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BATRK vs. CB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BATRK vs. CB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Liberty Braves Group (BATRK) and Chubb Limited (CB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BATRK achieves a 29.25% return, which is significantly higher than CB's 12.25% return. Both investments have delivered pretty close results over the past 10 years, with BATRK having a 12.57% annualized return and CB not far ahead at 12.63%.


BATRK

1D
0.31%
1M
-3.37%
6M
27.16%
YTD
29.25%
1Y
14.48%
3Y*
9.06%
5Y*
14.61%
10Y*
12.57%
ALL TIME*
6.37%

CB

1D
-0.70%
1M
-3.58%
6M
12.56%
YTD
12.25%
1Y
31.89%
3Y*
21.75%
5Y*
16.86%
10Y*
12.63%
ALL TIME*
11.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$20.60M$21.14M$25.33M
$781.75M$720.16M$603.19M

BATRK vs. CB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BATRK
The Liberty Braves Group
29.25%3.11%-3.34%22.80%14.70%12.94%-15.78%18.68%12.02%7.92%
CB
Chubb Limited
12.25%14.46%23.89%4.20%15.97%27.85%1.41%22.94%-9.63%12.82%

Correlation

The correlation between BATRK and CB is 0.20, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.20

Correlation (3Y)
Balances recent behavior with more history.

0.19

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.22

Correlation (10Y)
Provides a long-term view across more market conditions.

0.23

Correlation (All Time)
Calculated using the full available price history since Apr 18, 2016

0.23

Fundamentals

Market Cap

BATRK:

$3.22B

CB:

$134.35B

EPS

BATRK:

$1.76

CB:

$35.80

PE Ratio

BATRK:

28.90

CB:

9.73

PEG Ratio

BATRK:

0.01

CB:

0.68

PS Ratio

BATRK:

1.00

CB:

3.92

Total Revenue (TTM)

BATRK:

$2.17B

CB:

$35.28B

Gross Profit (TTM)

BATRK:

$841.04M

CB:

$10.23B

EBITDA (TTM)

BATRK:

$224.26M

CB:

$15.23B

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Return for Risk

BATRK vs. CB — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BATRK
BATRK Risk / Return Rank: 6565
Overall Rank
BATRK Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
BATRK Sortino Ratio Rank: 6565
Sortino Ratio Rank
BATRK Omega Ratio Rank: 6161
Omega Ratio Rank
BATRK Calmar Ratio Rank: 6565
Calmar Ratio Rank
BATRK Martin Ratio Rank: 6363
Martin Ratio Rank

CB
CB Risk / Return Rank: 8787
Overall Rank
CB Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
CB Sortino Ratio Rank: 8686
Sortino Ratio Rank
CB Omega Ratio Rank: 8484
Omega Ratio Rank
CB Calmar Ratio Rank: 8989
Calmar Ratio Rank
CB Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BATRK vs. CB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Liberty Braves Group (BATRK) and Chubb Limited (CB). 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.


BATRKCBDifference
Sharpe ratioReturn per unit of total volatility

-0.91

Sortino ratioReturn per unit of downside risk

-1.16

Omega ratioGain probability vs. loss probability

1.14

1.30

-0.16

Calmar ratioReturn relative to maximum drawdown

0.94

3.42

-2.48

Martin ratioReturn relative to average drawdown

1.84

9.44

-7.60

BATRK vs. CB - Sharpe Ratio Comparison

The current BATRK Sharpe Ratio is 0.75, which is lower than the CB Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of BATRK and CB, 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

BATRK vs. CB - Drawdown Comparison

The maximum BATRK drawdown since its inception was -54.95%, which is greater than CB's maximum drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for BATRK and CB.


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Drawdown Indicators


BATRKCBDifference

Max Drawdown

Largest peak-to-trough decline

-54.95%

-50.99%

-3.96%

Max Drawdown (1Y)

Largest decline over 1 year

-15.47%

-9.36%

-6.11%

Max Drawdown (3Y)

Largest decline over 3 years

-18.72%

-14.35%

-4.37%

Max Drawdown (5Y)

Largest decline over 5 years

-23.39%

-19.26%

-4.13%

Max Drawdown (10Y)

Largest decline over 10 years

-54.95%

-42.59%

-12.36%

Current Drawdown

Current decline from peak

-3.56%

-4.20%

+0.64%

Average Drawdown

Average peak-to-trough decline

-13.01%

-10.64%

-2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.90%

3.39%

+4.51%

Volatility

BATRK vs. CB - Volatility Comparison

The current volatility for The Liberty Braves Group (BATRK) is 5.98%, while Chubb Limited (CB) has a volatility of 8.53%. This indicates that BATRK experiences smaller price fluctuations and is considered to be less risky than CB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BATRKCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.98%

8.53%

-2.55%

Volatility (6M)

Calculated over the trailing 6-month period

15.31%

15.54%

-0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

19.41%

19.32%

+0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.63%

20.39%

+2.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.36%

23.82%

+5.54%

Dividends

BATRK vs. CB - Dividend Comparison

BATRK has not paid dividends to shareholders, while CB's dividend yield for the trailing twelve months is around 1.13%.


PositionTTM20252024202320222021202020192018201720162015
BATRK
The Liberty Braves Group
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CB
Chubb Limited
1.13%1.22%1.30%1.51%1.49%1.65%2.01%1.91%2.24%1.93%2.07%4.23%

Financials

BATRK vs. CB - Financials Comparison

This section allows you to compare key financial metrics between The Liberty Braves Group and Chubb Limited. 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


Values in USD except per share items

BATRK vs. CB - Profitability Comparison

The chart below illustrates the profitability comparison between The Liberty Braves Group and Chubb Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

BATRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Liberty Braves Group reported a gross profit of 298.00M and revenue of 711.00M. Therefore, the gross margin over that period was 41.9%.

CB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported a gross profit of -6.85B and revenue of -10.99B. Therefore, the gross margin over that period was 62.3%.

BATRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Liberty Braves Group reported an operating income of 64.00M and revenue of 711.00M, resulting in an operating margin of 9.0%.

CB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported an operating income of 14.07M and revenue of -10.99B, resulting in an operating margin of -0.1%.

BATRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Liberty Braves Group reported a net income of 57.00M and revenue of 711.00M, resulting in a net margin of 8.0%.

CB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported a net income of 5.88B and revenue of -10.99B, resulting in a net margin of -53.5%.


Frequently Asked Questions


BATRK and CB have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CB has higher volatility (8.53%) compared to BATRK (5.98%). In terms of maximum drawdown, BATRK dropped -54.95% vs CB's -50.99%.

CB currently has the higher Sharpe Ratio (1.66 vs 0.75), 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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