ORCL vs. CHAT
ORCL (Oracle Corporation) is a stock, while CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill. Over the past 3 years, ORCL returned 17.80%/yr vs 48.02%/yr for CHAT. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
ORCL vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, ORCL achieves a -4.95% return, which is significantly lower than CHAT's 57.97% return.
ORCL
- 1D
- 0.02%
- 1M
- -4.57%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -13.59%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
CHAT
- 1D
- 0.77%
- 1M
- 8.95%
- YTD
- 57.97%
- 6M
- 60.59%
- 1Y
- 113.65%
- 3Y*
- 48.02%
- 5Y*
- —
- 10Y*
- —
ORCL vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 6.43% |
CHAT Roundhill Generative AI & Technology ETF | 57.97% | 49.85% | 30.98% | 21.04% |
Correlation
The correlation between ORCL and CHAT is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.58 |
The correlation between ORCL and CHAT has been stable across timeframes, ranging from 0.53 to 0.59 - a consistent structural relationship.
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Return for Risk
ORCL vs. CHAT — Risk / Return Rank
ORCL
CHAT
ORCL vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oracle Corporation (ORCL) and Roundhill Generative AI & Technology ETF (CHAT). 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.
| ORCL | CHAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.45 | ||
| Sortino ratioReturn per unit of downside risk | -3.27 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.50 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 6.79 | -6.91 |
| Martin ratioReturn relative to average drawdown | -0.20 | 19.03 | -19.23 |
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Drawdowns
ORCL vs. CHAT - Drawdown Comparison
The maximum ORCL drawdown since its inception was -84.19%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for ORCL and CHAT.
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Drawdown Indicators
| ORCL | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.19% | -31.34% | -52.85% |
Max Drawdown (1Y)Largest decline over 1 year | -58.25% | -16.28% | -41.97% |
Max Drawdown (3Y)Largest decline over 3 years | -58.25% | -31.34% | -26.91% |
Max Drawdown (5Y)Largest decline over 5 years | -58.25% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -58.25% | — | — |
Current DrawdownCurrent decline from peak | -43.48% | -9.97% | -33.51% |
Average DrawdownAverage peak-to-trough decline | -29.11% | -5.39% | -23.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.41% | 5.80% | +29.61% |
Volatility
ORCL vs. CHAT - Volatility Comparison
Oracle Corporation (ORCL) has a higher volatility of 23.44% compared to Roundhill Generative AI & Technology ETF (CHAT) at 16.40%. This indicates that ORCL's price experiences larger fluctuations and is considered to be riskier than CHAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ORCL | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.44% | 16.40% | +7.04% |
Volatility (6M)Calculated over the trailing 6-month period | 43.42% | 28.00% | +15.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.91% | 33.14% | +32.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.16% | 30.65% | +11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.12% | 30.65% | +4.47% |
Dividends
ORCL vs. CHAT - Dividend Comparison
ORCL's dividend yield for the trailing twelve months is around 1.09%, less than CHAT's 1.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 1.80% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Frequently Asked Questions
ORCL and CHAT have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to CHAT (16.40%). In terms of maximum drawdown, ORCL dropped -84.19% vs CHAT's -31.34%.
CHAT currently has the higher Sharpe Ratio (3.34 vs -0.11), 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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