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PLTR vs. CCLFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PLTR vs. CCLFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Palantir Technologies Inc. (PLTR) and Cliffwater Corporate Lending Fund (CCLFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PLTR achieves a -27.99% return, which is significantly lower than CCLFX's 2.43% return.


PLTR

1D
-2.36%
1M
-1.58%
YTD
-27.99%
6M
-30.28%
1Y
-5.33%
3Y*
99.99%
5Y*
39.00%
10Y*

CCLFX

1D
0.10%
1M
0.38%
YTD
2.43%
6M
2.94%
1Y
7.38%
3Y*
10.50%
5Y*
8.75%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLTR vs. CCLFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
PLTR
Palantir Technologies Inc.
-27.99%135.03%340.48%167.45%-64.74%-22.68%135.50%
CCLFX
Cliffwater Corporate Lending Fund
2.43%8.93%12.62%12.66%2.32%10.38%3.35%

Correlation

The correlation between PLTR and CCLFX is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

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

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2020

0.10

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Return for Risk

PLTR vs. CCLFX — Risk / Return Rank

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

PLTR
PLTR Risk / Return Rank: 3838
Overall Rank
PLTR Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
PLTR Sortino Ratio Rank: 3737
Sortino Ratio Rank
PLTR Omega Ratio Rank: 3636
Omega Ratio Rank
PLTR Calmar Ratio Rank: 3939
Calmar Ratio Rank
PLTR Martin Ratio Rank: 3939
Martin Ratio Rank

CCLFX
CCLFX Risk / Return Rank: 100100
Overall Rank
CCLFX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
CCLFX Sortino Ratio Rank: 100100
Sortino Ratio Rank
CCLFX Omega Ratio Rank: 100100
Omega Ratio Rank
CCLFX Calmar Ratio Rank: 100100
Calmar Ratio Rank
CCLFX Martin Ratio Rank: 100100
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.

PLTR vs. CCLFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Palantir Technologies Inc. (PLTR) and Cliffwater Corporate Lending Fund (CCLFX). 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.


PLTRCCLFXDifference
Sharpe ratioReturn per unit of total volatility

-8.71

Sortino ratioReturn per unit of downside risk

-20.65

Omega ratioGain probability vs. loss probability

1.03

7.79

-6.77

Calmar ratioReturn relative to maximum drawdown

-0.14

39.24

-39.38

Martin ratioReturn relative to average drawdown

-0.25

218.88

-219.13

PLTR vs. CCLFX - Sharpe Ratio Comparison

The current PLTR Sharpe Ratio is -0.11, which is lower than the CCLFX Sharpe Ratio of 8.60. The chart below compares the historical Sharpe Ratios of PLTR and CCLFX, 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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Drawdowns

PLTR vs. CCLFX - Drawdown Comparison

The maximum PLTR drawdown since its inception was -84.62%, which is greater than CCLFX's maximum drawdown of -3.91%. Use the drawdown chart below to compare losses from any high point for PLTR and CCLFX.


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Drawdown Indicators


PLTRCCLFXDifference

Max Drawdown

Largest peak-to-trough decline

-84.62%

-3.91%

-80.71%

Max Drawdown (1Y)

Largest decline over 1 year

-38.22%

-0.19%

-38.03%

Max Drawdown (3Y)

Largest decline over 3 years

-40.61%

-0.46%

-40.15%

Max Drawdown (5Y)

Largest decline over 5 years

-79.14%

-2.25%

-76.89%

Current Drawdown

Current decline from peak

-38.22%

0.00%

-38.22%

Average Drawdown

Average peak-to-trough decline

-40.27%

-0.16%

-40.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.23%

0.03%

+21.20%

Volatility

PLTR vs. CCLFX - Volatility Comparison

Palantir Technologies Inc. (PLTR) has a higher volatility of 17.16% compared to Cliffwater Corporate Lending Fund (CCLFX) at 0.23%. This indicates that PLTR's price experiences larger fluctuations and is considered to be riskier than CCLFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLTRCCLFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.16%

0.23%

+16.93%

Volatility (6M)

Calculated over the trailing 6-month period

38.32%

0.65%

+37.67%

Volatility (1Y)

Calculated over the trailing 1-year period

50.83%

0.87%

+49.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

65.44%

1.73%

+63.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.75%

1.87%

+67.88%

Dividends

PLTR vs. CCLFX - Dividend Comparison

PLTR has not paid dividends to shareholders, while CCLFX's dividend yield for the trailing twelve months is around 10.27%.


PositionTTM2025202420232022202120202019
CCLFX
Cliffwater Corporate Lending Fund
10.27%10.47%11.27%10.96%3.96%7.03%6.90%0.61%
PLTR
Palantir Technologies Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PLTR and CCLFX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PLTR has higher volatility (17.16%) compared to CCLFX (0.23%). In terms of maximum drawdown, PLTR dropped -84.62% vs CCLFX's -3.91%.

CCLFX currently has the higher Sharpe Ratio (8.60 vs -0.11), 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 PLTR and CCLFX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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