CSX vs. CVX
CSX (CSX Corporation) and CVX (Chevron Corporation) are both stocks. CSX operates in Railroads (Industrials), while CVX operates in Oil & Gas Integrated (Energy). Over the past 10 years, CSX returned 20.06%/yr vs 10.94%/yr for CVX. At a 0.43 correlation, their price movements are largely independent.
Performance
CSX vs. CVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CSX achieves a 32.06% return, which is significantly higher than CVX's 25.18% return. Over the past 10 years, CSX has outperformed CVX with an annualized return of 20.06%, while CVX has yielded a comparatively lower 10.94% annualized return.
CSX
- 1D
- 0.43%
- 1M
- 4.50%
- YTD
- 32.06%
- 6M
- 28.04%
- 1Y
- 50.19%
- 3Y*
- 14.99%
- 5Y*
- 9.45%
- 10Y*
- 20.06%
CVX
- 1D
- 0.75%
- 1M
- -1.13%
- YTD
- 25.18%
- 6M
- 27.20%
- 1Y
- 33.69%
- 3Y*
- 10.25%
- 5Y*
- 16.33%
- 10Y*
- 10.94%
CSX vs. CVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSX CSX Corporation | 32.06% | 14.13% | -5.65% | 13.51% | -16.58% | 25.70% | 27.09% | 18.06% | 14.47% | 55.48% |
CVX Chevron Corporation | 25.18% | 10.10% | 1.29% | -13.63% | 58.46% | 46.24% | -25.95% | 15.27% | -9.75% | 10.59% |
Correlation
The correlation between CSX and CVX is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2001 | 0.43 |
The correlation between CSX and CVX shifts across timeframes, from -0.00 (1 year) to 0.43 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CSX:
$88.58B
CVX:
$371.80B
CSX:
$1.63
CVX:
$5.75
CSX:
29.10
CVX:
32.54
CSX:
6.27
CVX:
1.93
CSX:
6.52
CVX:
2.02
CSX:
$14.15B
CVX:
$185.89B
CSX:
$3.64B
CVX:
$47.27B
CSX:
$5.55B
CVX:
$40.44B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CSX vs. CVX — Risk / Return Rank
CSX
CVX
CSX vs. CVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CSX Corporation (CSX) 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.
| CSX | CVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.27 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.14 | 2.48 | +1.65 |
| Martin ratioReturn relative to average drawdown | 11.06 | 6.10 | +4.97 |
Loading charts...
Drawdowns
CSX vs. CVX - Drawdown Comparison
The maximum CSX drawdown since its inception was -69.19%, which is greater than CVX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for CSX and CVX.
Loading charts...
Drawdown Indicators
| CSX | CVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.19% | -55.77% | -13.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -13.99% | +2.10% |
Max Drawdown (3Y)Largest decline over 3 years | -29.44% | -20.64% | -8.80% |
Max Drawdown (5Y)Largest decline over 5 years | -29.44% | -24.95% | -4.49% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -55.77% | +15.22% |
Current DrawdownCurrent decline from peak | 0.00% | -10.52% | +10.52% |
Average DrawdownAverage peak-to-trough decline | -15.91% | -11.39% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 5.68% | -1.24% |
Volatility
CSX vs. CVX - Volatility Comparison
The current volatility for CSX Corporation (CSX) is 6.54%, while Chevron Corporation (CVX) has a volatility of 7.62%. This indicates that CSX experiences smaller price fluctuations and is considered to be less risky than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CSX | CVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 7.62% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 17.86% | -1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 22.06% | +0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.48% | 25.15% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.82% | 29.16% | -1.34% |
Dividends
CSX vs. CVX - Dividend Comparison
CSX's dividend yield for the trailing twelve months is around 1.14%, less than CVX's 3.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSX CSX Corporation | 1.14% | 1.43% | 1.49% | 1.27% | 1.29% | 0.99% | 1.15% | 1.33% | 1.42% | 1.42% | 2.00% | 2.70% |
CVX Chevron Corporation | 3.73% | 4.49% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% |
Financials
CSX vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between CSX 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.
Total Revenue: Total amount of money received from sales and other business activities
CSX vs. CVX - Profitability Comparison
CSX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CSX Corporation reported a gross profit of 0.00 and revenue of 3.48B. Therefore, the gross margin over that period was 0.0%.
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%.
CSX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CSX Corporation reported an operating income of 1.25B and revenue of 3.48B, resulting in an operating margin of 36.0%.
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%.
CSX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CSX Corporation reported a net income of 807.00M and revenue of 3.48B, resulting in a net margin of 23.2%.
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
CSX and CVX have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVX has higher volatility (7.62%) compared to CSX (6.54%). In terms of maximum drawdown, CSX dropped -69.19% vs CVX's -55.77%.
CSX currently has the higher Sharpe Ratio (2.21 vs 1.57), 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.
Find the right allocation for CSX 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.
Open Portfolio Optimizer