CONVEX
Correlation Deep Dive

WTI Oil vs Energy Sector (XLE): Correlation Analysis

Pearson correlation of daily returns for WTI Crude Oil and Energy (XLE). Rolling windows, yearly breakdown, regression beta, and divergence analysis. Data window spans to (1,262 aligned observations).

30-Day
+0.215
Weak positive
90-Day
+0.343
Weak positive
1-Year
+0.422
Moderate positive
5-Year
+0.576
Moderate positive

What the Number Means

A correlation of 0.34 signals only a weak tendency to move together. On most days the two move independently. Do not expect one to reliably predict the other. Look for conditional relationships within specific regimes or event windows.

Recent vs Long-Run Behavior

Last 90 Days
+0.343
5-Year Baseline
+0.576

The correlation has weakened materially. The 90-day reading of 0.34 sits 0.23 below the long-run average of 0.58. Falling correlation signals the dispersion regime where idiosyncratic stories dominate and cross-asset diversification benefits improve.

Statistical Details (1-Year Window)

Pearson Correlation (r)+0.422
R-Squared (r²)0.178
Beta (WTI Crude Oil vs Energy (XLE))1.072
Daily Volatility σ(WTI Crude Oil)3.10%
Daily Volatility σ(Energy (XLE))1.22%
Observations252

Correlation measures directional co-movement; R² quantifies the fraction of variance explained by the linear relationship. Beta is the slope coefficient from regressing WTI Crude Oil returns on Energy (XLE) returns. A beta above 1 means the first asset amplifies moves of the second.

Year-by-Year Correlation

YearCorrelationStrengthObservations
2026+0.337Weak positive91
2025+0.653Strong positive250
2024+0.500Moderate positive252
2023+0.664Strong positive250
2022+0.623Strong positive251
2021+0.696Strong positive168

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
+0.776
ending 2022-10-25
Most Decoupled Period
+0.264
ending 2026-04-09

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 WTI Crude Oil and Energy (XLE), 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.