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Correlation Analysis

Apple Inc. vs PCE

AAPL vs PCE

+0.877

Very strong positive

When one moves up, the other tends to follow.

AAPL logo

Apple Inc.

AAPL

Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone makes up a majority of the firm sales, and Apple's other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple's sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.

Market cap 3.8T

F

PCE

PCE

Apr 1, 2021 — Jan 1, 2026Monthly58 observationsStockFREDTechnology

Who Moves First

in sync

AAPL and PCE tend to move at the same time.

Best correlation after shifting: +0.877 (13 shifts scanned)

Stability

Rolling Correlation

How the correlation evolves over time. A stable line means the relationship is reliable; large swings signal regime-dependent behavior.

Dashed line = zero correlationRange: -1 to +1

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

-0.040

18 periods · Return correlation when both series rose

Both Falling

N/A

0 periods · Return correlation when both series fell

Diverging

+0.166

17 periods · Return correlation when series moved apart

R-Squared

76.9%

Share of variance in one series explained by the other.

Trend Agreement

56.1%

How often both series moved in the same direction period-to-period.

Overlap Quality

58

Thin shared window — 58 usable pairs.

Significance

p < 0.001

95% CI: [0.800, 0.926]

Time Series

Rebased to 100

Green: AAPLGray: PCE36 of 58 points (sampled)

Scatter

XY Regression

118.612014016018020022024026028028315,46816,00017,00018,00019,00020,00021,00021,986Apple Inc.PCEData pointsFit (r = 0.877)

Pipeline

Data quality details

Pipeline Summary

58 paired observations survived the monthly window.

Raw input

1,254

805

Normalized

1,254

805

Prepared

61

805

Aligned

58

58

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

750

A: 3 / B: 747

Series A

AAPL logo

Apple Inc.

AAPL

Market cap 3.8T

Stock · 1,254 raw → 61 prepared

Series B

F

PCE

FRED · 805 raw → 805 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

1

Estimated crossover points between normalized spreads.

Slope

36.3886

Linear regression slope.

Intercept

12174.6973

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 4 hours ago · ID: stock-aapl-vs-fred-pce-monthly-20260408-oe7qen