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VVV vs. OXY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

VVV vs. OXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Valvoline Inc. (VVV) and Occidental Petroleum Corporation (OXY). The values are adjusted to include any dividend payments, if applicable.

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VVV vs. OXY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VVV
Valvoline Inc.
17.31%-19.68%-3.73%15.10%-11.05%63.81%10.53%13.02%-21.59%17.70%
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

EPS

VVV:

$0.67

OXY:

$6.07

PE Ratio

VVV:

50.85

OXY:

10.25

PEG Ratio

VVV:

1.05

OXY:

0.07

PS Ratio

VVV:

2.50

OXY:

1.93

Total Revenue (TTM)

VVV:

$1.76B

OXY:

$21.59B

Gross Profit (TTM)

VVV:

$678.10M

OXY:

$0.00

EBITDA (TTM)

VVV:

$365.50M

OXY:

$11.66B

Returns By Period

In the year-to-date period, VVV achieves a 17.31% return, which is significantly lower than OXY's 52.06% return.


VVV

1D
1.22%
1M
-10.99%
YTD
17.31%
6M
-4.83%
1Y
-2.79%
3Y*
-0.82%
5Y*
6.01%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

VVV vs. OXY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VVV
VVV Risk / Return Rank: 3535
Overall Rank
VVV Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
VVV Sortino Ratio Rank: 3131
Sortino Ratio Rank
VVV Omega Ratio Rank: 3131
Omega Ratio Rank
VVV Calmar Ratio Rank: 3838
Calmar Ratio Rank
VVV Martin Ratio Rank: 3838
Martin Ratio Rank

OXY
OXY Risk / Return Rank: 6363
Overall Rank
OXY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
OXY Sortino Ratio Rank: 6060
Sortino Ratio Rank
OXY Omega Ratio Rank: 6060
Omega Ratio Rank
OXY Calmar Ratio Rank: 6363
Calmar Ratio Rank
OXY Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VVV vs. OXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Valvoline Inc. (VVV) 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.


VVVOXYDifference

Sharpe ratio

Return per unit of total volatility

-0.09

0.75

-0.84

Sortino ratio

Return per unit of downside risk

0.10

1.22

-1.12

Omega ratio

Gain probability vs. loss probability

1.01

1.17

-0.15

Calmar ratio

Return relative to maximum drawdown

-0.07

1.07

-1.15

Martin ratio

Return relative to average drawdown

-0.15

2.37

-2.51

VVV vs. OXY - Sharpe Ratio Comparison

The current VVV Sharpe Ratio is -0.09, which is lower than the OXY Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of VVV and OXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VVVOXYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

0.75

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.48

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.21

-0.04

Correlation

The correlation between VVV and OXY is 0.27, 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

VVV vs. OXY - Dividend Comparison

VVV has not paid dividends to shareholders, while OXY's dividend yield for the trailing twelve months is around 1.57%.


TTM20252024202320222021202020192018201720162015
VVV
Valvoline Inc.
0.00%0.00%0.00%0.00%1.53%1.34%2.01%2.01%1.70%0.88%0.23%0.00%
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

VVV vs. OXY - Drawdown Comparison

The maximum VVV drawdown since its inception was -62.46%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for VVV and OXY.


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Drawdown Indicators


VVVOXYDifference

Max Drawdown

Largest peak-to-trough decline

-62.46%

-88.45%

+25.99%

Max Drawdown (1Y)

Largest decline over 1 year

-29.01%

-26.80%

-2.21%

Max Drawdown (5Y)

Largest decline over 5 years

-39.35%

-50.77%

+11.42%

Max Drawdown (10Y)

Largest decline over 10 years

-88.39%

Current Drawdown

Current decline from peak

-28.38%

-13.62%

-14.76%

Average Drawdown

Average peak-to-trough decline

-13.73%

-20.15%

+6.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.08%

12.18%

+1.90%

Volatility

VVV vs. OXY - Volatility Comparison

The current volatility for Valvoline Inc. (VVV) is 8.18%, while Occidental Petroleum Corporation (OXY) has a volatility of 10.61%. This indicates that VVV experiences smaller price fluctuations and is considered to be less risky 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


VVVOXYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.18%

10.61%

-2.43%

Volatility (6M)

Calculated over the trailing 6-month period

21.66%

24.76%

-3.10%

Volatility (1Y)

Calculated over the trailing 1-year period

31.62%

39.09%

-7.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.93%

40.19%

-11.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.80%

48.54%

-15.74%

Financials

VVV vs. OXY - Financials Comparison

This section allows you to compare key financial metrics between Valvoline Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
461.80M
1.74B
(VVV) Total Revenue
(OXY) Total Revenue
Values in USD except per share items