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 Strategic Asset Allocation - Equal Weight Moderate | NA | 32.94% | 13.10% | 12.68% | 8.28% | 8.55% | 8.93% | 9.18% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.08 | 32.94 | 13.10 | 12.68 | 8.28 | 8.55 | 8.93 | 9.18 | NA | 17.31 | 25.58 | -4.53 | 12.85 | 12.03 | 15.93 | -6.45 | 7.25 | 4.88 | 0.42 | 6.93 | 11.21 | 10.38 | 1.36 | 9.82 | 24.79 | 3.16 | 8.73 | 12.61 | 4.07 | 12.96 | 15.05 | 4.32 | 5.72 |
| Sharpe Ratio | NA | 1.64 | 0.84 | 0.78 | 0.62 | NA | NA | 0.89 | 0.02 | 1.52 | 2.55 | -0.45 | 1.65 | 0.57 | 2.27 | -0.94 | 0.98 | 0.52 | 0.04 | 1.12 | 1.82 | 1.57 | 0.16 | 1.16 | 2.01 | 0.38 | 0.98 | 1.83 | 0.39 | 2.16 | 4.18 | 1.24 | 0.89 |
| Standard Deviation(%) | NA | 6.95 | 9.90 | 12.46 | 10.43 | NA | NA | 8.38 | 6.05 | 7.05 | 8.36 | 13.21 | 7.78 | 20.52 | 6.40 | 8.22 | 6.78 | 8.99 | 8.78 | 6.15 | 6.14 | 6.57 | 8.55 | 8.41 | 12.30 | 5.94 | 5.87 | 5.10 | 4.85 | 5.56 | 3.43 | 2.58 | 3.82 |
| Draw Down(%) | NA | 3.72 | 13.36 | 24.56 | 24.56 | NA | NA | 24.56 | 0.48 | 3.69 | 4.95 | 13.87 | 3.73 | 24.56 | 2.77 | 9.38 | 4.26 | 6.98 | 8.81 | 4.22 | 4.97 | 6.80 | 9.23 | 6.92 | 7.48 | 5.01 | 4.50 | 3.60 | 3.64 | 6.38 | 2.36 | 2.91 | 3.34 |
| Yield(%) | NA | 15.42 | 9.97 | 7.42 | 5.04 | NA | NA | 5.02 | NA | 4.55 | 14.99 | 7.03 | 2.83 | 2.78 | 4.86 | 2.78 | 0.95 | 3.50 | 3.19 | 3.48 | 3.08 | 3.61 | 3.08 | 5.18 | 6.91 | 9.05 | 4.83 | 5.24 | 4.26 | 4.76 | 4.49 | 4.20 | 5.85 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-0.69%
Mar 2017 - Mar 2020 |
0.51%
Mar 2015 - Mar 2020 |
3.92%
Mar 2010 - Mar 2020 |
6.53%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
15.11%
Nov 2021 - Nov 2024 |
13.16%
Sep 2019 - Sep 2024 |
10.61%
Apr 2001 - Apr 2011 |
8.85%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart