EPM vs. CVI
EPM (Evolution Petroleum Corporation) and CVI (CVR Energy, Inc.) are both stocks. Both are in the Energy sector — EPM in Oil & Gas E&P, CVI in Oil & Gas Refining & Marketing. Over the past 10 years, EPM returned 2.65%/yr vs 19.31%/yr for CVI. At a 0.32 correlation, their price movements are largely independent.
Performance
EPM vs. CVI - Performance Comparison
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Returns By Period
In the year-to-date period, EPM achieves a 14.93% return, which is significantly higher than CVI's 8.91% return. Over the past 10 years, EPM has underperformed CVI with an annualized return of 2.65%, while CVI has yielded a comparatively higher 19.31% annualized return.
EPM
- 1D
- 1.05%
- 1M
- -10.11%
- YTD
- 14.93%
- 6M
- 14.60%
- 1Y
- -9.52%
- 3Y*
- -13.71%
- 5Y*
- 2.51%
- 10Y*
- 2.65%
CVI
- 1D
- -2.51%
- 1M
- -16.18%
- YTD
- 8.91%
- 6M
- 5.38%
- 1Y
- 2.99%
- 3Y*
- 10.02%
- 5Y*
- 26.88%
- 10Y*
- 19.31%
EPM vs. CVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPM Evolution Petroleum Corporation | 14.93% | -25.17% | -2.04% | -17.30% | 58.73% | 86.00% | -44.78% | -14.47% | 4.19% | -28.70% |
CVI CVR Energy, Inc. | 8.91% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
Correlation
The correlation between EPM and CVI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2007 | 0.32 |
The correlation between EPM and CVI shifts across timeframes, from 0.31 (1 year) to 0.42 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EPM:
$130.82M
CVI:
$2.73B
EPM:
-$0.11
CVI:
-$0.42
EPM:
1.57
CVI:
0.36
EPM:
2.24
CVI:
5.08
EPM:
$83.24M
CVI:
$7.50B
EPM:
$3.92M
CVI:
-$1.54B
EPM:
$2.18M
CVI:
$441.00M
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Return for Risk
EPM vs. CVI — Risk / Return Rank
EPM
CVI
EPM vs. CVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evolution Petroleum Corporation (EPM) and CVR Energy, Inc. (CVI). 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.
| EPM | CVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.05 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 0.06 | -0.31 |
| Martin ratioReturn relative to average drawdown | -0.56 | 0.13 | -0.69 |
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Drawdowns
EPM vs. CVI - Drawdown Comparison
The maximum EPM drawdown since its inception was -99.99%, which is greater than CVI's maximum drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for EPM and CVI.
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Drawdown Indicators
| EPM | CVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -92.39% | -7.60% |
Max Drawdown (1Y)Largest decline over 1 year | -38.29% | -48.21% | +9.92% |
Max Drawdown (3Y)Largest decline over 3 years | -59.45% | -56.17% | -3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -59.45% | -56.17% | -3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -80.49% | -80.26% | -0.23% |
Current DrawdownCurrent decline from peak | -99.86% | -30.75% | -69.11% |
Average DrawdownAverage peak-to-trough decline | -96.48% | -35.14% | -61.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.96% | 22.69% | -5.73% |
Volatility
EPM vs. CVI - Volatility Comparison
The current volatility for Evolution Petroleum Corporation (EPM) is 9.55%, while CVR Energy, Inc. (CVI) has a volatility of 13.89%. This indicates that EPM experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPM | CVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.55% | 13.89% | -4.34% |
Volatility (6M)Calculated over the trailing 6-month period | 30.94% | 41.12% | -10.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.07% | 52.06% | -12.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.48% | 57.98% | -12.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.07% | 59.14% | -9.07% |
Dividends
EPM vs. CVI - Dividend Comparison
EPM's dividend yield for the trailing twelve months is around 12.47%, more than CVI's 1.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 1.73% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
EPM Evolution Petroleum Corporation | 12.47% | 13.56% | 9.18% | 8.26% | 5.83% | 4.55% | 6.14% | 7.31% | 5.87% | 4.23% | 2.15% | 4.16% |
Financials
EPM vs. CVI - Financials Comparison
This section allows you to compare key financial metrics between Evolution Petroleum Corporation and CVR Energy, Inc.. 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
EPM and CVI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVI has higher volatility (13.89%) compared to EPM (9.55%). In terms of maximum drawdown, EPM dropped -99.99% vs CVI's -92.39%.
CVI currently has the higher Sharpe Ratio (0.06 vs -0.25), 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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