WELL vs. ORCL
WELL (Welltower Inc.) and ORCL (Oracle Corporation) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, WELL returned 14.83%/yr vs 20.30%/yr for ORCL. At a 0.27 correlation, their price movements are largely independent.
Performance
WELL vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 8.50% return, which is significantly lower than ORCL's 9.34% return. Over the past 10 years, WELL has underperformed ORCL with an annualized return of 14.83%, while ORCL has yielded a comparatively higher 20.30% annualized return.
WELL
- 1D
- -3.35%
- 1M
- -6.50%
- YTD
- 8.50%
- 6M
- 0.26%
- 1Y
- 31.48%
- 3Y*
- 37.93%
- 5Y*
- 23.47%
- 10Y*
- 14.83%
ORCL
- 1D
- -0.87%
- 1M
- 8.10%
- YTD
- 9.34%
- 6M
- -3.36%
- 1Y
- 22.94%
- 3Y*
- 25.94%
- 5Y*
- 21.81%
- 10Y*
- 20.30%
WELL vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 8.50% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
ORCL Oracle Corporation | 9.34% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between WELL 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 | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.27 |
The correlation between WELL and ORCL shifts across timeframes, from -0.15 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WELL:
$145.25B
ORCL:
$617.24B
WELL:
$2.02
ORCL:
$5.56
WELL:
99.11
ORCL:
38.09
WELL:
2.19
ORCL:
8.54
WELL:
11.99
ORCL:
9.64
WELL:
3.32
ORCL:
15.81
WELL:
$11.63B
ORCL:
$64.08B
WELL:
$3.25B
ORCL:
$58.10B
WELL:
$3.00B
ORCL:
$17.85B
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Return for Risk
WELL vs. ORCL — Risk / Return Rank
WELL
ORCL
WELL vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) 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.
| WELL | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 0.40 | +2.11 |
| Martin ratioReturn relative to average drawdown | 6.21 | 0.66 | +5.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WELL | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.35 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 0.52 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.58 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.49 | +0.06 |
Drawdowns
WELL vs. ORCL - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for WELL and ORCL.
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Drawdown Indicators
| WELL | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -84.19% | +20.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -58.25% | +45.64% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -58.25% | +45.26% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -58.25% | +17.47% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -58.25% | -5.08% |
Current DrawdownCurrent decline from peak | -9.15% | -34.98% | +25.83% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -29.10% | +18.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 35.04% | -29.94% |
Volatility
WELL vs. ORCL - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 8.63%, while Oracle Corporation (ORCL) has a volatility of 21.62%. This indicates that WELL 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
| WELL | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 21.62% | -12.99% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 42.42% | -25.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 65.38% | -43.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 41.98% | -18.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 35.01% | -3.13% |
Dividends
WELL vs. ORCL - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.48%, more than ORCL's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
WELL Welltower Inc. | 1.48% | 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. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Welltower 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
WELL 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 (21.62%) compared to WELL (8.63%). In terms of maximum drawdown, WELL dropped -63.33% vs ORCL's -84.19%.
WELL currently has the higher Sharpe Ratio (1.48 vs 0.35), 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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