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BTE vs. REI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BTE and REI is 0.50, 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

BTE vs. REI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baytex Energy Corp (BTE) and Ring Energy, Inc. (REI). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-30.90%
-26.88%
BTE
REI

Key characteristics

Sharpe Ratio

BTE:

-0.47

REI:

0.09

Sortino Ratio

BTE:

-0.41

REI:

0.50

Omega Ratio

BTE:

0.95

REI:

1.06

Calmar Ratio

BTE:

-0.21

REI:

0.05

Martin Ratio

BTE:

-0.90

REI:

0.21

Ulcer Index

BTE:

21.95%

REI:

22.31%

Daily Std Dev

BTE:

42.35%

REI:

50.27%

Max Drawdown

BTE:

-99.56%

REI:

-97.68%

Current Drawdown

BTE:

-94.65%

REI:

-93.32%

Fundamentals

Market Cap

BTE:

$1.93B

REI:

$269.55M

EPS

BTE:

-$0.40

REI:

$0.59

PEG Ratio

BTE:

-0.98

REI:

1.82

Total Revenue (TTM)

BTE:

$2.52B

REI:

$282.89M

Gross Profit (TTM)

BTE:

$1.02B

REI:

$221.60M

EBITDA (TTM)

BTE:

$1.64B

REI:

$184.49M

Returns By Period

In the year-to-date period, BTE achieves a -5.04% return, which is significantly lower than REI's -0.00% return. Both investments have delivered pretty close results over the past 10 years, with BTE having a -18.18% annualized return and REI not far ahead at -18.06%.


BTE

YTD

-5.04%

1M

-10.91%

6M

-30.93%

1Y

-24.33%

5Y*

18.39%

10Y*

-18.18%

REI

YTD

-0.00%

1M

-9.93%

6M

-26.88%

1Y

-2.86%

5Y*

-7.16%

10Y*

-18.06%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BTE vs. REI — Risk-Adjusted Performance Rank

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

BTE
The Risk-Adjusted Performance Rank of BTE is 2525
Overall Rank
The Sharpe Ratio Rank of BTE is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of BTE is 2121
Sortino Ratio Rank
The Omega Ratio Rank of BTE is 2222
Omega Ratio Rank
The Calmar Ratio Rank of BTE is 3333
Calmar Ratio Rank
The Martin Ratio Rank of BTE is 2626
Martin Ratio Rank

REI
The Risk-Adjusted Performance Rank of REI is 4646
Overall Rank
The Sharpe Ratio Rank of REI is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of REI is 4444
Sortino Ratio Rank
The Omega Ratio Rank of REI is 4242
Omega Ratio Rank
The Calmar Ratio Rank of REI is 4747
Calmar Ratio Rank
The Martin Ratio Rank of REI is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BTE vs. REI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baytex Energy Corp (BTE) and Ring Energy, Inc. (REI). 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 BTE, currently valued at -0.47, compared to the broader market-2.000.002.004.00-0.470.09
The chart of Sortino ratio for BTE, currently valued at -0.41, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.410.50
The chart of Omega ratio for BTE, currently valued at 0.95, compared to the broader market0.501.001.502.000.951.06
The chart of Calmar ratio for BTE, currently valued at -0.21, compared to the broader market0.002.004.006.00-0.210.05
The chart of Martin ratio for BTE, currently valued at -0.90, compared to the broader market-10.000.0010.0020.0030.00-0.900.21
BTE
REI

The current BTE Sharpe Ratio is -0.47, which is lower than the REI Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of BTE and REI, 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 Ratio-0.80-0.60-0.40-0.200.000.200.40SeptemberOctoberNovemberDecember2025February
-0.47
0.09
BTE
REI

Dividends

BTE vs. REI - Dividend Comparison

BTE's dividend yield for the trailing twelve months is around 2.70%, while REI has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
BTE
Baytex Energy Corp
2.70%2.56%1.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%19.72%14.39%
REI
Ring Energy, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BTE vs. REI - Drawdown Comparison

The maximum BTE drawdown since its inception was -99.56%, roughly equal to the maximum REI drawdown of -97.68%. Use the drawdown chart below to compare losses from any high point for BTE and REI. For additional features, visit the drawdowns tool.


-95.00%-94.00%-93.00%-92.00%-91.00%SeptemberOctoberNovemberDecember2025February
-94.57%
-93.32%
BTE
REI

Volatility

BTE vs. REI - Volatility Comparison

Baytex Energy Corp (BTE) and Ring Energy, Inc. (REI) have volatilities of 12.13% and 11.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


8.00%10.00%12.00%14.00%16.00%18.00%20.00%SeptemberOctoberNovemberDecember2025February
12.13%
11.99%
BTE
REI

Financials

BTE vs. REI - Financials Comparison

This section allows you to compare key financial metrics between Baytex Energy Corp and Ring Energy, Inc.. 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
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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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