Correlation Between Hennessy Large and Hennessy

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

Diversification Opportunities for Hennessy Large and Hennessy

-0.42
  Correlation Coefficient

Very good diversification

The 3 months correlation between Hennessy and Hennessy is -0.42. Overlapping area represents the amount of risk that can be diversified away by holding Hennessy Large Cap and Hennessy Bp Energy in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Hennessy Bp Energy and Hennessy Large 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 Hennessy Large Cap are associated (or correlated) with Hennessy. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Hennessy Bp Energy has no effect on the direction of Hennessy Large i.e., Hennessy Large and Hennessy go up and down completely randomly.

Pair Corralation between Hennessy Large and Hennessy

Assuming the 90 days horizon Hennessy Large Cap is expected to under-perform the Hennessy. In addition to that, Hennessy Large is 1.33 times more volatile than Hennessy Bp Energy. It trades about -0.05 of its total potential returns per unit of risk. Hennessy Bp Energy is currently generating about 0.15 per unit of volatility. If you would invest  2,801  in Hennessy Bp Energy on September 8, 2025 and sell it today you would earn a total of  316.00  from holding Hennessy Bp Energy or generate 11.28% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Hennessy Large Cap  vs.  Hennessy Bp Energy

 Performance 
       Timeline  
Hennessy Large Cap 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Hennessy Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Hennessy Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Hennessy Bp Energy 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Hennessy Bp Energy are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Hennessy may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Hennessy Large and Hennessy Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Hennessy Large and Hennessy

The main advantage of trading using opposite Hennessy Large and Hennessy positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Hennessy Large position performs unexpectedly, Hennessy 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 Hennessy will offset losses from the drop in Hennessy's long position.
The idea behind Hennessy Large Cap and Hennessy Bp Energy 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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