WELL vs. CPT
WELL (Welltower Inc.) and CPT (Camden Property Trust) are both stocks. Both are in the Real Estate sector — WELL in REIT - Healthcare Facilities, CPT in REIT - Residential. Over the past 10 years, WELL returned 15.50%/yr vs 7.60%/yr for CPT. A 0.62 correlation means they provide meaningful diversification when combined.
Performance
WELL vs. CPT - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 16.22% return, which is significantly higher than CPT's 5.60% return. Over the past 10 years, WELL has outperformed CPT with an annualized return of 15.50%, while CPT has yielded a comparatively lower 7.60% annualized return.
WELL
- 1D
- 1.69%
- 1M
- -2.68%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 43.19%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
CPT
- 1D
- 0.47%
- 1M
- 9.14%
- YTD
- 5.60%
- 6M
- 12.64%
- 1Y
- 1.01%
- 3Y*
- 4.70%
- 5Y*
- 0.17%
- 10Y*
- 7.60%
WELL vs. CPT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 16.22% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
CPT Camden Property Trust | 5.60% | -1.48% | 21.31% | -7.64% | -35.58% | 83.40% | -2.28% | 24.21% | -0.98% | 13.33% |
Correlation
The correlation between WELL and CPT is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.62 |
Over the past year, the correlation between WELL and CPT has dropped to 0.32 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
Fundamentals
WELL:
$155.59B
CPT:
$12.06B
WELL:
$2.02
CPT:
$3.60
WELL:
106.16
CPT:
31.96
WELL:
2.35
CPT:
0.90
WELL:
12.85
CPT:
10.48
WELL:
3.55
CPT:
2.99
WELL:
$11.63B
CPT:
$1.18B
WELL:
$3.25B
CPT:
$725.73M
WELL:
$3.00B
CPT:
$1.12B
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Return for Risk
WELL vs. CPT — Risk / Return Rank
WELL
CPT
WELL vs. CPT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Camden Property Trust (CPT). 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.
| WELL | CPT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.95 | ||
| Sortino ratioReturn per unit of downside risk | +2.45 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.02 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 0.07 | +3.37 |
| Martin ratioReturn relative to average drawdown | 8.47 | 0.14 | +8.33 |
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Drawdowns
WELL vs. CPT - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum CPT drawdown of -75.31%. Use the drawdown chart below to compare losses from any high point for WELL and CPT.
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Drawdown Indicators
| WELL | CPT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -75.31% | +11.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -14.81% | +2.20% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -24.87% | +11.88% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -50.22% | +9.44% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -50.22% | -13.11% |
Current DrawdownCurrent decline from peak | -2.68% | -24.91% | +22.23% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -12.91% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 8.58% | -3.47% |
Volatility
WELL vs. CPT - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 9.54% compared to Camden Property Trust (CPT) at 5.55%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than CPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | CPT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.54% | 5.55% | +3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 17.14% | 14.28% | +2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.65% | 19.42% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.82% | 22.69% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.90% | 24.37% | +7.53% |
Dividends
WELL vs. CPT - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.38%, less than CPT's 3.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPT Camden Property Trust | 3.66% | 3.82% | 3.55% | 4.03% | 3.36% | 1.93% | 3.32% | 3.02% | 3.50% | 3.26% | 8.62% | 3.65% |
WELL Welltower Inc. | 1.38% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
WELL vs. CPT - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Camden Property Trust. 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
WELL and CPT have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (9.54%) compared to CPT (5.55%). In terms of maximum drawdown, WELL dropped -63.33% vs CPT's -75.31%.
WELL currently has the higher Sharpe Ratio (2.01 vs 0.05), 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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