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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 -14.99% return, which is significantly lower than ^GSPC's 10.79% return.


CCAP

1D
2.58%
1M
-17.10%
YTD
-14.99%
6M
-15.58%
1Y
-11.77%
3Y*
6.06%
5Y*
2.48%
10Y*

^GSPC

1D
0.41%
1M
4.48%
YTD
10.79%
6M
10.60%
1Y
27.02%
3Y*
21.07%
5Y*
12.39%
10Y*
13.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CCAP vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CCAP
Crescent Capital BDC, Inc.
-14.99%-17.51%23.51%52.61%-17.99%32.51%1.53%
^GSPC
S&P 500 Index
10.79%16.39%23.31%24.23%-19.44%26.89%15.61%

Correlation

The correlation between CCAP and ^GSPC is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.40

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

0.37

Correlation (All Time)
Calculated using the full available price history since Feb 4, 2020

0.32

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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: 2020
Overall Rank
CCAP Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
CCAP Sortino Ratio Rank: 2020
Sortino Ratio Rank
CCAP Omega Ratio Rank: 2020
Omega Ratio Rank
CCAP Calmar Ratio Rank: 2424
Calmar Ratio Rank
CCAP Martin Ratio Rank: 1313
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 8080
Overall Rank
^GSPC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7979
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7979
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 7676
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8686
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.


CCAP^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.75

Sortino ratioReturn per unit of downside risk

-3.61

Omega ratioGain probability vs. loss probability

0.94

1.41

-0.47

Calmar ratioReturn relative to maximum drawdown

-0.50

2.98

-3.48

Martin ratioReturn relative to average drawdown

-1.26

13.78

-15.04

CCAP vs. ^GSPC - Sharpe Ratio Comparison

The current CCAP Sharpe Ratio is -0.46, which is lower than the ^GSPC Sharpe Ratio of 2.28. 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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Sharpe Ratios by Period


CCAP^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.46

2.28

-2.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

0.74

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.47

-0.29

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

-23.77%

-9.10%

-14.67%

Max Drawdown (3Y)

Largest decline over 3 years

-35.30%

-18.90%

-16.40%

Max Drawdown (5Y)

Largest decline over 5 years

-35.30%

-25.43%

-9.87%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-32.61%

-0.33%

-32.28%

Average Drawdown

Average peak-to-trough decline

-12.79%

-10.72%

-2.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.35%

1.97%

+7.38%

Volatility

CCAP vs. ^GSPC - Volatility Comparison

Crescent Capital BDC, Inc. (CCAP) has a higher volatility of 12.96% compared to S&P 500 Index (^GSPC) at 2.88%. 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

12.96%

2.88%

+10.08%

Volatility (6M)

Calculated over the trailing 6-month period

20.61%

9.00%

+11.61%

Volatility (1Y)

Calculated over the trailing 1-year period

25.45%

11.89%

+13.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.23%

16.90%

+5.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.94%

18.06%

+15.88%

Frequently Asked Questions


CCAP and ^GSPC have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CCAP has higher volatility (12.96%) compared to ^GSPC (2.88%). In terms of maximum drawdown, CCAP dropped -63.68% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (2.28 vs -0.46), 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.

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