Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 37.70% | 14.76% | 14.91% | 10.77% | 10.73% | 10.47% | 10.01% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 37.70 | 14.76 | 14.91 | 10.77 | 10.73 | 10.47 | 10.01 | NA | 21.18 | 30.57 | -7.85 | 15.16 | 14.26 | 18.52 | -2.52 | 12.85 | 5.86 | 0.75 | 8.02 | 15.02 | 14.75 | 1.30 | 11.05 | 18.45 | 2.26 | 7.81 | 18.81 | 2.80 | 14.33 | 12.22 | 0.52 | 0.21 |
| Sharpe Ratio | NA | 1.61 | 0.99 | 0.87 | 0.80 | NA | NA | 0.87 | 0.08 | 1.48 | 3.12 | -0.68 | 1.50 | 0.71 | 2.84 | -0.40 | 2.54 | 0.66 | 0.08 | 1.02 | 2.02 | 1.96 | 0.08 | 0.90 | 1.64 | 4.58 | 0.46 | 2.04 | 0.09 | 1.79 | 2.00 | -0.16 | -0.50 |
| Standard Deviation(%) | NA | 9.79 | 10.83 | 13.01 | 10.72 | NA | NA | 9.51 | 7.83 | 9.88 | 8.43 | 13.58 | 10.07 | 19.74 | 6.03 | 9.62 | 4.81 | 8.54 | 8.89 | 7.88 | 7.41 | 7.52 | 15.50 | 12.23 | 11.18 | 0.29 | 10.37 | 7.63 | 6.88 | 7.50 | 5.75 | 3.74 | 4.16 |
| Draw Down(%) | NA | 6.59 | 12.74 | 20.80 | 20.80 | NA | NA | 20.80 | 0.53 | 6.59 | 3.76 | 14.97 | 4.56 | 20.80 | 2.41 | 10.22 | 2.17 | 7.49 | 8.88 | 5.50 | 7.34 | 5.28 | 13.28 | 8.77 | 5.45 | 0.28 | 7.71 | 4.71 | 5.45 | 8.60 | 3.66 | 3.24 | 5.48 |
| Yield(%) | NA | 15.68 | 12.38 | 9.53 | 6.96 | NA | NA | 0.00 | NA | 10.54 | 13.17 | 8.31 | 4.15 | 6.19 | 6.68 | 3.29 | 3.82 | 4.96 | 4.12 | 4.45 | 3.09 | 4.53 | 2.23 | 4.50 | 3.97 | 2.55 | 10.15 | 5.16 | 4.20 | 4.67 | 4.54 | 5.69 | 3.42 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
4.83%
Dec 2013 - Dec 2016 |
4.37%
Mar 2015 - Mar 2020 |
6.87%
Mar 2010 - Mar 2020 |
7.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
16.86%
Nov 2021 - Nov 2024 |
15.56%
Nov 2019 - Nov 2024 |
11.26%
Sep 2014 - Sep 2024 |
11.46%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart