Correlation Between Roundhill and TrueShares Structured

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Can any of the company-specific risk be diversified away by investing in both Roundhill and TrueShares Structured 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 Roundhill and TrueShares Structured into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Roundhill SP 500 and TrueShares Structured Outcome, you can compare the effects of market volatilities on Roundhill and TrueShares Structured 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 Roundhill with a short position of TrueShares Structured. Check out your portfolio center. Please also check ongoing floating volatility patterns of Roundhill and TrueShares Structured.

Diversification Opportunities for Roundhill and TrueShares Structured

0.99
  Correlation Coefficient

No risk reduction

The 3 months correlation between Roundhill and TrueShares is 0.99. Overlapping area represents the amount of risk that can be diversified away by holding Roundhill SP 500 and TrueShares Structured Outcome in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on TrueShares Structured and Roundhill 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 Roundhill SP 500 are associated (or correlated) with TrueShares Structured. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of TrueShares Structured has no effect on the direction of Roundhill i.e., Roundhill and TrueShares Structured go up and down completely randomly.

Pair Corralation between Roundhill and TrueShares Structured

Given the investment horizon of 90 days Roundhill SP 500 is expected to generate 1.19 times more return on investment than TrueShares Structured. However, Roundhill is 1.19 times more volatile than TrueShares Structured Outcome. It trades about 0.1 of its potential returns per unit of risk. TrueShares Structured Outcome is currently generating about 0.1 per unit of risk. If you would invest  2,592  in Roundhill SP 500 on August 18, 2025 and sell it today you would earn a total of  123.00  from holding Roundhill SP 500 or generate 4.75% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Roundhill SP 500  vs.  TrueShares Structured Outcome

 Performance 
       Timeline  
Roundhill SP 500 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Roundhill SP 500 are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable forward indicators, Roundhill is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
TrueShares Structured 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in TrueShares Structured Outcome are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, TrueShares Structured is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Roundhill and TrueShares Structured Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Roundhill and TrueShares Structured

The main advantage of trading using opposite Roundhill and TrueShares Structured positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Roundhill position performs unexpectedly, TrueShares Structured 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 TrueShares Structured will offset losses from the drop in TrueShares Structured's long position.
The idea behind Roundhill SP 500 and TrueShares Structured Outcome 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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