CPT vs. WELL

Last updated Jun 9, 2026

CPT (Camden Property Trust) and WELL (Welltower Inc.) are both stocks. Both are in the Real Estate sector — CPT in REIT - Residential, WELL in REIT - Healthcare Facilities. Over the past 10 years, CPT returned 7.55%/yr vs 14.83%/yr for WELL. A 0.62 correlation means they provide meaningful diversification when combined.

Performance

CPT vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Camden Property Trust (CPT) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CPT achieves a 3.75% return, which is significantly lower than WELL's 8.50% return. Over the past 10 years, CPT has underperformed WELL with an annualized return of 7.55%, while WELL has yielded a comparatively higher 14.83% annualized return.

CPT

• 1D: 0.33%
• 1M: 8.87%
• YTD: 3.75%
• 6M: 12.33%
• 1Y: 1.52%
• 3Y*: 3.86%
• 5Y*: 0.18%
• 10Y*: 7.55%

WELL

• 1D: -3.35%
• 1M: -6.50%
• YTD: 8.50%
• 6M: 0.26%
• 1Y: 31.48%
• 3Y*: 37.93%
• 5Y*: 23.47%
• 10Y*: 14.83%

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

CPT vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CPT Camden Property Trust	3.75%	-1.48%	21.31%	-7.64%	-35.58%	83.40%	-2.28%	24.21%	-0.98%	13.33%
WELL Welltower Inc.	8.50%	49.86%	43.07%	41.79%	-21.18%	36.98%	-17.19%	23.04%	15.31%	0.22%

Correlation

The correlation between CPT and WELL is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.46
Correlation (5Y) Calculated over the trailing 5-year period	0.51
Correlation (10Y) Calculated over the trailing 10-year period	0.57
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001	0.62

Over the past year, the correlation between CPT and WELL has dropped to 0.30 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.

Fundamentals

Market Cap CPT : $11.85B WELL : $145.25B
EPS CPT : $3.60 WELL : $2.02
PE Ratio CPT : 31.40 WELL : 99.11
PEG Ratio CPT : 0.88 WELL : 2.19
PS Ratio CPT : 10.30 WELL : 11.99
PB Ratio CPT : 2.94 WELL : 3.32
Total Revenue (TTM) CPT : $1.18B WELL : $11.63B
Gross Profit (TTM) CPT : $725.73M WELL : $3.25B
EBITDA (TTM) CPT : $1.12B WELL : $3.00B

Return for Risk

CPT vs. WELL — Risk / Return Rank

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

CPT

CPT Risk / Return Rank: 41
CPT Sharpe Ratio Rank: 46
CPT Sortino Ratio Rank: 37
CPT Omega Ratio Rank: 36
CPT Calmar Ratio Rank: 45
CPT Martin Ratio Rank: 44

WELL

WELL Risk / Return Rank: 79
WELL Sharpe Ratio Rank: 82
WELL Sortino Ratio Rank: 76
WELL Omega Ratio Rank: 76
WELL Calmar Ratio Rank: 80
WELL Martin Ratio Rank: 80

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.

CPT vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Camden Property Trust (CPT) and Welltower Inc. (WELL). 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.

	CPT	WELL	Difference
Sharpe ratio: Return per unit of total volatility	0.08	1.48	-1.40
Sortino ratio: Return per unit of downside risk	0.25	2.03	-1.78
Omega ratio: Gain probability vs. loss probability	1.03	1.26	-0.23
Calmar ratio: Return relative to maximum drawdown	0.10	2.51	-2.41
Martin ratio: Return relative to average drawdown	0.18	6.21	-6.03
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CPT vs. WELL - Sharpe Ratio Comparison

The current CPT Sharpe Ratio is 0.08, which is lower than the WELL Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of CPT and WELL, 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

	CPT	WELL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.08	1.48	-1.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.99	-0.99
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.31	0.47	-0.16
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.56	-0.17

Drawdowns

CPT vs. WELL - Drawdown Comparison

The maximum CPT drawdown since its inception was -75.31%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for CPT and WELL.

Drawdown Indicators

	CPT	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-75.31%	-63.33%	-11.98%
Max Drawdown (1Y) Largest decline over 1 year	-16.05%	-12.61%	-3.44%
Max Drawdown (3Y) Largest decline over 3 years	-24.87%	-12.99%	-11.88%
Max Drawdown (5Y) Largest decline over 5 years	-50.22%	-40.78%	-9.44%
Max Drawdown (10Y) Largest decline over 10 years	-50.22%	-63.33%	+13.11%
Current Drawdown Current decline from peak	-26.22%	-9.15%	-17.07%
Average Drawdown Average peak-to-trough decline	-12.91%	-10.32%	-2.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.58%	5.10%	+3.48%

Volatility

CPT vs. WELL - Volatility Comparison

The current volatility for Camden Property Trust (CPT) is 5.21%, while Welltower Inc. (WELL) has a volatility of 8.63%. This indicates that CPT experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CPT	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.21%	8.63%	-3.42%
Volatility (6M) Calculated over the trailing 6-month period	14.28%	17.08%	-2.80%
Volatility (1Y) Calculated over the trailing 1-year period	19.39%	21.48%	-2.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.69%	23.76%	-1.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.37%	31.88%	-7.51%

Dividends

CPT vs. WELL - Dividend Comparison

CPT's dividend yield for the trailing twelve months is around 3.73%, more than WELL's 1.48% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CPT Camden Property Trust	3.73%	3.82%	3.55%	4.03%	3.36%	1.93%	3.32%	3.02%	3.50%	3.26%	8.62%	3.65%
WELL Welltower Inc.	1.48%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%

Financials

Frequently Asked Questions

Can I hold both CPT and WELL in my portfolio?

CPT and WELL have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CPT or WELL?

WELL has higher volatility (8.63%) compared to CPT (5.21%). In terms of maximum drawdown, CPT dropped -75.31% vs WELL's -63.33%.

Which has better risk-adjusted returns?

WELL currently has the higher Sharpe Ratio (1.48 vs 0.08), 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.