Correlation Between Navient SR and Orix Corp

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

Diversification Opportunities for Navient SR and Orix Corp

0.63
  Correlation Coefficient

Poor diversification

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

Pair Corralation between Navient SR and Orix Corp

Considering the 90-day investment horizon Navient SR is expected to generate 2.85 times less return on investment than Orix Corp. But when comparing it to its historical volatility, Navient SR is 1.63 times less risky than Orix Corp. It trades about 0.19 of its potential returns per unit of risk. Orix Corp Ads is currently generating about 0.33 of returns per unit of risk over similar time horizon. If you would invest  2,778  in Orix Corp Ads on October 8, 2025 and sell it today you would earn a total of  206.00  from holding Orix Corp Ads or generate 7.42% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Navient SR  vs.  Orix Corp Ads

 Performance 
       Timeline  
Navient SR 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Navient SR are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Navient SR is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
Orix Corp Ads 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Orix Corp Ads are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile basic indicators, Orix Corp showed solid returns over the last few months and may actually be approaching a breakup point.

Navient SR and Orix Corp Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Navient SR and Orix Corp

The main advantage of trading using opposite Navient SR and Orix Corp positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Navient SR position performs unexpectedly, Orix Corp 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 Orix Corp will offset losses from the drop in Orix Corp's long position.
The idea behind Navient SR and Orix Corp Ads 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.
Check out your portfolio center.
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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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