Battalion Oil Corp

10-Year Study

BATL.US · Energy · US · Common Stock

Executive Summary: Battalion Oil Corp has compounded at -18.9% annually over the last 10 years, with a maximum drawdown of 94.1% and an annualized volatility of 217.8%.

1Y CAGR
+186.9%
3Y CAGR
-17.0%
5Y CAGR
-22.4%
10Y CAGR
-18.9%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
94.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.29
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.82
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
131.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · +215.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -82.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
29%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026237.244.9-29.3-8.5————————215.9%
20257.6-17.8-14.5-0.85.3-5.00.0-8.52.5-4.1-4.31.8-34.3%
2024-28.7-12.6-5.5-9.413.6-42.72.52.290.60.4-48.4-50.3-82.1%
20236.3-12.7-27.17.2-12.6-7.246.8-30.96.7-2.9-16.291.1-1.0%
202253.623.6-0.11.4-14.9-46.824.225.0-10.110.3-13.8-14.2-0.9%
2021-11.457.8-6.210.33.38.1-3.7-17.7-8.4-1.219.1-14.418.1%
2020-18.1-32.1-37.54.818.264.1-9.2-3.4-5.3-14.613.58.4-38.3%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 217.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 32.9% of variance. Idiosyncratic stock-specific factors contribute 14.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-12-0110000
2020-01-018193.309006720177
2020-02-015561.338383009366
2020-03-013475.836622328019
2020-04-013643.1227991483156
2020-05-014304.832746439551
2020-06-017063.197126185721
2020-07-016416.357053400161
2020-08-016200.743695804975
2020-09-015873.606102154333
2020-10-015018.587431763538
2020-11-015695.167253560449
2020-12-016171.003946793623
2021-01-015464.684021459587
2021-02-018624.535721910552
2021-03-018089.219530654674
2021-04-018921.933212024069
2021-05-019219.330702137584
2021-06-019962.825136472924
2021-07-019598.513033820978
2021-08-017895.910807555114
2021-09-017234.200505738107
2021-10-017144.981258704051
2021-11-018513.011131329322
2021-12-017286.245598296631
2022-01-0111189.59137855716
2022-02-0113828.996762257924
2022-03-0113814.126533226474
2022-04-0114007.435256326033
2022-05-0111918.216292912597
2022-06-016342.007326346009
2022-07-017873.606173059487
2022-08-019843.866140427517
2022-09-018847.583484969915
2022-10-019762.082007909186
2022-11-018416.356769779542
2022-12-017219.3309857582035
2023-01-017672.862335444203
2023-02-016698.885023533775
2023-03-014884.758561212456
2023-04-015234.200789358725
2023-05-014572.490842067489
2023-06-014245.353248416848
2023-07-016230.483444816326
2023-08-014304.832746439551
2023-09-014594.795476563117
2023-10-014460.966606012034
2023-11-013739.777160698095
2023-12-017144.981258704051
2024-01-015092.936804291918
2024-02-014453.531491496309
2024-03-014208.178384889771
2024-04-013814.1265332264747
2024-05-014334.572495450902
2024-06-012483.271346865393
2024-07-012544.981521053123
2024-08-012602.2305201736863
2024-09-014959.107933740835
2024-10-014981.412568236462
2024-11-012572.4907711623346
2024-12-011278.8104483283294
2025-01-011375.464721246666
2025-02-011130.1115260086842
2025-03-01966.5427291833633
2025-04-01959.1077919305254
2025-05-011009.6654716075552
2025-06-01959.1077919305254
2025-07-01959.1077919305254
2025-08-01877.3233935178649
2025-09-01899.628293907822
2025-10-01862.4535190121891
2025-11-01825.2788327479994
2025-12-01840.1487072536753
2026-01-012832.713752274549
2026-02-014104.089277531071
2026-03-012899.6282939078224
2026-04-012654.27513057716
Annual Return Matrix
YearAnnual Return
2020-0.3828996053206377
20210.18072288741323428
2022-0.009183688860840866
2023-0.01029870041986225
2024-0.8210197617004976
2025-0.34302326951431783
20262.159292048729804
Total Factor Risk
2.1780335684989893
VTI.US Exposure
0.1711042704361753
VEA.US Exposure
0.0016123592712211693
VWO.US Exposure
-0.000011956797836006676
QQQ.US Exposure
0.04871269271925095
VTV.US Exposure
0.08702877873298039
IJR.US Exposure
0.0016590175719424084
QUAL.US Exposure
0.0042907760104016045
SHV.US Exposure
0.3285273204136169
TLT.US Exposure
0.03318982144876249
LQD.US Exposure
0.04756005785348341
HYG.US Exposure
0.04264137597843228
GLD.US Exposure
0.000041944677286139373
USO.US Exposure
0.03851631417928658
VNQ.US Exposure
-0.0002792138630808296
BTC-USD.CC Exposure
-0.00004430883322089263
CPER.US Exposure
-0.00009912334727204945
VIX.INDX Exposure
0.011962364041645211
UUP.US Exposure
0.030275780293233107
TIP.US Exposure
0.0057838075727717885
Idiosyncratic Exposure
0.1475279216409202
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
217.8%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$78.9M
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-56.4%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+18.0%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
87.1% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.78
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Battalion Oil Corp a high-risk investment?

Battalion Oil Corp (BATL.US) has an annualized volatility of 217.8% and experienced a maximum drawdown of 94.1% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BATL.US?

Over the past 10 years, BATL.US has generated a Compound Annual Growth Rate (CAGR) of -18.9%. It has had a positive return in 29% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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