Correlation Between Spartan Delta and Expand Energy

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

Diversification Opportunities for Spartan Delta and Expand Energy

0.9
  Correlation Coefficient

Almost no diversification

The 3 months correlation between Spartan and Expand is 0.9. Overlapping area represents the amount of risk that can be diversified away by holding Spartan Delta Corp and Expand Energy in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Expand Energy and Spartan Delta 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 Spartan Delta Corp are associated (or correlated) with Expand Energy. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Expand Energy has no effect on the direction of Spartan Delta i.e., Spartan Delta and Expand Energy go up and down completely randomly.

Pair Corralation between Spartan Delta and Expand Energy

Assuming the 90 days trading horizon Spartan Delta Corp is expected to generate 1.24 times more return on investment than Expand Energy. However, Spartan Delta is 1.24 times more volatile than Expand Energy. It trades about 0.31 of its potential returns per unit of risk. Expand Energy is currently generating about 0.19 per unit of risk. If you would invest  487.00  in Spartan Delta Corp on September 2, 2025 and sell it today you would earn a total of  270.00  from holding Spartan Delta Corp or generate 55.44% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy98.46%
ValuesDaily Returns

Spartan Delta Corp  vs.  Expand Energy

 Performance 
       Timeline  
Spartan Delta Corp 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Spartan Delta Corp are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of very abnormal technical and fundamental indicators, Spartan Delta displayed solid returns over the last few months and may actually be approaching a breakup point.
Expand Energy 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Expand Energy are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain basic indicators, Expand Energy exhibited solid returns over the last few months and may actually be approaching a breakup point.

Spartan Delta and Expand Energy Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Spartan Delta and Expand Energy

The main advantage of trading using opposite Spartan Delta and Expand Energy positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Spartan Delta position performs unexpectedly, Expand Energy 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 Expand Energy will offset losses from the drop in Expand Energy's long position.
The idea behind Spartan Delta Corp and Expand Energy 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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

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