Correlation Between Morgan Stanley and Stack Capital

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

Diversification Opportunities for Morgan Stanley and Stack Capital

0.64
  Correlation Coefficient

Poor diversification

The 3 months correlation between Morgan and Stack is 0.64. Overlapping area represents the amount of risk that can be diversified away by holding Morgan Stanley CDR and Stack Capital Group in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Stack Capital Group and Morgan Stanley 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 Morgan Stanley CDR are associated (or correlated) with Stack Capital. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Stack Capital Group has no effect on the direction of Morgan Stanley i.e., Morgan Stanley and Stack Capital go up and down completely randomly.

Pair Corralation between Morgan Stanley and Stack Capital

Assuming the 90 days horizon Morgan Stanley is expected to generate 6.33 times less return on investment than Stack Capital. But when comparing it to its historical volatility, Morgan Stanley CDR is 1.77 times less risky than Stack Capital. It trades about 0.07 of its potential returns per unit of risk. Stack Capital Group is currently generating about 0.24 of returns per unit of risk over similar time horizon. If you would invest  1,250  in Stack Capital Group on November 16, 2025 and sell it today you would earn a total of  696.00  from holding Stack Capital Group or generate 55.68% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy98.41%
ValuesDaily Returns

Morgan Stanley CDR  vs.  Stack Capital Group

 Performance 
       Timeline  
Morgan Stanley CDR 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley CDR are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, Morgan Stanley may actually be approaching a critical reversion point that can send shares even higher in March 2026.
Stack Capital Group 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Stack Capital Group are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, Stack Capital displayed solid returns over the last few months and may actually be approaching a breakup point.

Morgan Stanley and Stack Capital Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Morgan Stanley and Stack Capital

The main advantage of trading using opposite Morgan Stanley and Stack Capital positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Morgan Stanley position performs unexpectedly, Stack Capital 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 Stack Capital will offset losses from the drop in Stack Capital's long position.
The idea behind Morgan Stanley CDR and Stack Capital Group 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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

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