Challenger Correlations

CFIGF Stock  USD 5.40  0.00  0.00%   
The current 90-days correlation between Challenger Limited and E L Financial Corp is 0.25 (i.e., Modest diversification). The correlation of Challenger is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Challenger Correlation With Market

Very good diversification

The correlation between Challenger Limited and DJI is -0.26 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Challenger Limited and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to Challenger could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Challenger when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Challenger - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Challenger Limited to buy it.

Moving together with Challenger Pink Sheet

  0.65ARE Alexandria Real EstatePairCorr

Moving against Challenger Pink Sheet

  0.86MFC Manulife Financial CorpPairCorr
  0.762881 Fubon Financial HoldingPairCorr
  0.7CILJF China Life InsurancePairCorr
  0.66PNGAY Ping An InsurancePairCorr
  0.62PIAIF Ping An InsurancePairCorr
  0.53SZKMF Suzuki MotorPairCorr
  0.5AAGIY AIA Group Normal TradingPairCorr
  0.39AAIGF AIA GroupPairCorr
  0.39MZDAF Mazda MotorPairCorr
  0.83BORR Borr DrillingPairCorr
  0.81VWAGY Volkswagen AG 110PairCorr
  0.79MNRO Monro Muffler BrakePairCorr
  0.78GDYN Grid Dynamics HoldingsPairCorr
  0.77RIVN Rivian Automotive Sell-off TrendPairCorr
  0.74AER AerCap Holdings NVPairCorr
  0.66NAUT Nautilus BiotechnologyPairCorr
  0.53WSBK Winchester Bancorp,PairCorr
  0.51CPAC Cementos Pacasmayo SAAPairCorr
  0.46PFE Pfizer IncPairCorr
  0.45SSAAF SSAB ABPairCorr
  0.36XFOR X4 Pharmaceuticals Upward RallyPairCorr
  0.91FBKIF First International BankPairCorr
  0.9HIRU HiruPairCorr
  0.83JNJ Johnson JohnsonPairCorr
  0.8302377BAB2 US02377BAB27PairCorr
  0.77URBN Urban OutfittersPairCorr
  0.75DGWR Critic ClothingPairCorr

Related Correlations Analysis


Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

GIVSYWWUEY
BKCYFWWUEY
BKCYFGIVSY
RMGOFDCYHF
RITPFODMUF
ODMUFELFIF
  

High negative correlations

IFZZFRITPF
IFZZFRMGOF
IFZZFBKCYF
RITPFBKCYF
RMGOFBKCYF
IFZZFCINSF

Risk-Adjusted Indicators

There is a big difference between Challenger Pink Sheet performing well and Challenger Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Challenger's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ELFIF  0.82  0.05  0.00  0.21  0.91 
 1.76 
 7.02 
WWUEY  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
GIVSY  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
DCYHF  0.04  0.01  0.00 (0.49) 0.00 
 0.00 
 1.32 
ODMUF  1.01  0.58  0.00 (0.56) 0.00 
 0.00 
 30.00 
CINSF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
BKCYF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
RMGOF  0.30  0.17  0.00 (0.38) 0.00 
 0.00 
 9.46 
RITPF  0.55  0.15  0.00  10.58  0.00 
 0.00 
 12.55 
IFZZF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 

Be your own money manager

Our tools can tell you how much better you can do entering a position in Challenger without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Challenger Corporate Management