VVV vs. OXY
VVV (Valvoline Inc.) and OXY (Occidental Petroleum Corporation) are both stocks. Both are in the Energy sector — VVV in Oil & Gas Refining & Marketing, OXY in Oil & Gas E&P. Over the past 5 years, VVV returned 0.99%/yr vs 16.88%/yr for OXY. At a 0.26 correlation, their price movements are largely independent.
Performance
VVV vs. OXY - Performance Comparison
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Returns By Period
In the year-to-date period, VVV achieves a 19.24% return, which is significantly lower than OXY's 45.73% return.
VVV
- 1D
- 2.09%
- 1M
- 7.91%
- YTD
- 19.24%
- 6M
- 13.38%
- 1Y
- -5.46%
- 3Y*
- -3.43%
- 5Y*
- 0.99%
- 10Y*
- —
OXY
- 1D
- 0.93%
- 1M
- -1.05%
- YTD
- 45.73%
- 6M
- 41.98%
- 1Y
- 42.73%
- 3Y*
- 1.70%
- 5Y*
- 16.88%
- 10Y*
- 0.56%
VVV vs. OXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVV Valvoline Inc. | 19.24% | -19.68% | -3.73% | 15.10% | -11.05% | 63.81% | 10.53% | 13.02% | -21.59% | 17.70% |
OXY Occidental Petroleum Corporation | 45.73% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Correlation
The correlation between VVV and OXY 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 | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2016 | 0.26 |
The correlation between VVV and OXY shifts across timeframes, from -0.11 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
Fundamentals
VVV:
$0.67
OXY:
$6.02
VVV:
51.63
OXY:
9.91
VVV:
1.07
OXY:
0.07
VVV:
2.53
OXY:
1.94
VVV:
$1.76B
OXY:
$23.18B
VVV:
$678.10M
OXY:
$5.46B
VVV:
$362.30M
OXY:
$14.13B
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Return for Risk
VVV vs. OXY — Risk / Return Rank
VVV
OXY
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.
| VVV | OXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.22 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 2.15 | -2.34 |
| Martin ratioReturn relative to average drawdown | -0.35 | 4.50 | -4.85 |
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
| VVV | OXY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 1.25 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.43 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.01 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.20 | -0.04 |
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
| VVV | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -88.45% | +25.99% |
Max Drawdown (1Y)Largest decline over 1 year | -29.01% | -19.94% | -9.07% |
Max Drawdown (3Y)Largest decline over 3 years | -39.35% | -46.94% | +7.59% |
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 DrawdownCurrent decline from peak | -27.21% | -17.22% | -9.99% |
Average DrawdownAverage peak-to-trough decline | -14.01% | -20.15% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.74% | 9.52% | +6.22% |
Volatility
VVV vs. OXY - Volatility Comparison
Valvoline Inc. (VVV) and Occidental Petroleum Corporation (OXY) have volatilities of 11.94% and 12.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VVV | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.94% | 12.34% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 23.32% | 27.12% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.60% | 34.57% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.40% | 39.54% | -10.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.89% | 48.75% | -15.86% |
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 1.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 1.64% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
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% |
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.
Total Revenue: Total amount of money received from sales and other business activities
VVV vs. OXY - Profitability Comparison
VVV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Valvoline Inc. reported a gross profit of 150.50M and revenue of 403.20M. Therefore, the gross margin over that period was 37.3%.
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%.
VVV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Valvoline Inc. reported an operating income of 86.00M and revenue of 403.20M, resulting in an operating margin of 21.3%.
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%.
VVV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Valvoline Inc. reported a net income of 37.60M and revenue of 403.20M, resulting in a net margin of 9.3%.
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%.
Frequently Asked Questions
VVV and OXY 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.
OXY has higher volatility (12.34%) compared to VVV (11.94%). In terms of maximum drawdown, VVV dropped -62.46% vs OXY's -88.45%.
OXY currently has the higher Sharpe Ratio (1.25 vs -0.18), 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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