Over the latest trailing 12-month period, total return cagr is +31.05%. The comparable SPY value is +17.76%. Year-to-date total return is +40.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OXY
$133,234
(13.3x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+40.7%
1-Year Total Return
+31.0%
Current Dividend Yield
1.75%
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 | +28.4% | +31.1% | +2.6% |
| 3 Years | (2.8%) | (1.0%) | +1.7% |
| 5 Years | +16.6% | +18.2% | +1.6% |
| 10 Years | (2.7%) | +0.4% | +3.1% |
| 15 Years | (3.9%) | (0.8%) | +3.0% |
| 20 Years | +0.7% | +3.6% | +2.9% |
