CB vs. OXY
CB (Chubb Limited) and OXY (Occidental Petroleum Corporation) are both stocks. CB operates in Insurance - Property & Casualty (Financial Services), while OXY operates in Oil & Gas E&P (Energy). Over the past 10 years, CB returned 12.18%/yr vs -1.54%/yr for OXY. At a 0.26 correlation, their price movements are largely independent.
Performance
CB vs. OXY - Performance Comparison
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Returns By Period
In the year-to-date period, CB achieves a 10.66% return, which is significantly lower than OXY's 20.50% return. Over the past 10 years, CB has outperformed OXY with an annualized return of 12.18%, while OXY has yielded a comparatively lower -1.54% annualized return.
CB
- 1D
- 0.54%
- 1M
- 10.47%
- YTD
- 10.66%
- 6M
- 9.84%
- 1Y
- 21.94%
- 3Y*
- 22.90%
- 5Y*
- 18.39%
- 10Y*
- 12.18%
OXY
- 1D
- -1.80%
- 1M
- -12.91%
- YTD
- 20.50%
- 6M
- 22.62%
- 1Y
- 17.62%
- 3Y*
- -4.16%
- 5Y*
- 10.94%
- 10Y*
- -1.54%
CB vs. OXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 10.66% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
OXY Occidental Petroleum Corporation | 20.50% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Correlation
The correlation between CB and OXY is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 1993 | 0.26 |
Over the past year, the correlation between CB and OXY has dropped to 0.04 - well below their long-term average of 0.26, suggesting their price drivers have been diverging.
Fundamentals
CB:
$28.45
OXY:
$6.79
CB:
12.07
OXY:
7.23
CB:
0.84
OXY:
0.05
CB:
2.84
OXY:
1.42
CB:
$48.15B
OXY:
$23.18B
CB:
$17.01B
OXY:
$5.46B
CB:
$12.22B
OXY:
$14.13B
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Return for Risk
CB vs. OXY — Risk / Return Rank
CB
OXY
CB vs. OXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chubb Limited (CB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CB | OXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.71 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.69 | +1.66 |
| Martin ratioReturn relative to average drawdown | 5.30 | 1.67 | +3.63 |
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Drawdowns
CB vs. OXY - Drawdown Comparison
The maximum CB drawdown since its inception was -50.99%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for CB and OXY.
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Drawdown Indicators
| CB | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.99% | -88.45% | +37.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | -25.55% | +16.19% |
Max Drawdown (3Y)Largest decline over 3 years | -14.35% | -46.94% | +32.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -50.77% | +31.51% |
Max Drawdown (10Y)Largest decline over 10 years | -42.59% | -88.39% | +45.80% |
Current DrawdownCurrent decline from peak | 0.00% | -31.55% | +31.55% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -20.15% | +9.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 10.57% | -6.42% |
Volatility
CB vs. OXY - Volatility Comparison
The current volatility for Chubb Limited (CB) is 6.47%, while Occidental Petroleum Corporation (OXY) has a volatility of 8.82%. This indicates that CB 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.
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Volatility by Period
| CB | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 8.82% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.34% | 27.47% | -14.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 34.50% | -16.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.28% | 39.26% | -18.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 48.80% | -25.15% |
Dividends
CB vs. OXY - Dividend Comparison
CB's dividend yield for the trailing twelve months is around 1.14%, less than OXY's 2.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.14% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
OXY Occidental Petroleum Corporation | 2.04% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
Financials
CB vs. OXY - Financials Comparison
This section allows you to compare key financial metrics between Chubb Limited and Occidental Petroleum Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CB and OXY have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (8.82%) compared to CB (6.47%). In terms of maximum drawdown, CB dropped -50.99% vs OXY's -88.45%.
CB currently has the higher Sharpe Ratio (1.22 vs 0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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