PTLO vs. O
PTLO (Portillo's Inc) and O (Realty Income Corporation) are both stocks. PTLO operates in Restaurants (Consumer Cyclical), while O operates in REIT - Retail (Real Estate). Over the past 3 years, PTLO returned -42.46%/yr vs 5.73%/yr for O. At a 0.24 correlation, their price movements are largely independent.
Performance
PTLO vs. O - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PTLO achieves a -12.78% return, which is significantly lower than O's 8.26% return.
PTLO
- 1D
- -1.49%
- 1M
- -30.77%
- YTD
- -12.78%
- 6M
- -20.32%
- 1Y
- -66.86%
- 3Y*
- -42.46%
- 5Y*
- —
- 10Y*
- —
O
- 1D
- -0.32%
- 1M
- -5.46%
- YTD
- 8.26%
- 6M
- 5.55%
- 1Y
- 12.57%
- 3Y*
- 5.73%
- 5Y*
- 2.47%
- 10Y*
- 4.58%
PTLO vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PTLO Portillo's Inc | -12.78% | -51.70% | -40.99% | -2.39% | -56.53% | 29.00% |
O Realty Income Corporation | 8.26% | 12.20% | -2.11% | -4.55% | -7.38% | 4.88% |
Correlation
The correlation between PTLO and O is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2021 | 0.24 |
Fundamentals
PTLO:
$0.22
O:
$1.17
PTLO:
18.18
O:
50.86
PTLO:
2.60
O:
4.14
PTLO:
0.38
O:
6.87
PTLO:
$738.25M
O:
$5.92B
PTLO:
$553.52M
O:
$3.89B
PTLO:
$70.87M
O:
$3.93B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PTLO vs. O — Risk / Return Rank
PTLO
O
PTLO vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Portillo's Inc (PTLO) and Realty Income Corporation (O). 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.
| PTLO | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -3.24 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.14 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.98 | 1.14 | -2.12 |
| Martin ratioReturn relative to average drawdown | -1.32 | 2.88 | -4.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| PTLO | O | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.23 | 0.79 | -2.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.13 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.18 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.62 | 0.48 | -1.11 |
Drawdowns
PTLO vs. O - Drawdown Comparison
The maximum PTLO drawdown since its inception was -92.81%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for PTLO and O.
Loading charts...
Drawdown Indicators
| PTLO | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.81% | -48.45% | -44.36% |
Max Drawdown (1Y)Largest decline over 1 year | -68.34% | -11.10% | -57.24% |
Max Drawdown (3Y)Largest decline over 3 years | -83.59% | -26.49% | -57.10% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.28% | — |
Current DrawdownCurrent decline from peak | -92.70% | -10.44% | -82.26% |
Average DrawdownAverage peak-to-trough decline | -70.78% | -9.21% | -61.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 50.50% | 4.37% | +46.13% |
Volatility
PTLO vs. O - Volatility Comparison
Portillo's Inc (PTLO) has a higher volatility of 20.81% compared to Realty Income Corporation (O) at 5.48%. This indicates that PTLO's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PTLO | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.81% | 5.48% | +15.33% |
Volatility (6M)Calculated over the trailing 6-month period | 39.34% | 11.72% | +27.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.66% | 15.95% | +38.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.68% | 18.87% | +37.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.68% | 25.63% | +31.05% |
Dividends
PTLO vs. O - Dividend Comparison
PTLO has not paid dividends to shareholders, while O's dividend yield for the trailing twelve months is around 5.42%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 5.42% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
PTLO Portillo's Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
PTLO vs. O - Financials Comparison
This section allows you to compare key financial metrics between Portillo's Inc and Realty Income 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
PTLO vs. O - Profitability Comparison
PTLO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Portillo's Inc reported a gross profit of 122.24M and revenue of 182.62M. Therefore, the gross margin over that period was 66.9%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a gross profit of 0.00 and revenue of 1.55B. Therefore, the gross margin over that period was 0.0%.
PTLO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Portillo's Inc reported an operating income of 4.49M and revenue of 182.62M, resulting in an operating margin of 2.5%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported an operating income of 0.00 and revenue of 1.55B, resulting in an operating margin of 0.0%.
PTLO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Portillo's Inc reported a net income of -402.00K and revenue of 182.62M, resulting in a net margin of -0.2%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a net income of -9.17M and revenue of 1.55B, resulting in a net margin of -0.6%.
Frequently Asked Questions
PTLO and O have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PTLO has higher volatility (20.81%) compared to O (5.48%). In terms of maximum drawdown, PTLO dropped -92.81% vs O's -48.45%.
O currently has the higher Sharpe Ratio (0.79 vs -1.23), 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.
Find the right allocation for PTLO and O
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer