| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OXY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | +16.9% | +23.0% | −6.8% | −6.5% | −14.2% | +15.2% | — | — | — | — | — | +36.7% | +7.5% | +29.2pp |
| 2025 | −5.6% | +4.7% | +1.6% | −20.2% | +3.5% | +3.6% | +4.6% | +8.4% | −0.2% | −12.8% | +1.9% | −1.5% | −14.9% | +17.7% | −32.7pp |
| 2024 | −3.6% | +5.3% | +7.6% | +1.8% | −5.5% | +1.2% | −3.5% | −6.3% | −9.2% | −2.8% | +0.9% | −1.9% | −15.9% | +24.9% | −40.8pp |
| 2023 | +2.9% | −9.6% | +6.9% | −1.4% | −6.3% | +2.3% | +7.4% | −0.5% | +3.6% | −4.7% | −4.3% | +1.3% | −4.1% | +26.2% | −30.3pp |
| 2022 | +29.9% | +16.1% | +30.1% | −2.9% | +25.8% | −14.9% | +11.7% | +8.0% | −13.3% | +18.1% | −4.3% | −9.2% | +119.1% | −18.2% | +137.3pp |
| 2021 | +15.9% | +32.7% | +0.1% | −4.7% | +2.4% | +20.5% | −16.5% | −1.6% | +15.2% | +13.4% | −11.6% | −2.2% | +67.7% | +28.7% | +39.0pp |
| 2020 | −3.6% | −17.6% | −63.6% | +43.4% | −22.0% | +41.4% | −14.0% | −19.1% | −21.4% | −8.8% | +72.6% | +9.9% | −56.6% | +18.3% | −75.0pp |
| 2019 | +8.8% | −0.9% | +1.3% | −11.1% | −15.5% | +2.7% | +2.1% | −15.3% | +4.1% | −8.9% | −4.8% | +9.1% | −28.3% | +31.2% | −59.5pp |
| 2018 | +1.8% | −12.5% | +0.2% | +18.9% | +9.0% | +0.3% | +0.3% | −4.8% | +3.9% | −18.4% | +4.8% | −11.6% | −13.0% | −4.6% | −8.5pp |
| 2017 | −4.9% | −3.3% | −2.2% | −2.9% | −4.2% | +2.9% | +3.4% | −3.6% | +8.9% | +0.6% | +9.2% | +5.7% | +8.5% | +21.7% | −13.2pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. OXY is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 48% | 67% | 62% | 43% | 67% | 55% | 38% | 52% | 38% | 57% | 62% |
| Median | −0.8% | −0.0% | +1.3% | +1.8% | −2.4% | +1.2% | +0.7% | −0.9% | +1.9% | −2.8% | +0.9% | +1.1% |
| Best | +29.9% | +32.7% | +30.1% | +43.4% | +25.8% | +41.4% | +15.2% | +8.4% | +15.2% | +30.0% | +72.6% | +11.7% |
| Worst | −11.9% | −17.6% | −63.6% | −20.2% | −22.0% | −14.9% | −16.5% | −19.1% | −21.4% | −21.2% | −11.6% | −11.6% |
| vs SPY ⓘ | −0.9pp | +0.1pp | −0.4pp | +3.3pp | −2.8pp | −0.3pp | −1.6pp | −1.3pp | −1.3pp | −2.6pp | +0.3pp | −0.8pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
