CONVEX
Correlation Deep Dive

US 10Y vs Canada 10Y Government Bond Yield: Correlation Analysis

Pearson correlation of daily returns for 10Y Treasury Yield and Canada 10-Year Government Bond Yield. Rolling windows, yearly breakdown, regression beta, and divergence analysis. Data window spans to (1,207 aligned observations).

30-Day
+0.912
Very strong positive
90-Day
+0.795
Strong positive
1-Year
+0.815
Very strong positive
5-Year
+0.871
Very strong positive

What the Number Means

At 0.80, 10Y Treasury Yield and Canada 10-Year Government Bond Yield have a strong tendency to move together. Most daily moves align, though divergences are common enough that the relationship should not be treated as deterministic. A shared regime or macro factor is likely driving both.

Recent vs Long-Run Behavior

Last 90 Days
+0.795
5-Year Baseline
+0.871

Recent correlation tracks the long-run relationship closely. No meaningful divergence. The historical pattern between 10Y Treasury Yield and Canada 10-Year Government Bond Yield is intact and should continue to serve as a reasonable baseline for positioning.

Statistical Details (1-Year Window)

Pearson Correlation (r)+0.815
R-Squared (r²)0.665
Beta (10Y Treasury Yield vs Canada 10-Year Government Bond Yield)0.650
Daily Volatility σ(10Y Treasury Yield)1.08%
Daily Volatility σ(Canada 10-Year Government Bond Yield)1.35%
Observations252

Correlation measures directional co-movement; R² quantifies the fraction of variance explained by the linear relationship. Beta is the slope coefficient from regressing 10Y Treasury Yield returns on Canada 10-Year Government Bond Yield returns. A beta above 1 means the first asset amplifies moves of the second.

Year-by-Year Correlation

YearCorrelationStrengthObservations
2026+0.853Very strong positive72
2025+0.777Strong positive244
2024+0.880Very strong positive245
2023+0.891Very strong positive243
2022+0.894Very strong positive243
2021+0.868Very strong positive160

Year-by-year correlation reveals how the relationship has held up across different macro regimes. Sharp year-over-year swings in correlation often mark the transition between stress and calm periods.

Rolling 90-Day Extremes

Most Correlated Period
+0.941
ending 2024-02-06
Most Decoupled Period
+0.647
ending 2026-02-02

Extremes in rolling 90-day correlation often coincide with regime changes, forced deleveraging, or the arrival of a dominant new macro theme that overwhelms normal relationships.

Methodology

Correlations are computed on daily log-adjacent returns for 10Y Treasury Yield and Canada 10-Year Government Bond Yield, aligned on shared trading dates. We use the Pearson product-moment coefficient, which measures the linear relationship between two return series.

Windows are the most recent N observations for 30D, 90D, and 1Y (252 trading days); the 5Y figure uses all aligned data up to 1,260 observations. Beta is the OLS slope from regressing the first series on the second. Data updates daily with a 24-hour revalidation cadence.

Related Correlations

More Comparisons

Get daily macro analysis on shifting correlations, regime transitions, and cross-asset signals.

Correlation is not causation and backward-looking statistics can fail when regimes shift. Positions sized on historical correlation assumptions should be stress-tested against scenarios where the relationship breaks. For informational purposes only.