Correlation Between Middlesex Water and UNITIL

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

Diversification Opportunities for Middlesex Water and UNITIL

0.51
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Middlesex and UNITIL is 0.51. Overlapping area represents the amount of risk that can be diversified away by holding Middlesex Water and UNITIL in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on UNITIL and Middlesex Water 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 Middlesex Water are associated (or correlated) with UNITIL. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of UNITIL has no effect on the direction of Middlesex Water i.e., Middlesex Water and UNITIL go up and down completely randomly.

Pair Corralation between Middlesex Water and UNITIL

Given the investment horizon of 90 days Middlesex Water is expected to under-perform the UNITIL. In addition to that, Middlesex Water is 2.29 times more volatile than UNITIL. It trades about -0.02 of its total potential returns per unit of risk. UNITIL is currently generating about 0.08 per unit of volatility. If you would invest  4,638  in UNITIL on August 25, 2025 and sell it today you would earn a total of  266.00  from holding UNITIL or generate 5.74% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Middlesex Water  vs.  UNITIL

 Performance 
       Timeline  
Middlesex Water 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Middlesex Water has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, Middlesex Water is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
UNITIL 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in UNITIL are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, UNITIL is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors.

Middlesex Water and UNITIL Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Middlesex Water and UNITIL

The main advantage of trading using opposite Middlesex Water and UNITIL positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Middlesex Water position performs unexpectedly, UNITIL 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 UNITIL will offset losses from the drop in UNITIL's long position.
The idea behind Middlesex Water and UNITIL 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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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