AI Research CVXmacro:brent_daily

CVX next-day intraday range after extreme Brent volatility days (proxy: |daily return| > 90th pctile)

722
Trading days in sample

An extreme move in Brent crude doesn’t just end at the close. For CVX, the question is whether that volatility bleeds into the next session’s trading range — and the numbers say it often does. Using a daily absolute return proxy for Brent’s intraday swing, days past the 90th percentile were followed by an above-median CVX range 67.6% of the time, versus 48.0% after calmer Brent days. That’s an odds ratio of 2.26, with a one-sided Fisher p-value of 0.001.

This isn’t a forecast of direction or a call on the stock. It’s a measurement of how uncertainty in the crude market maps onto trading behavior in the supermajor a day later. The evidence below covers the full methodology, the distribution of next-day ranges, and the sensitivity of the finding — including the caveat that about one in three extreme Brent days still yields a quiet CVX session. The detail is in the analysis that follows.

The research question

For CVX, does a day when Brent crude's intraday high-low range (as % of open) exceeds its 90th percentile predict an above-median intraday range for CVX on the following trading day? Extreme oil swings create uncertainty, causing traders to adjust hedging and position sizes in the supermajor a day later.

How this was measured

Brent crude intraday data is unavailable in this runtime; daily absolute return (|close-to-close pct_change|) is used as a proxy for intraday high-low range. The 90th percentile of Brent's historical |return| is computed over the full available window. A day is classified as 'extreme' when Brent's |return| exceeds that threshold. The next trading day's CVX intraday range — defined as (day-high − day-low) / day-open — is extracted from CVX minute bars. The overall median of CVX next-day range is used to split days into above/below median. Fisher's exact test (one-sided) assesses whether the odds of an above-median CVX range are higher after an extreme Brent day. A Welch t-test on the continuous range values is also reported.

The key numbers

Trading days in sample
722
days with both Brent close and CVX next-day range
Extreme Brent days
74
|return| > 0.0386 (90th pctile)
Non-extreme days
648
Proportion next-day CVX range above median — extreme
67.5676%
50/74
Proportion next-day CVX range above median — non-extreme
47.9938%
311/648
Fisher exact p (one-sided, extreme > non-extreme)
0.0010
p=0.0010 < 0.05 → extreme Brent days raise odds of above-median CVX range
Odds ratio (extreme vs non-extreme)
2.258
>1 favors the hypothesis
Welch t-statistic (extreme vs non-extreme next-day range)
2.179
Welch p-value
0.0315
Two-sided p=0.0315 < 0.05 → range distributions differ

Reading the numbers

After a day when Brent's move is in the most extreme 10%, CVX's next-day range is above its median about 68% of the time, versus 48% after ordinary days. The p-value of 0.0010 says that gap is very unlikely to be just luck.

The charts

Next-day CVX intraday range after extreme vs non-extreme Brent days
What this chart says

This histogram shows the 74 days that followed extreme Brent moves. The average next-day CVX range is 6.19% of the open, and the widest day reached 21.4%. Compare that average with the non-extreme group's 4.79%: on the whole, CVX does move more after oil shocks.

Next-day CVX intraday range after non-extreme Brent days
What this chart says

The 648 non-extreme Brent days produce a next-day CVX range averaging 4.79% of the open, clearly below the 6.19% after extreme days. There is one very large outlier at 114% of the open, but the average stays lower than the extreme-day group. So normal oil days generally do not push CVX around as much.

Proportion of next-day CVX range above overall median
What this chart says

The left bar is the headline comparison: 67.6% of extreme Brent days are followed by an above-median CVX range, versus 48.0% after non-extreme days. A Fisher exact test p-value of 0.0010 means a gap like this would occur by chance only about once in a thousand trials, and the odds ratio of 2.26 says extreme days make an above-median CVX range about 2.3 times as likely.

Contingency table (extreme vs above-median next-day range)

Brent day typeAbove medianBelow median
extreme5024
non-extreme311337

The takeaway

Yes — at least for the daily-return proxy used, extreme Brent volatility does predict a wider-than-usual CVX range the next trading day. After the 74 extreme Brent days, CVX's next-day range was above its median 67.6% of the time (50 of 74), versus 48.0% after non-extreme days (311 of 648). The odds ratio is 2.26, and the one-sided Fisher p-value is 0.001, so this is a clear signal rather than a coin flip. The continuous range comparison also lands at p = 0.0315 — conventionally significant, though not overwhelming. Practical takeaway: an extreme Brent swing roughly doubles the odds of an above-median CVX range the next session, but about one in three extreme days still produces a quiet CVX day.

The fine print