Correlation Between Summit Hotel and American Hotel

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

Diversification Opportunities for Summit Hotel and American Hotel

0.63
  Correlation Coefficient

Poor diversification

The 3 months correlation between Summit and American is 0.63. Overlapping area represents the amount of risk that can be diversified away by holding Summit Hotel Properties and American Hotel Income in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on American Hotel Income and Summit Hotel 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 Summit Hotel Properties are associated (or correlated) with American Hotel. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of American Hotel Income has no effect on the direction of Summit Hotel i.e., Summit Hotel and American Hotel go up and down completely randomly.

Pair Corralation between Summit Hotel and American Hotel

Considering the 90-day investment horizon Summit Hotel Properties is expected to under-perform the American Hotel. But the stock apears to be less risky and, when comparing its historical volatility, Summit Hotel Properties is 2.32 times less risky than American Hotel. The stock trades about -0.06 of its potential returns per unit of risk. The American Hotel Income is currently generating about -0.03 of returns per unit of risk over similar time horizon. If you would invest  28.00  in American Hotel Income on September 12, 2025 and sell it today you would lose (4.00) from holding American Hotel Income or give up 14.29% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy98.44%
ValuesDaily Returns

Summit Hotel Properties  vs.  American Hotel Income

 Performance 
       Timeline  
Summit Hotel Properties 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Summit Hotel Properties has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unfluctuating performance, the Stock's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors.
American Hotel Income 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days American Hotel Income has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unsteady performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders.

Summit Hotel and American Hotel Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Summit Hotel and American Hotel

The main advantage of trading using opposite Summit Hotel and American Hotel positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Summit Hotel position performs unexpectedly, American Hotel 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 American Hotel will offset losses from the drop in American Hotel's long position.
The idea behind Summit Hotel Properties and American Hotel Income 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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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