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Correlation Analysis

Oracle Corp vs Western Digital Corp.

ORCL vs WDC

+0.427

Moderate positive

When one moves up, the other tends to follow.

ORCL logo

Oracle Corp

ORCL

Oracle provides enterprise applications and infrastructure offerings through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used by the world's largest companies for high-volume online transaction processing workloads. Besides databases, Oracle also sells enterprise resource planning platforms and cloud infrastructure that play an increasingly important role in large language model training and inferencing.

Market cap 418.6B

W

Western Digital Corp.

WDC

Western Digital is a leading vertically integrated supplier of hard disk drives. The HDD market is a practical duopoly, with Western Digital and Seagate being the two largest players. Western Digital designs and manufactures its HDDs, with much of the manufacturing and workforce located in Asia. The primary consumers of HDDs are data centers.

Market cap 103.1B · 40,000 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockTechnology

Time Series

Relative Performance

Green: ORCLGray: WDC36 of 1,254 points (sampled)

Who Moves First

ORCL leads WDC by 6 days

ORCL tends to move before WDC.

After testing 13 timing shifts, the strongest relationship was +0.457 (they moved in the same direction).

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

+0.715

12 periods · Return correlation when both series rose

Both Falling

+0.773

5 periods · Return correlation when both series fell

Diverging

-0.751

18 periods · Return correlation when series moved apart

R-Squared

18.2%

Share of variance in one series explained by the other.

Trend Agreement

63.3%

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

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [0.380, 0.471]

Scatter

XY Regression

51.1100150200250300348.9850100150200250300334.5Oracle CorpWestern Digital Corp.Data pointsFit (r = 0.427)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

ORCL logo

Oracle Corp

ORCL

Market cap 418.6B

Stock · 1,254 raw → 1,254 prepared

Series B

W

Western Digital Corp.

WDC

Market cap 103.1B · 40,000 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

18

Estimated crossover points between normalized spreads.

Slope

0.4151

Linear regression slope.

Intercept

18.3795

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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