Occidental Petroleum Corporation

10-Year Study

OPC.XETRA · Energy · DE · Common Stock

Executive Summary: Occidental Petroleum Corporation has compounded at 6.8% annually over the last 10 years, with a maximum drawdown of 92.8% and an annualized volatility of 125.1%.

1Y CAGR
+198.1%
3Y CAGR
-2.3%
5Y CAGR
+19.3%
10Y CAGR
+6.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
92.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.64
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
3.55
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
270.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · +856.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -75.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
43%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026660.815.532.2-17.7————————856.5%
202544.511.7-0.4-1.0-14.8-40.6-7.2-1.0-19.2-4.9-29.1-4.4-61.4%
2024-1.13.88.25.7-10.63.7-4.0-9.3-10.70.9-59.6-27.8-75.1%
20231.5-4.82.9-2.7-3.70.55.90.77.6-6.1-6.40.4-5.2%
202228.913.340.22.423.9-16.614.112.0-10.615.8-8.9-13.2126.5%
202119.429.45.8-7.80.823.3-16.1-2.319.212.8-10.4-1.083.4%
20200.5-21.9-61.245.9-23.733.6-17.4-18.5-18.8-11.274.65.2-59.7%
2019———————————4.64.6%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 125.1%. The dominant macroeconomic risk driver is SHV.US, accounting for 23.4% of variance. Idiosyncratic stock-specific factors contribute 48.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-11-0110000
2019-12-0110457.314260812587
2020-01-0110510.975605876982
2020-02-018208.690784053642
2020-03-013184.595663196333
2020-04-014645.571110029614
2020-05-013545.052309473597
2020-06-014737.1166649171855
2020-07-013911.2663377642916
2020-08-013186.9495099863543
2020-09-012588.245398070482
2020-10-012297.449893281676
2020-11-014012.068236109918
2020-12-014219.4612235550085
2021-01-015038.250010337841
2021-02-016517.610909125609
2021-03-016895.244275221946
2021-04-016356.785917634447
2021-05-016407.648093543145
2021-06-017900.241428339679
2021-07-016631.422582297164
2021-08-016480.299256629737
2021-09-017725.388782329608
2021-10-018716.326472188028
2021-11-017813.689845695801
2021-12-017738.3349396747235
2022-01-019970.86319378839
2022-02-0111297.542138628853
2022-03-0115840.084738484442
2022-04-0116215.237022829135
2022-05-0120098.734330219257
2022-06-0116766.736963982963
2022-07-0119123.764628044493
2022-08-0121411.640090464058
2022-09-0119139.128249660444
2022-10-0122165.85713422334
2022-11-0120193.206289224152
2022-12-0117530.973760970042
2023-01-0117802.55678655381
2023-02-0116942.607489686015
2023-03-0117442.29099271898
2023-04-0116973.334732917912
2023-05-0116353.096103747388
2023-06-0116428.99175835536
2023-07-0117399.85813301779
2023-08-0117521.208477665492
2023-09-0118844.32484358052
2023-10-0117688.4270259782
2023-11-0116547.733786289795
2023-12-0116612.655425457808
2024-01-0116429.596124423068
2024-02-0117055.051387020125
2024-03-0118445.634091335618
2024-04-0119501.875125246916
2024-05-0117429.21760041224
2024-06-0118076.71632011044
2024-07-0117351.667891303172
2024-08-0115744.91298719062
2024-09-0114060.22666908413
2024-10-0114183.644581858203
2024-11-015725.5732730239615
2024-12-014135.136252739528
2025-01-015973.68166660162
2025-02-016673.473591504626
2025-03-016648.026623448218
2025-04-016584.409506658986
2025-05-015607.880666573341
2025-06-013333.555848907315
2025-07-013094.9902958646503
2025-08-013063.1817374700336
2025-09-012474.720070299972
2025-10-012353.8468203561406
2025-11-011669.9588712986554
2025-12-011596.7987622985358
2026-01-0112147.757960932504
2026-02-0114034.016266989844
2026-03-0118557.219152678776
2026-04-0115272.966705791418
Annual Return Matrix
YearAnnual Return
2020-0.5965062234605604
20210.8339628046528107
20221.2654710474068653
2023-0.05238261992934612
2024-0.7510851729096419
2025-0.6138461553133451
20268.564741072197801
Total Factor Risk
1.2514867351448051
VTI.US Exposure
0.05239553551822086
VEA.US Exposure
0.00667838598156356
VWO.US Exposure
0.00773350559472995
QQQ.US Exposure
0.036277009080671684
VTV.US Exposure
0.01792374122871228
IJR.US Exposure
0.014522022249120655
QUAL.US Exposure
0.07343118083567139
SHV.US Exposure
0.23439021853760067
TLT.US Exposure
-0.004536466004247769
LQD.US Exposure
0.018388224856546023
HYG.US Exposure
0.0002662769162881102
GLD.US Exposure
0.03049283325128464
USO.US Exposure
0.006422362120105934
VNQ.US Exposure
0.004890123869134001
BTC-USD.CC Exposure
-0.00024425779103161863
CPER.US Exposure
0.0009118230366708859
VIX.INDX Exposure
0.008972924261616532
UUP.US Exposure
0.0031109668989286773
TIP.US Exposure
0.004446469199998843
Idiosyncratic Exposure
0.4835271203584147
Value Score
31.2
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
21.5
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
125.1%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →47.0x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →1.79%
Market Cap$54.1B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$72
Avg Yield on Cost
0.72%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$72.370.72%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+1.7%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+109.0%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
17.9% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.23
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Occidental Petroleum Corporation a high-risk investment?

Occidental Petroleum Corporation (OPC.XETRA) has an annualized volatility of 125.1% and experienced a maximum drawdown of 92.8% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of OPC.XETRA?

Over the past 10 years, OPC.XETRA has generated a Compound Annual Growth Rate (CAGR) of 6.8%. It has had a positive return in 43% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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