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DEO vs. USD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

DEO vs. USD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Diageo plc (DEO) and USD Cash (USD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


DEO

1D
0.83%
1M
0.12%
YTD
-4.24%
6M
-7.27%
1Y
-19.48%
3Y*
-19.42%
5Y*
-13.55%
10Y*
0.50%

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DEO vs. USD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DEO
Diageo plc
-4.24%-29.31%-10.09%-16.28%-17.40%41.72%-3.26%21.39%-0.43%44.13%
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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Return for Risk

DEO vs. USD=X — Risk / Return Rank

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

DEO
DEO Risk / Return Rank: 1818
Overall Rank
DEO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
DEO Sortino Ratio Rank: 1616
Sortino Ratio Rank
DEO Omega Ratio Rank: 1616
Omega Ratio Rank
DEO Calmar Ratio Rank: 2222
Calmar Ratio Rank
DEO Martin Ratio Rank: 2121
Martin Ratio Rank

USD=X

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

DEO vs. USD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Diageo plc (DEO) and USD Cash (USD=X). 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.


DEOUSD=XDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.90

Calmar ratioReturn relative to maximum drawdown

-0.59

Martin ratioReturn relative to average drawdown

-1.05

DEO vs. USD=X - Sharpe Ratio Comparison


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Drawdowns

DEO vs. USD=X - Drawdown Comparison

The maximum DEO drawdown since its inception was -63.41%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DEO and USD=X.


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Drawdown Indicators


DEOUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-63.41%

0.00%

-63.41%

Max Drawdown (1Y)

Largest decline over 1 year

-35.52%

0.00%

-35.52%

Max Drawdown (3Y)

Largest decline over 3 years

-56.07%

0.00%

-56.07%

Max Drawdown (5Y)

Largest decline over 5 years

-63.41%

0.00%

-63.41%

Max Drawdown (10Y)

Largest decline over 10 years

-63.41%

0.00%

-63.41%

Current Drawdown

Current decline from peak

-58.28%

0.00%

-58.28%

Average Drawdown

Average peak-to-trough decline

-13.02%

0.00%

-13.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.98%

0.00%

+19.98%

Volatility

DEO vs. USD=X - Volatility Comparison

Diageo plc (DEO) has a higher volatility of 6.98% compared to USD Cash (USD=X) at 0.00%. This indicates that DEO's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DEOUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

0.00%

+6.98%

Volatility (6M)

Calculated over the trailing 6-month period

26.52%

0.00%

+26.52%

Volatility (1Y)

Calculated over the trailing 1-year period

32.17%

0.00%

+32.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.74%

0.00%

+24.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.39%

0.00%

+23.39%

Frequently Asked Questions


DEO has higher volatility (6.98%) compared to USD=X (0.00%). In terms of maximum drawdown, DEO dropped -63.41% vs USD=X's 0.00%.

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