Sunoco LP (SUN)

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Sunoco LP (SUN) is up 50.9% since the beginning of the year. At $77 per share, SUN is trading just below its 52-week high of $78. Investors who bought $1,000 worth of SUN shares 5 years ago would now be looking at an investment worth $2,863.

Sunoco LP (SUN) has returned 50.90% so far this year and 52.60% over the past 12 months. Looking at the last ten years, SUN has achieved an annualized return of 19.84%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.

Based on dividend-adjusted daily data since Sep 20, 2012, SUN's average daily return is +0.09%, while the average monthly return is +1.79%. At this rate, an investment would double in approximately 3.3 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +58.7%, while the worst month was Mar 2020 at -42.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SUN closed higher 52% of trading days. The best single day was Mar 19, 2020 with a return of +25.7%, while the worst single day was Mar 12, 2020 at -23.4%.

Sunoco LP has an annualized alpha of 12.66%, beta of 0.77, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since September 20, 2012.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (94.39%) than losses (60.57%) - typical of diversified or defensive assets.
• R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SUN ranks 89 for risk / return — above 89% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.

Sunoco LP provided a 4.89% dividend yield over the last twelve months, with an annual payout of $3.75 per share. The company has been increasing its dividends for 13 consecutive years.

The table displays the monthly dividend distributions for Sunoco LP. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Sunoco LP. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sunoco LP was 65.47%, occurring on Mar 18, 2020. Recovery took 220 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Sunoco LP over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Sunoco LP is priced in the market compared to other companies in the Oil & Gas Refining & Marketing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.