LI.PA vs. CSWC
LI.PA (Klepierre SA) and CSWC (Capital Southwest Corporation) are both stocks. LI.PA operates in REIT - Retail (Real Estate), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, LI.PA returned 4.49%/yr vs 16.81%/yr for CSWC. At a 0.14 correlation, their price movements are largely independent.
Performance
LI.PA vs. CSWC - Performance Comparison
Loading charts...
Different Trading Currencies
LI.PA is traded in EUR, while CSWC is traded in USD. To make them comparable, the CSWC values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, LI.PA achieves a 13.10% return, which is significantly lower than CSWC's 14.00% return. Over the past 10 years, LI.PA has underperformed CSWC with an annualized return of 4.49%, while CSWC has yielded a comparatively higher 16.81% annualized return.
LI.PA
- 1D
- -0.22%
- 1M
- 5.94%
- YTD
- 13.10%
- 6M
- 13.10%
- 1Y
- 18.90%
- 3Y*
- 25.82%
- 5Y*
- 18.65%
- 10Y*
- 4.49%
CSWC
- 1D
- 0.00%
- 1M
- 3.18%
- YTD
- 14.00%
- 6M
- 15.61%
- 1Y
- 22.08%
- 3Y*
- 16.19%
- 5Y*
- 12.74%
- 10Y*
- 16.81%
LI.PA vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LI.PA Klepierre SA | 13.10% | 28.66% | 21.24% | 24.35% | 11.69% | 13.38% | -42.28% | 29.96% | -22.08% | 3.31% |
CSWC Capital Southwest Corporation | 15.56% | 0.72% | 8.88% | 51.42% | -19.96% | 69.17% | -9.67% | 25.57% | 35.60% | -3.52% |
Correlation
The correlation between LI.PA and CSWC is -0.04, 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 | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2007 | 0.14 |
The correlation between LI.PA and CSWC shifts across timeframes, from -0.04 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
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
LI.PA vs. CSWC — Risk / Return Rank
LI.PA
CSWC
LI.PA vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Klepierre SA (LI.PA) and Capital Southwest Corporation (CSWC). 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.
| LI.PA | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.49 | +0.20 |
| Martin ratioReturn relative to average drawdown | 3.65 | 4.80 | -1.15 |
Loading charts...
Drawdowns
LI.PA vs. CSWC - Drawdown Comparison
The maximum LI.PA drawdown since its inception was -78.40%, which is greater than CSWC's maximum drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for LI.PA and CSWC.
Loading charts...
Drawdown Indicators
| LI.PA | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.40% | -60.58% | -17.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -14.91% | +3.83% |
Max Drawdown (3Y)Largest decline over 3 years | -13.27% | -28.32% | +15.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.92% | -28.32% | -0.60% |
Max Drawdown (10Y)Largest decline over 10 years | -71.00% | -60.58% | -10.42% |
Current DrawdownCurrent decline from peak | -0.22% | -0.75% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -25.53% | -15.01% | -10.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.14% | 4.61% | +0.53% |
Volatility
LI.PA vs. CSWC - Volatility Comparison
Klepierre SA (LI.PA) has a higher volatility of 4.72% compared to Capital Southwest Corporation (CSWC) at 4.39%. This indicates that LI.PA's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LI.PA | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 4.39% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 14.27% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 19.10% | -2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 22.89% | +2.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.65% | 27.78% | +7.87% |
Dividends
LI.PA vs. CSWC - Dividend Comparison
LI.PA's dividend yield for the trailing twelve months is around 5.05%, less than CSWC's 10.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 10.89% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
LI.PA Klepierre SA | 5.05% | 5.48% | 6.47% | 7.09% | 7.90% | 0.00% | 5.98% | 3.10% | 7.27% | 4.96% | 4.55% | 3.90% |
Financials
LI.PA vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Klepierre SA and Capital Southwest Corporation. 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
LI.PA and CSWC have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for LI.PA and CSWC
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