BRK-B vs. OXLC
BRK-B (Berkshire Hathaway Inc.) and OXLC (Oxford Lane Capital Corp.) are both stocks. Both are in the Financial Services sector — BRK-B in Insurance - Diversified, OXLC in Asset Management. Over the past 10 years, BRK-B returned 13.22%/yr vs 3.38%/yr for OXLC. At a 0.23 correlation, their price movements are largely independent.
Performance
BRK-B vs. OXLC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly higher than OXLC's -27.84% return. Over the past 10 years, BRK-B has outperformed OXLC with an annualized return of 13.22%, while OXLC has yielded a comparatively lower 3.38% annualized return.
BRK-B
- 1D
- 0.71%
- 1M
- 0.77%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- -0.22%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
OXLC
- 1D
- -1.41%
- 1M
- -8.51%
- YTD
- -27.84%
- 6M
- -21.18%
- 1Y
- -42.28%
- 3Y*
- -9.70%
- 5Y*
- -7.86%
- 10Y*
- 3.38%
BRK-B vs. OXLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
OXLC Oxford Lane Capital Corp. | -27.84% | -24.38% | 24.58% | 16.52% | -24.15% | 59.91% | -15.79% | -0.98% | 12.86% | 13.47% |
Correlation
The correlation between BRK-B and OXLC is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.23 |
Over the past year, the correlation between BRK-B and OXLC has dropped to 0.02 - well below their long-term average of 0.23, suggesting their price drivers have been diverging.
Fundamentals
BRK-B:
$1.06T
OXLC:
$881.97M
BRK-B:
$33.62
OXLC:
-$5.82
BRK-B:
2.81
OXLC:
0.98
BRK-B:
1.45
OXLC:
0.86
BRK-B:
$375.39B
OXLC:
$849.13M
BRK-B:
$94.36B
OXLC:
$793.40M
BRK-B:
$71.92B
OXLC:
-$578.64M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRK-B vs. OXLC — Risk / Return Rank
BRK-B
OXLC
BRK-B vs. OXLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRK-B | OXLC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.77 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | -0.81 | +0.79 |
| Martin ratioReturn relative to average drawdown | -0.05 | -1.47 | +1.42 |
Loading charts...
Drawdowns
BRK-B vs. OXLC - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum OXLC drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for BRK-B and OXLC.
Loading charts...
Drawdown Indicators
| BRK-B | OXLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -74.58% | +20.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -52.18% | +42.76% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -57.17% | +42.22% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -57.17% | +30.59% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -74.58% | +45.01% |
Current DrawdownCurrent decline from peak | -9.36% | -48.31% | +38.95% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -14.02% | +2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 28.82% | -24.29% |
Volatility
BRK-B vs. OXLC - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.95%, while Oxford Lane Capital Corp. (OXLC) has a volatility of 5.90%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than OXLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRK-B | OXLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 5.90% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 27.68% | -16.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 34.41% | -20.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 25.92% | -8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 42.48% | -23.04% |
Dividends
BRK-B vs. OXLC - Dividend Comparison
BRK-B has not paid dividends to shareholders, while OXLC's dividend yield for the trailing twelve months is around 50.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 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. | 50.72% | 35.86% | 20.12% | 18.83% | 17.75% | 10.51% | 22.46% | 19.85% | 16.70% | 17.91% | 22.84% | 24.10% |
Financials
BRK-B vs. OXLC - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BRK-B and OXLC have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXLC has higher volatility (5.90%) compared to BRK-B (3.95%). In terms of maximum drawdown, BRK-B dropped -53.86% vs OXLC's -74.58%.
BRK-B currently has the higher Sharpe Ratio (-0.02 vs -1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BRK-B and OXLC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer