The total return over the past 12 months is +72.09% vs. +17.77% for the S&P 500. So far it's up +62.69% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +66.38% | +24.61% | +23.42% | +10.61% | N/A | N/A |
| Total Return CAGR | +72.09% | +28.98% | +28.20% | +14.84% | N/A | N/A |
| Revenue CAGR | (1.33%) | (6.83%) | +15.79% | +3.79% | (0.70%) | N/A |
| Net Income CAGR | +122.14% | (30.72%) | +49.07% | +1.30% | (0.58%) | N/A |
| EPS CAGR | +116.48% | (22.58%) | +8.08% | +3.37% | +16.13% | N/A |
| Free Cash Flow CAGR | (95.98%) | (76.05%) | +19.54% | +41.64% | (2.67%) | N/A |
| Operating Cash Flow CAGR | (45.58%) | (38.65%) | +3.01% | (5.91%) | (0.06%) | N/A |
| Dividends CAGR | +5.56% | +7.44% | +5.70% | +8.10% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Phillips 66 (PSX)
| Year | Start Value | End Value | PSX Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 600.19 | 976.47 | +62.69% | +8.94% | +53.75% |
| 2025 | 510.51 | 600.19 | +17.57% | +17.72% | (0.15%) |
| 2024 | 577.55 | 510.51 | (11.61%) | +24.89% | (36.50%) |
| 2023 | 433.83 | 577.55 | +33.13% | +26.19% | +6.94% |
| 2022 | 289.97 | 433.83 | +49.61% | (18.17%) | +67.78% |
| 2021 | 267.46 | 289.97 | +8.41% | +28.74% | (20.33%) |
| 2020 | 404.78 | 267.46 | (33.92%) | +18.37% | (52.29%) |
| 2019 | 302.09 | 404.78 | +33.99% | +31.22% | +2.77% |
| 2018 | 344.44 | 302.09 | (12.30%) | (4.56%) | (7.74%) |
| 2017 | 284.75 | 344.44 | +20.96% | +21.70% | (0.74%) |
