Correlation Between Wintrust Financial and Globe Life

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

Diversification Opportunities for Wintrust Financial and Globe Life

0.64
  Correlation Coefficient

Poor diversification

The 3 months correlation between Wintrust and Globe is 0.64. Overlapping area represents the amount of risk that can be diversified away by holding Wintrust Financial and Globe Life in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Globe Life and Wintrust Financial 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 Wintrust Financial are associated (or correlated) with Globe Life. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Globe Life has no effect on the direction of Wintrust Financial i.e., Wintrust Financial and Globe Life go up and down completely randomly.

Pair Corralation between Wintrust Financial and Globe Life

Given the investment horizon of 90 days Wintrust Financial is expected to generate 1.55 times more return on investment than Globe Life. However, Wintrust Financial is 1.55 times more volatile than Globe Life. It trades about -0.03 of its potential returns per unit of risk. Globe Life is currently generating about -0.07 per unit of risk. If you would invest  13,718  in Wintrust Financial on August 27, 2025 and sell it today you would lose (519.00) from holding Wintrust Financial or give up 3.78% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Wintrust Financial  vs.  Globe Life

 Performance 
       Timeline  
Wintrust Financial 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Wintrust Financial has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Wintrust Financial is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders.
Globe Life 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Globe Life has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent essential indicators, Globe Life is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors.

Wintrust Financial and Globe Life Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Wintrust Financial and Globe Life

The main advantage of trading using opposite Wintrust Financial and Globe Life positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Wintrust Financial position performs unexpectedly, Globe Life 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 Globe Life will offset losses from the drop in Globe Life's long position.
The idea behind Wintrust Financial and Globe Life 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 Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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