Correlation Between Eagle Capital and Monetta Young

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

Diversification Opportunities for Eagle Capital and Monetta Young

0.62
  Correlation Coefficient

Poor diversification

The 3 months correlation between Eagle and Monetta is 0.62. Overlapping area represents the amount of risk that can be diversified away by holding Eagle Capital Growth and Monetta Young Investor in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Monetta Young Investor and Eagle Capital 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 Eagle Capital Growth are associated (or correlated) with Monetta Young. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Monetta Young Investor has no effect on the direction of Eagle Capital i.e., Eagle Capital and Monetta Young go up and down completely randomly.

Pair Corralation between Eagle Capital and Monetta Young

Considering the 90-day investment horizon Eagle Capital is expected to generate 1.0 times less return on investment than Monetta Young. In addition to that, Eagle Capital is 2.36 times more volatile than Monetta Young Investor. It trades about 0.05 of its total potential returns per unit of risk. Monetta Young Investor is currently generating about 0.11 per unit of volatility. If you would invest  2,088  in Monetta Young Investor on July 28, 2025 and sell it today you would earn a total of  119.00  from holding Monetta Young Investor or generate 5.7% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Eagle Capital Growth  vs.  Monetta Young Investor

 Performance 
       Timeline  
Eagle Capital Growth 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Eagle Capital Growth are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable basic indicators, Eagle Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
Monetta Young Investor 

Risk-Adjusted Performance

Fair

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

Eagle Capital and Monetta Young Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Eagle Capital and Monetta Young

The main advantage of trading using opposite Eagle Capital and Monetta Young positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Eagle Capital position performs unexpectedly, Monetta Young 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 Monetta Young will offset losses from the drop in Monetta Young's long position.
The idea behind Eagle Capital Growth and Monetta Young Investor 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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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