Correlation Between Heico and Cummins

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

Diversification Opportunities for Heico and Cummins

0.43
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Heico and Cummins is 0.43. Overlapping area represents the amount of risk that can be diversified away by holding Heico and Cummins in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Cummins and Heico 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 Heico are associated (or correlated) with Cummins. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Cummins has no effect on the direction of Heico i.e., Heico and Cummins go up and down completely randomly.

Pair Corralation between Heico and Cummins

Considering the 90-day investment horizon Heico is expected to generate 5.81 times less return on investment than Cummins. But when comparing it to its historical volatility, Heico is 1.04 times less risky than Cummins. It trades about 0.02 of its potential returns per unit of risk. Cummins is currently generating about 0.14 of returns per unit of risk over similar time horizon. If you would invest  39,991  in Cummins on August 17, 2025 and sell it today you would earn a total of  6,270  from holding Cummins or generate 15.68% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Heico  vs.  Cummins

 Performance 
       Timeline  
Heico 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Heico are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong technical and fundamental indicators, Heico is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
Cummins 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Cummins are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite fairly abnormal primary indicators, Cummins demonstrated solid returns over the last few months and may actually be approaching a breakup point.

Heico and Cummins Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Heico and Cummins

The main advantage of trading using opposite Heico and Cummins positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Heico position performs unexpectedly, Cummins 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 Cummins will offset losses from the drop in Cummins' long position.
The idea behind Heico and Cummins 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.
Check out your portfolio center.
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 Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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