PortfoliosLab logoPortfoliosLab logo
CA.PA vs. ^FCHI
Performance
Return for Risk
Drawdowns
Volatility

Performance

CA.PA vs. ^FCHI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Carrefour SA (CA.PA) and CAC 40 (^FCHI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CA.PA achieves a 19.04% return, which is significantly higher than ^FCHI's 1.16% return. Over the past 10 years, CA.PA has underperformed ^FCHI with an annualized return of -0.27%, while ^FCHI has yielded a comparatively higher 6.42% annualized return.


CA.PA

1D
0.25%
1M
-1.17%
YTD
19.04%
6M
25.48%
1Y
31.73%
3Y*
5.07%
5Y*
3.59%
10Y*
-0.27%

^FCHI

1D
1.15%
1M
-0.66%
YTD
1.16%
6M
1.60%
1Y
5.83%
3Y*
4.61%
5Y*
4.82%
10Y*
6.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CA.PA vs. ^FCHI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CA.PA
Carrefour SA
19.04%12.75%-12.45%9.45%-0.24%18.12%-4.68%3.02%-14.78%-18.67%
^FCHI
CAC 40
1.16%10.42%-2.15%16.52%-9.50%28.85%-7.14%26.37%-10.95%9.26%

Correlation

The correlation between CA.PA and ^FCHI is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.28

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

0.28

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

0.35

Correlation (All Time)
Calculated using the full available price history since Dec 3, 1991

0.58

Over the past year, the correlation between CA.PA and ^FCHI has dropped to 0.26 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

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


Return for Risk

CA.PA vs. ^FCHI — Risk / Return Rank

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

CA.PA
CA.PA Risk / Return Rank: 8080
Overall Rank
CA.PA Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
CA.PA Sortino Ratio Rank: 7474
Sortino Ratio Rank
CA.PA Omega Ratio Rank: 7878
Omega Ratio Rank
CA.PA Calmar Ratio Rank: 8484
Calmar Ratio Rank
CA.PA Martin Ratio Rank: 8484
Martin Ratio Rank

^FCHI
^FCHI Risk / Return Rank: 2828
Overall Rank
^FCHI Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
^FCHI Sortino Ratio Rank: 2626
Sortino Ratio Rank
^FCHI Omega Ratio Rank: 2828
Omega Ratio Rank
^FCHI Calmar Ratio Rank: 2727
Calmar Ratio Rank
^FCHI Martin Ratio Rank: 3030
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.

CA.PA vs. ^FCHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carrefour SA (CA.PA) and CAC 40 (^FCHI). 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.


CA.PA^FCHIDifference
Sharpe ratioReturn per unit of total volatility

+1.05

Sortino ratioReturn per unit of downside risk

+1.27

Omega ratioGain probability vs. loss probability

1.28

1.08

+0.20

Calmar ratioReturn relative to maximum drawdown

3.24

0.50

+2.73

Martin ratioReturn relative to average drawdown

8.39

1.47

+6.92

CA.PA vs. ^FCHI - Sharpe Ratio Comparison

The current CA.PA Sharpe Ratio is 1.44, which is higher than the ^FCHI Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of CA.PA and ^FCHI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


CA.PA^FCHIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

0.39

+1.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.15

0.29

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

0.36

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.21

-0.05

Drawdowns

CA.PA vs. ^FCHI - Drawdown Comparison

The maximum CA.PA drawdown since its inception was -79.26%, which is greater than ^FCHI's maximum drawdown of -65.29%. Use the drawdown chart below to compare losses from any high point for CA.PA and ^FCHI.


Loading charts...

Drawdown Indicators


CA.PA^FCHIDifference

Max Drawdown

Largest peak-to-trough decline

-79.26%

-65.29%

-13.97%

Max Drawdown (1Y)

Largest decline over 1 year

-9.44%

-11.08%

+1.64%

Max Drawdown (3Y)

Largest decline over 3 years

-28.81%

-16.71%

-12.10%

Max Drawdown (5Y)

Largest decline over 5 years

-33.82%

-23.04%

-10.78%

Max Drawdown (10Y)

Largest decline over 10 years

-45.16%

-38.56%

-6.60%

Current Drawdown

Current decline from peak

-58.56%

-4.37%

-54.19%

Average Drawdown

Average peak-to-trough decline

-46.51%

-23.50%

-23.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.62%

3.80%

-0.18%

Volatility

CA.PA vs. ^FCHI - Volatility Comparison

Carrefour SA (CA.PA) has a higher volatility of 5.31% compared to CAC 40 (^FCHI) at 4.33%. This indicates that CA.PA's price experiences larger fluctuations and is considered to be riskier than ^FCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CA.PA^FCHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.31%

4.33%

+0.98%

Volatility (6M)

Calculated over the trailing 6-month period

15.09%

11.19%

+3.90%

Volatility (1Y)

Calculated over the trailing 1-year period

21.30%

14.20%

+7.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.97%

16.42%

+6.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.97%

17.71%

+7.26%

Frequently Asked Questions


CA.PA and ^FCHI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for CA.PA and ^FCHI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer