OXY vs. ITOCY
OXY (Occidental Petroleum Corporation) and ITOCY (Itochu Corp ADR) are both stocks. OXY operates in Oil & Gas E&P (Energy), while ITOCY operates in Conglomerates (Industrials). Over the past 10 years, OXY returned 0.01%/yr vs 18.48%/yr for ITOCY. At a 0.22 correlation, their price movements are largely independent.
Performance
OXY vs. ITOCY - Performance Comparison
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Returns By Period
In the year-to-date period, OXY achieves a 40.45% return, which is significantly higher than ITOCY's -8.19% return. Over the past 10 years, OXY has underperformed ITOCY with an annualized return of 0.01%, while ITOCY has yielded a comparatively higher 18.48% annualized return.
OXY
- 1D
- 0.97%
- 1M
- 8.39%
- YTD
- 40.45%
- 6M
- 40.45%
- 1Y
- 38.05%
- 3Y*
- 0.57%
- 5Y*
- 16.66%
- 10Y*
- 0.01%
ITOCY
- 1D
- 1.57%
- 1M
- -9.65%
- YTD
- -8.19%
- 6M
- -3.02%
- 1Y
- 10.95%
- 3Y*
- 15.64%
- 5Y*
- 14.03%
- 10Y*
- 18.48%
OXY vs. ITOCY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 40.45% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
ITOCY Itochu Corp ADR | -8.19% | 30.16% | 22.57% | 30.30% | 1.54% | 6.60% | 24.95% | 38.77% | -5.54% | 46.71% |
Correlation
The correlation between OXY and ITOCY is -0.08, 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 | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2006 | 0.22 |
The correlation between OXY and ITOCY shifts across timeframes, from -0.08 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
OXY:
$6.02
ITOCY:
$86.32
OXY:
9.55
ITOCY:
0.13
OXY:
0.07
ITOCY:
0.00
OXY:
1.87
ITOCY:
0.01
OXY:
$23.18B
ITOCY:
$15.03T
OXY:
$5.46B
ITOCY:
$2.51T
OXY:
$14.13B
ITOCY:
$1.26T
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Return for Risk
OXY vs. ITOCY — Risk / Return Rank
OXY
ITOCY
OXY vs. ITOCY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and Itochu Corp ADR (ITOCY). 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.
| OXY | ITOCY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 0.50 | +1.42 |
| Martin ratioReturn relative to average drawdown | 3.96 | 1.37 | +2.60 |
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
| OXY | ITOCY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.41 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.54 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.77 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.39 | -0.19 |
Drawdowns
OXY vs. ITOCY - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.45%, which is greater than ITOCY's maximum drawdown of -69.11%. Use the drawdown chart below to compare losses from any high point for OXY and ITOCY.
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Drawdown Indicators
| OXY | ITOCY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.45% | -69.11% | -19.34% |
Max Drawdown (1Y)Largest decline over 1 year | -19.94% | -22.03% | +2.09% |
Max Drawdown (3Y)Largest decline over 3 years | -46.94% | -26.47% | -20.47% |
Max Drawdown (5Y)Largest decline over 5 years | -50.77% | -30.18% | -20.59% |
Max Drawdown (10Y)Largest decline over 10 years | -88.39% | -30.18% | -58.21% |
Current DrawdownCurrent decline from peak | -20.22% | -20.80% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -14.27% | -5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.62% | 8.03% | +1.59% |
Volatility
OXY vs. ITOCY - Volatility Comparison
Occidental Petroleum Corporation (OXY) has a higher volatility of 9.96% compared to Itochu Corp ADR (ITOCY) at 6.96%. This indicates that OXY's price experiences larger fluctuations and is considered to be riskier than ITOCY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OXY | ITOCY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.96% | 6.96% | +3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 27.35% | 21.14% | +6.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.62% | 26.91% | +7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.57% | 26.23% | +13.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.77% | 23.99% | +24.78% |
Dividends
OXY vs. ITOCY - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.70%, while ITOCY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOCY Itochu Corp ADR | 0.00% | 1.07% | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 1.85% | 3.93% | 2.83% | 3.68% | 3.30% |
OXY Occidental Petroleum Corporation | 1.70% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
Financials
OXY vs. ITOCY - Financials Comparison
This section allows you to compare key financial metrics between Occidental Petroleum Corporation and Itochu Corp ADR. 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
OXY vs. ITOCY - Profitability Comparison
OXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a gross profit of 0.00 and revenue of 5.23B. Therefore, the gross margin over that period was 0.0%.
ITOCY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported a gross profit of 666.75B and revenue of 3.91T. Therefore, the gross margin over that period was 17.1%.
OXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported an operating income of 236.00M and revenue of 5.23B, resulting in an operating margin of 4.5%.
ITOCY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported an operating income of 178.67B and revenue of 3.91T, resulting in an operating margin of 4.6%.
OXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a net income of 3.18B and revenue of 5.23B, resulting in a net margin of 60.7%.
ITOCY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported a net income of 198.57B and revenue of 3.91T, resulting in a net margin of 5.1%.
Frequently Asked Questions
OXY and ITOCY have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (9.96%) compared to ITOCY (6.96%). In terms of maximum drawdown, OXY dropped -88.45% vs ITOCY's -69.11%.
OXY currently has the higher Sharpe Ratio (1.11 vs 0.41), 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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