AAPL.TO vs. OXY

Last updated Apr 2, 2026

Compare and contrast key facts about Apple CDR (CAD Hedged) (AAPL.TO) and Occidental Petroleum Corporation (OXY).

Performance

AAPL.TO vs. OXY - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Apple CDR (CAD Hedged) (AAPL.TO) and Occidental Petroleum Corporation (OXY). The values are adjusted to include any dividend payments, if applicable.

AAPL.TO vs. OXY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AAPL.TO Apple CDR (CAD Hedged)	-6.24%	6.36%	29.57%	46.85%	-27.69%	19.43%
OXY Occidental Petroleum Corporation	53.98%	-18.85%	-8.69%	-6.19%	134.71%	18.29%

Different Trading Currencies

AAPL.TO is traded in CAD, while OXY is traded in USD. To make them comparable, the OXY values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AAPL.TO achieves a -6.24% return, which is significantly lower than OXY's 53.98% return.

AAPL.TO

• 1D: 0.94%
• 1M: -3.73%
• YTD: -6.24%
• 6M: -0.74%
• 1Y: 12.77%
• 3Y*: 14.43%
• 5Y*: —
• 10Y*: —

OXY

• 1D: -4.39%
• 1M: 17.22%
• YTD: 53.98%
• 6M: 31.42%
• 1Y: 25.57%
• 3Y*: 2.57%
• 5Y*: 21.83%
• 10Y*: 2.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AAPL.TO vs. OXY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAPL.TO

AAPL.TO Risk / Return Rank: 53
AAPL.TO Sharpe Ratio Rank: 55
AAPL.TO Sortino Ratio Rank: 49
AAPL.TO Omega Ratio Rank: 51
AAPL.TO Calmar Ratio Rank: 54
AAPL.TO Martin Ratio Rank: 58

OXY

OXY Risk / Return Rank: 63
OXY Sharpe Ratio Rank: 67
OXY Sortino Ratio Rank: 60
OXY Omega Ratio Rank: 60
OXY Calmar Ratio Rank: 63
OXY Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAPL.TO vs. OXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple CDR (CAD Hedged) (AAPL.TO) and Occidental Petroleum Corporation (OXY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AAPL.TO	OXY	Difference
Sharpe ratio Return per unit of total volatility	0.40	0.66	-0.26
Sortino ratio Return per unit of downside risk	0.83	1.10	-0.28
Omega ratio Gain probability vs. loss probability	1.12	1.15	-0.03
Calmar ratio Return relative to maximum drawdown	0.59	0.89	-0.30
Martin ratio Return relative to average drawdown	1.74	1.70	+0.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AAPL.TO vs. OXY - Sharpe Ratio Comparison

The current AAPL.TO Sharpe Ratio is 0.40, which is lower than the OXY Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of AAPL.TO and OXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AAPL.TO	OXY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.40	0.66	-0.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.57	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.06	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	0.11	+0.29

Correlation

The correlation between AAPL.TO and OXY is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AAPL.TO vs. OXY - Dividend Comparison

AAPL.TO's dividend yield for the trailing twelve months is around 0.41%, less than OXY's 1.57% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AAPL.TO Apple CDR (CAD Hedged)	0.41%	0.38%	0.85%	0.49%	0.70%	0.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OXY Occidental Petroleum Corporation	1.57%	2.33%	1.78%	1.21%	0.83%	0.14%	4.74%	7.62%	5.05%	4.15%	4.24%	4.39%

Drawdowns

AAPL.TO vs. OXY - Drawdown Comparison

The maximum AAPL.TO drawdown since its inception was -33.28%, smaller than the maximum OXY drawdown of -88.14%. Use the drawdown chart below to compare losses from any high point for AAPL.TO and OXY.

Drawdown Indicators

	AAPL.TO	OXY	Difference
Max Drawdown Largest peak-to-trough decline	-33.28%	-88.45%	+55.17%
Max Drawdown (1Y) Largest decline over 1 year	-22.58%	-26.80%	+4.22%
Max Drawdown (5Y) Largest decline over 5 years	—	-50.77%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-88.39%	—
Current Drawdown Current decline from peak	-11.07%	-13.62%	+2.55%
Average Drawdown Average peak-to-trough decline	-9.80%	-20.15%	+10.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.65%	12.18%	-4.53%

Volatility

AAPL.TO vs. OXY - Volatility Comparison

The current volatility for Apple CDR (CAD Hedged) (AAPL.TO) is 5.80%, while Occidental Petroleum Corporation (OXY) has a volatility of 11.01%. This indicates that AAPL.TO experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AAPL.TO	OXY	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.80%	11.01%	-5.21%
Volatility (6M) Calculated over the trailing 6-month period	16.22%	24.57%	-8.35%
Volatility (1Y) Calculated over the trailing 1-year period	31.90%	38.88%	-6.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.15%	38.54%	-10.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.15%	46.60%	-18.45%

Financials