Correlation Between Home Depot and Surge Components

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

Diversification Opportunities for Home Depot and Surge Components

-0.7
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Home and Surge is -0.7. Overlapping area represents the amount of risk that can be diversified away by holding The Home Depot and Surge Components in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Surge Components and Home Depot 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 The Home Depot are associated (or correlated) with Surge Components. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Surge Components has no effect on the direction of Home Depot i.e., Home Depot and Surge Components go up and down completely randomly.

Pair Corralation between Home Depot and Surge Components

Allowing for the 90-day total investment horizon The Home Depot is expected to under-perform the Surge Components. But the stock apears to be less risky and, when comparing its historical volatility, The Home Depot is 2.75 times less risky than Surge Components. The stock trades about -0.1 of its potential returns per unit of risk. The Surge Components is currently generating about 0.17 of returns per unit of risk over similar time horizon. If you would invest  235.00  in Surge Components on August 18, 2025 and sell it today you would earn a total of  84.00  from holding Surge Components or generate 35.74% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

The Home Depot  vs.  Surge Components

 Performance 
       Timeline  
Home Depot 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days The Home Depot has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders.
Surge Components 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Surge Components are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Surge Components unveiled solid returns over the last few months and may actually be approaching a breakup point.

Home Depot and Surge Components Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Home Depot and Surge Components

The main advantage of trading using opposite Home Depot and Surge Components positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Home Depot position performs unexpectedly, Surge Components 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 Surge Components will offset losses from the drop in Surge Components' long position.
The idea behind The Home Depot and Surge Components 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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