Correlation Between Grifols SA and Charles River

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

Diversification Opportunities for Grifols SA and Charles River

-0.49
  Correlation Coefficient

Very good diversification

The 3 months correlation between Grifols and Charles is -0.49. Overlapping area represents the amount of risk that can be diversified away by holding Grifols SA ADR and Charles River Laboratories in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Charles River Labora and Grifols SA 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 Grifols SA ADR are associated (or correlated) with Charles River. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Charles River Labora has no effect on the direction of Grifols SA i.e., Grifols SA and Charles River go up and down completely randomly.

Pair Corralation between Grifols SA and Charles River

Given the investment horizon of 90 days Grifols SA ADR is expected to under-perform the Charles River. But the stock apears to be less risky and, when comparing its historical volatility, Grifols SA ADR is 1.46 times less risky than Charles River. The stock trades about -0.2 of its potential returns per unit of risk. The Charles River Laboratories is currently generating about 0.07 of returns per unit of risk over similar time horizon. If you would invest  15,500  in Charles River Laboratories on August 13, 2025 and sell it today you would earn a total of  1,397  from holding Charles River Laboratories or generate 9.01% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Grifols SA ADR  vs.  Charles River Laboratories

 Performance 
       Timeline  
Grifols SA ADR 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Grifols SA ADR has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's technical and fundamental indicators remain comparatively stable which may send shares a bit higher in December 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors.
Charles River Labora 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Charles River Laboratories are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite quite unfluctuating basic indicators, Charles River may actually be approaching a critical reversion point that can send shares even higher in December 2025.

Grifols SA and Charles River Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Grifols SA and Charles River

The main advantage of trading using opposite Grifols SA and Charles River positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Grifols SA position performs unexpectedly, Charles River 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 Charles River will offset losses from the drop in Charles River's long position.
The idea behind Grifols SA ADR and Charles River Laboratories 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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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