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BETRW vs. OXLC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BETRW and OXLC is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BETRW vs. OXLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Better Home & Finance Holding Company (BETRW) and Oxford Lane Capital Corp. (OXLC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BETRW:

-0.09

OXLC:

0.14

Sortino Ratio

BETRW:

2.72

OXLC:

0.35

Omega Ratio

BETRW:

1.35

OXLC:

1.06

Calmar Ratio

BETRW:

-0.01

OXLC:

0.25

Martin Ratio

BETRW:

-0.02

OXLC:

0.77

Ulcer Index

BETRW:

41.71%

OXLC:

4.60%

Daily Std Dev

BETRW:

282.68%

OXLC:

23.08%

Max Drawdown

BETRW:

-86.17%

OXLC:

-74.58%

Current Drawdown

BETRW:

-66.67%

OXLC:

-7.17%

Fundamentals

PS Ratio

BETRW:

0.00

OXLC:

4.86

PB Ratio

BETRW:

0.00

OXLC:

1.08

Total Revenue (TTM)

BETRW:

$136.98M

OXLC:

$204.20M

Gross Profit (TTM)

BETRW:

-$35.77M

OXLC:

$153.00M

EBITDA (TTM)

BETRW:

-$98.27M

OXLC:

$83.26M

Returns By Period

In the year-to-date period, BETRW achieves a -16.67% return, which is significantly lower than OXLC's -1.99% return.


BETRW

YTD

-16.67%

1M

11.11%

6M

25.00%

1Y

-3.57%

3Y*

N/A

5Y*

N/A

10Y*

N/A

OXLC

YTD

-1.99%

1M

-0.78%

6M

-3.88%

1Y

2.23%

3Y*

5.41%

5Y*

25.36%

10Y*

6.09%

*Annualized

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Oxford Lane Capital Corp.

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Risk-Adjusted Performance

BETRW vs. OXLC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BETRW
The Risk-Adjusted Performance Rank of BETRW is 6565
Overall Rank
The Sharpe Ratio Rank of BETRW is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of BETRW is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BETRW is 9090
Omega Ratio Rank
The Calmar Ratio Rank of BETRW is 5050
Calmar Ratio Rank
The Martin Ratio Rank of BETRW is 4949
Martin Ratio Rank

OXLC
The Risk-Adjusted Performance Rank of OXLC is 5555
Overall Rank
The Sharpe Ratio Rank of OXLC is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of OXLC is 4646
Sortino Ratio Rank
The Omega Ratio Rank of OXLC is 4848
Omega Ratio Rank
The Calmar Ratio Rank of OXLC is 6363
Calmar Ratio Rank
The Martin Ratio Rank of OXLC is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BETRW vs. OXLC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Better Home & Finance Holding Company (BETRW) and Oxford Lane Capital Corp. (OXLC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current BETRW Sharpe Ratio is -0.09, which is lower than the OXLC Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of BETRW and OXLC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BETRW vs. OXLC - Dividend Comparison

BETRW has not paid dividends to shareholders, while OXLC's dividend yield for the trailing twelve months is around 23.62%.


TTM20242023202220212020201920182017201620152014
BETRW
Better Home & Finance Holding Company
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OXLC
Oxford Lane Capital Corp.
23.62%20.12%18.83%17.75%10.58%22.51%19.85%16.70%17.91%22.84%24.10%16.72%

Drawdowns

BETRW vs. OXLC - Drawdown Comparison

The maximum BETRW drawdown since its inception was -86.17%, which is greater than OXLC's maximum drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for BETRW and OXLC.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BETRW vs. OXLC - Volatility Comparison

Better Home & Finance Holding Company (BETRW) has a higher volatility of 50.02% compared to Oxford Lane Capital Corp. (OXLC) at 6.50%. This indicates that BETRW's price experiences larger fluctuations and is considered to be riskier than OXLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BETRW vs. OXLC - Financials Comparison

This section allows you to compare key financial metrics between Better Home & Finance Holding Company and Oxford Lane Capital Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-50.00M0.0050.00M100.00M150.00M200.00M20182019202020212022202320242025
34.79M
204.20M
(BETRW) Total Revenue
(OXLC) Total Revenue
Values in USD except per share items