Correlation Between Enel Generacion and Telecom Argentina

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

Diversification Opportunities for Enel Generacion and Telecom Argentina

0.39
  Correlation Coefficient

Weak diversification

The 3 months correlation between Enel and Telecom is 0.39. Overlapping area represents the amount of risk that can be diversified away by holding Enel Generacion Costanera and Telecom Argentina in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Telecom Argentina and Enel Generacion 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 Enel Generacion Costanera are associated (or correlated) with Telecom Argentina. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Telecom Argentina has no effect on the direction of Enel Generacion i.e., Enel Generacion and Telecom Argentina go up and down completely randomly.

Pair Corralation between Enel Generacion and Telecom Argentina

Assuming the 90 days trading horizon Enel Generacion is expected to generate 1.87 times less return on investment than Telecom Argentina. But when comparing it to its historical volatility, Enel Generacion Costanera is 1.17 times less risky than Telecom Argentina. It trades about 0.02 of its potential returns per unit of risk. Telecom Argentina is currently generating about 0.03 of returns per unit of risk over similar time horizon. If you would invest  366,000  in Telecom Argentina on November 6, 2025 and sell it today you would earn a total of  10,500  from holding Telecom Argentina or generate 2.87% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Enel Generacion Costanera  vs.  Telecom Argentina

 Performance 
       Timeline  
Enel Generacion Costanera 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Enel Generacion Costanera are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong fundamental drivers, Enel Generacion is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Telecom Argentina 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Telecom Argentina are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong fundamental drivers, Telecom Argentina is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Enel Generacion and Telecom Argentina Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Enel Generacion and Telecom Argentina

The main advantage of trading using opposite Enel Generacion and Telecom Argentina positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Enel Generacion position performs unexpectedly, Telecom Argentina 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 Telecom Argentina will offset losses from the drop in Telecom Argentina's long position.
The idea behind Enel Generacion Costanera and Telecom Argentina 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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