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COF vs. CVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

COF vs. CVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital One Financial Corporation (COF) and Chevron Corporation (CVX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, COF achieves a -16.52% return, which is significantly lower than CVX's 17.05% return. Over the past 10 years, COF has outperformed CVX with an annualized return of 14.49%, while CVX has yielded a comparatively lower 10.13% annualized return.


COF

1D
-0.41%
1M
6.87%
YTD
-16.52%
6M
-18.01%
1Y
2.66%
3Y*
25.48%
5Y*
7.07%
10Y*
14.49%

CVX

1D
0.82%
1M
-8.55%
YTD
17.05%
6M
19.09%
1Y
21.96%
3Y*
9.49%
5Y*
15.13%
10Y*
10.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

COF vs. CVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
COF
Capital One Financial Corporation
-16.52%37.65%38.24%44.32%-34.59%49.32%-2.66%38.62%-22.77%16.30%
CVX
Chevron Corporation
17.05%10.10%1.29%-13.63%58.46%46.24%-25.95%15.27%-9.75%10.59%

Correlation

The correlation between COF and CVX is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.15

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

0.13

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

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2001

0.40

The correlation between COF and CVX shifts across timeframes, from -0.15 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

COF:

$125.12B

CVX:

$347.65B

EPS

COF:

$5.37

CVX:

$5.75

PE Ratio

COF:

37.36

CVX:

30.42

PS Ratio

COF:

1.60

CVX:

1.80

PB Ratio

COF:

1.11

CVX:

1.89

Total Revenue (TTM)

COF:

$75.16B

CVX:

$185.89B

Gross Profit (TTM)

COF:

$36.31B

CVX:

$47.27B

EBITDA (TTM)

COF:

$7.70B

CVX:

$40.44B

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Return for Risk

COF vs. CVX — Risk / Return Rank

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

COF
COF Risk / Return Rank: 4242
Overall Rank
COF Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
COF Sortino Ratio Rank: 3939
Sortino Ratio Rank
COF Omega Ratio Rank: 3939
Omega Ratio Rank
COF Calmar Ratio Rank: 4444
Calmar Ratio Rank
COF Martin Ratio Rank: 4444
Martin Ratio Rank

CVX
CVX Risk / Return Rank: 6868
Overall Rank
CVX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
CVX Sortino Ratio Rank: 6464
Sortino Ratio Rank
CVX Omega Ratio Rank: 6464
Omega Ratio Rank
CVX Calmar Ratio Rank: 6767
Calmar Ratio Rank
CVX Martin Ratio Rank: 7171
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.

COF vs. CVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital One Financial Corporation (COF) and Chevron Corporation (CVX). 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.


COFCVXDifference
Sharpe ratioReturn per unit of total volatility

-0.90

Sortino ratioReturn per unit of downside risk

-1.10

Omega ratioGain probability vs. loss probability

1.04

1.18

-0.14

Calmar ratioReturn relative to maximum drawdown

0.09

1.30

-1.21

Martin ratioReturn relative to average drawdown

0.16

3.64

-3.47

COF vs. CVX - Sharpe Ratio Comparison

The current COF Sharpe Ratio is 0.09, which is lower than the CVX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of COF and CVX, 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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Drawdowns

COF vs. CVX - Drawdown Comparison

The maximum COF drawdown since its inception was -90.17%, which is greater than CVX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for COF and CVX.


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Drawdown Indicators


COFCVXDifference

Max Drawdown

Largest peak-to-trough decline

-90.17%

-55.77%

-34.40%

Max Drawdown (1Y)

Largest decline over 1 year

-31.47%

-17.02%

-14.45%

Max Drawdown (3Y)

Largest decline over 3 years

-31.47%

-20.64%

-10.83%

Max Drawdown (5Y)

Largest decline over 5 years

-50.38%

-24.95%

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-60.25%

-55.77%

-4.48%

Current Drawdown

Current decline from peak

-21.56%

-16.33%

-5.23%

Average Drawdown

Average peak-to-trough decline

-21.49%

-11.39%

-10.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.29%

6.08%

+10.21%

Volatility

COF vs. CVX - Volatility Comparison

Capital One Financial Corporation (COF) has a higher volatility of 9.49% compared to Chevron Corporation (CVX) at 7.19%. This indicates that COF's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


COFCVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.49%

7.19%

+2.30%

Volatility (6M)

Calculated over the trailing 6-month period

25.60%

18.28%

+7.32%

Volatility (1Y)

Calculated over the trailing 1-year period

31.40%

22.51%

+8.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.36%

25.12%

+10.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.27%

29.20%

+8.07%

Dividends

COF vs. CVX - Dividend Comparison

COF's dividend yield for the trailing twelve months is around 1.49%, less than CVX's 3.99% yield.


PositionTTM20252024202320222021202020192018201720162015
COF
Capital One Financial Corporation
1.49%1.07%1.35%1.83%2.58%1.79%1.01%1.55%2.12%1.61%1.83%2.08%
CVX
Chevron Corporation
3.99%4.49%4.50%4.05%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%

Financials

COF vs. CVX - Financials Comparison

This section allows you to compare key financial metrics between Capital One Financial Corporation and Chevron Corporation. 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


10.00B20.00B30.00B40.00B50.00B60.00B70.00B20222023202420252026
19.32B
47.56B
(COF) Total Revenue
(CVX) Total Revenue
Values in USD except per share items

COF vs. CVX - Profitability Comparison

The chart below illustrates the profitability comparison between Capital One Financial Corporation and Chevron Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
57.8%
9.6%
Portfolio components
COF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital One Financial Corporation reported a gross profit of 11.16B and revenue of 19.32B. Therefore, the gross margin over that period was 57.8%.

CVX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported a gross profit of 4.55B and revenue of 47.56B. Therefore, the gross margin over that period was 9.6%.

COF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital One Financial Corporation reported an operating income of 2.70B and revenue of 19.32B, resulting in an operating margin of 14.0%.

CVX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported an operating income of 3.24B and revenue of 47.56B, resulting in an operating margin of 6.8%.

COF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital One Financial Corporation reported a net income of 2.17B and revenue of 19.32B, resulting in a net margin of 11.3%.

CVX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported a net income of 2.21B and revenue of 47.56B, resulting in a net margin of 4.7%.


Frequently Asked Questions


COF and CVX have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COF has higher volatility (9.49%) compared to CVX (7.19%). In terms of maximum drawdown, COF dropped -90.17% vs CVX's -55.77%.

CVX currently has the higher Sharpe Ratio (0.98 vs 0.09), 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.

Portfolio Optimizer

Find the right allocation for COF and CVX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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