Correlation Between ESS Tech and Xtera Communications

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

Diversification Opportunities for ESS Tech and Xtera Communications

0.0
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between ESS and Xtera is 0.0. Overlapping area represents the amount of risk that can be diversified away by holding ESS Tech and Xtera Communications in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Xtera Communications and ESS Tech 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 ESS Tech are associated (or correlated) with Xtera Communications. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Xtera Communications has no effect on the direction of ESS Tech i.e., ESS Tech and Xtera Communications go up and down completely randomly.

Pair Corralation between ESS Tech and Xtera Communications

If you would invest  544.00  in ESS Tech on September 2, 2025 and sell it today you would lose (269.00) from holding ESS Tech or give up 49.45% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionFlat 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

ESS Tech  vs.  Xtera Communications

 Performance 
       Timeline  
ESS Tech 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in ESS Tech are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak basic indicators, ESS Tech demonstrated solid returns over the last few months and may actually be approaching a breakup point.
Xtera Communications 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Xtera Communications has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable primary indicators, Xtera Communications is not utilizing all of its potentials. The new stock price agitation, may contribute to short-term losses for the retail investors.

ESS Tech and Xtera Communications Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with ESS Tech and Xtera Communications

The main advantage of trading using opposite ESS Tech and Xtera Communications positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if ESS Tech position performs unexpectedly, Xtera Communications 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 Xtera Communications will offset losses from the drop in Xtera Communications' long position.
The idea behind ESS Tech and Xtera Communications 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

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