SPG vs. ORCL
SPG (Simon Property Group, Inc.) and ORCL (Oracle Corporation) are both stocks. SPG operates in REIT - Retail (Real Estate), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, SPG returned 5.43%/yr vs 13.12%/yr for ORCL. At a 0.25 correlation, their price movements are largely independent.
Performance
SPG vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, SPG achieves a 26.06% return, which is significantly higher than ORCL's -37.12% return. Over the past 10 years, SPG has underperformed ORCL with an annualized return of 5.43%, while ORCL has yielded a comparatively higher 13.12% annualized return.
SPG
- 1D
- -0.22%
- 1M
- 7.98%
- 6M
- 26.19%
- YTD
- 26.06%
- 1Y
- 46.78%
- 3Y*
- 29.07%
- 5Y*
- 18.41%
- 10Y*
- 5.43%
- ALL TIME*
- 13.29%
ORCL
- 1D
- -3.98%
- 1M
- -33.91%
- 6M
- -36.04%
- YTD
- -37.12%
- 1Y
- -49.98%
- 3Y*
- 2.24%
- 5Y*
- 7.68%
- 10Y*
- 13.12%
- ALL TIME*
- 21.29%
SPG vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 26.06% | 12.94% | 26.92% | 29.24% | -21.91% | 95.72% | -38.64% | -6.74% | 2.55% | 0.98% |
ORCL Oracle Corporation | -37.12% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between SPG and ORCL is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 1993 | 0.25 |
The correlation between SPG and ORCL shifts across timeframes, from -0.15 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SPG:
$74.00B
ORCL:
$349.60B
SPG:
$19.29
ORCL:
$5.86
SPG:
11.83
ORCL:
20.71
SPG:
0.47
ORCL:
0.85
SPG:
7.47
ORCL:
5.25
SPG:
$6.65B
ORCL:
$67.36B
SPG:
$5.71B
ORCL:
$79.58B
SPG:
$7.77B
ORCL:
$6.20B
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Return for Risk
SPG vs. ORCL — Risk / Return Rank
SPG
ORCL
SPG vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and Oracle Corporation (ORCL). 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.
| SPG | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.19 | ||
| Sortino ratioReturn per unit of downside risk | +4.54 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.87 | +0.54 |
| Calmar ratioReturn relative to maximum drawdown | 4.07 | -0.80 | +4.87 |
| Martin ratioReturn relative to average drawdown | 14.63 | -1.28 | +15.91 |
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Drawdowns
SPG vs. ORCL - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for SPG and ORCL.
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Drawdown Indicators
| SPG | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.00% | -84.19% | +7.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -62.61% | +51.07% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -62.61% | +38.29% |
Max Drawdown (5Y)Largest decline over 5 years | -45.84% | -62.61% | +16.77% |
Max Drawdown (10Y)Largest decline over 10 years | -77.00% | -62.61% | -14.39% |
Current DrawdownCurrent decline from peak | -0.22% | -62.61% | +62.39% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -29.16% | +15.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 39.16% | -35.95% |
Volatility
SPG vs. ORCL - Volatility Comparison
The current volatility for Simon Property Group, Inc. (SPG) is 6.32%, while Oracle Corporation (ORCL) has a volatility of 13.67%. This indicates that SPG experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPG | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 13.67% | -7.35% |
Volatility (6M)Calculated over the trailing 6-month period | 15.24% | 42.95% | -27.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.45% | 65.37% | -45.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.13% | 42.65% | -16.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.14% | 35.47% | +1.67% |
Dividends
SPG vs. ORCL - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 3.86%, more than ORCL's 1.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | 1.65% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
SPG Simon Property Group, Inc. | 3.86% | 4.62% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% |
Financials
SPG vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, Inc. and Oracle 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
Frequently Asked Questions
SPG and ORCL have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (13.67%) compared to SPG (6.32%). In terms of maximum drawdown, SPG dropped -77.00% vs ORCL's -84.19%.
SPG currently has the higher Sharpe Ratio (2.42 vs -0.77), 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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