Correlation Between Zurich Insurance and Banco Bilbao

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both Zurich Insurance and Banco Bilbao 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 Zurich Insurance and Banco Bilbao into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Zurich Insurance Group and Banco Bilbao Vizcaya, you can compare the effects of market volatilities on Zurich Insurance and Banco Bilbao 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 Zurich Insurance with a short position of Banco Bilbao. Check out your portfolio center. Please also check ongoing floating volatility patterns of Zurich Insurance and Banco Bilbao.

Diversification Opportunities for Zurich Insurance and Banco Bilbao

-0.13
  Correlation Coefficient

Good diversification

The 3 months correlation between Zurich and Banco is -0.13. Overlapping area represents the amount of risk that can be diversified away by holding Zurich Insurance Group and Banco Bilbao Vizcaya in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Banco Bilbao Vizcaya and Zurich Insurance 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 Zurich Insurance Group are associated (or correlated) with Banco Bilbao. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Banco Bilbao Vizcaya has no effect on the direction of Zurich Insurance i.e., Zurich Insurance and Banco Bilbao go up and down completely randomly.

Pair Corralation between Zurich Insurance and Banco Bilbao

Assuming the 90 days horizon Zurich Insurance Group is expected to under-perform the Banco Bilbao. But the otc stock apears to be less risky and, when comparing its historical volatility, Zurich Insurance Group is 1.04 times less risky than Banco Bilbao. The otc stock trades about -0.01 of its potential returns per unit of risk. The Banco Bilbao Vizcaya is currently generating about 0.14 of returns per unit of risk over similar time horizon. If you would invest  1,765  in Banco Bilbao Vizcaya on September 5, 2025 and sell it today you would earn a total of  433.00  from holding Banco Bilbao Vizcaya or generate 24.53% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Zurich Insurance Group  vs.  Banco Bilbao Vizcaya

 Performance 
       Timeline  
Zurich Insurance 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Over the last 90 days Zurich Insurance Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Zurich Insurance is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
Banco Bilbao Vizcaya 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Banco Bilbao Vizcaya are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Banco Bilbao reported solid returns over the last few months and may actually be approaching a breakup point.

Zurich Insurance and Banco Bilbao Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Zurich Insurance and Banco Bilbao

The main advantage of trading using opposite Zurich Insurance and Banco Bilbao positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Zurich Insurance position performs unexpectedly, Banco Bilbao 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 Banco Bilbao will offset losses from the drop in Banco Bilbao's long position.
The idea behind Zurich Insurance Group and Banco Bilbao Vizcaya 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Other Complementary Tools

Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
CEOs Directory
Screen CEOs from public companies around the world
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon