OXY vs. SUN
OXY (Occidental Petroleum Corporation) and SUN (Sunoco LP) are both stocks. Both are in the Energy sector — OXY in Oil & Gas E&P, SUN in Oil & Gas Refining & Marketing. Over the past 10 years, OXY returned -0.06%/yr vs 18.66%/yr for SUN. At a 0.34 correlation, their price movements are largely independent.
Performance
OXY vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, OXY achieves a 38.79% return, which is significantly higher than SUN's 28.53% return. Over the past 10 years, OXY has underperformed SUN with an annualized return of -0.06%, while SUN has yielded a comparatively higher 18.66% annualized return.
OXY
- 1D
- 1.93%
- 1M
- 1.11%
- YTD
- 38.79%
- 6M
- 38.96%
- 1Y
- 28.93%
- 3Y*
- 0.48%
- 5Y*
- 16.40%
- 10Y*
- -0.06%
SUN
- 1D
- 1.57%
- 1M
- -6.67%
- YTD
- 28.53%
- 6M
- 25.21%
- 1Y
- 29.03%
- 3Y*
- 21.16%
- 5Y*
- 19.32%
- 10Y*
- 18.66%
OXY vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 38.79% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
SUN Sunoco LP | 28.53% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between OXY and SUN is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.34 |
Fundamentals
OXY:
$6.02
SUN:
$0.06
OXY:
9.40
SUN:
1.02K
OXY:
1.84
SUN:
42.37
OXY:
$23.18B
SUN:
$20.02B
OXY:
$5.46B
SUN:
$1.75B
OXY:
$14.13B
SUN:
$2.10B
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Return for Risk
OXY vs. SUN — Risk / Return Rank
OXY
SUN
OXY vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and Sunoco LP (SUN). 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.
| OXY | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.64 | -1.18 |
| Martin ratioReturn relative to average drawdown | 2.96 | 6.54 | -3.58 |
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Drawdowns
OXY vs. SUN - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.45%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for OXY and SUN.
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Drawdown Indicators
| OXY | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.45% | -65.47% | -22.98% |
Max Drawdown (1Y)Largest decline over 1 year | -19.94% | -11.05% | -8.89% |
Max Drawdown (3Y)Largest decline over 3 years | -46.94% | -21.29% | -25.65% |
Max Drawdown (5Y)Largest decline over 5 years | -50.77% | -21.29% | -29.48% |
Max Drawdown (10Y)Largest decline over 10 years | -88.39% | -62.94% | -25.45% |
Current DrawdownCurrent decline from peak | -21.16% | -9.53% | -11.63% |
Average DrawdownAverage peak-to-trough decline | -20.14% | -16.30% | -3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.80% | 4.47% | +5.33% |
Volatility
OXY vs. SUN - Volatility Comparison
Occidental Petroleum Corporation (OXY) has a higher volatility of 9.76% compared to Sunoco LP (SUN) at 8.22%. This indicates that OXY's price experiences larger fluctuations and is considered to be riskier than SUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OXY | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 8.22% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 27.51% | 16.97% | +10.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.65% | 23.06% | +11.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.58% | 23.67% | +15.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.77% | 31.76% | +17.01% |
Dividends
OXY vs. SUN - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.77%, less than SUN's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 1.77% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
SUN Sunoco LP | 5.74% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
OXY vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Occidental Petroleum Corporation and Sunoco LP. 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
OXY and SUN have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (9.76%) compared to SUN (8.22%). In terms of maximum drawdown, OXY dropped -88.45% vs SUN's -65.47%.
SUN currently has the higher Sharpe Ratio (1.27 vs 0.84), 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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