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CCLD vs. SOFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CCLD vs. SOFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CareCloud Inc. (CCLD) and SoFi Technologies, Inc. (SOFI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CCLD achieves a -16.44% return, which is significantly higher than SOFI's -37.70% return.


CCLD

1D
1.24%
1M
9.91%
6M
-9.96%
YTD
-16.44%
1Y
5.63%
3Y*
-11.33%
5Y*
-21.57%
10Y*
9.11%
ALL TIME*
-5.79%

SOFI

1D
-0.97%
1M
-10.58%
6M
-28.50%
YTD
-37.70%
1Y
-23.17%
3Y*
16.37%
5Y*
1.10%
10Y*
ALL TIME*
7.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$399.61K$460.90K$957.47K
$1.50B$1.50B$1.35B

CCLD vs. SOFI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CCLD
CareCloud Inc.
-16.44%-20.22%140.79%-45.91%-55.54%-30.32%-14.43%
SOFI
SoFi Technologies, Inc.
-37.70%70.00%54.77%115.84%-70.84%27.09%13.09%

Correlation

The correlation between CCLD and SOFI is 0.34, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.34

Correlation (3Y)
Balances recent behavior with more history.

0.23

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.29

Correlation (All Time)
Calculated using the full available price history since Nov 30, 2020

0.29

The correlation between CCLD and SOFI shifts across timeframes, from 0.23 (3 years) to 0.34 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CCLD:

$103.68M

SOFI:

$20.92B

EPS

CCLD:

$0.06

SOFI:

$0.54

PE Ratio

CCLD:

38.65

SOFI:

29.98

PS Ratio

CCLD:

3.04

SOFI:

4.52

PB Ratio

CCLD:

1.78

SOFI:

2.01

Total Revenue (TTM)

CCLD:

$124.14M

SOFI:

$4.85B

Gross Profit (TTM)

CCLD:

$28.92M

SOFI:

$3.97B

EBITDA (TTM)

CCLD:

$27.72M

SOFI:

$756.79M

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Return for Risk

CCLD vs. SOFI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CCLD
CCLD Risk / Return Rank: 4646
Overall Rank
CCLD Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
CCLD Sortino Ratio Rank: 4848
Sortino Ratio Rank
CCLD Omega Ratio Rank: 4646
Omega Ratio Rank
CCLD Calmar Ratio Rank: 4646
Calmar Ratio Rank
CCLD Martin Ratio Rank: 4545
Martin Ratio Rank

SOFI
SOFI Risk / Return Rank: 2525
Overall Rank
SOFI Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
SOFI Sortino Ratio Rank: 2424
Sortino Ratio Rank
SOFI Omega Ratio Rank: 2525
Omega Ratio Rank
SOFI Calmar Ratio Rank: 2525
Calmar Ratio Rank
SOFI Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CCLD vs. SOFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CareCloud Inc. (CCLD) and SoFi Technologies, Inc. (SOFI). 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.


CCLDSOFIDifference
Sharpe ratioReturn per unit of total volatility

+0.53

Sortino ratioReturn per unit of downside risk

+0.94

Omega ratioGain probability vs. loss probability

1.06

0.95

+0.11

Calmar ratioReturn relative to maximum drawdown

0.06

-0.53

+0.58

Martin ratioReturn relative to average drawdown

0.09

-0.84

+0.93

CCLD vs. SOFI - Sharpe Ratio Comparison

The current CCLD Sharpe Ratio is 0.04, which is higher than the SOFI Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of CCLD and SOFI, 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

CCLD vs. SOFI - Drawdown Comparison

The maximum CCLD drawdown since its inception was -94.03%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for CCLD and SOFI.


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Drawdown Indicators


CCLDSOFIDifference

Max Drawdown

Largest peak-to-trough decline

-94.03%

-83.32%

-10.71%

Max Drawdown (1Y)

Largest decline over 1 year

-45.83%

-52.96%

+7.13%

Max Drawdown (3Y)

Largest decline over 3 years

-74.19%

-52.96%

-21.23%

Max Drawdown (5Y)

Largest decline over 5 years

-91.68%

-81.54%

-10.14%

Max Drawdown (10Y)

Largest decline over 10 years

-94.03%

Current Drawdown

Current decline from peak

-80.53%

-49.36%

-31.17%

Average Drawdown

Average peak-to-trough decline

-55.59%

-51.07%

-4.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.76%

33.29%

-6.53%

Volatility

CCLD vs. SOFI - Volatility Comparison

The current volatility for CareCloud Inc. (CCLD) is 11.96%, while SoFi Technologies, Inc. (SOFI) has a volatility of 16.98%. This indicates that CCLD experiences smaller price fluctuations and is considered to be less risky than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCLDSOFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.96%

16.98%

-5.02%

Volatility (6M)

Calculated over the trailing 6-month period

47.17%

39.65%

+7.52%

Volatility (1Y)

Calculated over the trailing 1-year period

63.62%

56.66%

+6.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

91.48%

66.48%

+25.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

109.00%

71.52%

+37.48%

Dividends

CCLD vs. SOFI - Dividend Comparison

Neither CCLD nor SOFI has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

CCLD vs. SOFI - Financials Comparison

This section allows you to compare key financial metrics between CareCloud Inc. and SoFi Technologies, 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

Frequently Asked Questions


CCLD and SOFI 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.

SOFI has higher volatility (16.98%) compared to CCLD (11.96%). In terms of maximum drawdown, CCLD dropped -94.03% vs SOFI's -83.32%.

CCLD currently has the higher Sharpe Ratio (0.04 vs -0.49), 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 CCLD and SOFI

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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