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PECO vs. CLDT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PECO and CLDT is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

PECO vs. CLDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Phillips Edison & Company, Inc. (PECO) and Chatham Lodging Trust (CLDT). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%60.00%NovemberDecember2025FebruaryMarchApril
51.84%
-36.89%
PECO
CLDT

Key characteristics

Sharpe Ratio

PECO:

0.55

CLDT:

-0.86

Sortino Ratio

PECO:

0.87

CLDT:

-1.20

Omega Ratio

PECO:

1.11

CLDT:

0.86

Calmar Ratio

PECO:

0.64

CLDT:

-0.38

Martin Ratio

PECO:

1.68

CLDT:

-1.69

Ulcer Index

PECO:

6.02%

CLDT:

14.82%

Daily Std Dev

PECO:

18.53%

CLDT:

29.19%

Max Drawdown

PECO:

-23.11%

CLDT:

-83.52%

Current Drawdown

PECO:

-5.15%

CLDT:

-65.79%

Fundamentals

Market Cap

PECO:

$5.17B

CLDT:

$365.11M

EPS

PECO:

$0.51

CLDT:

-$0.08

Total Revenue (TTM)

PECO:

$500.68M

CLDT:

$248.77M

Gross Profit (TTM)

PECO:

$294.58M

CLDT:

$82.51M

EBITDA (TTM)

PECO:

$319.29M

CLDT:

$77.45M

Returns By Period

In the year-to-date period, PECO achieves a 0.52% return, which is significantly higher than CLDT's -18.31% return.


PECO

YTD

0.52%

1M

0.56%

6M

3.43%

1Y

12.83%

5Y*

N/A

10Y*

N/A

CLDT

YTD

-18.31%

1M

-10.07%

6M

-13.00%

1Y

-24.32%

5Y*

10.31%

10Y*

-9.68%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PECO vs. CLDT — Risk-Adjusted Performance Rank

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

PECO
The Risk-Adjusted Performance Rank of PECO is 6969
Overall Rank
The Sharpe Ratio Rank of PECO is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of PECO is 6363
Sortino Ratio Rank
The Omega Ratio Rank of PECO is 6161
Omega Ratio Rank
The Calmar Ratio Rank of PECO is 7777
Calmar Ratio Rank
The Martin Ratio Rank of PECO is 7171
Martin Ratio Rank

CLDT
The Risk-Adjusted Performance Rank of CLDT is 1313
Overall Rank
The Sharpe Ratio Rank of CLDT is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of CLDT is 1111
Sortino Ratio Rank
The Omega Ratio Rank of CLDT is 1313
Omega Ratio Rank
The Calmar Ratio Rank of CLDT is 2929
Calmar Ratio Rank
The Martin Ratio Rank of CLDT is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PECO vs. CLDT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and Chatham Lodging Trust (CLDT). 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.


Sharpe ratio
The chart of Sharpe ratio for PECO, currently valued at 0.55, compared to the broader market-2.00-1.000.001.002.003.00
PECO: 0.55
CLDT: -0.86
The chart of Sortino ratio for PECO, currently valued at 0.87, compared to the broader market-6.00-4.00-2.000.002.004.00
PECO: 0.87
CLDT: -1.20
The chart of Omega ratio for PECO, currently valued at 1.11, compared to the broader market0.501.001.502.00
PECO: 1.11
CLDT: 0.86
The chart of Calmar ratio for PECO, currently valued at 0.64, compared to the broader market0.001.002.003.004.005.00
PECO: 0.64
CLDT: -0.52
The chart of Martin ratio for PECO, currently valued at 1.68, compared to the broader market-5.000.005.0010.0015.0020.00
PECO: 1.68
CLDT: -1.69

The current PECO Sharpe Ratio is 0.55, which is higher than the CLDT Sharpe Ratio of -0.86. The chart below compares the historical Sharpe Ratios of PECO and CLDT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
0.55
-0.86
PECO
CLDT

Dividends

PECO vs. CLDT - Dividend Comparison

PECO's dividend yield for the trailing twelve months is around 3.23%, less than CLDT's 4.16% yield.


TTM20242023202220212020201920182017201620152014
PECO
Phillips Edison & Company, Inc.
3.23%3.18%3.12%3.43%1.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CLDT
Chatham Lodging Trust
4.16%3.13%2.61%0.57%0.00%2.04%7.20%7.47%5.80%6.72%5.86%3.21%

Drawdowns

PECO vs. CLDT - Drawdown Comparison

The maximum PECO drawdown since its inception was -23.11%, smaller than the maximum CLDT drawdown of -83.52%. Use the drawdown chart below to compare losses from any high point for PECO and CLDT. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.15%
-47.81%
PECO
CLDT

Volatility

PECO vs. CLDT - Volatility Comparison

The current volatility for Phillips Edison & Company, Inc. (PECO) is 5.03%, while Chatham Lodging Trust (CLDT) has a volatility of 8.59%. This indicates that PECO experiences smaller price fluctuations and is considered to be less risky than CLDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
5.03%
8.59%
PECO
CLDT

Financials

PECO vs. CLDT - Financials Comparison

This section allows you to compare key financial metrics between Phillips Edison & Company, Inc. and Chatham Lodging Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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