Correlation Between Herc Holdings and Avis Budget

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

Diversification Opportunities for Herc Holdings and Avis Budget

-0.52
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Herc and Avis is -0.52. Overlapping area represents the amount of risk that can be diversified away by holding Herc Holdings and Avis Budget Group in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Avis Budget Group and Herc Holdings 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 Herc Holdings are associated (or correlated) with Avis Budget. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Avis Budget Group has no effect on the direction of Herc Holdings i.e., Herc Holdings and Avis Budget go up and down completely randomly.

Pair Corralation between Herc Holdings and Avis Budget

Considering the 90-day investment horizon Herc Holdings is expected to generate 1.46 times more return on investment than Avis Budget. However, Herc Holdings is 1.46 times more volatile than Avis Budget Group. It trades about 0.05 of its potential returns per unit of risk. Avis Budget Group is currently generating about -0.09 per unit of risk. If you would invest  12,411  in Herc Holdings on August 17, 2025 and sell it today you would earn a total of  942.00  from holding Herc Holdings or generate 7.59% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Herc Holdings  vs.  Avis Budget Group

 Performance 
       Timeline  
Herc Holdings 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Herc Holdings are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak basic indicators, Herc Holdings may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Avis Budget Group 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Avis Budget Group has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest inconsistent performance, the Stock's basic indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the enterprise retail investors.

Herc Holdings and Avis Budget Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Herc Holdings and Avis Budget

The main advantage of trading using opposite Herc Holdings and Avis Budget positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Herc Holdings position performs unexpectedly, Avis Budget 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 Avis Budget will offset losses from the drop in Avis Budget's long position.
The idea behind Herc Holdings and Avis Budget Group 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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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