OXY monthly performance report
Monthly OXY research: returns, drawdown, relative strength, seasonality, and key stats.
OXY monthly report
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Key takeaways
- Occidental Petroleum (OXY) closed August 2026 at $53.81, down 5.71% for the month and +24.91% over the trailing 12 months.
- Year-to-date, OXY is +30.86%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +6.99% versus its 200-day moving average ($50.30), a bullish technical signal.
- Over the past three years, OXY has underperformed the S&P 500 by −87.57%, with a relative strength index reading of 49.3.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Occidental Petroleum ended August 2026 at $53.81, posting a monthly return of −5.71%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −8.76%.
The current quarter stands at +16.90% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +6.99% versus the 200-day moving average ($50.30).
Year-to-date, OXY is +30.86% against SPY +12.89%, a gap of +17.98%. The stock is currently −20.22% below its 52-week high, with maximum 3-year drawdown at −47.86%.
| Period | OXY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.32% | −0.20% | −2.12% |
| 1 Week | −0.22% | +3.90% | −4.13% |
| 1 Month | −5.71% | +3.05% | −8.76% |
| 3 Months | −11.18% | +7.11% | −18.29% |
| 6 Months | +22.85% | +10.70% | +12.16% |
| YTD | +30.86% | +12.89% | +17.98% |
| 12 Months | +24.91% | +22.58% | +2.32% |
| 3 Years | −15.29% | +72.29% | −87.57% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +21.02% |
| #2 | Jul 2026 | +17.96% |
| #3 | Mar 2026 | +15.37% |
| #4 | Jan 2026 | +10.06% |
| #5 | Aug 2025 | +9.22% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −19.77% |
| #2 | Jun 2026 | −16.17% |
| #3 | Oct 2025 | −13.19% |
| #4 | Sep 2024 | −8.32% |
| #5 | Jan 2025 | −6.89% |
| Quarter | Return |
|---|---|
| Q2 2025 | −16.35% |
| Q3 2025 | +13.60% |
| Q4 2025 | −12.69% |
| Q1 2026 | +53.67% |
| Q2 2026 | −25.25% |
| Q3 2026 (QTD) | +16.90% |
| Year | Return |
|---|---|
| 2023 | −8.77% |
| 2024 | −17.82% |
| 2025 | −18.97% |
| 2026 | +34.28% |
| Metric | Value |
|---|---|
| 52-Week High | $67.45 (2026-03-31) |
| 52-Week Low | $38.80 (2025-12-16) |
| Current Price | $53.81 |
| 200-Day Moving Average | $50.30 |
| Price vs 200DMA | +6.99% |
| 3-Year Maximum Drawdown | −47.86% (2025-04-08) |
| Current Drawdown from 52W High | −20.22% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 49.3 |
| 3-Year Excess Return vs S&P 500 | −87.57% |
| RS Peak | 109.9 (Oct 2023) |
| RS Trough | 40.4 (Dec 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was OXY's return for this report period?
OXY returned −5.71% in the latest monthly window ending 2026-08-05.
Has OXY outperformed SPY year to date?
YTD OXY: +30.86% vs SPY: +12.89%.
What is OXY's 12-month return?
+24.91% over the trailing 12 months.
Is OXY above or below its 200-day moving average?
Price is +6.99% versus 200DMA ($50.30).
What is the maximum drawdown in the 3-year window?
−47.86% on 2025-04-08.