POR vs. OTTR
POR (Portland General Electric Company) and OTTR (Otter Tail Corporation) are both stocks. Both are in the Utilities sector — POR in Utilities - Regulated Electric, OTTR in Utilities - Diversified. Over the past 10 years, POR returned 5.64%/yr vs 13.72%/yr for OTTR. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
POR vs. OTTR - Performance Comparison
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Returns By Period
In the year-to-date period, POR achieves a 7.40% return, which is significantly lower than OTTR's 10.49% return. Over the past 10 years, POR has underperformed OTTR with an annualized return of 5.64%, while OTTR has yielded a comparatively higher 13.72% annualized return.
POR
- 1D
- 1.63%
- 1M
- 2.39%
- YTD
- 7.40%
- 6M
- 8.83%
- 1Y
- 30.13%
- 3Y*
- 7.88%
- 5Y*
- 5.88%
- 10Y*
- 5.64%
OTTR
- 1D
- -0.09%
- 1M
- 0.89%
- YTD
- 10.49%
- 6M
- 8.02%
- 1Y
- 15.79%
- 3Y*
- 8.59%
- 5Y*
- 15.57%
- 10Y*
- 13.72%
POR vs. OTTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POR Portland General Electric Company | 7.40% | 15.37% | 5.30% | -7.74% | -4.00% | 28.12% | -20.19% | 25.10% | 3.95% | 8.31% |
OTTR Otter Tail Corporation | 10.49% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
Correlation
The correlation between POR and OTTR 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 Mar 31, 2006 | 0.58 |
The correlation between POR and OTTR shifts across timeframes, from 0.44 (1 year) to 0.59 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
POR:
$5.65B
OTTR:
$3.71B
POR:
$2.25
OTTR:
$6.66
POR:
22.68
OTTR:
13.24
POR:
14.09
OTTR:
0.93
POR:
1.64
OTTR:
2.83
POR:
1.37
OTTR:
1.94
POR:
$3.48B
OTTR:
$1.31B
POR:
$1.67B
OTTR:
$458.32M
POR:
$1.13B
OTTR:
$477.57M
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Return for Risk
POR vs. OTTR — Risk / Return Rank
POR
OTTR
POR vs. OTTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Portland General Electric Company (POR) and Otter Tail Corporation (OTTR). 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.
| POR | OTTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.14 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.25 | +1.12 |
| Martin ratioReturn relative to average drawdown | 7.43 | 3.65 | +3.78 |
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Drawdowns
POR vs. OTTR - Drawdown Comparison
The maximum POR drawdown since its inception was -53.30%, smaller than the maximum OTTR drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for POR and OTTR.
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Drawdown Indicators
| POR | OTTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -65.96% | +12.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -12.70% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.99% | -27.09% | +7.10% |
Max Drawdown (5Y)Largest decline over 5 years | -27.54% | -35.12% | +7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -41.50% | -3.54% |
Current DrawdownCurrent decline from peak | -5.92% | -7.76% | +1.84% |
Average DrawdownAverage peak-to-trough decline | -14.03% | -17.92% | +3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 4.33% | -0.26% |
Volatility
POR vs. OTTR - Volatility Comparison
Portland General Electric Company (POR) has a higher volatility of 6.84% compared to Otter Tail Corporation (OTTR) at 6.49%. This indicates that POR's price experiences larger fluctuations and is considered to be riskier than OTTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POR | OTTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 6.49% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 15.56% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 21.78% | -3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.81% | 27.63% | -6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 29.61% | -5.53% |
Dividends
POR vs. OTTR - Dividend Comparison
POR's dividend yield for the trailing twelve months is around 4.12%, more than OTTR's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 2.50% | 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 | 4.12% | 4.32% | 4.53% | 4.33% | 3.65% | 3.21% | 3.71% | 2.72% | 3.11% | 2.94% | 2.91% | 3.24% |
Financials
POR vs. OTTR - Financials Comparison
This section allows you to compare key financial metrics between Portland General Electric Company and Otter Tail Corporation. 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
POR vs. OTTR - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
POR and OTTR 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 (6.84%) compared to OTTR (6.49%). In terms of maximum drawdown, POR dropped -53.30% vs OTTR's -65.96%.
POR currently has the higher Sharpe Ratio (1.63 vs 0.73), 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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