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Risk & Derivatives

Correlation

A measure from -1 to +1 summarizing the direction and strength of co-movement between two variables.

Plain languagePractical exampleConnected reading
01

What is it?

A measure from -1 to +1 summarizing the direction and strength of co-movement between two variables.

02

Why does it matter?

It is used to understand diversification, hedging and portfolio risk.

03

How should it be read?

Specify the window, frequency, currency and exceptional regime changes.

04

Common mistake

Mistaking correlation for causation or a stable future relationship.

IN PRACTICE

A simple example

A +0.8 correlation means two series mostly moved together historically; it does not guarantee the future.

RELATED CONCEPTS

Follow the connection

VolatilityHedgingMaximum drawdown
USE THE CONCEPT

Move from knowledge to data

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