Source Capital, Inc. (SOR) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: SOR +49.85%, SPY +88.08%. Regime SOR BULL · SPY BULL. As of Oct 12, 2026. Research only.
Total return · dividends and splits
SOR
SPY
| SYMBOL | PRICE | CHANGE | 5Y % | PREV CLOSE | DIR | REGIME |
|---|---|---|---|---|---|---|
| SORSource Capital, Inc. | $45.11 | —-0.86% | +49.85% | — | 🔒 | 🔒 |
| SPYState Street SPDR S&P 500 ETF Trust | $778.10 | —-0.06% | +88.08% | — | 🔒 | 🔒 |
DRAWDOWN · THIS RANGE
| SYMBOL | CURRENT | PEAK | WORST | TROUGH |
|---|---|---|---|---|
| SOR | -5.40% | 2026-02-20 | -17.45% | 2022-09-27 |
| SPY | -0.13% | 2026-10-06 | -24.49% | 2022-10-12 |
PERIODS · 5Y BOOK
| SYMBOL | 1Y | 2Y | 3Y | 5Y |
|---|---|---|---|---|
| SOR | - | - | - | - |
| SPY | - | - | - | - |
ANNUAL · 5Y BOOK
| YEAR | SOR | SPY |
|---|---|---|
| - | - | - |
Compare FAQ
- What does the SOR vs SPY overlay show?
- LOPJLB overlays SOR vs SPY as total return (dividends and splits) from the first adjusted close in the selected 5Y window. Each path starts at 0% so you can read relative holding performance, not raw tape price.
- Is this holding return or tape close?
- Holding return. The series uses split- and dividend-adjusted close (Yahoo-style backward adjustment) when dividend coverage is sufficient, otherwise it falls back to tape close. Candles and technical overlays on /chart stay tape.
- Which windows are public?
- Public visitors can share 1M, 3M, 6M, YTD, 1Y, and 5Y. MAX is Research+. Direction and regime in the table follow the desk ladder: SPY25 on Free, full book on Essential+.
- How do I read the drawdown, period, and annual tables?
- Drawdowns are current and worst peak-to-trough on the visible range. Periods are calendar lookbacks (1Y / 2Y / 3Y / 5Y, plus 10Y on MAX) from the last bar. Annual is calendar-year holding return, with the latest year labeled YTD.
- How has SOR vs SPY performed on a normalized basis?
- SOR vs SPY holding-return overlay: 5Y SOR +49.85% · SPY +88.08%; worst drawdown SOR -17.45% · SPY -24.49%; YTD SOR +1.04% · SPY +14.79%. Numbers update from the live compare-series book.
- Is ticker compare investment advice?
- No. The overlay is research context only — not a recommendation to buy or sell any security.
Related: SOR, SPY, methodology, chart