Correlation Between Semtech and ExlService Holdings

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

Diversification Opportunities for Semtech and ExlService Holdings

-0.54
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Semtech and ExlService is -0.54. Overlapping area represents the amount of risk that can be diversified away by holding Semtech and ExlService Holdings in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on ExlService Holdings and Semtech 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 Semtech are associated (or correlated) with ExlService Holdings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of ExlService Holdings has no effect on the direction of Semtech i.e., Semtech and ExlService Holdings go up and down completely randomly.

Pair Corralation between Semtech and ExlService Holdings

Given the investment horizon of 90 days Semtech is expected to generate 2.41 times more return on investment than ExlService Holdings. However, Semtech is 2.41 times more volatile than ExlService Holdings. It trades about 0.1 of its potential returns per unit of risk. ExlService Holdings is currently generating about -0.12 per unit of risk. If you would invest  5,109  in Semtech on August 22, 2025 and sell it today you would earn a total of  1,148  from holding Semtech or generate 22.47% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Semtech  vs.  ExlService Holdings

 Performance 
       Timeline  
Semtech 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Semtech are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain basic indicators, Semtech exhibited solid returns over the last few months and may actually be approaching a breakup point.
ExlService Holdings 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days ExlService Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's essential indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors.

Semtech and ExlService Holdings Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Semtech and ExlService Holdings

The main advantage of trading using opposite Semtech and ExlService Holdings positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Semtech position performs unexpectedly, ExlService Holdings 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 ExlService Holdings will offset losses from the drop in ExlService Holdings' long position.
The idea behind Semtech and ExlService Holdings 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 AI Portfolio Prophet module to use AI to generate optimal portfolios and find profitable investment opportunities.

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