CATCO Tools

Asset Correlation Matrix

Paste return series for several assets and calculate a private Pearson correlation matrix.

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RETURN SERIES INPUT

SAMPLE RETURNS, NOT MARKET DATA. SERIES MUST COVER THE SAME PERIODS. ALL CALCULATION STAYS IN THIS BROWSER.

PEARSON CORRELATION MATRIX
ASSETSPYBTCGLD
SPY10.952-0.702
BTC0.9521-0.764
GLD-0.702-0.7641

Asset Correlation Matrix calculation coverage

  1. 01

    Local pasted data

  2. 02

    Pearson coefficients

  3. 03

    Heat-mapped matrix

Historical correlation is sample-dependent, unstable and not a forecast.

Overview

About this tool

An asset correlation matrix compares how multiple return series moved together over the same observations. Pearson values range from minus one to plus one, with values near zero indicating little linear relationship in the sample.

Method

How it works

For each asset pair, Pearson correlation divides covariance by the product of both standard deviations using aligned observations. The diagonal equals one.

Inputs and outputs used by the Asset Correlation Matrix
ParameterHow it is used
Asset labelIdentifies each return series.
Return observationsProvides aligned numeric data for comparison.
Sample periodDetermines the market regime represented.
Correlation coefficientSummarizes pairwise linear co-movement.
Worked example

Perfect opposite movement in a small sample

Three aligned return observations: asset A is 1%, 2%, 3%; asset B is 3%, 2%, 1%.

Both means are 2. Deviations are (−1, 0, 1) and (1, 0, −1); their standardized co-movement is −1.

The pairwise Pearson correlation is −1 for this three-observation sample.

A tiny constructed sample is useful for checking the method, not for estimating a durable diversification benefit.

How to use this tool

  1. Prepare return series with matching dates and frequency.
  2. Paste each series into a labeled row and calculate the matrix.
  3. Review strong clusters, then repeat across different periods and stressed markets.
Common questions

Frequently asked questions

What correlation is good for diversification?

Lower or negative correlation can improve diversification, but suitability also depends on volatility, expected return, liquidity and behavior during stress.

Should I use prices or returns?

Use aligned percentage or log returns. Raw price levels can produce misleading correlations because of trends and scale.

Why does correlation change by period?

Asset relationships depend on market regimes, policy and investor behavior. A historical coefficient is not a permanent property.