OXY vs. URA
OXY (Occidental Petroleum Corporation) is a stock, while URA (Global X Uranium ETF) is Commodity Producers Equities fund tracking the Solactive Global Uranium & Nuclear Components Total Return Index. Over the past 10 years, OXY returned -0.06%/yr vs 15.90%/yr for URA. At a 0.39 correlation, their price movements are largely independent.
Performance
OXY vs. URA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OXY achieves a 38.79% return, which is significantly higher than URA's 6.53% return. Over the past 10 years, OXY has underperformed URA with an annualized return of -0.06%, while URA has yielded a comparatively higher 15.90% 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%
URA
- 1D
- 1.54%
- 1M
- -14.61%
- YTD
- 6.53%
- 6M
- 3.57%
- 1Y
- 32.44%
- 3Y*
- 32.17%
- 5Y*
- 18.77%
- 10Y*
- 15.90%
OXY vs. URA - 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% |
URA Global X Uranium ETF | 6.53% | 67.18% | -0.58% | 46.25% | -11.32% | 57.57% | 41.33% | -3.54% | -22.11% | 19.36% |
Correlation
The correlation between OXY and URA is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2010 | 0.39 |
The correlation between OXY and URA shifts across timeframes, from -0.11 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OXY vs. URA — Risk / Return Rank
OXY
URA
OXY vs. URA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and Global X Uranium ETF (URA). 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 | URA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.04 | +0.42 |
| Martin ratioReturn relative to average drawdown | 2.96 | 2.30 | +0.66 |
Loading charts...
Drawdowns
OXY vs. URA - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.45%, smaller than the maximum URA drawdown of -93.54%. Use the drawdown chart below to compare losses from any high point for OXY and URA.
Loading charts...
Drawdown Indicators
| OXY | URA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.45% | -93.54% | +5.09% |
Max Drawdown (1Y)Largest decline over 1 year | -19.94% | -31.48% | +11.54% |
Max Drawdown (3Y)Largest decline over 3 years | -46.94% | -37.81% | -9.13% |
Max Drawdown (5Y)Largest decline over 5 years | -50.77% | -37.90% | -12.87% |
Max Drawdown (10Y)Largest decline over 10 years | -88.39% | -61.45% | -26.94% |
Current DrawdownCurrent decline from peak | -21.16% | -48.34% | +27.18% |
Average DrawdownAverage peak-to-trough decline | -20.14% | -74.94% | +54.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.80% | 14.12% | -4.32% |
Volatility
OXY vs. URA - Volatility Comparison
The current volatility for Occidental Petroleum Corporation (OXY) is 9.76%, while Global X Uranium ETF (URA) has a volatility of 17.69%. This indicates that OXY experiences smaller price fluctuations and is considered to be less risky than URA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OXY | URA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 17.69% | -7.93% |
Volatility (6M)Calculated over the trailing 6-month period | 27.51% | 39.95% | -12.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.65% | 51.24% | -16.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.58% | 43.96% | -4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.77% | 37.91% | +10.86% |
Dividends
OXY vs. URA - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.77%, less than URA's 4.58% 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% |
URA Global X Uranium ETF | 4.58% | 4.88% | 2.86% | 6.07% | 0.76% | 5.84% | 1.69% | 1.66% | 0.44% | 2.03% | 7.28% | 1.96% |
Frequently Asked Questions
OXY and URA have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
URA has higher volatility (17.69%) compared to OXY (9.76%). In terms of maximum drawdown, OXY dropped -88.45% vs URA's -93.54%.
OXY currently has the higher Sharpe Ratio (0.84 vs 0.64), 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.
Find the right allocation for OXY and URA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer