Correlation Between Phathom Pharmaceuticals and Xencor

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

Diversification Opportunities for Phathom Pharmaceuticals and Xencor

0.74
  Correlation Coefficient

Poor diversification

The 3 months correlation between Phathom and Xencor is 0.74. Overlapping area represents the amount of risk that can be diversified away by holding Phathom Pharmaceuticals and Xencor Inc in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Xencor Inc and Phathom Pharmaceuticals 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 Phathom Pharmaceuticals are associated (or correlated) with Xencor. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Xencor Inc has no effect on the direction of Phathom Pharmaceuticals i.e., Phathom Pharmaceuticals and Xencor go up and down completely randomly.

Pair Corralation between Phathom Pharmaceuticals and Xencor

Given the investment horizon of 90 days Phathom Pharmaceuticals is expected to generate 1.98 times less return on investment than Xencor. But when comparing it to its historical volatility, Phathom Pharmaceuticals is 1.33 times less risky than Xencor. It trades about 0.17 of its potential returns per unit of risk. Xencor Inc is currently generating about 0.25 of returns per unit of risk over similar time horizon. If you would invest  759.00  in Xencor Inc on August 19, 2025 and sell it today you would earn a total of  734.00  from holding Xencor Inc or generate 96.71% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Phathom Pharmaceuticals  vs.  Xencor Inc

 Performance 
       Timeline  
Phathom Pharmaceuticals 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Phathom Pharmaceuticals are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Phathom Pharmaceuticals unveiled solid returns over the last few months and may actually be approaching a breakup point.
Xencor Inc 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Xencor Inc are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak fundamental indicators, Xencor reported solid returns over the last few months and may actually be approaching a breakup point.

Phathom Pharmaceuticals and Xencor Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Phathom Pharmaceuticals and Xencor

The main advantage of trading using opposite Phathom Pharmaceuticals and Xencor positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Phathom Pharmaceuticals position performs unexpectedly, Xencor 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 Xencor will offset losses from the drop in Xencor's long position.
The idea behind Phathom Pharmaceuticals and Xencor Inc 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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