Correlation Between Wex and ExlService Holdings

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

Diversification Opportunities for Wex and ExlService Holdings

0.86
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Wex and ExlService is 0.86. Overlapping area represents the amount of risk that can be diversified away by holding Wex Inc and ExlService Holdings in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on ExlService Holdings and Wex 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 Wex Inc 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 Wex i.e., Wex and ExlService Holdings go up and down completely randomly.

Pair Corralation between Wex and ExlService Holdings

Considering the 90-day investment horizon Wex Inc is expected to under-perform the ExlService Holdings. In addition to that, Wex is 1.18 times more volatile than ExlService Holdings. It trades about -0.1 of its total potential returns per unit of risk. ExlService Holdings is currently generating about -0.1 per unit of volatility. If you would invest  4,359  in ExlService Holdings on August 28, 2025 and sell it today you would lose (475.00) from holding ExlService Holdings or give up 10.9% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Wex Inc  vs.  ExlService Holdings

 Performance 
       Timeline  
Wex Inc 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Wex Inc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest fragile performance, the Stock's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors.
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 unfluctuating 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.

Wex and ExlService Holdings Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Wex and ExlService Holdings

The main advantage of trading using opposite Wex and ExlService Holdings positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Wex 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 Wex Inc 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.
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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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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