Correlation Between Invesco Dynamic and Direxion Daily

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

Diversification Opportunities for Invesco Dynamic and Direxion Daily

-0.49
  Correlation Coefficient

Very good diversification

The 3 months correlation between Invesco and Direxion is -0.49. Overlapping area represents the amount of risk that can be diversified away by holding Invesco Dynamic Oil and Direxion Daily Retail in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Direxion Daily Retail and Invesco Dynamic 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 Invesco Dynamic Oil are associated (or correlated) with Direxion Daily. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Direxion Daily Retail has no effect on the direction of Invesco Dynamic i.e., Invesco Dynamic and Direxion Daily go up and down completely randomly.

Pair Corralation between Invesco Dynamic and Direxion Daily

Considering the 90-day investment horizon Invesco Dynamic Oil is expected to generate 0.42 times more return on investment than Direxion Daily. However, Invesco Dynamic Oil is 2.38 times less risky than Direxion Daily. It trades about 0.16 of its potential returns per unit of risk. Direxion Daily Retail is currently generating about -0.06 per unit of risk. If you would invest  2,515  in Invesco Dynamic Oil on August 16, 2025 and sell it today you would earn a total of  436.00  from holding Invesco Dynamic Oil or generate 17.34% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Invesco Dynamic Oil  vs.  Direxion Daily Retail

 Performance 
       Timeline  
Invesco Dynamic Oil 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Dynamic Oil are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Even with relatively conflicting basic indicators, Invesco Dynamic revealed solid returns over the last few months and may actually be approaching a breakup point.
Direxion Daily Retail 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Direxion Daily Retail has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Etf's basic indicators remain quite persistent which may send shares a bit higher in December 2025. The latest mess may also be a sign of long-standing up-swing for the ETF venture institutional investors.

Invesco Dynamic and Direxion Daily Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Invesco Dynamic and Direxion Daily

The main advantage of trading using opposite Invesco Dynamic and Direxion Daily positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Invesco Dynamic position performs unexpectedly, Direxion Daily 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 Direxion Daily will offset losses from the drop in Direxion Daily's long position.
The idea behind Invesco Dynamic Oil and Direxion Daily Retail 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 USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.

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