Correlation Between SBC Communications and Cencora

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

Diversification Opportunities for SBC Communications and Cencora

-0.83
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between SBC and Cencora is -0.83. Overlapping area represents the amount of risk that can be diversified away by holding SBC Communications and Cencora in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Cencora and SBC Communications 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 SBC Communications are associated (or correlated) with Cencora. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Cencora has no effect on the direction of SBC Communications i.e., SBC Communications and Cencora go up and down completely randomly.

Pair Corralation between SBC Communications and Cencora

Considering the 90-day investment horizon SBC Communications is expected to under-perform the Cencora. In addition to that, SBC Communications is 2.91 times more volatile than Cencora. It trades about -0.05 of its total potential returns per unit of risk. Cencora is currently generating about 0.24 per unit of volatility. If you would invest  29,432  in Cencora on August 14, 2025 and sell it today you would earn a total of  7,076  from holding Cencora or generate 24.04% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

SBC Communications  vs.  Cencora

 Performance 
       Timeline  
SBC Communications 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days SBC Communications has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unfluctuating performance, the Stock's fundamental drivers remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders.
Cencora 

Risk-Adjusted Performance

Solid

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

SBC Communications and Cencora Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with SBC Communications and Cencora

The main advantage of trading using opposite SBC Communications and Cencora positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if SBC Communications position performs unexpectedly, Cencora 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 Cencora will offset losses from the drop in Cencora's long position.
The idea behind SBC Communications and Cencora 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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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