LUV vs. OXY
Compare and contrast key facts about Southwest Airlines Co. (LUV) and Occidental Petroleum Corporation (OXY).
Performance
LUV vs. OXY - Performance Comparison
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LUV vs. OXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUV Southwest Airlines Co. | -7.10% | 25.62% | 19.11% | -11.82% | -21.41% | -8.09% | -13.32% | 17.72% | -28.21% | 32.40% |
OXY Occidental Petroleum Corporation | 52.06% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Fundamentals
LUV:
$0.83
OXY:
$6.07
LUV:
45.89
OXY:
10.25
LUV:
0.72
OXY:
1.93
LUV:
$28.06B
OXY:
$21.59B
LUV:
$4.89B
OXY:
$0.00
LUV:
$2.24B
OXY:
$11.66B
Returns By Period
In the year-to-date period, LUV achieves a -7.10% return, which is significantly lower than OXY's 52.06% return. Over the past 10 years, LUV has underperformed OXY with an annualized return of -0.33%, while OXY has yielded a comparatively higher 1.93% annualized return.
LUV
- 1D
- 1.76%
- 1M
- -20.46%
- YTD
- -7.10%
- 6M
- 19.46%
- 1Y
- 23.46%
- 3Y*
- 7.86%
- 5Y*
- -7.61%
- 10Y*
- -0.33%
OXY
- 1D
- -4.26%
- 1M
- 15.34%
- YTD
- 52.06%
- 6M
- 31.79%
- 1Y
- 29.25%
- 3Y*
- 1.62%
- 5Y*
- 19.36%
- 10Y*
- 1.93%
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Return for Risk
LUV vs. OXY — Risk / Return Rank
LUV
OXY
LUV vs. OXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Southwest Airlines Co. (LUV) 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.
| LUV | OXY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.75 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.22 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.07 | -0.59 |
Martin ratioReturn relative to average drawdown | 1.22 | 2.37 | -1.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LUV | OXY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.75 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | 0.48 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.04 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.21 | +0.13 |
Correlation
The correlation between LUV and OXY is 0.18, 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
LUV vs. OXY - Dividend Comparison
LUV's dividend yield for the trailing twelve months is around 1.88%, more than OXY's 1.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUV Southwest Airlines Co. | 1.88% | 1.74% | 2.14% | 3.12% | 0.00% | 0.00% | 0.39% | 1.30% | 1.30% | 0.73% | 0.75% | 0.66% |
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
LUV vs. OXY - Drawdown Comparison
The maximum LUV drawdown since its inception was -78.25%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for LUV and OXY.
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Drawdown Indicators
| LUV | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.25% | -88.45% | +10.20% |
Max Drawdown (1Y)Largest decline over 1 year | -33.49% | -26.80% | -6.69% |
Max Drawdown (5Y)Largest decline over 5 years | -64.57% | -50.77% | -13.80% |
Max Drawdown (10Y)Largest decline over 10 years | -64.76% | -88.39% | +23.63% |
Current DrawdownCurrent decline from peak | -35.97% | -13.62% | -22.35% |
Average DrawdownAverage peak-to-trough decline | -29.12% | -20.15% | -8.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.25% | 12.18% | +1.07% |
Volatility
LUV vs. OXY - Volatility Comparison
Southwest Airlines Co. (LUV) has a higher volatility of 15.94% compared to Occidental Petroleum Corporation (OXY) at 10.61%. This indicates that LUV's price experiences larger fluctuations and is considered to be riskier 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
| LUV | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.94% | 10.61% | +5.33% |
Volatility (6M)Calculated over the trailing 6-month period | 33.35% | 24.76% | +8.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.87% | 39.09% | +9.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.64% | 40.19% | -2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.29% | 48.54% | -11.25% |
Financials
LUV vs. OXY - Financials Comparison
This section allows you to compare key financial metrics between Southwest Airlines Co. 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