EGP vs. CUBE
EGP (EastGroup Properties, Inc.) and CUBE (CubeSmart) are both stocks. Both operate in the REIT - Industrial industry within the Real Estate sector. Over the past 10 years, EGP returned 14.34%/yr vs 8.07%/yr for CUBE. Their 0.60 correlation means they have sometimes moved together and sometimes differently.
Performance
EGP vs. CUBE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EGP having a 19.22% return and CUBE slightly higher at 20.04%. Over the past 10 years, EGP has outperformed CUBE with an annualized return of 14.34%, while CUBE has yielded a comparatively lower 8.07% annualized return.
EGP
- 1D
- -0.27%
- 1M
- -1.10%
- 6M
- 16.92%
- YTD
- 19.22%
- 1Y
- 33.47%
- 3Y*
- 9.39%
- 5Y*
- 6.63%
- 10Y*
- 14.34%
- ALL TIME*
- 15.32%
CUBE
- 1D
- 0.53%
- 1M
- 1.17%
- 6M
- 13.61%
- YTD
- 20.04%
- 1Y
- 9.86%
- 3Y*
- 4.02%
- 5Y*
- 0.90%
- 10Y*
- 8.07%
- ALL TIME*
- 8.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CUBE CubeSmart | $110.24M | $93.57M | $86.80M |
| $132.14M | $108.84M | $84.38M |
EGP vs. CUBE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGP EastGroup Properties, Inc. | 19.22% | 14.85% | -9.81% | 27.69% | -33.07% | 68.44% | 6.76% | 48.23% | 6.95% | 23.34% |
CUBE CubeSmart | 20.04% | -11.59% | -4.53% | 20.50% | -26.31% | 74.59% | 11.67% | 14.12% | 3.42% | 12.74% |
Correlation
The correlation between EGP and CUBE is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2004 | 0.60 |
The correlation between EGP and CUBE has been stable across timeframes, ranging from 0.56 to 0.64 - a consistent structural relationship.
Fundamentals
EGP:
$11.24B
CUBE:
$9.42B
EGP:
$4.29
CUBE:
$1.46
EGP:
48.76
CUBE:
28.36
EGP:
8.46
CUBE:
3.00
EGP:
19.97
CUBE:
8.34
EGP:
3.14
CUBE:
3.66
EGP:
$559.90M
CUBE:
$1.14B
EGP:
$190.02M
CUBE:
$86.29M
EGP:
$666.58M
CUBE:
$704.64M
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Return for Risk
EGP vs. CUBE — Risk / Return Rank
EGP
CUBE
EGP vs. CUBE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EastGroup Properties, Inc. (EGP) and CubeSmart (CUBE). 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.
| EGP | CUBE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.11 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.77 | 0.77 | +4.00 |
| Martin ratioReturn relative to average drawdown | 12.69 | 1.67 | +11.03 |
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Drawdowns
EGP vs. CUBE - Drawdown Comparison
The maximum EGP drawdown since its inception was -59.55%, smaller than the maximum CUBE drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for EGP and CUBE.
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Drawdown Indicators
| EGP | CUBE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.55% | -93.15% | +33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -6.83% | -16.49% | +9.66% |
Max Drawdown (3Y)Largest decline over 3 years | -22.37% | -31.95% | +9.58% |
Max Drawdown (5Y)Largest decline over 5 years | -38.08% | -36.93% | -1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -38.10% | -41.43% | +3.33% |
Current DrawdownCurrent decline from peak | -6.43% | -15.84% | +9.41% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -22.01% | +12.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 7.61% | -5.05% |
Volatility
EGP vs. CUBE - Volatility Comparison
The current volatility for EastGroup Properties, Inc. (EGP) is 7.00%, while CubeSmart (CUBE) has a volatility of 7.40%. This indicates that EGP experiences smaller price fluctuations and is considered to be less risky than CUBE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGP | CUBE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 7.40% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.39% | 17.06% | -3.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 23.05% | -4.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 25.53% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.39% | 25.43% | +0.96% |
Dividends
EGP vs. CUBE - Dividend Comparison
EGP's dividend yield for the trailing twelve months is around 2.97%, less than CUBE's 5.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 5.09% | 5.77% | 3.57% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% |
EGP EastGroup Properties, Inc. | 2.97% | 3.31% | 3.33% | 2.75% | 3.17% | 1.57% | 2.23% | 2.22% | 2.97% | 2.85% | 3.30% | 4.21% |
Financials
EGP vs. CUBE - Financials Comparison
This section allows you to compare key financial metrics between EastGroup Properties, Inc. and CubeSmart. 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
EGP and CUBE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CUBE has higher volatility (7.40%) compared to EGP (7.00%). In terms of maximum drawdown, EGP dropped -59.55% vs CUBE's -93.15%.
EGP currently has the higher Sharpe Ratio (1.75 vs 0.57), 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.
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