All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 1994-10-18? to Wed 2025-05-14 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SO × |
+2.25%
2025-05-14 |
62.25 TRR
2025-05-14 |
||||
Southern Company NYSE Common Stock | ||||||
O × |
+2.79%
2025-05-14 |
21.89 TRR
2025-05-14 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
CVX × |
−2.79%
2025-05-14 |
33.2 TRR
2025-05-14 |
||||
Chevron Corp NYSE Common Stock | ||||||
XOM × |
+0.02%
2025-05-14 |
13.81 TRR
2025-05-14 |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||
Tue 1994-10-18? to Wed 2025-05-14 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SO × |
+1,323.95%
+9.08%/yr |
+8.50%/yr
(R2=0.962) |
||||
Southern Company NYSE Common Stock | ||||||
O × |
+2,088.60%
+10.62%/yr |
+11.46%/yr
(R2=0.958) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
CVX × |
+828.98%
+7.56%/yr |
+7.25%/yr
(R2=0.924) |
||||
Chevron Corp NYSE Common Stock | ||||||
XOM × |
+623.68%
+6.69%/yr |
+4.93%/yr
(R2=0.757) |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||
Tue 1994-10-18? to Wed 2025-05-14 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SO × |
$10,000.00
1994-10-18 |
$142,394.77
2025-05-14 |
||||
Southern Company NYSE Common Stock | ||||||
O × |
$10,000.00
1994-10-18 |
$218,860.35
2025-05-14 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
CVX × |
$10,000.00
1994-10-18 |
$92,898.36
2025-05-14 |
||||
Chevron Corp NYSE Common Stock | ||||||
XOM × |
$10,000.00
1994-10-18 |
$72,368.25
2025-05-14 |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||
Tue 1994-10-18? to Wed 2025-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SO × | −9.87% |
−38.52%
2020-03-23 |
||||
Southern Company NYSE Common Stock | ||||||
O × | −28.86% |
−48.26%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
CVX × | −23.05% |
−57.56%
2020-03-23 |
||||
Chevron Corp NYSE Common Stock | ||||||
XOM × | −13.54% |
−65.31%
2020-03-23 |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||