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SHEL vs. OLP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SHEL vs. OLP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shell plc (SHEL) and One Liberty Properties, Inc. (OLP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SHEL achieves a 18.73% return, which is significantly lower than OLP's 23.76% return. Over the past 10 years, SHEL has outperformed OLP with an annualized return of 10.35%, while OLP has yielded a comparatively lower 8.15% annualized return.


SHEL

1D
-0.22%
1M
1.77%
YTD
18.73%
6M
20.62%
1Y
24.51%
3Y*
18.27%
5Y*
22.23%
10Y*
10.35%

OLP

1D
0.45%
1M
6.03%
YTD
23.76%
6M
22.27%
1Y
5.09%
3Y*
14.39%
5Y*
4.00%
10Y*
8.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHEL vs. OLP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHEL
Shell plc
18.73%22.16%-0.87%20.19%36.18%34.27%-41.08%6.38%-7.23%21.67%
OLP
One Liberty Properties, Inc.
23.76%-19.58%33.53%7.57%-32.34%87.10%-18.50%19.44%0.15%10.90%

Correlation

The correlation between SHEL and OLP is 0.02, 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

0.02

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

0.15

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

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Jul 21, 2005

0.29

Over the past year, the correlation between SHEL and OLP has dropped to 0.02 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

SHEL:

$244.29B

OLP:

$519.63M

EPS

SHEL:

$6.39

OLP:

$1.31

PE Ratio

SHEL:

13.40

OLP:

18.74

PEG Ratio

SHEL:

0.67

OLP:

1.35

PS Ratio

SHEL:

0.94

OLP:

5.09

PB Ratio

SHEL:

1.41

OLP:

1.75

Total Revenue (TTM)

SHEL:

$266.82B

OLP:

$101.35M

Gross Profit (TTM)

SHEL:

$41.65B

OLP:

$26.40M

EBITDA (TTM)

SHEL:

$57.44B

OLP:

$84.01M

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Return for Risk

SHEL vs. OLP — Risk / Return Rank

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

SHEL
SHEL Risk / Return Rank: 7575
Overall Rank
SHEL Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SHEL Sortino Ratio Rank: 7171
Sortino Ratio Rank
SHEL Omega Ratio Rank: 7070
Omega Ratio Rank
SHEL Calmar Ratio Rank: 7979
Calmar Ratio Rank
SHEL Martin Ratio Rank: 8080
Martin Ratio Rank

OLP
OLP Risk / Return Rank: 4848
Overall Rank
OLP Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
OLP Sortino Ratio Rank: 4444
Sortino Ratio Rank
OLP Omega Ratio Rank: 4343
Omega Ratio Rank
OLP Calmar Ratio Rank: 4949
Calmar Ratio Rank
OLP Martin Ratio Rank: 4949
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.

SHEL vs. OLP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) and One Liberty Properties, Inc. (OLP). 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.


SHELOLPDifference
Sharpe ratioReturn per unit of total volatility

+0.91

Sortino ratioReturn per unit of downside risk

+1.14

Omega ratioGain probability vs. loss probability

1.21

1.06

+0.15

Calmar ratioReturn relative to maximum drawdown

2.28

0.28

+2.00

Martin ratioReturn relative to average drawdown

6.17

0.53

+5.64

SHEL vs. OLP - Sharpe Ratio Comparison

The current SHEL Sharpe Ratio is 1.17, which is higher than the OLP Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of SHEL and OLP, 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

SHEL vs. OLP - Drawdown Comparison

The maximum SHEL drawdown since its inception was -71.57%, smaller than the maximum OLP drawdown of -87.45%. Use the drawdown chart below to compare losses from any high point for SHEL and OLP.


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Drawdown Indicators


SHELOLPDifference

Max Drawdown

Largest peak-to-trough decline

-71.57%

-87.45%

+15.88%

Max Drawdown (1Y)

Largest decline over 1 year

-10.81%

-18.38%

+7.57%

Max Drawdown (3Y)

Largest decline over 3 years

-18.47%

-28.83%

+10.36%

Max Drawdown (5Y)

Largest decline over 5 years

-25.04%

-44.10%

+19.06%

Max Drawdown (10Y)

Largest decline over 10 years

-71.57%

-60.23%

-11.34%

Current Drawdown

Current decline from peak

-8.19%

-8.58%

+0.39%

Average Drawdown

Average peak-to-trough decline

-16.73%

-13.41%

-3.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.99%

9.69%

-5.70%

Volatility

SHEL vs. OLP - Volatility Comparison

Shell plc (SHEL) has a higher volatility of 5.99% compared to One Liberty Properties, Inc. (OLP) at 5.57%. This indicates that SHEL's price experiences larger fluctuations and is considered to be riskier than OLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHELOLPDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.99%

5.57%

+0.42%

Volatility (6M)

Calculated over the trailing 6-month period

17.43%

12.13%

+5.30%

Volatility (1Y)

Calculated over the trailing 1-year period

20.98%

19.23%

+1.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.21%

24.01%

+1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.83%

31.68%

-0.85%

Dividends

SHEL vs. OLP - Dividend Comparison

SHEL's dividend yield for the trailing twelve months is around 3.45%, less than OLP's 7.32% yield.


PositionTTM20252024202320222021202020192018201720162015
OLP
One Liberty Properties, Inc.
7.32%8.87%6.61%8.22%8.10%5.10%8.97%6.62%7.43%6.71%6.61%7.36%
SHEL
Shell plc
3.45%3.90%4.39%3.76%3.48%3.78%5.69%6.27%6.27%2.75%6.49%8.17%

Financials

SHEL vs. OLP - Financials Comparison

This section allows you to compare key financial metrics between Shell plc and One Liberty Properties, 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


0.0020.00B40.00B60.00B80.00B100.00B20222023202420252026
69.57B
28.29M
(SHEL) Total Revenue
(OLP) Total Revenue
Values in USD except per share items

SHEL vs. OLP - Profitability Comparison

The chart below illustrates the profitability comparison between Shell plc and One Liberty Properties, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
19.1%
79.8%
Portfolio components
SHEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shell plc reported a gross profit of 13.31B and revenue of 69.57B. Therefore, the gross margin over that period was 19.1%.

OLP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, One Liberty Properties, Inc. reported a gross profit of 22.58M and revenue of 28.29M. Therefore, the gross margin over that period was 79.8%.

SHEL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shell plc reported an operating income of 10.35B and revenue of 69.57B, resulting in an operating margin of 14.9%.

OLP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, One Liberty Properties, Inc. reported an operating income of 13.48M and revenue of 28.29M, resulting in an operating margin of 47.7%.

SHEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shell plc reported a net income of 5.68B and revenue of 69.57B, resulting in a net margin of 8.2%.

OLP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, One Liberty Properties, Inc. reported a net income of 6.24M and revenue of 28.29M, resulting in a net margin of 22.1%.


Frequently Asked Questions


SHEL and OLP have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SHEL has higher volatility (5.99%) compared to OLP (5.57%). In terms of maximum drawdown, SHEL dropped -71.57% vs OLP's -87.45%.

SHEL currently has the higher Sharpe Ratio (1.17 vs 0.27), 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 SHEL and OLP

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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