BP vs. CVI
BP (BP p.l.c.) and CVI (CVR Energy, Inc.) are both stocks. Both are in the Energy sector — BP in Oil & Gas Integrated, CVI in Oil & Gas Refining & Marketing. Over the past 10 years, BP returned 7.87%/yr vs 19.62%/yr for CVI. At a 0.46 correlation, their price movements are largely independent.
Performance
BP vs. CVI - Performance Comparison
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Returns By Period
In the year-to-date period, BP achieves a 17.35% return, which is significantly higher than CVI's 11.71% return. Over the past 10 years, BP has underperformed CVI with an annualized return of 7.87%, while CVI has yielded a comparatively higher 19.62% annualized return.
BP
- 1D
- 1.74%
- 1M
- -10.32%
- YTD
- 17.35%
- 6M
- 19.38%
- 1Y
- 34.16%
- 3Y*
- 10.32%
- 5Y*
- 13.40%
- 10Y*
- 7.87%
CVI
- 1D
- 1.82%
- 1M
- -14.02%
- YTD
- 11.71%
- 6M
- 6.80%
- 1Y
- 3.30%
- 3Y*
- 10.95%
- 5Y*
- 27.36%
- 10Y*
- 19.62%
BP vs. CVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BP BP p.l.c. | 17.35% | 24.54% | -11.84% | 6.00% | 37.01% | 36.38% | -41.31% | 5.83% | -4.57% | 20.02% |
CVI CVR Energy, Inc. | 11.71% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
Correlation
The correlation between BP and CVI is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2007 | 0.46 |
The correlation between BP and CVI shifts across timeframes, from 0.39 (3 years) to 0.50 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BP:
$103.84B
CVI:
$2.80B
BP:
$1.23
CVI:
-$0.42
BP:
0.53
CVI:
0.37
BP:
1.86
CVI:
5.21
BP:
$194.60B
CVI:
$7.50B
BP:
$37.65B
CVI:
-$1.54B
BP:
$35.67B
CVI:
$441.00M
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Return for Risk
BP vs. CVI — Risk / Return Rank
BP
CVI
BP vs. CVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. (BP) and CVR Energy, Inc. (CVI). 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.
| BP | CVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.07 | +1.95 |
| Martin ratioReturn relative to average drawdown | 7.45 | 0.15 | +7.30 |
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Drawdowns
BP vs. CVI - Drawdown Comparison
The maximum BP drawdown since its inception was -74.94%, smaller than the maximum CVI drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for BP and CVI.
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Drawdown Indicators
| BP | CVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.94% | -92.39% | +17.45% |
Max Drawdown (1Y)Largest decline over 1 year | -16.97% | -48.21% | +31.24% |
Max Drawdown (3Y)Largest decline over 3 years | -30.63% | -56.17% | +25.54% |
Max Drawdown (5Y)Largest decline over 5 years | -30.63% | -56.17% | +25.54% |
Max Drawdown (10Y)Largest decline over 10 years | -63.91% | -80.26% | +16.35% |
Current DrawdownCurrent decline from peak | -15.53% | -28.97% | +13.44% |
Average DrawdownAverage peak-to-trough decline | -25.25% | -35.14% | +9.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 22.61% | -17.98% |
Volatility
BP vs. CVI - Volatility Comparison
The current volatility for BP p.l.c. (BP) is 8.27%, while CVR Energy, Inc. (CVI) has a volatility of 14.44%. This indicates that BP experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BP | CVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.27% | 14.44% | -6.17% |
Volatility (6M)Calculated over the trailing 6-month period | 22.08% | 41.24% | -19.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.13% | 52.10% | -24.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.59% | 57.96% | -29.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.27% | 59.15% | -27.88% |
Dividends
BP vs. CVI - Dividend Comparison
BP's dividend yield for the trailing twelve months is around 5.02%, more than CVI's 1.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BP BP p.l.c. | 5.02% | 5.64% | 6.20% | 4.71% | 3.94% | 4.83% | 9.21% | 6.52% | 6.41% | 5.66% | 6.37% | 7.63% |
CVI CVR Energy, Inc. | 1.68% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
Financials
BP vs. CVI - Financials Comparison
This section allows you to compare key financial metrics between BP p.l.c. and CVR Energy, Inc.. 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
BP and CVI have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVI has higher volatility (14.44%) compared to BP (8.27%). In terms of maximum drawdown, BP dropped -74.94% vs CVI's -92.39%.
BP currently has the higher Sharpe Ratio (1.27 vs 0.06), 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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