SUN vs. CVI
SUN (Sunoco LP) and CVI (CVR Energy, Inc.) are both stocks. Both operate in the Oil & Gas Refining & Marketing industry within the Energy sector. Over the past 10 years, SUN returned 17.44%/yr vs 20.34%/yr for CVI. At a 0.26 correlation, their price movements are largely independent.
Performance
SUN vs. CVI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUN achieves a 31.76% return, which is significantly lower than CVI's 42.78% return. Over the past 10 years, SUN has underperformed CVI with an annualized return of 17.44%, while CVI has yielded a comparatively higher 20.34% annualized return.
SUN
- 1D
- 1.32%
- 1M
- -0.58%
- YTD
- 31.76%
- 6M
- 27.15%
- 1Y
- 33.29%
- 3Y*
- 22.72%
- 5Y*
- 20.93%
- 10Y*
- 17.44%
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%
SUN vs. CVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 31.76% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
CVI CVR Energy, Inc. | 42.78% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
Correlation
The correlation between SUN and CVI is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Sep 21, 2012 | 0.26 |
The correlation between SUN and CVI shifts across timeframes, from 0.08 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SUN:
$3.45T
CVI:
$3.58B
SUN:
$0.06
CVI:
-$0.42
SUN:
43.44
CVI:
0.48
SUN:
1.33K
CVI:
6.66
SUN:
$20.02B
CVI:
$7.50B
SUN:
$1.75B
CVI:
-$1.54B
SUN:
$2.10B
CVI:
$441.00M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SUN vs. CVI — Risk / Return Rank
SUN
CVI
SUN vs. CVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) 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.
| SUN | CVI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.09 | +0.37 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.70 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.99 | 1.15 | +1.84 |
Martin ratioReturn relative to average drawdown | 7.80 | 2.51 | +5.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SUN | CVI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.09 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.56 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.35 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.21 | +0.32 |
Drawdowns
SUN vs. CVI - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum CVI drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for SUN and CVI.
Loading charts...
Drawdown Indicators
| SUN | CVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -92.39% | +26.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.91% | -48.21% | +37.30% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -56.17% | +34.88% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -56.17% | +34.88% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -80.26% | +17.32% |
Current DrawdownCurrent decline from peak | -7.26% | -9.22% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -35.18% | +18.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.17% | 22.03% | -17.86% |
Volatility
SUN vs. CVI - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 9.29%, while CVR Energy, Inc. (CVI) has a volatility of 14.78%. This indicates that SUN 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.
Loading charts...
Volatility by Period
| SUN | CVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.29% | 14.78% | -5.49% |
Volatility (6M)Calculated over the trailing 6-month period | 16.62% | 40.20% | -23.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.84% | 51.62% | -28.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.60% | 58.18% | -34.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.87% | 59.09% | -27.22% |
Dividends
SUN vs. CVI - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.60%, more than CVI's 1.32% 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% |
SUN Sunoco LP | 5.60% | 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. CVI - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP 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
SUN and CVI have a correlation of 0.08, 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 SUN (9.29%). In terms of maximum drawdown, SUN dropped -65.47% vs CVI's -92.39%.
SUN currently has the higher Sharpe Ratio (1.46 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.
Find the right allocation for SUN and CVI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer