Capital Southwest Correlations

Stocks . USA . 
Stock . Capital Southwest
CSWC Stock  USD 23.26  0.01  0.04%   
The current 90-days correlation between Capital Southwest and Oxford Lane Capital is 0.41 (i.e., Very weak diversification). The correlation of Capital Southwest 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.

Capital Southwest Correlation With Market

Very weak diversification

The correlation between Capital Southwest and DJI is 0.54 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Capital Southwest and DJI in the same portfolio, assuming nothing else is changed.
  
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Moving together with Capital Stock

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Moving against Capital Stock

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Related Correlations Analysis

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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   
CLM
+ 1.0
CRF
TSLX
+ 0.96
CRF
TSLX
+ 0.96
CLM
ARCC
+ 0.96
TSLX
ARCC
+ 0.94
HTGC
TCPC
+ 0.93
TSLX
  
High negative correlations   
CLM
- 0.55
OXLC
CRF
- 0.54
OXLC
TSLX
- 0.48
OXLC
HTGC
- 0.47
OXLC
ARCC
- 0.38
OXLC
TCPC
- 0.29
OXLC

Risk-Adjusted Indicators

There is a big difference between Capital Stock performing well and Capital Southwest 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 Capital Southwest'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
OXLC  0.96 (0.14) 0.00 (0.10) 0.00 
 0.00 
 1.66 
(1.98)
 5.91 
XFLT  0.55  0.09 (0.01) 0.48  0.45 
(0.74)
 1.33 
(0.73)
 4.82 
CRF  0.97  0.10  0.07  0.23  1.28 
(1.06)
 2.23 
(1.99)
 5.80 
CLM  0.83  0.14  0.09  0.30  0.87 
(1.00)
 2.08 
(1.24)
 4.08 
CGBD  1.02 (0.05)(0.06) 0.05  1.49 
(1.10)
 2.09 
(3.15)
 6.80 
TSLX  0.76  0.42  0.22 (1.88) 0.55 
(0.91)
 1.74 
(1.66)
 4.63 
HTGC  0.88  0.15  0.08  0.40  0.78 
(1.04)
 1.84 
(1.35)
 5.60 
TCPC  1.15  0.24  0.12  0.76  1.02 
(1.35)
 2.55 
(1.91)
 10.54 
TRIN  0.98  0.05  0.01  0.20  0.90 
(1.30)
 2.04 
(1.91)
 5.45 
ARCC  0.71  0.17  0.10  0.39  0.74 
(0.79)
 1.80 
(1.53)
 5.26 

Capital Southwest Corporate Executives

Elected by the shareholders, the Capital Southwest's board of directors comprises two types of representatives: Capital Southwest inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Capital. The board's role is to monitor Capital Southwest's management team and ensure that shareholders' interests are well served. Capital Southwest's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Capital Southwest's outside directors are responsible for providing unbiased perspectives on the board's policies.
Michael SarnerCFO, Chief Compliance Officer and SecretaryProfile
Michael CPAChief CFOProfile
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