ORC vs. WPC
Compare and contrast key facts about Orchid Island Capital, Inc. (ORC) and W. P. Carey Inc. (WPC).
Performance
ORC vs. WPC - Performance Comparison
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ORC vs. WPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ORC Orchid Island Capital, Inc. | 2.45% | 12.66% | 9.87% | -3.10% | -41.63% | 0.07% | 4.75% | 6.68% | -20.38% | 1.07% |
WPC W. P. Carey Inc. | 7.06% | 24.99% | -10.59% | -7.93% | 0.47% | 22.88% | -5.99% | 28.84% | 1.08% | 25.68% |
Fundamentals
ORC:
$1.17B
WPC:
$15.03B
ORC:
$1.19
WPC:
$2.11
ORC:
5.93
WPC:
32.21
ORC:
0.02
WPC:
17.22
ORC:
9.65
WPC:
7.73
ORC:
0.85
WPC:
1.85
ORC:
$101.20M
WPC:
$1.94B
ORC:
$97.60M
WPC:
$1.47B
ORC:
$356.52M
WPC:
$1.39B
Returns By Period
In the year-to-date period, ORC achieves a 2.45% return, which is significantly lower than WPC's 7.06% return. Over the past 10 years, ORC has underperformed WPC with an annualized return of -2.75%, while WPC has yielded a comparatively higher 7.68% annualized return.
ORC
- 1D
- 3.53%
- 1M
- -3.84%
- YTD
- 2.45%
- 6M
- 10.59%
- 1Y
- 14.18%
- 3Y*
- 4.85%
- 5Y*
- -9.64%
- 10Y*
- -2.75%
WPC
- 1D
- 1.46%
- 1M
- -7.70%
- YTD
- 7.06%
- 6M
- 3.43%
- 1Y
- 13.87%
- 3Y*
- 3.12%
- 5Y*
- 5.50%
- 10Y*
- 7.68%
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Return for Risk
ORC vs. WPC — Risk / Return Rank
ORC
WPC
ORC vs. WPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Orchid Island Capital, Inc. (ORC) and W. P. Carey Inc. (WPC). 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.
| ORC | WPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.75 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.15 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 1.47 | -0.76 |
Martin ratioReturn relative to average drawdown | 2.35 | 4.60 | -2.25 |
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
| ORC | WPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.75 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.32 | 0.27 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | 0.30 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.45 | -0.48 |
Correlation
The correlation between ORC and WPC is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ORC vs. WPC - Dividend Comparison
ORC's dividend yield for the trailing twelve months is around 20.48%, more than WPC's 5.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORC Orchid Island Capital, Inc. | 20.48% | 20.00% | 18.51% | 21.35% | 29.67% | 17.33% | 15.13% | 16.41% | 16.74% | 18.10% | 15.51% | 19.34% |
WPC W. P. Carey Inc. | 5.39% | 5.62% | 6.41% | 7.93% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 7.26% | 6.65% | 6.48% |
Drawdowns
ORC vs. WPC - Drawdown Comparison
The maximum ORC drawdown since its inception was -75.77%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for ORC and WPC.
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Drawdown Indicators
| ORC | WPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.77% | -52.45% | -23.32% |
Max Drawdown (1Y)Largest decline over 1 year | -18.90% | -10.96% | -7.94% |
Max Drawdown (5Y)Largest decline over 5 years | -68.46% | -36.81% | -31.65% |
Max Drawdown (10Y)Largest decline over 10 years | -75.77% | -52.45% | -23.32% |
Current DrawdownCurrent decline from peak | -44.77% | -7.70% | -37.07% |
Average DrawdownAverage peak-to-trough decline | -28.59% | -10.33% | -18.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.90% | 3.53% | +2.37% |
Volatility
ORC vs. WPC - Volatility Comparison
Orchid Island Capital, Inc. (ORC) has a higher volatility of 8.51% compared to W. P. Carey Inc. (WPC) at 4.32%. This indicates that ORC's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ORC | WPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 4.32% | +4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 14.86% | 11.85% | +3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.17% | 18.57% | +5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.01% | 20.71% | +9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.74% | 25.81% | +11.93% |
Financials
ORC vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between Orchid Island Capital, Inc. and W. P. Carey Inc.. 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