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ALK vs. CPA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ALK vs. CPA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alaska Air Group, Inc. (ALK) and Copa Holdings, S.A. (CPA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALK achieves a -2.98% return, which is significantly lower than CPA's 29.89% return. Over the past 10 years, ALK has underperformed CPA with an annualized return of -0.76%, while CPA has yielded a comparatively higher 14.43% annualized return.


ALK

1D
-0.93%
1M
18.05%
YTD
-2.98%
6M
-8.75%
1Y
3.87%
3Y*
-0.31%
5Y*
-5.21%
10Y*
-0.76%

CPA

1D
1.29%
1M
13.03%
YTD
29.89%
6M
26.63%
1Y
56.99%
3Y*
17.93%
5Y*
18.54%
10Y*
14.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALK vs. CPA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALK
Alaska Air Group, Inc.
-2.98%-22.32%65.73%-9.01%-17.58%0.19%-22.81%13.78%-15.55%-15.90%
CPA
Copa Holdings, S.A.
29.89%45.60%-11.54%32.38%0.62%7.03%-27.90%41.09%-39.17%50.74%

Correlation

The correlation between ALK and CPA is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.50

Correlation (5Y)
Calculated over the trailing 5-year period

0.60

Correlation (10Y)
Calculated over the trailing 10-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2005

0.50

The correlation between ALK and CPA has been stable across timeframes, ranging from 0.50 to 0.60 - a consistent structural relationship.

Fundamentals

Market Cap

ALK:

$5.58B

CPA:

$6.30B

EPS

ALK:

$0.61

CPA:

$17.16

PE Ratio

ALK:

79.56

CPA:

8.91

PEG Ratio

ALK:

1.52

CPA:

0.04

PS Ratio

ALK:

0.40

CPA:

1.67

PB Ratio

ALK:

1.49

CPA:

2.19

Total Revenue (TTM)

ALK:

$14.40B

CPA:

$3.77B

Gross Profit (TTM)

ALK:

$11.07B

CPA:

$1.23B

EBITDA (TTM)

ALK:

$1.02B

CPA:

$1.20B

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Return for Risk

ALK vs. CPA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALK
ALK Risk / Return Rank: 4343
Overall Rank
ALK Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
ALK Sortino Ratio Rank: 4343
Sortino Ratio Rank
ALK Omega Ratio Rank: 4141
Omega Ratio Rank
ALK Calmar Ratio Rank: 4444
Calmar Ratio Rank
ALK Martin Ratio Rank: 4444
Martin Ratio Rank

CPA
CPA Risk / Return Rank: 7878
Overall Rank
CPA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
CPA Sortino Ratio Rank: 7979
Sortino Ratio Rank
CPA Omega Ratio Rank: 7979
Omega Ratio Rank
CPA Calmar Ratio Rank: 7575
Calmar Ratio Rank
CPA Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALK vs. CPA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alaska Air Group, Inc. (ALK) and Copa Holdings, S.A. (CPA). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ALKCPADifference
Sharpe ratioReturn per unit of total volatility

-1.32

Sortino ratioReturn per unit of downside risk

-1.65

Omega ratioGain probability vs. loss probability

1.06

1.28

-0.23

Calmar ratioReturn relative to maximum drawdown

0.08

1.96

-1.88

Martin ratioReturn relative to average drawdown

0.15

5.08

-4.93

ALK vs. CPA - Sharpe Ratio Comparison

The current ALK Sharpe Ratio is 0.08, which is lower than the CPA Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of ALK and CPA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ALK vs. CPA - Drawdown Comparison

The maximum ALK drawdown since its inception was -75.76%, roughly equal to the maximum CPA drawdown of -78.99%. Use the drawdown chart below to compare losses from any high point for ALK and CPA.


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Drawdown Indicators


ALKCPADifference

Max Drawdown

Largest peak-to-trough decline

-75.76%

-78.99%

+3.23%

Max Drawdown (1Y)

Largest decline over 1 year

-46.46%

-29.22%

-17.24%

Max Drawdown (3Y)

Largest decline over 3 years

-55.37%

-33.47%

-21.90%

Max Drawdown (5Y)

Largest decline over 5 years

-55.37%

-42.52%

-12.85%

Max Drawdown (10Y)

Largest decline over 10 years

-75.06%

-78.94%

+3.88%

Current Drawdown

Current decline from peak

-48.34%

0.00%

-48.34%

Average Drawdown

Average peak-to-trough decline

-27.86%

-27.75%

-0.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.80%

11.26%

+14.54%

Volatility

ALK vs. CPA - Volatility Comparison

Alaska Air Group, Inc. (ALK) has a higher volatility of 19.15% compared to Copa Holdings, S.A. (CPA) at 13.03%. This indicates that ALK's price experiences larger fluctuations and is considered to be riskier than CPA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALKCPADifference

Volatility (1M)

Calculated over the trailing 1-month period

19.15%

13.03%

+6.12%

Volatility (6M)

Calculated over the trailing 6-month period

41.37%

35.39%

+5.98%

Volatility (1Y)

Calculated over the trailing 1-year period

51.76%

41.11%

+10.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.87%

36.38%

+6.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.62%

44.95%

-1.33%

Dividends

ALK vs. CPA - Dividend Comparison

ALK has not paid dividends to shareholders, while CPA's dividend yield for the trailing twelve months is around 4.34%.


PositionTTM20252024202320222021202020192018201720162015
ALK
Alaska Air Group, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.72%2.07%2.10%1.63%1.24%0.99%
CPA
Copa Holdings, S.A.
4.34%5.34%7.33%3.09%0.00%0.00%1.04%2.41%4.42%1.88%2.25%6.96%

Financials

ALK vs. CPA - Financials Comparison

This section allows you to compare key financial metrics between Alaska Air Group, Inc. and Copa Holdings, S.A.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20222023202420252026
3.30B
1.05B
(ALK) Total Revenue
(CPA) Total Revenue
Values in USD except per share items

ALK vs. CPA - Profitability Comparison

The chart below illustrates the profitability comparison between Alaska Air Group, Inc. and Copa Holdings, S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
93.6%
35.9%
Portfolio components
ALK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alaska Air Group, Inc. reported a gross profit of 3.09B and revenue of 3.30B. Therefore, the gross margin over that period was 93.6%.

CPA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Copa Holdings, S.A. reported a gross profit of 377.63M and revenue of 1.05B. Therefore, the gross margin over that period was 35.9%.

ALK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alaska Air Group, Inc. reported an operating income of -279.00M and revenue of 3.30B, resulting in an operating margin of -8.5%.

CPA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Copa Holdings, S.A. reported an operating income of 258.64M and revenue of 1.05B, resulting in an operating margin of 24.6%.

ALK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alaska Air Group, Inc. reported a net income of -193.00M and revenue of 3.30B, resulting in a net margin of -5.9%.

CPA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Copa Holdings, S.A. reported a net income of 212.47M and revenue of 1.05B, resulting in a net margin of 20.2%.


Frequently Asked Questions


ALK and CPA have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALK has higher volatility (19.15%) compared to CPA (13.03%). In terms of maximum drawdown, ALK dropped -75.76% vs CPA's -78.99%.

CPA currently has the higher Sharpe Ratio (1.40 vs 0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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