Correlation Between Helios Fairfax and NeXGold Mining

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

Diversification Opportunities for Helios Fairfax and NeXGold Mining

-0.01
  Correlation Coefficient

Good diversification

The 3 months correlation between Helios and NeXGold is -0.01. Overlapping area represents the amount of risk that can be diversified away by holding Helios Fairfax Partners and NeXGold Mining Corp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on NeXGold Mining Corp and Helios Fairfax 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 Helios Fairfax Partners are associated (or correlated) with NeXGold Mining. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of NeXGold Mining Corp has no effect on the direction of Helios Fairfax i.e., Helios Fairfax and NeXGold Mining go up and down completely randomly.

Pair Corralation between Helios Fairfax and NeXGold Mining

Assuming the 90 days trading horizon Helios Fairfax Partners is expected to under-perform the NeXGold Mining. But the stock apears to be less risky and, when comparing its historical volatility, Helios Fairfax Partners is 1.8 times less risky than NeXGold Mining. The stock trades about -0.13 of its potential returns per unit of risk. The NeXGold Mining Corp is currently generating about 0.11 of returns per unit of risk over similar time horizon. If you would invest  126.00  in NeXGold Mining Corp on September 12, 2025 and sell it today you would earn a total of  37.00  from holding NeXGold Mining Corp or generate 29.37% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Helios Fairfax Partners  vs.  NeXGold Mining Corp

 Performance 
       Timeline  
Helios Fairfax Partners 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Helios Fairfax Partners has generated negative risk-adjusted returns adding no value to investors with long positions. Despite abnormal performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in January 2026. The current disturbance may also be a sign of long term up-swing for the company investors.
NeXGold Mining Corp 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in NeXGold Mining Corp are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, NeXGold Mining showed solid returns over the last few months and may actually be approaching a breakup point.

Helios Fairfax and NeXGold Mining Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Helios Fairfax and NeXGold Mining

The main advantage of trading using opposite Helios Fairfax and NeXGold Mining positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Helios Fairfax position performs unexpectedly, NeXGold Mining 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 NeXGold Mining will offset losses from the drop in NeXGold Mining's long position.
The idea behind Helios Fairfax Partners and NeXGold Mining Corp 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 Global Correlations module to find global opportunities by holding instruments from different markets.

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