Correlation Between Powell Industries and Arcosa

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

Diversification Opportunities for Powell Industries and Arcosa

0.12
  Correlation Coefficient

Average diversification

The 3 months correlation between Powell and Arcosa is 0.12. Overlapping area represents the amount of risk that can be diversified away by holding Powell Industries and Arcosa Inc in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Arcosa Inc and Powell Industries 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 Powell Industries are associated (or correlated) with Arcosa. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Arcosa Inc has no effect on the direction of Powell Industries i.e., Powell Industries and Arcosa go up and down completely randomly.

Pair Corralation between Powell Industries and Arcosa

Given the investment horizon of 90 days Powell Industries is expected to generate 1.9 times more return on investment than Arcosa. However, Powell Industries is 1.9 times more volatile than Arcosa Inc. It trades about 0.12 of its potential returns per unit of risk. Arcosa Inc is currently generating about 0.09 per unit of risk. If you would invest  26,802  in Powell Industries on September 5, 2025 and sell it today you would earn a total of  6,891  from holding Powell Industries or generate 25.71% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Powell Industries  vs.  Arcosa Inc

 Performance 
       Timeline  
Powell Industries 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Powell Industries are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite conflicting basic indicators, Powell Industries disclosed solid returns over the last few months and may actually be approaching a breakup point.
Arcosa Inc 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Arcosa Inc are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unsteady fundamental indicators, Arcosa may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Powell Industries and Arcosa Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Powell Industries and Arcosa

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

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