Orion S.A. (OEC) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$3,805
Total Return
-61.95%
CAGR
-17.58%
Dividends
$189.13
Yield on Cost
1.89%

Rolling Returns

1-Month (21 Trading Days)
Average-1.15%
Median-1.23%
Best+48.43%
Worst-37.67%
% of Windows Positive45.0%
1-Year (252 Trading Days)
Average-11.24%
Median-14.02%
Best+88.09%
Worst-75.76%
% of Windows Positive35.5%
3-Year (756 Trading Days)
Average-27.10%
Median-23.28%
Best+40.90%
Worst-82.43%
% of Windows Positive19.2%

Risk Metrics

Maximum Drawdown -84.52%
Average Drawdown -31.82%
Drawdown Duration 574 Trading Days (Unrecovered)
Sortino Ratio -0.25
Calmar Ratio -0.21
CVaR (5%) -6.87%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +34.56% (+183.60% ann.) +$3455.54 $39.78 $7.95 $0.05
2025 -66.42% $6641.78 $39.94 $7.99 $0.06
2024 -42.88% $4287.63 $30.33 $6.07 $0.04
2023 +56.13% +$5613.28 $47.22 $9.45 $0.07
2022 -2.50% $250.42 $56.76 $11.34 $0.08
2021 +7.12% +$711.78 $0.00 $0.00 $0.00
2020 -9.92% $992.33 $103.63 $20.72 $0.16
2019 -21.09% $2108.79 $320.29 $64.05 $0.51
2018 +0.95% +$94.79 $314.98 $62.99 $0.50
2017 +38.97% +$3896.54 $303.67 $60.73 $0.49
2016 +55.12% +$5511.65 $597.93 $119.58 $0.94
2015 -24.52% $2452.47 $226.28 $45.25 $0.36
2014 partial -0.40% (-0.91% ann.) $39.51 $467.61 $93.52 $0.75

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial July 25, 2014 – February 19, 2020 +10.36% +1.79% +$1036.15 $2531.01 $506.17 $4.04
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -59.96% -100.00% $5996.41 $117.30 $23.46 $0.18
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +87.64% +175.28% +$8763.74 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +19.72% +18.62% +$1971.55 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -3.88% -4.11% $387.90 $47.36 $9.47 $0.07
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -6.93% -3.80% $692.53 $90.62 $18.12 $0.13
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -57.74% -42.25% $5774.05 $62.27 $12.45 $0.09

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2014-12-12 $0.8300 4.99%
2015-06-18 $0.1910 0.98%
2015-09-17 $0.1920 1.25%
2016-03-03 $0.1900 1.40%
2016-06-02 $0.1880 1.17%
2016-09-20 $0.1890 1.04%
2016-12-21 $0.1750 0.87%
2017-03-09 $0.1780 0.87%
2017-06-01 $0.1880 1.08%
2017-09-19 $0.2020 0.94%
2018-03-09 $0.2000 0.72%
2018-06-19 $0.2000 0.60%
2018-09-19 $0.2000 0.62%
2018-12-17 $0.2000 0.82%
2019-03-08 $0.2000 0.75%
2019-06-19 $0.2000 1.01%
2019-09-19 $0.2000 1.21%
2019-12-17 $0.2000 0.98%
2020-03-09 $0.2000 1.44%
2022-01-04 $0.0200 0.11%
2022-03-28 $0.0210 0.13%
2022-06-21 $0.0210 0.14%
2022-09-20 $0.0210 0.13%
2022-12-30 $0.0210 0.12%
2023-03-20 $0.0210 0.09%
2023-05-16 $0.0210 0.09%
2023-09-14 $0.0210 0.10%
2023-12-14 $0.0210 0.08%
2024-03-12 $0.0210 0.09%
2024-06-11 $0.0210 0.09%
2024-07-01 $0.0210 0.10%
2024-12-13 $0.0210 0.12%
2025-03-13 $0.0210 0.16%
2025-06-11 $0.0210 0.18%
2025-07-07 $0.0210 0.19%
2026-03-12 $0.0210 0.45%
Total 36 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2022-01-04 $10.55 $2.11 $0.02 0.4518
2022-03-28 $11.09 $2.22 $0.02 0.5556
2022-06-21 $11.09 $2.22 $0.02 0.5946
2022-09-20 $11.11 $2.22 $0.02 0.5715
2022-12-30 $11.13 $2.22 $0.02 0.4986
2023-03-20 $11.13 $2.22 $0.02 0.3692
2023-05-16 $11.14 $2.23 $0.02 0.3724
2023-09-14 $11.15 $2.23 $0.02 0.3984
2023-12-14 $11.16 $2.23 $0.02 0.3365
2024-03-12 $11.16 $2.23 $0.02 0.3923
2024-06-11 $11.17 $2.23 $0.02 0.3733
2024-07-01 $11.18 $2.24 $0.02 0.4177
2024-12-13 $11.19 $2.24 $0.02 0.5139
2025-03-13 $11.20 $2.24 $0.02 0.7018
2025-06-11 $11.21 $2.24 $0.02 0.7504
2025-07-07 $11.23 $2.25 $0.02 0.8324
2026-03-12 $11.25 $2.25 $0.02 1.8552
Total $189.13 $37.81 $0.26 9.9859

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

HZO

CAGR 3.07% Total 132.20% Final $23,220
1998-06-03 — 2026-04-14
RYAM

CAGR -10.43% Total -72.81% Final $2,719
2014-06-16 — 2026-04-14
BEAM

CAGR 8.07% Total 61.60% Final $16,160
2020-02-06 — 2026-04-14