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PL vs. BWET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PL vs. BWET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Planet Labs PBC (PL) and Breakwave Tanker Shipping ETF (BWET). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PL achieves a 118.71% return, which is significantly lower than BWET's 875.88% return.


PL

1D
-10.31%
1M
11.91%
YTD
118.71%
6M
259.12%
1Y
1,023.18%
3Y*
109.66%
5Y*
34.22%
10Y*

BWET

1D
4.26%
1M
9.15%
YTD
875.88%
6M
735.56%
1Y
1,800.91%
3Y*
129.64%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PL vs. BWET - Yearly Performance Comparison


2026 (YTD)202520242023
PL
Planet Labs PBC
118.71%388.12%63.56%-37.15%
BWET
Breakwave Tanker Shipping ETF
875.88%96.22%-39.21%15.94%

Correlation

The correlation between PL and BWET is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.09

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (All Time)
Calculated using the full available price history since May 4, 2023

-0.03

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Return for Risk

PL vs. BWET — Risk / Return Rank

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

PL
PL Risk / Return Rank: 9999
Overall Rank
PL Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
PL Sortino Ratio Rank: 9999
Sortino Ratio Rank
PL Omega Ratio Rank: 9898
Omega Ratio Rank
PL Calmar Ratio Rank: 100100
Calmar Ratio Rank
PL Martin Ratio Rank: 100100
Martin Ratio Rank

BWET
BWET Risk / Return Rank: 9999
Overall Rank
BWET Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BWET Sortino Ratio Rank: 9797
Sortino Ratio Rank
BWET Omega Ratio Rank: 9797
Omega Ratio Rank
BWET Calmar Ratio Rank: 100100
Calmar Ratio Rank
BWET Martin Ratio Rank: 9999
Martin Ratio Rank
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.

PL vs. BWET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Planet Labs PBC (PL) and Breakwave Tanker Shipping ETF (BWET). 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.


PLBWETDifference
Sharpe ratioReturn per unit of total volatility

-9.12

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

1.79

1.96

-0.17

Calmar ratioReturn relative to maximum drawdown

35.64

59.51

-23.87

Martin ratioReturn relative to average drawdown

88.66

158.07

-69.41

PL vs. BWET - Sharpe Ratio Comparison

The current PL Sharpe Ratio is 9.45, which is lower than the BWET Sharpe Ratio of 18.57. The chart below compares the historical Sharpe Ratios of PL and BWET, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PLBWETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

9.45

18.57

-9.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

1.90

-1.47

Drawdowns

PL vs. BWET - Drawdown Comparison

The maximum PL drawdown since its inception was -85.73%, which is greater than BWET's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for PL and BWET.


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Drawdown Indicators


PLBWETDifference

Max Drawdown

Largest peak-to-trough decline

-85.73%

-56.90%

-28.83%

Max Drawdown (1Y)

Largest decline over 1 year

-29.01%

-30.64%

+1.63%

Max Drawdown (3Y)

Largest decline over 3 years

-65.51%

-56.90%

-8.61%

Max Drawdown (5Y)

Largest decline over 5 years

-85.73%

Current Drawdown

Current decline from peak

-16.09%

-11.29%

-4.80%

Average Drawdown

Average peak-to-trough decline

-50.02%

-24.09%

-25.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.64%

11.51%

+0.13%

Volatility

PL vs. BWET - Volatility Comparison

The current volatility for Planet Labs PBC (PL) is 27.87%, while Breakwave Tanker Shipping ETF (BWET) has a volatility of 33.96%. This indicates that PL experiences smaller price fluctuations and is considered to be less risky than BWET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLBWETDifference

Volatility (1M)

Calculated over the trailing 1-month period

27.87%

33.96%

-6.09%

Volatility (6M)

Calculated over the trailing 6-month period

71.02%

88.49%

-17.47%

Volatility (1Y)

Calculated over the trailing 1-year period

109.37%

98.35%

+11.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

79.87%

70.45%

+9.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

79.03%

70.45%

+8.58%

Dividends

PL vs. BWET - Dividend Comparison

Neither PL nor BWET has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


PL and BWET have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BWET has higher volatility (33.96%) compared to PL (27.87%). In terms of maximum drawdown, PL dropped -85.73% vs BWET's -56.90%.

BWET currently has the higher Sharpe Ratio (18.57 vs 9.45), 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.

Portfolio Optimizer

Find the right allocation for PL and BWET

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