Correlation Between BetaPro SAMPP and First Trust

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How much single-name risk can be diversified by combining BetaPro SAMPP 500 and First Trust Canadian? The view summarizes correlation to explain the diversifiable risk of holding BetaPro SAMPP 500 and First Trust Canadian together.
Cross-correlation between BetaPro SAMPP 500 and First Trust Canadian helps estimate portfolio overlap before combining both positions. You can also test a long BetaPro SAMPP and short First Trust structure to evaluate relative-value behavior. Review volatility patterns in BetaPro SAMPP and First Trust. Go to your portfolio center

Diversification Opportunities for BetaPro SAMPP and First Trust

-0.2
  Correlation Coefficient

Good diversification

The 3 months correlation between BetaPro and First is -0.2. Overlapping area represents the amount of risk that can be diversified away by holding BetaPro SAMPP 500 and First Trust Canadian in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on First Trust Canadian and BetaPro SAMPP 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 BetaPro SAMPP 500 are associated (or correlated) with First Trust. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of First Trust Canadian has no effect on the direction of BetaPro SAMPP i.e., BetaPro SAMPP and First Trust go up and down completely randomly.

Pair Corralation between BetaPro SAMPP and First Trust

Assuming the 90-day trading horizon BetaPro SAMPP is expected to generate 1.06 times less return on investment than First Trust. But when comparing it to its historical volatility, BetaPro SAMPP 500 is 1.13 times less risky than First Trust. It trades about 0.06 of its potential returns per unit of risk. First Trust Canadian is currently generating about 0.06 of returns per unit of risk over similar time horizon. If you had invested C$ 7,082 in First Trust Canadian on December 14, 2025 and sold it today you would have earned a total of C$ 186.00 from holding First Trust Canadian or generated 2.63% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

BetaPro SAMPP 500  vs.  First Trust Canadian

 Performance 
       Timeline  
BetaPro SAMPP 500 
Risk-Adjusted Performance
Mild
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on BetaPro SAMPP 500 rank lower than 4% of all global equities and portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. In spite of very healthy basic indicators, BetaPro SAMPP is not utilizing all of its potential. The current price disarray may contribute to short-term losses for investors. ...more
First Trust Canadian 
Risk-Adjusted Performance
Mild
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on First Trust Canadian rank lower than 4% of all global equities and portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. In spite of very healthy basic indicators, First Trust is not utilizing all of its potential. The recent price disarray may contribute to short-term losses for investors. ...more

BetaPro SAMPP and First Trust Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with BetaPro SAMPP and First Trust

Pair trading between BetaPro SAMPP and First Trust can reduce some unsystematic risk by balancing one position against another. The objective is to profit from relative movement while reducing dependence on the market's overall direction.
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The information on this page should be treated as a complementary input when building or adjusting a diversified portfolio. The stronger workflow is to validate these signals with other models before acting. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.

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