SGL Carbon Correlations

SGLFF Stock  USD 4.85  0.85  14.91%   
The current 90-days correlation between SGL Carbon SE and Ferrexpo PLC is 0.2 (i.e., Modest diversification). The correlation of SGL Carbon is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

SGL Carbon Correlation With Market

Very weak diversification

The correlation between SGL Carbon SE and DJI is 0.59 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding SGL Carbon SE and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to SGL Carbon could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace SGL Carbon when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back SGL Carbon - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling SGL Carbon SE to buy it.

Moving together with SGL Pink Sheet

  0.77CTA-PB E I duPairCorr
  0.75SHECY Shin Etsu ChemicalPairCorr
  0.7SHECF Shin Etsu ChemicalPairCorr
  0.71CTA-PA E I duPairCorr
  0.76BFFAF BASF SE NA Earnings Call This WeekPairCorr
  0.63GNENY Ganfeng LithiumPairCorr
  0.84DOW Dow IncPairCorr
  0.71GNENF Ganfeng LithiumPairCorr
  0.65NAMM Namib Minerals Ordinary TrendingPairCorr
  0.89DFKCY Daifuku CoPairCorr
  0.76BATL Battalion Oil Corp TrendingPairCorr
  0.78AKAM Akamai TechnologiesPairCorr
  0.86SYY SyscoPairCorr
  0.88TWMIF Tidewater Midstream andPairCorr
  0.62PL Planet Labs PBC Aggressive PushPairCorr
  0.72ADEA ADEIA PPairCorr
  0.76CGON CG Oncology CommonPairCorr
  0.79SOMMY Sumitomo ChemicalPairCorr
  0.91UAA Under Armour APairCorr
  0.86MUFG Mitsubishi UFJ FinancialPairCorr
  0.87ALFVF Alfa Laval ABPairCorr
  0.89RHHVF Roche Holding AGPairCorr
  0.88TRP TC Energy CorpPairCorr
  0.79SVNLF Svenska HandelsbankenPairCorr
  0.82MSGE Madison Square GardenPairCorr
  0.65LBUSD Lumber FuturesPairCorr
  0.64CLIUF City of LondonPairCorr
  0.71MFGCF Mayfair Gold Corp Downward RallyPairCorr
  0.72MEEEF Metal Energy CorpPairCorr

Moving against SGL Pink Sheet

  0.73ORGN Origin MaterialsPairCorr
  0.49UIS UnisysPairCorr
  0.56GIPRW Generation IncomePairCorr
  0.44LFLYW Leafly HoldingsPairCorr

Related Correlations Analysis


Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

MLXEFTHXPF
MLXEFNOPMF
NOPMFTHXPF
MLXEFSYAXF
CGMLFSYAXF
CGMLFMLXEF
  

High negative correlations

SYAXFDLNDY
DLNDYFEEXF
NOPMFFEEXF
CGMLFBELMF
MLXEFBELMF
BELMFNOPMF

Risk-Adjusted Indicators

There is a big difference between SGL Pink Sheet performing well and SGL Carbon Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze SGL Carbon's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
FEEXF  3.79  0.07  0.00  0.35  6.78 
 12.96 
 42.83 
DLNDY  2.55 (0.19)(0.01) 0.00  4.50 
 1.69 
 58.01 
SYAXF  4.55  0.84  0.13  0.79  5.71 
 10.39 
 26.76 
BLNMF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
THXPF  2.95  0.46  0.11  0.43  3.82 
 6.84 
 21.33 
FEEXY  0.44  0.07  0.00 (0.30) 0.00 
 0.00 
 14.71 
NOPMF  2.37  0.64  0.28  0.52  1.99 
 6.31 
 13.17 
BELMF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
MLXEF  2.86  0.85  0.19  1.42  3.17 
 7.41 
 18.27 
CGMLF  5.46  0.76  0.04 (0.21) 6.59 
 11.88 
 80.39 

Be your own money manager

Our tools can tell you how much better you can do entering a position in SGL Carbon without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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SGL Carbon Corporate Management