Correlation Between Old Second and FirstSun Capital

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

Diversification Opportunities for Old Second and FirstSun Capital

-0.43
  Correlation Coefficient

Very good diversification

The 3 months correlation between Old and FirstSun is -0.43. Overlapping area represents the amount of risk that can be diversified away by holding Old Second Bancorp and FirstSun Capital Bancorp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on FirstSun Capital Bancorp and Old Second 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 Old Second Bancorp are associated (or correlated) with FirstSun Capital. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of FirstSun Capital Bancorp has no effect on the direction of Old Second i.e., Old Second and FirstSun Capital go up and down completely randomly.

Pair Corralation between Old Second and FirstSun Capital

Given the investment horizon of 90 days Old Second Bancorp is expected to generate 0.59 times more return on investment than FirstSun Capital. However, Old Second Bancorp is 1.7 times less risky than FirstSun Capital. It trades about 0.03 of its potential returns per unit of risk. FirstSun Capital Bancorp is currently generating about -0.06 per unit of risk. If you would invest  1,850  in Old Second Bancorp on August 27, 2025 and sell it today you would earn a total of  50.00  from holding Old Second Bancorp or generate 2.7% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Old Second Bancorp  vs.  FirstSun Capital Bancorp

 Performance 
       Timeline  
Old Second Bancorp 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Old Second Bancorp are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental drivers, Old Second is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.
FirstSun Capital Bancorp 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days FirstSun Capital Bancorp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak 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.

Old Second and FirstSun Capital Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Old Second and FirstSun Capital

The main advantage of trading using opposite Old Second and FirstSun Capital positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Old Second position performs unexpectedly, FirstSun Capital 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 FirstSun Capital will offset losses from the drop in FirstSun Capital's long position.
The idea behind Old Second Bancorp and FirstSun Capital Bancorp 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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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