Clearway Correlations

18539UAC9   97.26  2.55  2.55%   
The current 90-days correlation between Clearway Energy Operating and Sleep Number Corp is 0.1 (i.e., Average diversification). The correlation of Clearway 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.

Clearway Correlation With Market

Very good diversification

The correlation between Clearway Energy Operating and DJI is -0.45 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Clearway Energy Operating and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to Clearway could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Clearway 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 Clearway - 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 Clearway Energy Operating to buy it.

Moving against Clearway Bond

  0.64EMIF iShares Emerging MarketsPairCorr
  0.59GRBK Green Brick PartnersPairCorr
  0.58MEXX Direxion Daily MSCIPairCorr
  0.57ABCB Ameris BancorpPairCorr
  0.57WLK Westlake ChemicalPairCorr
  0.56MEEEF Metal Energy CorpPairCorr
  0.55ALFVF Alfa Laval ABPairCorr
  0.52PRTS CarPartsCom Earnings Call This WeekPairCorr
  0.52FNDA Schwab Fundamental SmallPairCorr
  0.52FIEE FiEE Inc Symbol ChangePairCorr
  0.51OXY Occidental PetroleumPairCorr
  0.49UEVM VictoryShares EmergingPairCorr
  0.47HEEM iShares Currency HedgedPairCorr
  0.45CMI CumminsPairCorr
  0.4FMFP First Community FinancialPairCorr
  0.39BKCYF Bank Of Cyprus Holdings P Normal TradingPairCorr
  0.38SOJE Southern CompanyPairCorr
  0.37ESTA Establishment Labs Earnings Call This WeekPairCorr
  0.33QTAP Innovator Growth 100PairCorr
  0.64DXJ WisdomTree Japan HedgedPairCorr
  0.61PID Invesco InternationalPairCorr
  0.6QLV FlexShares Quality LowPairCorr
  0.57JEPI JPMorgan Equity PremiumPairCorr
  0.57JHBSX John Hancock BondPairCorr
  0.57MBCAX Mfs California MunicipalPairCorr
  0.55PFCJX Pimco Preferred AndPairCorr
  0.53FILFX Strategic AdvisersPairCorr
  0.52HGXIX Hartford Global ImpactPairCorr
  0.52RNDLX RivernorthdoublelinePairCorr
  0.51GSXPX Goldman Sachs SmallPairCorr
  0.51FIOOX Fidelity Series 1000PairCorr
  0.48NDASX Nationwide InvestorPairCorr
  0.38AUMI Themes Gold MinersPairCorr
  0.38RFGTX American Funds 2040PairCorr

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

TEXGMOHCF
SMFGHBB
TEXGHBB
MOHCFHBB
SNBRHBB
SMFGALLO
  

High negative correlations

TRTN-PC00108WAF7
SNBR00108WAF7
MOHCF00108WAF7
SMFG00108WAF7
TEXG00108WAF7
HBB00108WAF7

Risk-Adjusted Indicators

There is a big difference between Clearway Bond performing well and Clearway Corporate Bond 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 Clearway'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
00108WAF7  1.38  0.02 (0.01) 0.14  2.23 
 3.89 
 12.47 
ALLO  4.52  1.00  0.18  5.22  4.22 
 13.43 
 26.97 
HBB  2.04  0.42  0.22  0.40  1.67 
 5.68 
 17.33 
WDKA  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
SMFG  1.24  0.32  0.21  0.39  1.21 
 2.90 
 11.75 
MOHCF  0.05  0.02  0.00 (0.59) 0.00 
 0.00 
 1.77 
TEXG  0.33  0.17  0.00 (1.80) 0.00 
 0.00 
 11.11 
TRTN-PC  0.29  0.01 (0.15) 0.23  0.41 
 0.68 
 2.46 
SNBR  4.83  1.23  0.24  3.94  4.26 
 13.66 
 27.96 

Be your own money manager

Our tools can tell you how much better you can do entering a position in Clearway 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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