Correlation Between Primary Bank and Exchange Bankshares

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

Diversification Opportunities for Primary Bank and Exchange Bankshares

0.4
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Primary and Exchange is 0.4. Overlapping area represents the amount of risk that can be diversified away by holding Primary Bank and Exchange Bankshares in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Exchange Bankshares and Primary Bank 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 Primary Bank are associated (or correlated) with Exchange Bankshares. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Exchange Bankshares has no effect on the direction of Primary Bank i.e., Primary Bank and Exchange Bankshares go up and down completely randomly.

Pair Corralation between Primary Bank and Exchange Bankshares

Given the investment horizon of 90 days Primary Bank is expected to generate 6.32 times less return on investment than Exchange Bankshares. But when comparing it to its historical volatility, Primary Bank is 2.23 times less risky than Exchange Bankshares. It trades about 0.07 of its potential returns per unit of risk. Exchange Bankshares is currently generating about 0.19 of returns per unit of risk over similar time horizon. If you would invest  5,300  in Exchange Bankshares on September 13, 2025 and sell it today you would earn a total of  1,690  from holding Exchange Bankshares or generate 31.89% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Primary Bank  vs.  Exchange Bankshares

 Performance 
       Timeline  
Primary Bank 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Primary Bank are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong primary indicators, Primary Bank is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
Exchange Bankshares 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Exchange Bankshares are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite fairly unfluctuating fundamental indicators, Exchange Bankshares demonstrated solid returns over the last few months and may actually be approaching a breakup point.

Primary Bank and Exchange Bankshares Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Primary Bank and Exchange Bankshares

The main advantage of trading using opposite Primary Bank and Exchange Bankshares positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Primary Bank position performs unexpectedly, Exchange Bankshares 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 Exchange Bankshares will offset losses from the drop in Exchange Bankshares' long position.
The idea behind Primary Bank and Exchange Bankshares 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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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