Correlation Between Columbia Large and Stone Ridge

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

Diversification Opportunities for Columbia Large and Stone Ridge

0.76
  Correlation Coefficient

Poor diversification

The 3 months correlation between Columbia and Stone is 0.76. Overlapping area represents the amount of risk that can be diversified away by holding Columbia Large Cap and Stone Ridge High in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Stone Ridge High and Columbia Large 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 Columbia Large Cap are associated (or correlated) with Stone Ridge. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Stone Ridge High has no effect on the direction of Columbia Large i.e., Columbia Large and Stone Ridge go up and down completely randomly.

Pair Corralation between Columbia Large and Stone Ridge

Assuming the 90 days horizon Columbia Large Cap is expected to generate 6.77 times more return on investment than Stone Ridge. However, Columbia Large is 6.77 times more volatile than Stone Ridge High. It trades about 0.11 of its potential returns per unit of risk. Stone Ridge High is currently generating about 0.63 per unit of risk. If you would invest  2,923  in Columbia Large Cap on September 3, 2025 and sell it today you would earn a total of  162.00  from holding Columbia Large Cap or generate 5.54% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Columbia Large Cap  vs.  Stone Ridge High

 Performance 
       Timeline  
Columbia Large Cap 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Large Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Columbia Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Stone Ridge High 

Risk-Adjusted Performance

Prime

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Stone Ridge High are ranked lower than 49 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Stone Ridge is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Columbia Large and Stone Ridge Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Columbia Large and Stone Ridge

The main advantage of trading using opposite Columbia Large and Stone Ridge positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Columbia Large position performs unexpectedly, Stone Ridge 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 Stone Ridge will offset losses from the drop in Stone Ridge's long position.
The idea behind Columbia Large Cap and Stone Ridge High 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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