CVI vs. PBR
CVI (CVR Energy, Inc.) and PBR (Petróleo Brasileiro S.A. - Petrobras) are both stocks. Both are in the Energy sector — CVI in Oil & Gas Refining & Marketing, PBR in Oil & Gas Integrated. Over the past 10 years, CVI returned 20.34%/yr vs 23.74%/yr for PBR. At a 0.36 correlation, their price movements are largely independent.
Performance
CVI vs. PBR - Performance Comparison
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Returns By Period
In the year-to-date period, CVI achieves a 42.78% return, which is significantly lower than PBR's 58.90% return. Over the past 10 years, CVI has underperformed PBR with an annualized return of 20.34%, while PBR has yielded a comparatively higher 23.74% annualized return.
CVI
- 1D
- 2.12%
- 1M
- 7.47%
- YTD
- 42.78%
- 6M
- 4.92%
- 1Y
- 56.16%
- 3Y*
- 23.31%
- 5Y*
- 32.35%
- 10Y*
- 20.34%
PBR
- 1D
- -0.74%
- 1M
- -14.52%
- YTD
- 58.90%
- 6M
- 52.46%
- 1Y
- 72.27%
- 3Y*
- 26.96%
- 5Y*
- 33.44%
- 10Y*
- 23.74%
CVI vs. PBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 42.78% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
PBR Petróleo Brasileiro S.A. - Petrobras | 58.90% | -1.01% | -8.38% | 71.48% | 47.76% | 20.44% | -28.83% | 24.65% | 27.68% | 1.78% |
Correlation
The correlation between CVI and PBR is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2007 | 0.36 |
Fundamentals
CVI:
$3.58B
PBR:
$120.64B
CVI:
-$0.42
PBR:
$3.16
CVI:
0.48
PBR:
1.29
CVI:
6.66
PBR:
1.42
CVI:
$7.50B
PBR:
$93.27B
CVI:
-$1.54B
PBR:
$43.47B
CVI:
$441.00M
PBR:
$41.03B
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Return for Risk
CVI vs. PBR — Risk / Return Rank
CVI
PBR
CVI vs. PBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CVR Energy, Inc. (CVI) and Petróleo Brasileiro S.A. - Petrobras (PBR). 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.
| CVI | PBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 2.30 | -1.20 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.92 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.38 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 4.88 | -3.73 |
Martin ratioReturn relative to average drawdown | 2.51 | 10.89 | -8.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CVI | PBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 2.30 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.89 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.51 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.20 | +0.01 |
Drawdowns
CVI vs. PBR - Drawdown Comparison
The maximum CVI drawdown since its inception was -92.39%, roughly equal to the maximum PBR drawdown of -95.62%. Use the drawdown chart below to compare losses from any high point for CVI and PBR.
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Drawdown Indicators
| CVI | PBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.39% | -95.62% | +3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -48.21% | -15.02% | -33.19% |
Max Drawdown (3Y)Largest decline over 3 years | -56.17% | -28.24% | -27.93% |
Max Drawdown (5Y)Largest decline over 5 years | -56.17% | -39.62% | -16.55% |
Max Drawdown (10Y)Largest decline over 10 years | -80.26% | -75.13% | -5.13% |
Current DrawdownCurrent decline from peak | -9.22% | -22.58% | +13.36% |
Average DrawdownAverage peak-to-trough decline | -35.18% | -52.74% | +17.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.03% | 6.73% | +15.30% |
Volatility
CVI vs. PBR - Volatility Comparison
CVR Energy, Inc. (CVI) has a higher volatility of 14.78% compared to Petróleo Brasileiro S.A. - Petrobras (PBR) at 9.16%. This indicates that CVI's price experiences larger fluctuations and is considered to be riskier than PBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVI | PBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.78% | 9.16% | +5.62% |
Volatility (6M)Calculated over the trailing 6-month period | 40.20% | 24.99% | +15.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.62% | 31.62% | +20.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.18% | 37.90% | +20.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.09% | 47.11% | +11.98% |
Dividends
CVI vs. PBR - Dividend Comparison
CVI's dividend yield for the trailing twelve months is around 1.32%, less than PBR's 4.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 1.32% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
PBR Petróleo Brasileiro S.A. - Petrobras | 4.46% | 7.10% | 14.73% | 10.91% | 55.64% | 18.95% | 0.84% | 1.59% | 1.03% | 0.00% | 0.00% | 0.00% |
Financials
CVI vs. PBR - Financials Comparison
This section allows you to compare key financial metrics between CVR Energy, Inc. and Petróleo Brasileiro S.A. - Petrobras. 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
Frequently Asked Questions
CVI and PBR have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVI has higher volatility (14.78%) compared to PBR (9.16%). In terms of maximum drawdown, CVI dropped -92.39% vs PBR's -95.62%.
PBR currently has the higher Sharpe Ratio (2.30 vs 1.09), 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.
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