PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BETRW vs. OXLC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BETRW and OXLC is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.0

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.

-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-48.72%
7.94%
BETRW
OXLC

Key characteristics

Sharpe Ratio

BETRW:

-0.22

OXLC:

1.38

Sortino Ratio

BETRW:

1.97

OXLC:

1.93

Omega Ratio

BETRW:

1.25

OXLC:

1.28

Calmar Ratio

BETRW:

-0.86

OXLC:

1.25

Martin Ratio

BETRW:

-1.59

OXLC:

7.33

Ulcer Index

BETRW:

46.74%

OXLC:

2.57%

Daily Std Dev

BETRW:

293.49%

OXLC:

13.66%

Max Drawdown

BETRW:

-86.17%

OXLC:

-74.58%

Current Drawdown

BETRW:

-81.20%

OXLC:

-0.48%

Fundamentals

Total Revenue (TTM)

BETRW:

$82.05M

OXLC:

$361.78M

Gross Profit (TTM)

BETRW:

-$43.57M

OXLC:

$269.11M

EBITDA (TTM)

BETRW:

-$122.01M

OXLC:

$219.55M

Returns By Period

In the year-to-date period, BETRW achieves a -53.00% return, which is significantly lower than OXLC's 3.39% return.


BETRW

YTD

-53.00%

1M

-30.20%

6M

-37.61%

1Y

-56.62%

5Y*

N/A

10Y*

N/A

OXLC

YTD

3.39%

1M

1.38%

6M

8.99%

1Y

21.17%

5Y*

6.05%

10Y*

7.50%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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 3939
Overall Rank
The Sharpe Ratio Rank of BETRW is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of BETRW is 7878
Sortino Ratio Rank
The Omega Ratio Rank of BETRW is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BETRW is 33
Calmar Ratio Rank
The Martin Ratio Rank of BETRW is 33
Martin Ratio Rank

OXLC
The Risk-Adjusted Performance Rank of OXLC is 8282
Overall Rank
The Sharpe Ratio Rank of OXLC is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of OXLC is 7777
Sortino Ratio Rank
The Omega Ratio Rank of OXLC is 8080
Omega Ratio Rank
The Calmar Ratio Rank of OXLC is 8282
Calmar Ratio Rank
The Martin Ratio Rank of OXLC is 8686
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.


Sharpe ratio
The chart of Sharpe ratio for BETRW, currently valued at -0.22, compared to the broader market-2.000.002.004.00-0.221.38
The chart of Sortino ratio for BETRW, currently valued at 1.28, compared to the broader market-6.00-4.00-2.000.002.004.006.001.281.93
The chart of Omega ratio for BETRW, currently valued at 1.21, compared to the broader market0.501.001.502.001.211.28
The chart of Calmar ratio for BETRW, currently valued at -0.60, compared to the broader market0.002.004.006.00-0.602.53
The chart of Martin ratio for BETRW, currently valued at -1.65, compared to the broader market-10.000.0010.0020.0030.00-1.657.33
BETRW
OXLC

The current BETRW Sharpe Ratio is -0.22, which is lower than the OXLC Sharpe Ratio of 1.38. 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
-0.22
1.38
BETRW
OXLC

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 20.55%.


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.
20.55%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. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-81.20%
-0.48%
BETRW
OXLC

Volatility

BETRW vs. OXLC - Volatility Comparison

Better Home & Finance Holding Company (BETRW) has a higher volatility of 102.88% compared to Oxford Lane Capital Corp. (OXLC) at 1.59%. 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.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%SeptemberOctoberNovemberDecember2025February
102.88%
1.59%
BETRW
OXLC

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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab