Correlation Between First State and Codan

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

Diversification Opportunities for First State and Codan

-0.34
  Correlation Coefficient

Very good diversification

The 3 months correlation between First and Codan is -0.34. Overlapping area represents the amount of risk that can be diversified away by holding First State Financial and Codan Limited in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Codan Limited and First State 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 First State Financial are associated (or correlated) with Codan. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Codan Limited has no effect on the direction of First State i.e., First State and Codan go up and down completely randomly.

Pair Corralation between First State and Codan

Given the investment horizon of 90 days First State Financial is expected to generate 5.16 times more return on investment than Codan. However, First State is 5.16 times more volatile than Codan Limited. It trades about 0.09 of its potential returns per unit of risk. Codan Limited is currently generating about 0.07 per unit of risk. If you would invest  2.75  in First State Financial on October 4, 2025 and sell it today you would lose (0.93) from holding First State Financial or give up 33.82% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy97.64%
ValuesDaily Returns

First State Financial  vs.  Codan Limited

 Performance 
       Timeline  
First State Financial 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First State Financial are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak basic indicators, First State reported solid returns over the last few months and may actually be approaching a breakup point.
Codan Limited 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Codan Limited are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak basic indicators, Codan may actually be approaching a critical reversion point that can send shares even higher in February 2026.

First State and Codan Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First State and Codan

The main advantage of trading using opposite First State and Codan positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First State position performs unexpectedly, Codan 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 Codan will offset losses from the drop in Codan's long position.
The idea behind First State Financial and Codan Limited 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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