Correlation Between GOLDMAN SACHS and US Financial

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Can any of the company-specific risk be diversified away by investing in both GOLDMAN SACHS and US Financial 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 GOLDMAN SACHS and US Financial into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between GOLDMAN SACHS CDR and US Financial 15, you can compare the effects of market volatilities on GOLDMAN SACHS and US Financial 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 GOLDMAN SACHS with a short position of US Financial. Check out your portfolio center. Please also check ongoing floating volatility patterns of GOLDMAN SACHS and US Financial.

Diversification Opportunities for GOLDMAN SACHS and US Financial

0.95
  Correlation Coefficient

Almost no diversification

The 3 months correlation between GOLDMAN and FTU-PB is 0.95. Overlapping area represents the amount of risk that can be diversified away by holding GOLDMAN SACHS CDR and US Financial 15 in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on US Financial 15 and GOLDMAN SACHS 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 GOLDMAN SACHS CDR are associated (or correlated) with US Financial. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of US Financial 15 has no effect on the direction of GOLDMAN SACHS i.e., GOLDMAN SACHS and US Financial go up and down completely randomly.

Pair Corralation between GOLDMAN SACHS and US Financial

Assuming the 90 days trading horizon GOLDMAN SACHS CDR is expected to generate 1.62 times more return on investment than US Financial. However, GOLDMAN SACHS is 1.62 times more volatile than US Financial 15. It trades about 0.2 of its potential returns per unit of risk. US Financial 15 is currently generating about 0.17 per unit of risk. If you would invest  3,745  in GOLDMAN SACHS CDR on October 12, 2025 and sell it today you would earn a total of  799.00  from holding GOLDMAN SACHS CDR or generate 21.34% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

GOLDMAN SACHS CDR  vs.  US Financial 15

 Performance 
       Timeline  
GOLDMAN SACHS CDR 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in GOLDMAN SACHS CDR are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, GOLDMAN SACHS displayed solid returns over the last few months and may actually be approaching a breakup point.
US Financial 15 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in US Financial 15 are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, US Financial may actually be approaching a critical reversion point that can send shares even higher in February 2026.

GOLDMAN SACHS and US Financial Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with GOLDMAN SACHS and US Financial

The main advantage of trading using opposite GOLDMAN SACHS and US Financial positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if GOLDMAN SACHS position performs unexpectedly, US Financial 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 US Financial will offset losses from the drop in US Financial's long position.
The idea behind GOLDMAN SACHS CDR and US Financial 15 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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