Correlation Between GraniteShares and Fidelity MSCI

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Can any of the company-specific risk be diversified away by investing in both GraniteShares and Fidelity MSCI 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 GraniteShares and Fidelity MSCI into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between GraniteShares 2x Long and Fidelity MSCI Financials, you can compare the effects of market volatilities on GraniteShares and Fidelity MSCI 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 GraniteShares with a short position of Fidelity MSCI. Check out your portfolio center. Please also check ongoing floating volatility patterns of GraniteShares and Fidelity MSCI.

Diversification Opportunities for GraniteShares and Fidelity MSCI

-0.18
  Correlation Coefficient

Good diversification

The 3 months correlation between GraniteShares and Fidelity is -0.18. Overlapping area represents the amount of risk that can be diversified away by holding GraniteShares 2x Long and Fidelity MSCI Financials in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Fidelity MSCI Financials and GraniteShares 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 GraniteShares 2x Long are associated (or correlated) with Fidelity MSCI. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Fidelity MSCI Financials has no effect on the direction of GraniteShares i.e., GraniteShares and Fidelity MSCI go up and down completely randomly.

Pair Corralation between GraniteShares and Fidelity MSCI

Given the investment horizon of 90 days GraniteShares 2x Long is expected to generate 7.11 times more return on investment than Fidelity MSCI. However, GraniteShares is 7.11 times more volatile than Fidelity MSCI Financials. It trades about 0.01 of its potential returns per unit of risk. Fidelity MSCI Financials is currently generating about -0.08 per unit of risk. If you would invest  2,510  in GraniteShares 2x Long on August 22, 2025 and sell it today you would lose (246.00) from holding GraniteShares 2x Long or give up 9.8% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy98.44%
ValuesDaily Returns

GraniteShares 2x Long  vs.  Fidelity MSCI Financials

 Performance 
       Timeline  
GraniteShares 2x Long 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days GraniteShares 2x Long has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable forward indicators, GraniteShares is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.
Fidelity MSCI Financials 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Fidelity MSCI Financials has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent fundamental indicators, Fidelity MSCI is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors.

GraniteShares and Fidelity MSCI Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with GraniteShares and Fidelity MSCI

The main advantage of trading using opposite GraniteShares and Fidelity MSCI positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if GraniteShares position performs unexpectedly, Fidelity MSCI 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 Fidelity MSCI will offset losses from the drop in Fidelity MSCI's long position.
The idea behind GraniteShares 2x Long and Fidelity MSCI Financials 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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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