PortfoliosLab logoPortfoliosLab logo
CX vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

CX vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CEMEX, S.A.B. de C.V. (CX) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CX achieves a 5.08% return, which is significantly lower than ^GSPC's 7.49% return. Over the past 10 years, CX has underperformed ^GSPC with an annualized return of 8.39%, while ^GSPC has yielded a comparatively higher 13.70% annualized return.


CX

1D
-1.15%
1M
-4.07%
YTD
5.08%
6M
1.98%
1Y
74.73%
3Y*
21.36%
5Y*
7.33%
10Y*
8.39%

^GSPC

1D
-0.10%
1M
-1.54%
YTD
7.49%
6M
6.15%
1Y
20.78%
3Y*
19.17%
5Y*
11.44%
10Y*
13.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CX vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CX
CEMEX, S.A.B. de C.V.
5.08%105.97%-26.48%91.36%-40.27%31.14%36.77%-19.55%-35.73%-2.86%
^GSPC
S&P 500 Index
7.49%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%

Correlation

The correlation between CX and ^GSPC is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.47

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

0.48

Correlation (All Time)
Calculated using the full available price history since Sep 15, 1999

0.55

The correlation between CX and ^GSPC has been stable across timeframes, ranging from 0.46 to 0.55 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CX vs. ^GSPC — Risk / Return Rank

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

CX
CX Risk / Return Rank: 8888
Overall Rank
CX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
CX Sortino Ratio Rank: 8888
Sortino Ratio Rank
CX Omega Ratio Rank: 8585
Omega Ratio Rank
CX Calmar Ratio Rank: 8585
Calmar Ratio Rank
CX Martin Ratio Rank: 9090
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 6060
Overall Rank
^GSPC Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 5656
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 5959
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 5555
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 7272
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.

CX vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CEMEX, S.A.B. de C.V. (CX) 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.

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.


CX^GSPCDifference
Sharpe ratioReturn per unit of total volatility

+0.39

Sortino ratioReturn per unit of downside risk

+0.55

Omega ratioGain probability vs. loss probability

1.34

1.30

+0.04

Calmar ratioReturn relative to maximum drawdown

3.13

2.29

+0.84

Martin ratioReturn relative to average drawdown

10.90

10.15

+0.75

CX vs. ^GSPC - Sharpe Ratio Comparison

The current CX Sharpe Ratio is 2.06, which is comparable to the ^GSPC Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of CX 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.


Loading charts...

Drawdowns

CX vs. ^GSPC - Drawdown Comparison

The maximum CX drawdown since its inception was -92.37%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for CX and ^GSPC.


Loading charts...

Drawdown Indicators


CX^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-92.37%

-56.78%

-35.59%

Max Drawdown (1Y)

Largest decline over 1 year

-23.99%

-9.10%

-14.89%

Max Drawdown (3Y)

Largest decline over 3 years

-44.38%

-18.90%

-25.48%

Max Drawdown (5Y)

Largest decline over 5 years

-63.05%

-25.43%

-37.62%

Max Drawdown (10Y)

Largest decline over 10 years

-83.70%

-33.92%

-49.78%

Current Drawdown

Current decline from peak

-42.25%

-3.31%

-38.94%

Average Drawdown

Average peak-to-trough decline

-51.15%

-10.71%

-40.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.88%

2.05%

+4.83%

Volatility

CX vs. ^GSPC - Volatility Comparison

CEMEX, S.A.B. de C.V. (CX) has a higher volatility of 11.90% compared to S&P 500 Index (^GSPC) at 4.87%. This indicates that CX'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.


Loading charts...

Volatility by Period


CX^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.90%

4.87%

+7.03%

Volatility (6M)

Calculated over the trailing 6-month period

29.92%

9.90%

+20.02%

Volatility (1Y)

Calculated over the trailing 1-year period

36.47%

12.54%

+23.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.75%

17.00%

+22.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.29%

18.08%

+25.21%

Frequently Asked Questions


CX and ^GSPC have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CX has higher volatility (11.90%) compared to ^GSPC (4.87%). In terms of maximum drawdown, CX dropped -92.37% vs ^GSPC's -56.78%.

CX currently has the higher Sharpe Ratio (2.06 vs 1.67), 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 CX and ^GSPC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer