CREI.L vs. KO
CREI.L (Custodian REIT plc) and KO (The Coca-Cola Company) are both stocks. CREI.L operates in REIT - Diversified (Real Estate), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, CREI.L returned 4.47%/yr vs 10.09%/yr for KO. At a 0.04 correlation, their price movements are largely independent.
Performance
CREI.L vs. KO - Performance Comparison
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Different Trading Currencies
CREI.L is traded in GBp, while KO is traded in USD. To make them comparable, the KO values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CREI.L achieves a 7.12% return, which is significantly lower than KO's 15.62% return. Over the past 10 years, CREI.L has underperformed KO with an annualized return of 4.47%, while KO has yielded a comparatively higher 10.09% annualized return.
CREI.L
- 1D
- 2.64%
- 1M
- 7.32%
- YTD
- 7.12%
- 6M
- 13.13%
- 1Y
- 15.90%
- 3Y*
- 6.10%
- 5Y*
- 4.78%
- 10Y*
- 4.47%
KO
- 1D
- 4.11%
- 1M
- 2.22%
- YTD
- 15.62%
- 6M
- 14.25%
- 1Y
- 17.35%
- 3Y*
- 10.30%
- 5Y*
- 11.73%
- 10Y*
- 10.09%
CREI.L vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CREI.L Custodian REIT plc | 7.12% | 21.13% | -5.02% | -0.14% | -6.95% | 27.70% | -18.60% | 3.67% | 4.88% | 13.63% |
KO The Coca-Cola Company | 15.62% | 7.36% | 10.78% | -9.21% | 23.76% | 12.43% | -0.54% | 16.01% | 13.10% | 4.49% |
Correlation
The correlation between CREI.L and KO is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2014 | 0.04 |
Fundamentals
CREI.L:
£406.91M
KO:
$342.88B
CREI.L:
£0.15
KO:
$3.18
CREI.L:
6.08
KO:
25.02
CREI.L:
0.01
KO:
3.02
CREI.L:
4.19
KO:
6.96
CREI.L:
0.89
KO:
10.19
CREI.L:
£97.11M
KO:
$49.28B
CREI.L:
£67.47M
KO:
$30.43B
CREI.L:
£68.86M
KO:
$18.35B
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Return for Risk
CREI.L vs. KO — Risk / Return Rank
CREI.L
KO
CREI.L vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Custodian REIT plc (CREI.L) and The Coca-Cola Company (KO). 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.
| CREI.L | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.88 | -0.84 |
| Martin ratioReturn relative to average drawdown | 3.29 | 4.15 | -0.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CREI.L | KO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.00 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.72 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.54 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.60 | -0.37 |
Drawdowns
CREI.L vs. KO - Drawdown Comparison
The maximum CREI.L drawdown since its inception was -35.07%, which is greater than KO's maximum drawdown of -29.25%. Use the drawdown chart below to compare losses from any high point for CREI.L and KO.
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Drawdown Indicators
| CREI.L | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -29.25% | -5.82% |
Max Drawdown (1Y)Largest decline over 1 year | -14.93% | -9.28% | -5.65% |
Max Drawdown (3Y)Largest decline over 3 years | -28.32% | -12.87% | -15.45% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -19.03% | -16.04% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -29.25% | -5.82% |
Current DrawdownCurrent decline from peak | 0.00% | -2.54% | +2.54% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -6.64% | -1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 4.19% | +0.50% |
Volatility
CREI.L vs. KO - Volatility Comparison
The current volatility for Custodian REIT plc (CREI.L) is 5.39%, while The Coca-Cola Company (KO) has a volatility of 6.84%. This indicates that CREI.L experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CREI.L | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 6.84% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 15.95% | 13.63% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 17.44% | +3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.55% | 16.35% | +7.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 18.88% | +2.67% |
Dividends
CREI.L vs. KO - Dividend Comparison
CREI.L's dividend yield for the trailing twelve months is around 6.71%, more than KO's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREI.L Custodian REIT plc | 6.71% | 6.94% | 7.85% | 6.28% | 5.89% | 5.19% | 6.07% | 5.79% | 5.58% | 5.46% | 5.88% | 5.39% |
KO The Coca-Cola Company | 2.59% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
Financials
CREI.L vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Custodian REIT plc and The Coca-Cola Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CREI.L and KO have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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