Correlation Between SPDR SP and WisdomTree Battery

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

Diversification Opportunities for SPDR SP and WisdomTree Battery

0.77
  Correlation Coefficient

Poor diversification

The 3 months correlation between SPDR and WisdomTree is 0.77. Overlapping area represents the amount of risk that can be diversified away by holding SPDR SP Industrials and WisdomTree Battery Solutions in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Battery and SPDR SP 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 SPDR SP Industrials are associated (or correlated) with WisdomTree Battery. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Battery has no effect on the direction of SPDR SP i.e., SPDR SP and WisdomTree Battery go up and down completely randomly.

Pair Corralation between SPDR SP and WisdomTree Battery

Assuming the 90 days trading horizon SPDR SP Industrials is expected to generate 0.53 times more return on investment than WisdomTree Battery. However, SPDR SP Industrials is 1.88 times less risky than WisdomTree Battery. It trades about 0.38 of its potential returns per unit of risk. WisdomTree Battery Solutions is currently generating about 0.18 per unit of risk. If you would invest  6,485  in SPDR SP Industrials on November 22, 2025 and sell it today you would earn a total of  1,161  from holding SPDR SP Industrials or generate 17.9% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

SPDR SP Industrials  vs.  WisdomTree Battery Solutions

 Performance 
       Timeline  
SPDR SP Industrials 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR SP Industrials are ranked lower than 29 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, SPDR SP showed solid returns over the last few months and may actually be approaching a breakup point.
WisdomTree Battery 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Battery Solutions are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, WisdomTree Battery showed solid returns over the last few months and may actually be approaching a breakup point.

SPDR SP and WisdomTree Battery Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with SPDR SP and WisdomTree Battery

The main advantage of trading using opposite SPDR SP and WisdomTree Battery positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if SPDR SP position performs unexpectedly, WisdomTree Battery 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 WisdomTree Battery will offset losses from the drop in WisdomTree Battery's long position.
The idea behind SPDR SP Industrials and WisdomTree Battery Solutions 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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