Correlation Between WisdomTree Battery and SPDR Refinitiv

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

Diversification Opportunities for WisdomTree Battery and SPDR Refinitiv

0.65
  Correlation Coefficient

Poor diversification

The 3 months correlation between WisdomTree and SPDR is 0.65. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Battery Solutions and SPDR Refinitiv Global in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on SPDR Refinitiv Global and WisdomTree Battery 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 WisdomTree Battery Solutions are associated (or correlated) with SPDR Refinitiv. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of SPDR Refinitiv Global has no effect on the direction of WisdomTree Battery i.e., WisdomTree Battery and SPDR Refinitiv go up and down completely randomly.

Pair Corralation between WisdomTree Battery and SPDR Refinitiv

Assuming the 90 days trading horizon WisdomTree Battery Solutions is expected to generate 2.59 times more return on investment than SPDR Refinitiv. However, WisdomTree Battery is 2.59 times more volatile than SPDR Refinitiv Global. It trades about 0.12 of its potential returns per unit of risk. SPDR Refinitiv Global is currently generating about 0.11 per unit of risk. If you would invest  2,932  in WisdomTree Battery Solutions on September 28, 2025 and sell it today you would earn a total of  1,687  from holding WisdomTree Battery Solutions or generate 57.54% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

WisdomTree Battery Solutions  vs.  SPDR Refinitiv Global

 Performance 
       Timeline  
WisdomTree Battery 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Battery Solutions are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, WisdomTree Battery may actually be approaching a critical reversion point that can send shares even higher in January 2026.
SPDR Refinitiv Global 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Refinitiv Global are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, SPDR Refinitiv is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors.

WisdomTree Battery and SPDR Refinitiv Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Battery and SPDR Refinitiv

The main advantage of trading using opposite WisdomTree Battery and SPDR Refinitiv positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Battery position performs unexpectedly, SPDR Refinitiv 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 SPDR Refinitiv will offset losses from the drop in SPDR Refinitiv's long position.
The idea behind WisdomTree Battery Solutions and SPDR Refinitiv Global 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.
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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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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