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BP vs. CVI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BP vs. CVI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BP p.l.c. (BP) and CVR Energy, Inc. (CVI). The values are adjusted to include any dividend payments, if applicable.

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BP vs. CVI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BP
BP p.l.c.
37.08%24.54%-11.84%6.00%37.01%36.38%-41.31%5.83%-4.57%20.02%
CVI
CVR Energy, Inc.
34.33%51.83%-34.88%11.51%210.18%25.69%-61.31%25.44%-0.80%59.94%

Fundamentals

Market Cap

BP:

$120.71B

CVI:

$3.38B

EPS

BP:

$0.02

CVI:

$0.27

PE Ratio

BP:

2.05K

CVI:

125.27

PEG Ratio

BP:

199.95

CVI:

0.25

PS Ratio

BP:

0.65

CVI:

0.47

PB Ratio

BP:

2.28

CVI:

4.63

Total Revenue (TTM)

BP:

$189.23B

CVI:

$7.16B

Gross Profit (TTM)

BP:

$38.28B

CVI:

-$5.38B

EBITDA (TTM)

BP:

$31.57B

CVI:

$529.00M

Returns By Period

In the year-to-date period, BP achieves a 37.08% return, which is significantly higher than CVI's 34.33% return. Over the past 10 years, BP has underperformed CVI with an annualized return of 10.96%, while CVI has yielded a comparatively higher 17.45% annualized return.


BP

1D
-0.74%
1M
20.95%
YTD
37.08%
6M
40.07%
1Y
47.29%
3Y*
13.31%
5Y*
19.68%
10Y*
10.96%

CVI

1D
-3.69%
1M
41.45%
YTD
34.33%
6M
-6.32%
1Y
97.02%
3Y*
11.72%
5Y*
33.09%
10Y*
17.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BP vs. CVI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BP
BP Risk / Return Rank: 8181
Overall Rank
BP Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
BP Sortino Ratio Rank: 7979
Sortino Ratio Rank
BP Omega Ratio Rank: 8080
Omega Ratio Rank
BP Calmar Ratio Rank: 7979
Calmar Ratio Rank
BP Martin Ratio Rank: 8282
Martin Ratio Rank

CVI
CVI Risk / Return Rank: 8282
Overall Rank
CVI Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
CVI Sortino Ratio Rank: 8686
Sortino Ratio Rank
CVI Omega Ratio Rank: 8282
Omega Ratio Rank
CVI Calmar Ratio Rank: 7777
Calmar Ratio Rank
CVI Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


BPCVIDifference

Sharpe ratio

Return per unit of total volatility

1.57

1.80

-0.24

Sortino ratio

Return per unit of downside risk

1.97

2.46

-0.50

Omega ratio

Gain probability vs. loss probability

1.28

1.30

-0.02

Calmar ratio

Return relative to maximum drawdown

2.06

1.93

+0.14

Martin ratio

Return relative to average drawdown

6.29

4.41

+1.88

BP vs. CVI - Sharpe Ratio Comparison

The current BP Sharpe Ratio is 1.57, which is comparable to the CVI Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of BP and CVI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BPCVIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.57

1.80

-0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.56

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.30

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.21

-0.02

Correlation

The correlation between BP and CVI is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BP vs. CVI - Dividend Comparison

BP's dividend yield for the trailing twelve months is around 4.21%, less than CVI's 7.82% yield.


TTM20252024202320222021202020192018201720162015
BP
BP p.l.c.
4.21%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.
7.82%8.88%8.00%14.85%32.04%14.28%8.05%7.54%7.25%5.37%7.88%5.08%

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


BPCVIDifference

Max Drawdown

Largest peak-to-trough decline

-74.94%

-92.39%

+17.45%

Max Drawdown (1Y)

Largest decline over 1 year

-22.77%

-48.21%

+25.44%

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 Drawdown

Current decline from peak

-0.74%

-14.59%

+13.85%

Average Drawdown

Average peak-to-trough decline

-25.34%

-35.35%

+10.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.47%

21.03%

-13.56%

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 19.40%. 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


BPCVIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.27%

19.40%

-11.13%

Volatility (6M)

Calculated over the trailing 6-month period

19.92%

36.92%

-17.00%

Volatility (1Y)

Calculated over the trailing 1-year period

30.34%

54.11%

-23.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.50%

59.50%

-31.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.21%

58.91%

-27.70%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
47.31B
1.81B
(BP) Total Revenue
(CVI) Total Revenue
Values in USD except per share items