ORCL vs. ORCX

Last updated Jun 3, 2026

ORCL (Oracle Corporation) is a stock, while ORCX (Defiance Daily Target 2X Long ORCL ETF) is Leveraged Equities fund actively managed by Defiance. Over the past year, ORCL returned 48.31% vs 33.67% for ORCX. With a 1.00 correlation, they move nearly in lockstep.

Performance

ORCL vs. ORCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oracle Corporation (ORCL) and Defiance Daily Target 2X Long ORCL ETF (ORCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ORCL achieves a 26.25% return, which is significantly lower than ORCX's 31.34% return.

ORCL

• 1D: -1.44%
• 1M: 42.34%
• YTD: 26.25%
• 6M: 22.37%
• 1Y: 48.31%
• 3Y*: 33.75%
• 5Y*: 26.40%
• 10Y*: 21.93%

ORCX

• 1D: -2.86%
• 1M: 93.58%
• YTD: 31.34%
• 6M: 18.48%
• 1Y: 33.67%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ORCL vs. ORCX - Yearly Performance Comparison

	2026 (YTD)	2025
ORCL Oracle Corporation	26.25%	12.56%
ORCX Defiance Daily Target 2X Long ORCL ETF	31.34%	-16.20%

Correlation

The correlation between ORCL and ORCX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (All Time) Calculated using the full available price history since Feb 10, 2025	1.00

The correlation between ORCL and ORCX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

Return for Risk

ORCL vs. ORCX — Risk / Return Rank

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

ORCL

ORCL Risk / Return Rank: 62
ORCL Sharpe Ratio Rank: 65
ORCL Sortino Ratio Rank: 69
ORCL Omega Ratio Rank: 64
ORCL Calmar Ratio Rank: 58
ORCL Martin Ratio Rank: 54

ORCX

ORCX Risk / Return Rank: 18
ORCX Sharpe Ratio Rank: 13
ORCX Sortino Ratio Rank: 27
ORCX Omega Ratio Rank: 25
ORCX Calmar Ratio Rank: 13
ORCX Martin Ratio Rank: 11

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.

ORCL vs. ORCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oracle Corporation (ORCL) and Defiance Daily Target 2X Long ORCL ETF (ORCX). 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.

	ORCL	ORCX	Difference
Sharpe ratio Return per unit of total volatility	0.76	0.27	+0.49
Sortino ratio Return per unit of downside risk	1.70	1.46	+0.24
Omega ratio Gain probability vs. loss probability	1.19	1.17	+0.03
Calmar ratio Return relative to maximum drawdown	0.85	0.42	+0.43
Martin ratio Return relative to average drawdown	1.41	0.62	+0.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ORCL vs. ORCX - Sharpe Ratio Comparison

The current ORCL Sharpe Ratio is 0.76, which is higher than the ORCX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of ORCL and ORCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ORCL	ORCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.76	0.27	+0.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.63	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.06	+0.44

Drawdowns

ORCL vs. ORCX - Drawdown Comparison

The maximum ORCL drawdown since its inception was -84.19%, roughly equal to the maximum ORCX drawdown of -85.98%. Use the drawdown chart below to compare losses from any high point for ORCL and ORCX.

Drawdown Indicators

	ORCL	ORCX	Difference
Max Drawdown Largest peak-to-trough decline	-84.19%	-85.98%	+1.79%
Max Drawdown (1Y) Largest decline over 1 year	-58.25%	-85.98%	+27.73%
Max Drawdown (3Y) Largest decline over 3 years	-58.25%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-58.25%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-58.25%	—	—
Current Drawdown Current decline from peak	-24.92%	-59.52%	+34.60%
Average Drawdown Average peak-to-trough decline	-29.10%	-44.34%	+15.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	34.81%	57.35%	-22.54%

Volatility

ORCL vs. ORCX - Volatility Comparison

The current volatility for Oracle Corporation (ORCL) is 17.63%, while Defiance Daily Target 2X Long ORCL ETF (ORCX) has a volatility of 34.29%. This indicates that ORCL experiences smaller price fluctuations and is considered to be less risky than ORCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ORCL	ORCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.63%	34.29%	-16.66%
Volatility (6M) Calculated over the trailing 6-month period	40.88%	81.33%	-40.45%
Volatility (1Y) Calculated over the trailing 1-year period	64.23%	127.43%	-63.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.67%	120.74%	-79.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.81%	120.74%	-85.93%

Dividends

ORCL vs. ORCX - Dividend Comparison

ORCL's dividend yield for the trailing twelve months is around 0.82%, while ORCX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ORCL Oracle Corporation	0.82%	0.97%	0.96%	1.44%	1.57%	1.38%	1.48%	1.72%	1.68%	1.52%	1.56%	1.56%
ORCX Defiance Daily Target 2X Long ORCL ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ORCL and ORCX in my portfolio?

With a correlation of 1.00, ORCL and ORCX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, ORCL or ORCX?

ORCX has higher volatility (34.29%) compared to ORCL (17.63%). In terms of maximum drawdown, ORCL dropped -84.19% vs ORCX's -85.98%.

Which has better risk-adjusted returns?

ORCL currently has the higher Sharpe Ratio (0.76 vs 0.27), 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.