OTTR vs. CVX
OTTR (Otter Tail Corporation) and CVX (Chevron Corporation) are both stocks. OTTR operates in Utilities - Diversified (Utilities), while CVX operates in Oil & Gas Integrated (Energy). Over the past 10 years, OTTR returned 12.95%/yr vs 11.68%/yr for CVX. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
OTTR vs. CVX - Performance Comparison
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Returns By Period
In the year-to-date period, OTTR achieves a 10.86% return, which is significantly lower than CVX's 31.60% return. Over the past 10 years, OTTR has outperformed CVX with an annualized return of 12.95%, while CVX has yielded a comparatively lower 11.68% annualized return.
OTTR
- 1D
- -1.10%
- 1M
- -3.25%
- 6M
- 0.48%
- YTD
- 10.86%
- 1Y
- 20.50%
- 3Y*
- 2.26%
- 5Y*
- 14.51%
- 10Y*
- 12.95%
- ALL TIME*
- 8.04%
CVX
- 1D
- 2.35%
- 1M
- 16.33%
- 6M
- 13.38%
- YTD
- 31.60%
- 1Y
- 35.45%
- 3Y*
- 11.23%
- 5Y*
- 18.87%
- 10Y*
- 11.68%
- ALL TIME*
- 10.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.44B | $1.41B | $1.67B | |
| $15.83M | $19.91M | $22.85M |
OTTR vs. CVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 10.86% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
CVX Chevron Corporation | 31.60% | 10.10% | 1.29% | -13.63% | 58.46% | 46.24% | -25.95% | 15.27% | -9.75% | 10.59% |
Correlation
The correlation between OTTR and CVX is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2001 | 0.34 |
Over the past year, the correlation between OTTR and CVX has dropped to 0.11 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.
Fundamentals
OTTR:
$3.71B
CVX:
$392.09B
OTTR:
$6.66
CVX:
$10.42
OTTR:
13.28
CVX:
18.89
OTTR:
0.93
CVX:
1.84
OTTR:
2.83
CVX:
1.86
OTTR:
1.95
CVX:
2.05
OTTR:
$1.31B
CVX:
$208.71B
OTTR:
$458.32M
CVX:
$64.69B
OTTR:
$477.57M
CVX:
$55.77B
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Return for Risk
OTTR vs. CVX — Risk / Return Rank
OTTR
CVX
OTTR vs. CVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) 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.
| OTTR | CVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.27 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.70 | -0.31 |
| Martin ratioReturn relative to average drawdown | 4.10 | 4.61 | -0.51 |
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Drawdowns
OTTR vs. CVX - Drawdown Comparison
The maximum OTTR drawdown since its inception was -65.96%, which is greater than CVX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for OTTR and CVX.
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Drawdown Indicators
| OTTR | CVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.96% | -55.77% | -10.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -20.81% | +8.11% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -20.81% | -6.28% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -24.95% | -10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -55.77% | +14.27% |
Current DrawdownCurrent decline from peak | -7.46% | -5.93% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -17.89% | -11.40% | -6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 7.66% | -3.37% |
Volatility
OTTR vs. CVX - Volatility Comparison
Otter Tail Corporation (OTTR) has a higher volatility of 7.25% compared to Chevron Corporation (CVX) at 6.84%. This indicates that OTTR'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
| OTTR | CVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 6.84% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 15.68% | 18.21% | -2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.29% | 22.82% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.71% | 25.15% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.66% | 29.24% | +0.42% |
Dividends
OTTR vs. CVX - Dividend Comparison
OTTR's dividend yield for the trailing twelve months is around 2.49%, less than CVX's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVX Chevron Corporation | 3.55% | 4.49% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% |
OTTR Otter Tail Corporation | 2.49% | 2.60% | 2.53% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.06% | 4.62% |
Financials
OTTR vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Otter Tail 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
OTTR vs. CVX - Profitability Comparison
OTTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Otter Tail Corporation reported a gross profit of 89.70M and revenue of 347.03M. Therefore, the gross margin over that period was 25.9%.
CVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Chevron Corporation reported a gross profit of 30.59B and revenue of 67.20B. Therefore, the gross margin over that period was 45.5%.
OTTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Otter Tail Corporation reported an operating income of 85.24M and revenue of 347.03M, resulting in an operating margin of 24.6%.
CVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Chevron Corporation reported an operating income of 21.48B and revenue of 67.20B, resulting in an operating margin of 32.0%.
OTTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Otter Tail Corporation reported a net income of 72.61M and revenue of 347.03M, resulting in a net margin of 20.9%.
CVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Chevron Corporation reported a net income of 12.07B and revenue of 67.20B, resulting in a net margin of 18.0%.
Frequently Asked Questions
OTTR and CVX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTTR has higher volatility (7.25%) compared to CVX (6.84%). In terms of maximum drawdown, OTTR dropped -65.96% vs CVX's -55.77%.
CVX currently has the higher Sharpe Ratio (1.55 vs 0.79), 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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