SUN vs. AA
SUN (Sunoco LP) and AA (Alcoa Corporation) are both stocks. SUN operates in Oil & Gas Refining & Marketing (Energy), while AA operates in Aluminum (Basic Materials). Over the past 5 years, SUN returned 19.32%/yr vs 14.08%/yr for AA. At a 0.25 correlation, their price movements are largely independent.
Performance
SUN vs. AA - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with SUN having a 28.53% return and AA slightly higher at 29.83%.
SUN
- 1D
- 1.57%
- 1M
- -6.67%
- YTD
- 28.53%
- 6M
- 25.21%
- 1Y
- 29.03%
- 3Y*
- 21.16%
- 5Y*
- 19.32%
- 10Y*
- 18.66%
AA
- 1D
- -0.30%
- 1M
- 0.64%
- YTD
- 29.83%
- 6M
- 49.53%
- 1Y
- 140.52%
- 3Y*
- 24.73%
- 5Y*
- 14.08%
- 10Y*
- —
SUN vs. AA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 28.53% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
AA Alcoa Corporation | 29.83% | 42.46% | 12.43% | -24.33% | -23.12% | 159.05% | 7.16% | -19.07% | -50.66% | 91.84% |
Correlation
The correlation between SUN and AA is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2016 | 0.25 |
Over the past year, the correlation between SUN and AA has dropped to 0.01 - well below their long-term average of 0.25, suggesting their price drivers have been diverging.
Fundamentals
SUN:
$3.37T
AA:
$18.13B
SUN:
$0.06
AA:
$3.92
SUN:
1.02K
AA:
17.55
SUN:
42.37
AA:
1.42
SUN:
1.30K
AA:
2.66
SUN:
$20.02B
AA:
$12.66B
SUN:
$1.75B
AA:
$948.00M
SUN:
$2.10B
AA:
$1.70B
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Return for Risk
SUN vs. AA — Risk / Return Rank
SUN
AA
SUN vs. AA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and Alcoa Corporation (AA). 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.
| SUN | AA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 6.49 | -3.86 |
| Martin ratioReturn relative to average drawdown | 6.54 | 20.55 | -14.01 |
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Drawdowns
SUN vs. AA - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum AA drawdown of -90.90%. Use the drawdown chart below to compare losses from any high point for SUN and AA.
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Drawdown Indicators
| SUN | AA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -90.90% | +25.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -21.77% | +10.72% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -52.25% | +30.96% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -75.46% | +54.17% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | — | — |
Current DrawdownCurrent decline from peak | -9.53% | -24.27% | +14.74% |
Average DrawdownAverage peak-to-trough decline | -16.30% | -46.12% | +29.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 6.87% | -2.40% |
Volatility
SUN vs. AA - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 8.22%, while Alcoa Corporation (AA) has a volatility of 21.35%. This indicates that SUN experiences smaller price fluctuations and is considered to be less risky than AA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUN | AA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 21.35% | -13.13% |
Volatility (6M)Calculated over the trailing 6-month period | 16.97% | 41.11% | -24.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 54.44% | -31.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.67% | 56.26% | -32.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.76% | 55.66% | -23.90% |
Dividends
SUN vs. AA - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.74%, more than AA's 0.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AA Alcoa Corporation | 0.58% | 0.75% | 1.06% | 1.18% | 0.88% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.00% |
SUN Sunoco LP | 5.74% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
SUN vs. AA - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP and Alcoa 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
Frequently Asked Questions
SUN and AA have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AA has higher volatility (21.35%) compared to SUN (8.22%). In terms of maximum drawdown, SUN dropped -65.47% vs AA's -90.90%.
AA currently has the higher Sharpe Ratio (2.60 vs 1.27), 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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