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CTO vs. CVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CTO and CVX is 0.43, 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.


Performance

CTO vs. CVX - Performance Comparison

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

400.00%500.00%600.00%700.00%800.00%December2025FebruaryMarchAprilMay
400.27%
656.09%
CTO
CVX

Key characteristics

Sharpe Ratio

CTO:

0.53

CVX:

-0.46

Sortino Ratio

CTO:

0.83

CVX:

-0.46

Omega Ratio

CTO:

1.13

CVX:

0.94

Calmar Ratio

CTO:

0.79

CVX:

-0.53

Martin Ratio

CTO:

2.21

CVX:

-1.35

Ulcer Index

CTO:

5.99%

CVX:

8.59%

Daily Std Dev

CTO:

24.84%

CVX:

25.06%

Max Drawdown

CTO:

-75.42%

CVX:

-55.77%

Current Drawdown

CTO:

-12.31%

CVX:

-20.74%

Fundamentals

Market Cap

CTO:

$597.44M

CVX:

$236.68B

EPS

CTO:

-$0.55

CVX:

$8.75

PEG Ratio

CTO:

0.00

CVX:

3.62

PS Ratio

CTO:

4.52

CVX:

1.21

PB Ratio

CTO:

1.01

CVX:

1.62

Total Revenue (TTM)

CTO:

$132.20M

CVX:

$194.44B

Gross Profit (TTM)

CTO:

$86.11M

CVX:

$89.79B

EBITDA (TTM)

CTO:

$40.50M

CVX:

$43.57B

Returns By Period

In the year-to-date period, CTO achieves a -8.00% return, which is significantly lower than CVX's -5.21% return. Over the past 10 years, CTO has underperformed CVX with an annualized return of 5.59%, while CVX has yielded a comparatively higher 6.74% annualized return.


CTO

YTD

-8.00%

1M

2.30%

6M

-7.71%

1Y

11.77%

5Y*

17.47%

10Y*

5.59%

CVX

YTD

-5.21%

1M

-3.11%

6M

-12.06%

1Y

-12.91%

5Y*

12.22%

10Y*

6.74%

*Annualized

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Risk-Adjusted Performance

CTO vs. CVX — Risk-Adjusted Performance Rank

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

CTO
The Risk-Adjusted Performance Rank of CTO is 7070
Overall Rank
The Sharpe Ratio Rank of CTO is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of CTO is 6161
Sortino Ratio Rank
The Omega Ratio Rank of CTO is 6464
Omega Ratio Rank
The Calmar Ratio Rank of CTO is 8080
Calmar Ratio Rank
The Martin Ratio Rank of CTO is 7474
Martin Ratio Rank

CVX
The Risk-Adjusted Performance Rank of CVX is 2121
Overall Rank
The Sharpe Ratio Rank of CVX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of CVX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of CVX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of CVX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of CVX is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CTO vs. CVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CTO Realty Growth, Inc. (CTO) 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.


The current CTO Sharpe Ratio is 0.53, which is higher than the CVX Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of CTO and CVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50December2025FebruaryMarchAprilMay
0.53
-0.46
CTO
CVX

Dividends

CTO vs. CVX - Dividend Comparison

CTO's dividend yield for the trailing twelve months is around 8.55%, more than CVX's 4.86% yield.


TTM20242023202220212020201920182017201620152014
CTO
CTO Realty Growth, Inc.
8.55%7.71%8.77%4.60%0.72%3.36%0.17%0.17%0.05%0.00%0.00%0.02%
CVX
Chevron Corporation
4.86%4.50%4.05%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%3.75%

Drawdowns

CTO vs. CVX - Drawdown Comparison

The maximum CTO drawdown since its inception was -75.42%, which is greater than CVX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for CTO and CVX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.31%
-20.74%
CTO
CVX

Volatility

CTO vs. CVX - Volatility Comparison

The current volatility for CTO Realty Growth, Inc. (CTO) is 6.55%, while Chevron Corporation (CVX) has a volatility of 12.40%. This indicates that CTO 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
6.55%
12.40%
CTO
CVX

Financials

CTO vs. CVX - Financials Comparison

This section allows you to compare key financial metrics between CTO Realty Growth, Inc. 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


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00B20212022202320242025
35.81M
47.61B
(CTO) Total Revenue
(CVX) Total Revenue
Values in USD except per share items

CTO vs. CVX - Profitability Comparison

The chart below illustrates the profitability comparison between CTO Realty Growth, Inc. 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%20212022202320242025
75.2%
100.0%
(CTO) Gross Margin
(CVX) Gross Margin
CTO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CTO Realty Growth, Inc. reported a gross profit of 26.92M and revenue of 35.81M. Therefore, the gross margin over that period was 75.2%.

CVX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a gross profit of 47.61B and revenue of 47.61B. Therefore, the gross margin over that period was 100.0%.

CTO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CTO Realty Growth, Inc. reported an operating income of 7.87M and revenue of 35.81M, resulting in an operating margin of 22.0%.

CVX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported an operating income of 39.97B and revenue of 47.61B, resulting in an operating margin of 84.0%.

CTO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CTO Realty Growth, Inc. reported a net income of 2.26M and revenue of 35.81M, resulting in a net margin of 6.3%.

CVX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a net income of 3.51B and revenue of 47.61B, resulting in a net margin of 7.4%.