Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXY (Occidental Petroleum Corporation) | 39.11% | 39.08% | 0.30% | 15.79% | 0.02% | -0.98% | 3.46% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXY (Occidental Petroleum Corporation) | 12/31/1981 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.53 | 39.08 | 0.30 | 15.79 | 0.02 | -0.98 | 3.46 | … | … | 39.11 | -14.95 | -15.91 | -4.08 | 119.10 | 67.71 | -56.63 | -28.28 | -13.05 | 8.49 | 9.82 | -12.65 | -12.60 | 27.75 | -16.10 | -2.62 | 22.78 | 38.35 | -20.65 | 60.25 | 24.32 | 39.15 | 41.27 | 53.05 | 11.01 | 13.49 | 17.59 | 28.15 | -42.43 | 25.40 | 9.36 | 11.04 | 13.24 | 0.00 | -4.90 | -2.72 | -37.97 | 16.75 | 4.10 | -11.36 | -11.29 | 10.71 | 12.56 | 25.95 | -17.71 | 0.00 |
| Sharpe Ratio | NA | 1.07 | -0.09 | 0.40 | -0.03 | NA | NA | … | … | 2.95 | -0.49 | -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 | 1.80 | 2.89 | 0.38 | 0.38 | 0.36 | 0.82 | -1.58 | 0.96 | 0.24 | 0.30 | 0.42 | -0.09 | -0.26 | -0.20 | -1.48 | 0.45 | -0.04 | -0.36 | -0.51 | 0.17 | 0.18 | 0.83 | -0.89 | NA |
| Standard Deviation(%) | NA | 34.49 | 30.83 | 39.54 | 50.89 | NA | NA | … | … | 40.25 | 36.74 | 21.86 | 27.69 | 54.67 | 56.96 | 119.21 | 29.59 | 25.70 | 17.74 | 26.09 | 26.01 | 21.96 | 17.83 | 25.70 | 39.48 | 27.05 | 41.29 | 75.82 | 30.09 | 31.29 | 29.38 | 22.39 | 18.10 | 26.12 | 29.48 | 36.80 | 30.21 | 29.00 | 22.47 | 23.51 | 23.71 | 24.45 | 24.31 | 27.74 | 33.60 | 29.36 | 24.05 | 22.26 | 43.66 | 30.33 | 31.48 | 31.30 | 23.63 | 28.56 | 0.00 |
| Draw Down(%) | NA | 19.94 | 46.94 | 50.77 | 88.39 | NA | NA | … | … | 19.94 | 31.13 | 33.69 | 17.20 | 22.94 | 33.30 | 80.61 | 42.89 | 32.25 | 18.76 | 16.46 | 21.12 | 29.33 | 11.34 | 28.92 | 40.14 | 19.35 | 23.49 | 58.06 | 16.51 | 17.88 | 21.24 | 10.04 | 8.90 | 22.86 | 28.32 | 29.61 | 17.57 | 43.75 | 16.67 | 18.98 | 16.06 | 19.21 | 27.27 | 30.98 | 32.51 | 39.33 | 10.37 | 15.09 | 43.17 | 26.10 | 15.36 | 30.77 | 15.70 | 29.17 | 0.00 |
| Yield(%) | 0.00 | 2.34 | 1.48 | 2.31 | 2.09 | 1.92 | 3.63 | … | … | 0.61 | 1.93 | 1.47 | 1.18 | 1.67 | 0.23 | 1.93 | 5.06 | 4.19 | 4.23 | 4.49 | 3.68 | 3.10 | 3.28 | 2.24 | 1.88 | 1.77 | 2.11 | 1.54 | 2.01 | 1.86 | 2.28 | 2.62 | 3.58 | 3.77 | 4.14 | 4.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXY (Occidental Petroleum Corporation) |
-45.21%
Oct 2017 – Oct 2020 |
-31.06%
Oct 2015 – Oct 2020 |
-16.26%
Oct 2010 – Oct 2020 |
-6.42%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXY (Occidental Petroleum Corporation) |
90.37%
Oct 2020 – Oct 2023 |
43.77%
Apr 2003 – Apr 2008 |
29.12%
Feb 2000 – Feb 2010 |
21.37%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart