PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
CBAT vs. ARCT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CBAT and ARCT is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

CBAT vs. ARCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBAK Energy Technology, Inc. (CBAT) and Arcturus Therapeutics Holdings Inc. (ARCT). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-30.72%
-29.69%
CBAT
ARCT

Key characteristics

Sharpe Ratio

CBAT:

-0.20

ARCT:

-0.65

Sortino Ratio

CBAT:

0.23

ARCT:

-0.71

Omega Ratio

CBAT:

1.03

ARCT:

0.92

Calmar Ratio

CBAT:

-0.16

ARCT:

-0.55

Martin Ratio

CBAT:

-0.46

ARCT:

-1.09

Ulcer Index

CBAT:

34.46%

ARCT:

44.43%

Daily Std Dev

CBAT:

76.63%

ARCT:

74.38%

Max Drawdown

CBAT:

-99.49%

ARCT:

-90.09%

Current Drawdown

CBAT:

-98.57%

ARCT:

-86.42%

Fundamentals

Market Cap

CBAT:

$81.66M

ARCT:

$454.80M

EPS

CBAT:

$0.12

ARCT:

-$2.33

Total Revenue (TTM)

CBAT:

$151.24M

ARCT:

$117.39M

Gross Profit (TTM)

CBAT:

$38.46M

ARCT:

$124.76M

EBITDA (TTM)

CBAT:

$22.68M

ARCT:

-$51.84M

Returns By Period

In the year-to-date period, CBAT achieves a -4.93% return, which is significantly lower than ARCT's -1.06% return.


CBAT

YTD

-4.93%

1M

14.58%

6M

-30.72%

1Y

-14.89%

5Y*

1.99%

10Y*

-6.68%

ARCT

YTD

-1.06%

1M

8.46%

6M

-29.69%

1Y

-48.76%

5Y*

N/A

10Y*

N/A

*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

CBAT vs. ARCT — Risk-Adjusted Performance Rank

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

CBAT
The Risk-Adjusted Performance Rank of CBAT is 3636
Overall Rank
The Sharpe Ratio Rank of CBAT is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of CBAT is 3838
Sortino Ratio Rank
The Omega Ratio Rank of CBAT is 3737
Omega Ratio Rank
The Calmar Ratio Rank of CBAT is 3636
Calmar Ratio Rank
The Martin Ratio Rank of CBAT is 3636
Martin Ratio Rank

ARCT
The Risk-Adjusted Performance Rank of ARCT is 1616
Overall Rank
The Sharpe Ratio Rank of ARCT is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of ARCT is 1515
Sortino Ratio Rank
The Omega Ratio Rank of ARCT is 1717
Omega Ratio Rank
The Calmar Ratio Rank of ARCT is 1414
Calmar Ratio Rank
The Martin Ratio Rank of ARCT is 2020
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.

CBAT vs. ARCT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CBAK Energy Technology, Inc. (CBAT) and Arcturus Therapeutics Holdings Inc. (ARCT). 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 CBAT, currently valued at -0.20, compared to the broader market-2.000.002.004.00-0.20-0.65
The chart of Sortino ratio for CBAT, currently valued at 0.23, compared to the broader market-4.00-2.000.002.004.000.23-0.71
The chart of Omega ratio for CBAT, currently valued at 1.03, compared to the broader market0.501.001.502.001.030.92
The chart of Calmar ratio for CBAT, currently valued at -0.17, compared to the broader market0.002.004.006.00-0.17-0.55
The chart of Martin ratio for CBAT, currently valued at -0.46, compared to the broader market-10.000.0010.0020.0030.00-0.46-1.09
CBAT
ARCT

The current CBAT Sharpe Ratio is -0.20, which is higher than the ARCT Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of CBAT and ARCT, 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-0.500.000.50AugustSeptemberOctoberNovemberDecember2025
-0.20
-0.65
CBAT
ARCT

Dividends

CBAT vs. ARCT - Dividend Comparison

Neither CBAT nor ARCT has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

CBAT vs. ARCT - Drawdown Comparison

The maximum CBAT drawdown since its inception was -99.49%, which is greater than ARCT's maximum drawdown of -90.09%. Use the drawdown chart below to compare losses from any high point for CBAT and ARCT. For additional features, visit the drawdowns tool.


-90.00%-85.00%-80.00%AugustSeptemberOctoberNovemberDecember2025
-92.09%
-86.42%
CBAT
ARCT

Volatility

CBAT vs. ARCT - Volatility Comparison

CBAK Energy Technology, Inc. (CBAT) has a higher volatility of 28.45% compared to Arcturus Therapeutics Holdings Inc. (ARCT) at 20.94%. This indicates that CBAT's price experiences larger fluctuations and is considered to be riskier than ARCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%30.00%AugustSeptemberOctoberNovemberDecember2025
28.45%
20.94%
CBAT
ARCT

Financials

CBAT vs. ARCT - Financials Comparison

This section allows you to compare key financial metrics between CBAK Energy Technology, Inc. and Arcturus Therapeutics Holdings 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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab