Over the latest trailing 12-month period, total return cagr is +36.42%. The comparable SPY value is +19.98%. Year-to-date total return is +48.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OXY
$131,405
(13.1x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$187,725
(18.8x return)
Invested on Sep 9, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+48.9%
1-Year Total Return
+36.4%
Current Dividend Yield
1.65%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +33.7% | +36.4% | +2.7% |
| 3 Years | (2.4%) | (0.8%) | +1.6% |
| 5 Years | +19.5% | +21.1% | +1.6% |
| 10 Years | (2.5%) | +0.5% | +3.0% |
| 15 Years | (1.8%) | +1.3% | +3.1% |
| 20 Years |
| +1.5% |
| +4.4% |
| +2.8% |
