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CHV.DE vs. SHEL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CHV.DE vs. SHEL - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Chevron Corporation (CHV.DE) and Shell plc (SHEL). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CHV.DE is traded in EUR, while SHEL is traded in USD. To make them comparable, the SHEL values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, CHV.DE achieves a 28.46% return, which is significantly higher than SHEL's 20.69% return.


CHV.DE

1D
-0.45%
1M
5.01%
YTD
28.46%
6M
27.29%
1Y
40.97%
3Y*
7.68%
5Y*
17.09%
10Y*

SHEL

1D
-0.74%
1M
0.77%
YTD
20.69%
6M
20.38%
1Y
30.45%
3Y*
15.71%
5Y*
23.83%
10Y*
9.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHV.DE vs. SHEL - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
CHV.DE
Chevron Corporation
28.46%-3.08%5.56%-15.37%64.44%57.72%-32.85%0.37%
SHEL
Shell plc
20.69%7.67%5.67%16.59%44.61%44.31%-45.93%-0.82%

Correlation

The correlation between CHV.DE and SHEL is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.51

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Nov 19, 2019

0.56

The correlation between CHV.DE and SHEL has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.

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Return for Risk

CHV.DE vs. SHEL — Risk / Return Rank

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

CHV.DE
CHV.DE Risk / Return Rank: 7878
Overall Rank
CHV.DE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
CHV.DE Sortino Ratio Rank: 7575
Sortino Ratio Rank
CHV.DE Omega Ratio Rank: 7878
Omega Ratio Rank
CHV.DE Calmar Ratio Rank: 7777
Calmar Ratio Rank
CHV.DE Martin Ratio Rank: 7979
Martin Ratio Rank

SHEL
SHEL Risk / Return Rank: 7979
Overall Rank
SHEL Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
SHEL Sortino Ratio Rank: 7575
Sortino Ratio Rank
SHEL Omega Ratio Rank: 7474
Omega Ratio Rank
SHEL Calmar Ratio Rank: 8282
Calmar Ratio Rank
SHEL Martin Ratio Rank: 8484
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.

CHV.DE vs. SHEL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chevron Corporation (CHV.DE) and Shell plc (SHEL). 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.


CHV.DESHELDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.28

1.24

+0.04

Calmar ratioReturn relative to maximum drawdown

2.15

2.50

-0.35

Martin ratioReturn relative to average drawdown

6.18

6.95

-0.77

CHV.DE vs. SHEL - Sharpe Ratio Comparison

The current CHV.DE Sharpe Ratio is 1.56, which is comparable to the SHEL Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of CHV.DE and SHEL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CHV.DESHELDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.56

1.42

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.97

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.23

+0.11

Drawdowns

CHV.DE vs. SHEL - Drawdown Comparison

The maximum CHV.DE drawdown since its inception was -52.23%, smaller than the maximum SHEL drawdown of -69.27%. Use the drawdown chart below to compare losses from any high point for CHV.DE and SHEL.


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Drawdown Indicators


CHV.DESHELDifference

Max Drawdown

Largest peak-to-trough decline

-52.23%

-69.27%

+17.04%

Max Drawdown (1Y)

Largest decline over 1 year

-18.35%

-12.22%

-6.13%

Max Drawdown (3Y)

Largest decline over 3 years

-24.97%

-21.46%

-3.51%

Max Drawdown (5Y)

Largest decline over 5 years

-31.99%

-21.46%

-10.53%

Max Drawdown (10Y)

Largest decline over 10 years

-69.27%

Current Drawdown

Current decline from peak

-11.90%

-7.84%

-4.06%

Average Drawdown

Average peak-to-trough decline

-16.84%

-14.80%

-2.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.41%

4.40%

+2.01%

Volatility

CHV.DE vs. SHEL - Volatility Comparison

Chevron Corporation (CHV.DE) and Shell plc (SHEL) have volatilities of 6.98% and 6.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CHV.DESHELDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

6.69%

+0.29%

Volatility (6M)

Calculated over the trailing 6-month period

21.48%

17.71%

+3.77%

Volatility (1Y)

Calculated over the trailing 1-year period

25.47%

21.57%

+3.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.24%

24.74%

+1.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.88%

30.74%

+0.14%

Dividends

CHV.DE vs. SHEL - Dividend Comparison

CHV.DE's dividend yield for the trailing twelve months is around 3.16%, less than SHEL's 3.46% yield.


PositionTTM20252024202320222021202020192018201720162015
CHV.DE
Chevron Corporation
3.16%4.07%3.75%3.55%2.79%3.71%5.67%0.00%0.00%0.00%0.00%0.00%
SHEL
Shell plc
3.46%3.90%4.39%3.76%3.48%3.78%5.69%6.27%6.27%2.75%6.49%8.17%

Financials

CHV.DE vs. SHEL - Financials Comparison

This section allows you to compare key financial metrics between Chevron Corporation and Shell plc. 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


Please note, different currencies. CHV.DE values in EUR, SHEL values in USD

Frequently Asked Questions


CHV.DE and SHEL have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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