OXY vs. SSUMY
OXY (Occidental Petroleum Corporation) and SSUMY (Sumitomo Corp ADR) are both stocks. OXY operates in Oil & Gas E&P (Energy), while SSUMY operates in Conglomerates (Industrials). Over the past 10 years, OXY returned 0.01%/yr vs 16.78%/yr for SSUMY. At a 0.25 correlation, their price movements are largely independent.
Performance
OXY vs. SSUMY - 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 SSUMY's 21.87% return. Over the past 10 years, OXY has underperformed SSUMY with an annualized return of 0.01%, while SSUMY has yielded a comparatively higher 16.78% 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%
SSUMY
- 1D
- 1.27%
- 1M
- -8.69%
- YTD
- 21.87%
- 6M
- 30.32%
- 1Y
- 65.98%
- 3Y*
- 28.08%
- 5Y*
- 25.91%
- 10Y*
- 16.78%
OXY vs. SSUMY - 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% |
SSUMY Sumitomo Corp ADR | 21.87% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
Correlation
The correlation between OXY and SSUMY is -0.10, 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 | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.25 |
The correlation between OXY and SSUMY shifts across timeframes, from -0.10 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
OXY:
$6.02
SSUMY:
$505.22
OXY:
9.55
SSUMY:
0.08
OXY:
0.07
SSUMY:
0.01
OXY:
1.87
SSUMY:
0.01
OXY:
$23.18B
SSUMY:
$7.44T
OXY:
$5.46B
SSUMY:
$1.53T
OXY:
$14.13B
SSUMY:
$697.96B
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Return for Risk
OXY vs. SSUMY — Risk / Return Rank
OXY
SSUMY
OXY vs. SSUMY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and Sumitomo Corp ADR (SSUMY). 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 | SSUMY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 3.15 | -1.23 |
| Martin ratioReturn relative to average drawdown | 3.96 | 9.21 | -5.25 |
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 | SSUMY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 2.06 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.96 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.67 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.21 | -0.01 |
Drawdowns
OXY vs. SSUMY - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.45%, which is greater than SSUMY's maximum drawdown of -68.39%. Use the drawdown chart below to compare losses from any high point for OXY and SSUMY.
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Drawdown Indicators
| OXY | SSUMY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.45% | -68.39% | -20.06% |
Max Drawdown (1Y)Largest decline over 1 year | -19.94% | -21.05% | +1.11% |
Max Drawdown (3Y)Largest decline over 3 years | -46.94% | -28.69% | -18.25% |
Max Drawdown (5Y)Largest decline over 5 years | -50.77% | -32.33% | -18.44% |
Max Drawdown (10Y)Largest decline over 10 years | -88.39% | -43.45% | -44.94% |
Current DrawdownCurrent decline from peak | -20.22% | -13.51% | -6.71% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -22.17% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.62% | 7.19% | +2.43% |
Volatility
OXY vs. SSUMY - Volatility Comparison
Occidental Petroleum Corporation (OXY) has a higher volatility of 9.96% compared to Sumitomo Corp ADR (SSUMY) at 8.07%. This indicates that OXY's price experiences larger fluctuations and is considered to be riskier than SSUMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OXY | SSUMY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.96% | 8.07% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 27.35% | 27.75% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.62% | 32.26% | +2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.57% | 27.04% | +12.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.77% | 25.18% | +23.59% |
Dividends
OXY vs. SSUMY - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.70%, while SSUMY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SSUMY Sumitomo Corp ADR | 0.00% | 1.27% | 2.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 3.94% | 3.97% |
Financials
OXY vs. SSUMY - Financials Comparison
This section allows you to compare key financial metrics between Occidental Petroleum Corporation and Sumitomo 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. SSUMY - 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%.
SSUMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a gross profit of 430.76B and revenue of 1.99T. Therefore, the gross margin over that period was 21.6%.
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%.
SSUMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported an operating income of 119.24B and revenue of 1.99T, resulting in an operating margin of 6.0%.
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%.
SSUMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a net income of 195.40B and revenue of 1.99T, resulting in a net margin of 9.8%.
Frequently Asked Questions
OXY and SSUMY have a correlation of -0.10, 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 SSUMY (8.07%). In terms of maximum drawdown, OXY dropped -88.45% vs SSUMY's -68.39%.
SSUMY currently has the higher Sharpe Ratio (2.06 vs 1.11), 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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