about 0.05 of its potential returns per unit of risk. Sierra E Retirement is currently generating about 0.11 per unit of risk. If you would invest  9,320  in Glg Intl Small on September 10, 2025 and sell it today you would earn a total of  262.00  from holding Glg Intl Small or generate 2.81% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Glg Intl Small  vs.  Sierra E Retirement

 Performance 
       Timeline  
Glg Intl Small 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Glg Intl Small are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Glg Intl is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Sierra E Retirement 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Sierra E Retirement are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Sierra E is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Glg Intl and Sierra E Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Glg Intl and Sierra E

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

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