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CPIX vs. DHC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CPIX vs. DHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cumberland Pharmaceuticals Inc. (CPIX) and Diversified Healthcare Trust (DHC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CPIX achieves a 67.84% return, which is significantly lower than DHC's 84.28% return. Over the past 10 years, CPIX has outperformed DHC with an annualized return of 3.85%, while DHC has yielded a comparatively lower -5.04% annualized return.


CPIX

1D
-0.74%
1M
4.87%
6M
78.13%
YTD
67.84%
1Y
89.77%
3Y*
66.39%
5Y*
15.50%
10Y*
3.85%
ALL TIME*
-5.36%

DHC

1D
-0.78%
1M
-3.47%
6M
53.56%
YTD
84.28%
1Y
173.96%
3Y*
63.37%
5Y*
20.09%
10Y*
-5.04%
ALL TIME*
6.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$942.95K$842.80K$677.16K
$12.10M$11.49M$15.26M

CPIX vs. DHC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CPIX
Cumberland Pharmaceuticals Inc.
67.84%67.93%32.28%-20.37%-51.82%58.31%-42.72%-14.59%-18.07%33.82%
DHC
Diversified Healthcare Trust
84.28%113.91%-37.64%497.73%-78.60%-24.27%-49.85%-21.84%-32.84%9.35%

Correlation

The correlation between CPIX and DHC is 0.17, which is low. Their historical price movements had little consistent relationship.


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

0.17

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

0.13

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

0.13

Correlation (10Y)
Provides a long-term view across more market conditions.

0.08

Correlation (All Time)
Calculated using the full available price history since Aug 11, 2009

0.10

Fundamentals

Market Cap

CPIX:

$100.09M

DHC:

$2.15B

EPS

CPIX:

-$0.49

DHC:

-$1.33

PS Ratio

CPIX:

2.38

DHC:

1.41

PB Ratio

CPIX:

4.62

DHC:

1.32

Total Revenue (TTM)

CPIX:

$41.94M

DHC:

$1.52B

Gross Profit (TTM)

CPIX:

$34.76M

DHC:

$81.96M

EBITDA (TTM)

CPIX:

-$3.18M

DHC:

$87.81M

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Return for Risk

CPIX vs. DHC — Risk / Return Rank

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

CPIX
CPIX Risk / Return Rank: 7777
Overall Rank
CPIX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
CPIX Sortino Ratio Rank: 7878
Sortino Ratio Rank
CPIX Omega Ratio Rank: 7777
Omega Ratio Rank
CPIX Calmar Ratio Rank: 7777
Calmar Ratio Rank
CPIX Martin Ratio Rank: 7474
Martin Ratio Rank

DHC
DHC Risk / Return Rank: 9999
Overall Rank
DHC Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
DHC Sortino Ratio Rank: 9898
Sortino Ratio Rank
DHC Omega Ratio Rank: 9797
Omega Ratio Rank
DHC Calmar Ratio Rank: 9999
Calmar Ratio Rank
DHC Martin Ratio Rank: 9999
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.

CPIX vs. DHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cumberland Pharmaceuticals Inc. (CPIX) and Diversified Healthcare Trust (DHC). 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.


CPIXDHCDifference
Sharpe ratioReturn per unit of total volatility

-3.31

Sortino ratioReturn per unit of downside risk

-2.84

Omega ratioGain probability vs. loss probability

1.24

1.57

-0.34

Calmar ratioReturn relative to maximum drawdown

1.79

14.21

-12.42

Martin ratioReturn relative to average drawdown

3.71

34.92

-31.21

CPIX vs. DHC - Sharpe Ratio Comparison

The current CPIX Sharpe Ratio is 1.07, which is lower than the DHC Sharpe Ratio of 4.37. The chart below compares the historical Sharpe Ratios of CPIX and DHC, 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

CPIX vs. DHC - Drawdown Comparison

The maximum CPIX drawdown since its inception was -93.78%, roughly equal to the maximum DHC drawdown of -96.32%. Use the drawdown chart below to compare losses from any high point for CPIX and DHC.


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Drawdown Indicators


CPIXDHCDifference

Max Drawdown

Largest peak-to-trough decline

-93.78%

-96.32%

+2.54%

Max Drawdown (1Y)

Largest decline over 1 year

-52.62%

-12.32%

-40.30%

Max Drawdown (3Y)

Largest decline over 3 years

-71.94%

-51.17%

-20.77%

Max Drawdown (5Y)

Largest decline over 5 years

-84.73%

-83.90%

-0.83%

Max Drawdown (10Y)

Largest decline over 10 years

-86.68%

-96.32%

+9.64%

Current Drawdown

Current decline from peak

-60.81%

-44.35%

-16.46%

Average Drawdown

Average peak-to-trough decline

-70.69%

-30.41%

-40.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.34%

5.00%

+20.34%

Volatility

CPIX vs. DHC - Volatility Comparison

Cumberland Pharmaceuticals Inc. (CPIX) has a higher volatility of 29.50% compared to Diversified Healthcare Trust (DHC) at 10.34%. This indicates that CPIX's price experiences larger fluctuations and is considered to be riskier than DHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPIXDHCDifference

Volatility (1M)

Calculated over the trailing 1-month period

29.50%

10.34%

+19.16%

Volatility (6M)

Calculated over the trailing 6-month period

60.76%

28.87%

+31.89%

Volatility (1Y)

Calculated over the trailing 1-year period

88.18%

40.04%

+48.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

115.14%

68.86%

+46.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

87.01%

64.14%

+22.87%

Dividends

CPIX vs. DHC - Dividend Comparison

CPIX has not paid dividends to shareholders, while DHC's dividend yield for the trailing twelve months is around 0.45%.


PositionTTM20252024202320222021202020192018201720162015
CPIX
Cumberland Pharmaceuticals 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%
DHC
Diversified Healthcare Trust
0.45%0.82%1.74%1.07%6.18%1.29%4.37%9.95%13.31%8.15%8.24%11.40%

Financials

CPIX vs. DHC - Financials Comparison

This section allows you to compare key financial metrics between Cumberland Pharmaceuticals Inc. and Diversified Healthcare Trust. 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

CPIX vs. DHC - Profitability Comparison

The chart below illustrates the profitability comparison between Cumberland Pharmaceuticals Inc. and Diversified Healthcare Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

CPIX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Cumberland Pharmaceuticals Inc. reported a gross profit of 7.20M and revenue of 9.13M. Therefore, the gross margin over that period was 78.8%.

DHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Diversified Healthcare Trust reported a gross profit of 0.00 and revenue of 366.47M. Therefore, the gross margin over that period was 0.0%.

CPIX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Cumberland Pharmaceuticals Inc. reported an operating income of -3.13M and revenue of 9.13M, resulting in an operating margin of -34.3%.

DHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Diversified Healthcare Trust reported an operating income of 0.00 and revenue of 366.47M, resulting in an operating margin of 0.0%.

CPIX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Cumberland Pharmaceuticals Inc. reported a net income of -3.29M and revenue of 9.13M, resulting in a net margin of -36.0%.

DHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Diversified Healthcare Trust reported a net income of -43.28M and revenue of 366.47M, resulting in a net margin of -11.8%.


Frequently Asked Questions


CPIX and DHC have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CPIX has higher volatility (29.50%) compared to DHC (10.34%). In terms of maximum drawdown, CPIX dropped -93.78% vs DHC's -96.32%.

DHC currently has the higher Sharpe Ratio (4.37 vs 1.07), 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

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