CBG.L vs. CAPR

Last updated Jun 4, 2026

CBG.L (Close Brothers Group plc) and CAPR (Capricor Therapeutics, Inc.) are both stocks. CBG.L operates in Banks - Regional (Financial Services), while CAPR operates in Biotechnology (Healthcare). Over the past 10 years, CBG.L returned -6.62%/yr vs -0.77%/yr for CAPR. At a 0.03 correlation, their price movements are largely independent.

Performance

CBG.L vs. CAPR - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Close Brothers Group plc (CBG.L) and Capricor Therapeutics, Inc. (CAPR). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

CBG.L is traded in GBp, while CAPR is traded in USD. To make them comparable, the CAPR values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, CBG.L achieves a -14.14% return, which is significantly lower than CAPR's -3.87% return. Over the past 10 years, CBG.L has underperformed CAPR with an annualized return of -6.62%, while CAPR has yielded a comparatively higher -0.77% annualized return.

CBG.L

• 1D: -0.58%
• 1M: 1.59%
• YTD: -14.14%
• 6M: 1.45%
• 1Y: 37.61%
• 3Y*: -21.16%
• 5Y*: -19.78%
• 10Y*: -6.62%

CAPR

• 1D: 1.37%
• 1M: -16.82%
• YTD: -3.87%
• 6M: -8.23%
• 1Y: 149.62%
• 3Y*: 77.95%
• 5Y*: 49.84%
• 10Y*: -0.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CBG.L vs. CAPR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CBG.L Close Brothers Group plc	-14.14%	121.21%	-70.25%	-17.80%	-20.21%	5.65%	-10.18%	16.61%	3.71%	4.36%
CAPR Capricor Therapeutics, Inc.	-3.87%	94.23%	187.14%	20.35%	47.40%	-13.77%	160.10%	-69.97%	-72.51%	-45.74%

Correlation

The correlation between CBG.L and CAPR is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.02
Correlation (5Y) Calculated over the trailing 5-year period	0.03
Correlation (10Y) Calculated over the trailing 10-year period	0.04
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007	0.03

Fundamentals

Market Cap CBG.L : £671.11M CAPR : $1.59B
EPS CBG.L : -£0.82 CAPR : -$2.32
PB Ratio CBG.L : 0.46 CAPR : 0.01
Total Revenue (TTM) CBG.L : £1.84B CAPR : $0.00
Gross Profit (TTM) CBG.L : £1.58B CAPR : -$42.41M
EBITDA (TTM) CBG.L : £174.70M CAPR : -$117.24M

Return for Risk

CBG.L vs. CAPR — Risk / Return Rank

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

CBG.L

CBG.L Risk / Return Rank: 63
CBG.L Sharpe Ratio Rank: 65
CBG.L Sortino Ratio Rank: 64
CBG.L Omega Ratio Rank: 63
CBG.L Calmar Ratio Rank: 62
CBG.L Martin Ratio Rank: 63

CAPR

CAPR Risk / Return Rank: 79
CAPR Sharpe Ratio Rank: 54
CAPR Sortino Ratio Rank: 97
CAPR Omega Ratio Rank: 97
CAPR Calmar Ratio Rank: 76
CAPR Martin Ratio Rank: 71

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.

CBG.L vs. CAPR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Close Brothers Group plc (CBG.L) and Capricor Therapeutics, Inc. (CAPR). 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.

	CBG.L	CAPR	Difference
Sharpe ratio Return per unit of total volatility	0.72	0.40	+0.33
Sortino ratio Return per unit of downside risk	1.44	4.91	-3.47
Omega ratio Gain probability vs. loss probability	1.18	1.66	-0.48
Calmar ratio Return relative to maximum drawdown	1.00	2.25	-1.25
Martin ratio Return relative to average drawdown	2.36	4.22	-1.85
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CBG.L vs. CAPR - Sharpe Ratio Comparison

The current CBG.L Sharpe Ratio is 0.72, which is higher than the CAPR Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of CBG.L and CAPR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CBG.L	CAPR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	0.40	+0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.40	0.27	-0.67
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.16	-0.00	-0.16
Sharpe Ratio (All Time) Calculated using the full available price history	0.21	-0.10	+0.31

Drawdowns

CBG.L vs. CAPR - Drawdown Comparison

The maximum CBG.L drawdown since its inception was -86.76%, smaller than the maximum CAPR drawdown of -99.95%. Use the drawdown chart below to compare losses from any high point for CBG.L and CAPR.

Drawdown Indicators

	CBG.L	CAPR	Difference
Max Drawdown Largest peak-to-trough decline	-86.76%	-99.95%	+13.19%
Max Drawdown (1Y) Largest decline over 1 year	-37.33%	-66.78%	+29.45%
Max Drawdown (3Y) Largest decline over 3 years	-79.97%	-79.33%	-0.64%
Max Drawdown (5Y) Largest decline over 5 years	-86.55%	-79.33%	-7.22%
Max Drawdown (10Y) Largest decline over 10 years	-86.76%	-97.83%	+11.07%
Current Drawdown Current decline from peak	-67.89%	-98.70%	+30.81%
Average Drawdown Average peak-to-trough decline	-22.65%	-90.44%	+67.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.88%	35.64%	-19.76%

Volatility

CBG.L vs. CAPR - Volatility Comparison

The current volatility for Close Brothers Group plc (CBG.L) is 12.27%, while Capricor Therapeutics, Inc. (CAPR) has a volatility of 18.66%. This indicates that CBG.L experiences smaller price fluctuations and is considered to be less risky than CAPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CBG.L	CAPR	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.27%	18.66%	-6.39%
Volatility (6M) Calculated over the trailing 6-month period	34.37%	162.57%	-128.20%
Volatility (1Y) Calculated over the trailing 1-year period	51.74%	379.99%	-328.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	48.98%	188.13%	-139.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.23%	178.64%	-138.41%

Dividends

CBG.L vs. CAPR - Dividend Comparison

Neither CBG.L nor CAPR has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CAPR Capricor Therapeutics, 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%
CBG.L Close Brothers Group plc	0.00%	0.00%	0.00%	8.50%	6.30%	4.27%	2.89%	4.13%	4.38%	4.14%	3.94%	4.00%

Financials

Frequently Asked Questions

Can I hold both CBG.L and CAPR in my portfolio?

CBG.L and CAPR have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.