PINE vs. PECO
PINE (Alpine Income Property Trust, Inc.) and PECO (Phillips Edison & Company, Inc.) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 5 years, PINE returned 7.21%/yr vs 12.47%/yr for PECO. Their 0.44 correlation means their historical movements had little consistent relationship.
Performance
PINE vs. PECO - Performance Comparison
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Returns By Period
In the year-to-date period, PINE achieves a 24.46% return, which is significantly higher than PECO's 21.80% return.
PINE
- 1D
- -0.59%
- 1M
- -2.13%
- 6M
- 18.11%
- YTD
- 24.46%
- 1Y
- 52.55%
- 3Y*
- 13.15%
- 5Y*
- 7.21%
- 10Y*
- —
- ALL TIME*
- 7.41%
PECO
- 1D
- 0.12%
- 1M
- 1.28%
- 6M
- 19.21%
- YTD
- 21.80%
- 1Y
- 31.23%
- 3Y*
- 9.87%
- 5Y*
- 12.47%
- 10Y*
- —
- ALL TIME*
- 12.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $41.05M | $36.52M | $42.62M | |
| $3.90M | $3.26M | $3.57M |
PINE vs. PECO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PINE Alpine Income Property Trust, Inc. | 24.46% | 6.97% | 6.13% | -5.46% | 0.95% | 5.17% |
PECO Phillips Edison & Company, Inc. | 21.80% | -1.59% | 6.20% | 18.53% | -0.33% | 19.67% |
Correlation
The correlation between PINE and PECO is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2021 | 0.44 |
Fundamentals
PINE:
$333.47M
PECO:
$5.46B
PINE:
$0.32
PECO:
$1.48
PINE:
62.21
PECO:
28.75
PINE:
0.35
PECO:
0.42
PINE:
4.77
PECO:
5.50
PINE:
$69.87M
PECO:
$750.89M
PINE:
$43.74M
PECO:
$533.12M
PINE:
$50.54M
PECO:
$411.50M
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Return for Risk
PINE vs. PECO — Risk / Return Rank
PINE
PECO
PINE vs. PECO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alpine Income Property Trust, Inc. (PINE) and Phillips Edison & Company, Inc. (PECO). 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.
| PINE | PECO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.33 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.07 | 3.92 | +0.15 |
| Martin ratioReturn relative to average drawdown | 11.16 | 9.98 | +1.18 |
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Drawdowns
PINE vs. PECO - Drawdown Comparison
The maximum PINE drawdown since its inception was -60.00%, which is greater than PECO's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for PINE and PECO.
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Drawdown Indicators
| PINE | PECO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.00% | -23.11% | -36.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -7.74% | -5.45% |
Max Drawdown (3Y)Largest decline over 3 years | -24.78% | -15.78% | -9.00% |
Max Drawdown (5Y)Largest decline over 5 years | -26.68% | -23.11% | -3.57% |
Current DrawdownCurrent decline from peak | -7.22% | -3.45% | -3.77% |
Average DrawdownAverage peak-to-trough decline | -12.01% | -6.34% | -5.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 3.04% | +1.76% |
Volatility
PINE vs. PECO - Volatility Comparison
Alpine Income Property Trust, Inc. (PINE) has a higher volatility of 7.74% compared to Phillips Edison & Company, Inc. (PECO) at 5.31%. This indicates that PINE's price experiences larger fluctuations and is considered to be riskier than PECO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINE | PECO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.74% | 5.31% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 18.09% | 11.85% | +6.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 15.63% | +7.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.46% | 22.48% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.99% | 22.48% | +16.51% |
Dividends
PINE vs. PECO - Dividend Comparison
PINE's dividend yield for the trailing twelve months is around 5.80%, more than PECO's 3.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
PECO Phillips Edison & Company, Inc. | 3.04% | 3.52% | 3.18% | 3.12% | 3.43% | 1.33% | 0.00% | 0.00% |
PINE Alpine Income Property Trust, Inc. | 5.80% | 6.82% | 6.61% | 6.51% | 5.71% | 5.06% | 5.47% | 0.30% |
Financials
PINE vs. PECO - Financials Comparison
This section allows you to compare key financial metrics between Alpine Income Property Trust, Inc. and Phillips Edison & Company, 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
Frequently Asked Questions
PINE and PECO have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PINE has higher volatility (7.74%) compared to PECO (5.31%). In terms of maximum drawdown, PINE dropped -60.00% vs PECO's -23.11%.
PINE currently has the higher Sharpe Ratio (2.33 vs 1.96), 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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