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BZ=F vs. CL=F
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between BZ=F and CL=F is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

BZ=F vs. CL=F - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crude Oil Brent (BZ=F) and Crude Oil WTI (CL=F). The values are adjusted to include any dividend payments, if applicable.

-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.73%
-15.27%
BZ=F
CL=F

Key characteristics

Sharpe Ratio

BZ=F:

-0.32

CL=F:

-0.39

Sortino Ratio

BZ=F:

-0.28

CL=F:

-0.37

Omega Ratio

BZ=F:

0.96

CL=F:

0.96

Calmar Ratio

BZ=F:

-0.15

CL=F:

-0.20

Martin Ratio

BZ=F:

-0.58

CL=F:

-0.83

Ulcer Index

BZ=F:

13.31%

CL=F:

13.03%

Daily Std Dev

BZ=F:

24.38%

CL=F:

27.62%

Max Drawdown

BZ=F:

-86.77%

CL=F:

-93.11%

Current Drawdown

BZ=F:

-49.97%

CL=F:

-52.08%

Returns By Period

In the year-to-date period, BZ=F achieves a -5.14% return, which is significantly lower than CL=F's -2.83% return. Over the past 10 years, BZ=F has underperformed CL=F with an annualized return of 1.70%, while CL=F has yielded a comparatively higher 1.85% annualized return.


BZ=F

YTD

-5.14%

1M

0.10%

6M

-14.09%

1Y

-7.92%

5Y*

1.91%

10Y*

1.70%

CL=F

YTD

-2.83%

1M

0.67%

6M

-13.61%

1Y

-5.20%

5Y*

2.53%

10Y*

1.85%

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Risk-Adjusted Performance

BZ=F vs. CL=F - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Crude Oil Brent (BZ=F) and Crude Oil WTI (CL=F). 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 BZ=F, currently valued at -0.48, compared to the broader market00.000.501.001.502.00-0.48
The chart of Sortino ratio for BZ=F, currently valued at -0.53, compared to the broader market00.000.501.001.502.002.50-0.53
The chart of Omega ratio for BZ=F, currently valued at 0.93, compared to the broader market01.001.101.201.300.93
The chart of Calmar ratio for BZ=F, currently valued at -0.22, compared to the broader market0.001.002.003.00-0.22-0.19
The chart of Martin ratio for BZ=F, currently valued at -0.88, compared to the broader market0.002.004.006.008.0010.00-0.88-0.78
BZ=F
CL=F

The current BZ=F Sharpe Ratio is -0.32, which is comparable to the CL=F Sharpe Ratio of -0.39. The chart below compares the historical Sharpe Ratios of BZ=F and CL=F, 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-0.80-0.60-0.40-0.200.000.200.40JulyAugustSeptemberOctoberNovemberDecember
-0.48
-0.39
BZ=F
CL=F

Drawdowns

BZ=F vs. CL=F - Drawdown Comparison

The maximum BZ=F drawdown since its inception was -86.77%, smaller than the maximum CL=F drawdown of -93.11%. Use the drawdown chart below to compare losses from any high point for BZ=F and CL=F. For additional features, visit the drawdowns tool.


-55.00%-50.00%-45.00%-40.00%JulyAugustSeptemberOctoberNovemberDecember
-49.97%
-52.08%
BZ=F
CL=F

Volatility

BZ=F vs. CL=F - Volatility Comparison

The current volatility for Crude Oil Brent (BZ=F) is 5.48%, while Crude Oil WTI (CL=F) has a volatility of 6.69%. This indicates that BZ=F experiences smaller price fluctuations and is considered to be less risky than CL=F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.48%
6.69%
BZ=F
CL=F
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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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