PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
ROOT vs. OSCR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ROOT and OSCR is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.3

Performance

ROOT vs. OSCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Root, Inc. (ROOT) and Oscar Health, Inc. (OSCR). The values are adjusted to include any dividend payments, if applicable.

-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%NovemberDecember2025FebruaryMarchApril
-49.23%
-64.51%
ROOT
OSCR

Key characteristics

Sharpe Ratio

ROOT:

0.91

OSCR:

-0.24

Sortino Ratio

ROOT:

2.22

OSCR:

0.12

Omega Ratio

ROOT:

1.26

OSCR:

1.01

Calmar Ratio

ROOT:

1.10

OSCR:

-0.24

Martin Ratio

ROOT:

3.38

OSCR:

-0.56

Ulcer Index

ROOT:

30.12%

OSCR:

29.40%

Daily Std Dev

ROOT:

111.45%

OSCR:

69.30%

Max Drawdown

ROOT:

-99.29%

OSCR:

-94.15%

Current Drawdown

ROOT:

-73.64%

OSCR:

-66.41%

Fundamentals

Market Cap

ROOT:

$1.95B

OSCR:

$3.09B

EPS

ROOT:

$1.83

OSCR:

$0.10

PE Ratio

ROOT:

70.01

OSCR:

123.50

PS Ratio

ROOT:

1.66

OSCR:

0.34

PB Ratio

ROOT:

9.56

OSCR:

3.08

Total Revenue (TTM)

ROOT:

$921.60M

OSCR:

$7.04B

Gross Profit (TTM)

ROOT:

$921.60M

OSCR:

$7.04B

EBITDA (TTM)

ROOT:

$82.30M

OSCR:

-$103.09M

Returns By Period

In the year-to-date period, ROOT achieves a 76.50% return, which is significantly higher than OSCR's -8.11% return.


ROOT

YTD

76.50%

1M

-15.90%

6M

200.12%

1Y

107.18%

5Y*

N/A

10Y*

N/A

OSCR

YTD

-8.11%

1M

-8.18%

6M

-30.62%

1Y

-21.24%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

ROOT vs. OSCR — Risk-Adjusted Performance Rank

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

ROOT
The Risk-Adjusted Performance Rank of ROOT is 8686
Overall Rank
The Sharpe Ratio Rank of ROOT is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of ROOT is 9090
Sortino Ratio Rank
The Omega Ratio Rank of ROOT is 8585
Omega Ratio Rank
The Calmar Ratio Rank of ROOT is 8787
Calmar Ratio Rank
The Martin Ratio Rank of ROOT is 8282
Martin Ratio Rank

OSCR
The Risk-Adjusted Performance Rank of OSCR is 4343
Overall Rank
The Sharpe Ratio Rank of OSCR is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of OSCR is 4444
Sortino Ratio Rank
The Omega Ratio Rank of OSCR is 4343
Omega Ratio Rank
The Calmar Ratio Rank of OSCR is 4040
Calmar Ratio Rank
The Martin Ratio Rank of OSCR is 4444
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ROOT vs. OSCR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Root, Inc. (ROOT) and Oscar Health, Inc. (OSCR). 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.


Sharpe ratio
The chart of Sharpe ratio for ROOT, currently valued at 0.91, compared to the broader market-2.00-1.000.001.002.003.00
ROOT: 0.91
OSCR: -0.24
The chart of Sortino ratio for ROOT, currently valued at 2.22, compared to the broader market-6.00-4.00-2.000.002.004.00
ROOT: 2.22
OSCR: 0.12
The chart of Omega ratio for ROOT, currently valued at 1.26, compared to the broader market0.501.001.502.00
ROOT: 1.26
OSCR: 1.01
The chart of Calmar ratio for ROOT, currently valued at 1.18, compared to the broader market0.001.002.003.004.00
ROOT: 1.18
OSCR: -0.24
The chart of Martin ratio for ROOT, currently valued at 3.38, compared to the broader market-5.000.005.0010.0015.0020.00
ROOT: 3.38
OSCR: -0.56

The current ROOT Sharpe Ratio is 0.91, which is higher than the OSCR Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of ROOT and OSCR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.002.004.006.008.0010.0012.00NovemberDecember2025FebruaryMarchApril
0.91
-0.24
ROOT
OSCR

Dividends

ROOT vs. OSCR - Dividend Comparison

Neither ROOT nor OSCR has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

ROOT vs. OSCR - Drawdown Comparison

The maximum ROOT drawdown since its inception was -99.29%, which is greater than OSCR's maximum drawdown of -94.15%. Use the drawdown chart below to compare losses from any high point for ROOT and OSCR. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%NovemberDecember2025FebruaryMarchApril
-50.36%
-66.41%
ROOT
OSCR

Volatility

ROOT vs. OSCR - Volatility Comparison

Root, Inc. (ROOT) has a higher volatility of 29.89% compared to Oscar Health, Inc. (OSCR) at 15.12%. This indicates that ROOT's price experiences larger fluctuations and is considered to be riskier than OSCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2025FebruaryMarchApril
29.89%
15.12%
ROOT
OSCR

Financials

ROOT vs. OSCR - Financials Comparison

This section allows you to compare key financial metrics between Root, Inc. and Oscar Health, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab