OTTR vs. POR
OTTR (Otter Tail Corporation) and POR (Portland General Electric Company) are both stocks. Both are in the Utilities sector — OTTR in Utilities - Diversified, POR in Utilities - Regulated Electric. Over the past 10 years, OTTR returned 14.14%/yr vs 5.43%/yr for POR. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
OTTR vs. POR - Performance Comparison
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Returns By Period
In the year-to-date period, OTTR achieves a 7.57% return, which is significantly higher than POR's 4.20% return. Over the past 10 years, OTTR has outperformed POR with an annualized return of 14.14%, while POR has yielded a comparatively lower 5.43% annualized return.
OTTR
- 1D
- 2.61%
- 1M
- -4.88%
- YTD
- 7.57%
- 6M
- 6.81%
- 1Y
- 14.58%
- 3Y*
- 6.87%
- 5Y*
- 14.62%
- 10Y*
- 14.14%
POR
- 1D
- 2.10%
- 1M
- -0.48%
- YTD
- 4.20%
- 6M
- 2.14%
- 1Y
- 21.74%
- 3Y*
- 4.49%
- 5Y*
- 4.48%
- 10Y*
- 5.43%
OTTR vs. POR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 7.57% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
POR Portland General Electric Company | 4.20% | 15.37% | 5.30% | -7.74% | -4.00% | 28.12% | -20.19% | 25.10% | 3.95% | 8.31% |
Correlation
The correlation between OTTR and POR is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2006 | 0.58 |
The correlation between OTTR and POR shifts across timeframes, from 0.44 (1 year) to 0.59 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
OTTR:
$3.61B
POR:
$5.48B
OTTR:
$6.66
POR:
$2.25
OTTR:
12.89
POR:
22.01
OTTR:
0.90
POR:
13.67
OTTR:
2.75
POR:
1.59
OTTR:
1.89
POR:
1.33
OTTR:
$1.31B
POR:
$3.48B
OTTR:
$458.32M
POR:
$1.67B
OTTR:
$477.57M
POR:
$1.13B
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Return for Risk
OTTR vs. POR — Risk / Return Rank
OTTR
POR
OTTR vs. POR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and Portland General Electric Company (POR). 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.
| OTTR | POR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.18 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.73 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.74 | -0.63 |
Martin ratioReturn relative to average drawdown | 3.27 | 5.70 | -2.43 |
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
| OTTR | POR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.18 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.22 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.23 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.28 | -0.02 |
Drawdowns
OTTR vs. POR - Drawdown Comparison
The maximum OTTR drawdown since its inception was -65.96%, which is greater than POR's maximum drawdown of -50.31%. Use the drawdown chart below to compare losses from any high point for OTTR and POR.
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Drawdown Indicators
| OTTR | POR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.96% | -50.31% | -15.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -12.80% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -20.49% | -6.60% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -27.54% | -7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -45.04% | +3.54% |
Current DrawdownCurrent decline from peak | -10.20% | -8.72% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -17.94% | -12.39% | -5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 3.91% | +0.39% |
Volatility
OTTR vs. POR - Volatility Comparison
Otter Tail Corporation (OTTR) and Portland General Electric Company (POR) have volatilities of 6.30% and 6.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTTR | POR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 6.57% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 15.43% | 13.96% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.84% | 18.48% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.67% | 20.83% | +6.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.60% | 24.05% | +5.55% |
Dividends
OTTR vs. POR - Dividend Comparison
OTTR's dividend yield for the trailing twelve months is around 2.57%, less than POR's 4.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 2.57% | 2.60% | 2.53% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.06% | 4.62% |
POR Portland General Electric Company | 4.24% | 4.32% | 4.53% | 4.33% | 3.65% | 3.21% | 3.71% | 2.72% | 3.11% | 2.94% | 2.91% | 3.24% |
Financials
OTTR vs. POR - Financials Comparison
This section allows you to compare key financial metrics between Otter Tail Corporation and Portland General Electric Company. 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
OTTR vs. POR - Profitability Comparison
OTTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Otter Tail Corporation reported a gross profit of 89.70M and revenue of 347.03M. Therefore, the gross margin over that period was 25.9%.
POR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Portland General Electric Company reported a gross profit of 518.00M and revenue of 879.00M. Therefore, the gross margin over that period was 58.9%.
OTTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Otter Tail Corporation reported an operating income of 85.24M and revenue of 347.03M, resulting in an operating margin of 24.6%.
POR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Portland General Electric Company reported an operating income of 107.00M and revenue of 879.00M, resulting in an operating margin of 12.2%.
OTTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Otter Tail Corporation reported a net income of 72.61M and revenue of 347.03M, resulting in a net margin of 20.9%.
POR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Portland General Electric Company reported a net income of 45.00M and revenue of 879.00M, resulting in a net margin of 5.1%.
Frequently Asked Questions
OTTR and POR have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POR has higher volatility (6.57%) compared to OTTR (6.30%). In terms of maximum drawdown, OTTR dropped -65.96% vs POR's -50.31%.
POR currently has the higher Sharpe Ratio (1.18 vs 0.67), 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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