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OXY: Occidental Petroleum Corporation (STOCK)
Basic Info 46.31 0.46(1.00%) July 11
Asset Class: | ROOT |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 12/31/1981 |
Last Dividend Date: | 06/10/2025 |
12-Mo. Yield | 1.48% |
Expenses | - |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1981 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 5.7 | -5.3 | -23.1 | -7.7 | 23.2 | -1.7 | -0.9 | 3.3 | 4.8 | -15.9 | -4.1 | 119.1 | 67.7 | -56.6 | -28.3 | -13.0 | 8.5 | 9.8 | -12.7 | -12.6 | 27.7 | -16.1 | -2.6 | 22.8 | 38.3 | -20.7 | 60.2 | 24.3 | 39.1 | 41.3 | 53.0 | 11.0 | 13.5 | 17.6 | 28.1 | -42.4 | 25.4 | 9.4 | 11.0 | 13.2 | -0.0 | -4.9 | -2.7 | -38.0 | 16.7 | 4.1 | -11.4 | -11.3 | 10.7 | 12.6 | 25.9 | -17.7 | 0.0 |
Sharpe Ratio | NA | -0.53 | -0.91 | -0.38 | 0.4 | -0.08 | NA | NA | 0.06 | -0.89 | -0.28 | 2.16 | 1.19 | -0.48 | -1.01 | -0.56 | 0.44 | 0.37 | -0.49 | -0.57 | 1.55 | -0.63 | -0.07 | 0.84 | 0.93 | -0.28 | 1.91 | 0.67 | 1.26 | 1.8 | 2.89 | 0.38 | 0.38 | 0.36 | 0.82 | -1.58 | 0.96 | 0.24 | 0.3 | 0.42 | -0.09 | -0.26 | -0.2 | -1.48 | 0.45 | -0.04 | -0.36 | -0.51 | 0.17 | 0.18 | 0.83 | -0.89 | NA |
Draw Down(%) | NA | 31.1 | 42.5 | 50.8 | 51.1 | 88.4 | NA | NA | 88.9 | 33.7 | 17.2 | 22.9 | 33.3 | 80.6 | 42.9 | 32.3 | 18.8 | 16.5 | 21.1 | 29.3 | 11.3 | 28.9 | 40.1 | 19.3 | 23.5 | 58.1 | 16.5 | 17.9 | 21.2 | 10.0 | 8.9 | 22.9 | 28.3 | 29.6 | 17.6 | 43.8 | 16.7 | 19.0 | 16.1 | 19.2 | 27.3 | 31.0 | 32.5 | 39.3 | 10.4 | 15.1 | 43.2 | 26.1 | 15.4 | 30.8 | 15.7 | 29.2 | 0.0 |
Standard Deviation(%) | NA | 42.9 | 34.7 | 32.6 | 47.2 | 50.6 | NA | NA | 36.5 | 21.9 | 27.7 | 54.7 | 57.0 | 119.2 | 29.6 | 25.7 | 17.7 | 26.1 | 26.0 | 22.0 | 17.8 | 25.7 | 39.5 | 27.1 | 41.3 | 75.8 | 30.1 | 31.3 | 29.4 | 22.4 | 18.1 | 26.1 | 29.5 | 36.8 | 30.2 | 29.0 | 22.5 | 23.5 | 23.7 | 24.5 | 24.3 | 27.7 | 33.6 | 29.4 | 24.1 | 22.3 | 43.7 | 30.3 | 31.5 | 31.3 | 23.6 | 28.6 | 0.0 |
Treynor Ratio | NA | -0.21 | -0.34 | -0.15 | 0.2 | -0.03 | NA | NA | 0.02 | -0.46 | -0.11 | 1.52 | 0.44 | -0.31 | -0.32 | -0.16 | 0.1 | 0.08 | -0.12 | -0.12 | 0.31 | -0.11 | -0.02 | 0.2 | 0.3 | -0.15 | 0.47 | 0.16 | 0.27 | 0.48 | 1.18 | 0.15 | 0.47 | 0.74 | 0.97 | -0.75 | 0.44 | 0.07 | 0.11 | 0.14 | -0.04 | -0.1 | -0.09 | -0.65 | 0.11 | -0.01 | -0.15 | -0.24 | 0.11 | 0.06 | 0.2 | -0.32 | 1.0 |
Alpha | NA | -0.13 | -0.17 | -0.08 | 0.06 | -0.03 | NA | NA | 0.0 | -0.11 | -0.07 | 0.42 | 0.11 | -0.23 | -0.22 | -0.03 | -0.02 | 0.0 | -0.05 | -0.1 | 0.0 | -0.15 | -0.01 | 0.03 | 0.03 | 0.24 | 0.18 | 0.03 | 0.12 | 0.11 | 0.13 | 0.11 | 0.07 | 0.08 | 0.09 | -0.27 | 0.03 | -0.02 | -0.03 | 0.05 | -0.01 | -0.03 | -0.07 | -0.17 | -0.03 | -0.02 | -0.05 | -0.06 | 0.01 | 0.05 | 0.04 | -0.13 | NA |
Beta | NA | 1.1 | 0.92 | 0.82 | 0.97 | 1.24 | NA | NA | 0.99 | 0.42 | 0.7 | 0.78 | 1.55 | 1.83 | 0.94 | 0.9 | 0.75 | 1.16 | 1.06 | 1.1 | 0.89 | 1.54 | 1.44 | 1.13 | 1.26 | 1.45 | 1.23 | 1.3 | 1.37 | 0.84 | 0.44 | 0.67 | 0.24 | 0.18 | 0.26 | 0.61 | 0.49 | 0.76 | 0.64 | 0.74 | 0.55 | 0.75 | 0.71 | 0.67 | 0.97 | 0.65 | 1.02 | 0.65 | 0.49 | 0.85 | 0.97 | 0.81 | NA |
RSquared | NA | 0.4 | 0.29 | 0.19 | 0.12 | 0.22 | NA | NA | 0.25 | 0.06 | 0.11 | 0.12 | 0.13 | 0.33 | 0.16 | 0.36 | 0.08 | 0.34 | 0.4 | 0.33 | 0.31 | 0.58 | 0.72 | 0.56 | 0.69 | 0.62 | 0.43 | 0.17 | 0.23 | 0.17 | 0.17 | 0.44 | 0.03 | 0.01 | 0.02 | 0.19 | 0.16 | 0.14 | 0.04 | 0.09 | 0.04 | 0.07 | 0.1 | 0.13 | 0.27 | 0.25 | 0.6 | 0.12 | 0.03 | 0.12 | 0.31 | 0.26 | 0.0 |
Yield(%) | N/A | 1.0 | 1.5 | 1.3 | 3.3 | 2.4 | 2.5 | 4.3 | N/A | 1.5 | 1.2 | 1.7 | 0.2 | 1.9 | 5.1 | 4.2 | 4.2 | 4.5 | 3.7 | 3.1 | 3.3 | 2.2 | 1.9 | 1.8 | 2.1 | 1.5 | 2.0 | 1.9 | 2.3 | 2.6 | 3.6 | 3.8 | 4.1 | 4.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -45.5 | 15.0 | -13.3 | -81.8 | 5.7 | 264.0 | 1118.5 | N/A | 22.2 | 38.5 | 1200.0 | -95.1 | -73.9 | 1.3 | 1.3 | 1.3 | 1.9 | 6.3 | 13.7 | 18.5 | 17.4 | 25.2 | 12.2 | 8.3 | 28.7 | 17.5 | 24.0 | 17.3 | 5.7 | 4.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1981
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