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ALC vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ALC and ^GSPC is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

ALC vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alcon Inc. (ALC) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-4.02%
10.26%
ALC
^GSPC

Key characteristics

Sharpe Ratio

ALC:

0.53

^GSPC:

2.16

Sortino Ratio

ALC:

0.99

^GSPC:

2.87

Omega Ratio

ALC:

1.12

^GSPC:

1.40

Calmar Ratio

ALC:

0.71

^GSPC:

3.19

Martin Ratio

ALC:

1.80

^GSPC:

13.87

Ulcer Index

ALC:

6.64%

^GSPC:

1.95%

Daily Std Dev

ALC:

22.64%

^GSPC:

12.54%

Max Drawdown

ALC:

-37.19%

^GSPC:

-56.78%

Current Drawdown

ALC:

-14.57%

^GSPC:

-0.82%

Returns By Period

In the year-to-date period, ALC achieves a 10.55% return, which is significantly lower than ^GSPC's 26.63% return.


ALC

YTD

10.55%

1M

0.10%

6M

-4.14%

1Y

11.94%

5Y*

8.88%

10Y*

N/A

^GSPC

YTD

26.63%

1M

1.18%

6M

10.44%

1Y

27.03%

5Y*

13.30%

10Y*

11.23%

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Risk-Adjusted Performance

ALC vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alcon Inc. (ALC) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for ALC, currently valued at 0.53, compared to the broader market-4.00-2.000.002.000.532.16
The chart of Sortino ratio for ALC, currently valued at 0.99, compared to the broader market-4.00-2.000.002.004.000.992.87
The chart of Omega ratio for ALC, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.40
The chart of Calmar ratio for ALC, currently valued at 0.71, compared to the broader market0.002.004.006.000.713.19
The chart of Martin ratio for ALC, currently valued at 1.80, compared to the broader market0.0010.0020.001.8013.87
ALC
^GSPC

The current ALC Sharpe Ratio is 0.53, which is lower than the ^GSPC Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of ALC and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.53
2.16
ALC
^GSPC

Drawdowns

ALC vs. ^GSPC - Drawdown Comparison

The maximum ALC drawdown since its inception was -37.19%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ALC and ^GSPC. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.57%
-0.82%
ALC
^GSPC

Volatility

ALC vs. ^GSPC - Volatility Comparison

Alcon Inc. (ALC) has a higher volatility of 4.44% compared to S&P 500 (^GSPC) at 3.96%. This indicates that ALC's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
4.44%
3.96%
ALC
^GSPC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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