Occidental Petroleum (OXY): analysis and statistics
Return, volatility, Sharpe ratio and risk for Occidental Petroleum, an S&P 500 component in the Energy sector. Data as of 2026-07-30.
| Last close price | $55.94 |
| Sector (GICS) | Energy |
| Annualized return (3.0 yr) | -2.25% |
| Total return over period | -6.55% |
| Annualized volatility | 31.48% |
| Sharpe ratio | -0.19 |
| Sortino ratio | -0.26 |
| Max drawdown | -46.94% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.62% |
| Correlation with the S&P 500 | 0.23 |
| Period range | $35.18 – $66.31 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Occidental Petroleum (OXY) has posted an annualized return of -2.25% with annual volatility of 31.48%, a negative Sharpe ratio: over this period it did not beat the risk-free Treasury rate. Its worst stretch (max drawdown from a peak) was -46.94%. Its correlation with the S&P 500 is 0.23, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how OXY would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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