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CCAP vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

CCAP vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crescent Capital BDC, Inc. (CCAP) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CCAP achieves a -15.53% return, which is significantly lower than ^GSPC's 10.66% return.


CCAP

1D
1.84%
1M
1.57%
6M
-18.09%
YTD
-15.53%
1Y
-14.41%
3Y*
-0.00%
5Y*
1.05%
10Y*

^GSPC

1D
0.42%
1M
1.94%
6M
8.74%
YTD
10.66%
1Y
21.02%
3Y*
19.50%
5Y*
11.63%
10Y*
13.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CCAP vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CCAP
Crescent Capital BDC, Inc.
-15.53%-17.51%23.51%52.61%-17.99%32.51%0.98%
^GSPC
S&P 500 Index
10.66%16.39%23.31%24.23%-19.44%26.89%16.45%

Correlation

The correlation between CCAP and ^GSPC is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.29

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

0.38

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

0.36

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2020

0.31

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Return for Risk

CCAP vs. ^GSPC — Risk / Return Rank

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

CCAP
CCAP Risk / Return Rank: 2222
Overall Rank
CCAP Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
CCAP Sortino Ratio Rank: 2121
Sortino Ratio Rank
CCAP Omega Ratio Rank: 2222
Omega Ratio Rank
CCAP Calmar Ratio Rank: 2626
Calmar Ratio Rank
CCAP Martin Ratio Rank: 1919
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 7777
Overall Rank
^GSPC Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7676
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 8080
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 7070
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8484
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.

CCAP vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crescent Capital BDC, Inc. (CCAP) and S&P 500 Index (^GSPC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CCAP^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.16

Sortino ratioReturn per unit of downside risk

-2.82

Omega ratioGain probability vs. loss probability

0.93

1.30

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.53

2.28

-2.80

Martin ratioReturn relative to average drawdown

-1.11

9.88

-10.99

CCAP vs. ^GSPC - Sharpe Ratio Comparison

The current CCAP Sharpe Ratio is -0.50, which is lower than the ^GSPC Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of CCAP and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CCAP vs. ^GSPC - Drawdown Comparison

The maximum CCAP drawdown since its inception was -63.68%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for CCAP and ^GSPC.


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Drawdown Indicators


CCAP^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-63.68%

-56.78%

-6.90%

Max Drawdown (1Y)

Largest decline over 1 year

-24.39%

-9.10%

-15.29%

Max Drawdown (3Y)

Largest decline over 3 years

-35.83%

-18.90%

-16.93%

Max Drawdown (5Y)

Largest decline over 5 years

-35.83%

-25.43%

-10.40%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-33.04%

-0.45%

-32.59%

Average Drawdown

Average peak-to-trough decline

-13.10%

-10.71%

-2.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.58%

2.09%

+9.49%

Volatility

CCAP vs. ^GSPC - Volatility Comparison

Crescent Capital BDC, Inc. (CCAP) has a higher volatility of 5.42% compared to S&P 500 Index (^GSPC) at 4.25%. This indicates that CCAP's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCAP^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

4.25%

+1.17%

Volatility (6M)

Calculated over the trailing 6-month period

20.61%

9.96%

+10.65%

Volatility (1Y)

Calculated over the trailing 1-year period

25.61%

12.52%

+13.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.31%

17.00%

+5.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.77%

18.05%

+15.72%

Frequently Asked Questions


CCAP and ^GSPC have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CCAP has higher volatility (5.42%) compared to ^GSPC (4.25%). In terms of maximum drawdown, CCAP dropped -63.68% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (1.65 vs -0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CCAP and ^GSPC

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

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