Correlation Between Omega Healthcare and AES

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

Diversification Opportunities for Omega Healthcare and AES

-0.54
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Omega and AES is -0.54. Overlapping area represents the amount of risk that can be diversified away by holding Omega Healthcare Investors, and The AES in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on AES and Omega Healthcare 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 Omega Healthcare Investors, are associated (or correlated) with AES. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of AES has no effect on the direction of Omega Healthcare i.e., Omega Healthcare and AES go up and down completely randomly.

Pair Corralation between Omega Healthcare and AES

Assuming the 90 days trading horizon Omega Healthcare is expected to generate 1.45 times less return on investment than AES. But when comparing it to its historical volatility, Omega Healthcare Investors, is 1.65 times less risky than AES. It trades about 0.07 of its potential returns per unit of risk. The AES is currently generating about 0.07 of returns per unit of risk over similar time horizon. If you would invest  6,835  in The AES on September 5, 2025 and sell it today you would earn a total of  630.00  from holding The AES or generate 9.22% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy90.48%
ValuesDaily Returns

Omega Healthcare Investors,  vs.  The AES

 Performance 
       Timeline  
Omega Healthcare Inv 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Over the last 90 days Omega Healthcare Investors, has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat weak technical indicators, Omega Healthcare may actually be approaching a critical reversion point that can send shares even higher in January 2026.
AES 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in The AES are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak technical and fundamental indicators, AES may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Omega Healthcare and AES Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Omega Healthcare and AES

The main advantage of trading using opposite Omega Healthcare and AES positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Omega Healthcare position performs unexpectedly, AES 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 AES will offset losses from the drop in AES's long position.
The idea behind Omega Healthcare Investors, and The AES 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 Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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