DUKE.L vs. OCI.L
DUKE.L (Duke Royalty Ltd) and OCI.L (Oakley Capital Investments Limited) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, DUKE.L returned 1.65%/yr vs 16.30%/yr for OCI.L. At a 0.08 correlation, their price movements are largely independent.
Performance
DUKE.L vs. OCI.L - Performance Comparison
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Returns By Period
In the year-to-date period, DUKE.L achieves a 4.50% return, which is significantly higher than OCI.L's -10.53% return. Over the past 10 years, DUKE.L has underperformed OCI.L with an annualized return of 1.65%, while OCI.L has yielded a comparatively higher 16.30% annualized return.
DUKE.L
- 1D
- 0.00%
- 1M
- 1.71%
- 6M
- 5.47%
- YTD
- 4.50%
- 1Y
- -2.83%
- 3Y*
- 1.19%
- 5Y*
- 1.34%
- 10Y*
- 1.65%
- ALL TIME*
- -18.16%
OCI.L
- 1D
- 1.19%
- 1M
- 4.51%
- 6M
- -8.60%
- YTD
- -10.53%
- 1Y
- -2.30%
- 3Y*
- 5.33%
- 5Y*
- 8.52%
- 10Y*
- 16.30%
- ALL TIME*
- 9.72%
DUKE.L vs. OCI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUKE.L Duke Royalty Ltd | 4.50% | -2.75% | 0.63% | 5.76% | -13.32% | 48.18% | -31.09% | 22.80% | 19.60% | -13.56% |
OCI.L Oakley Capital Investments Limited | -10.53% | 14.79% | 1.98% | 18.94% | 1.37% | 48.12% | 9.34% | 57.05% | 8.77% | 1.52% |
Correlation
The correlation between DUKE.L and OCI.L is 0.09, 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 | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2012 | 0.08 |
Fundamentals
DUKE.L:
£134.69M
OCI.L:
£839.92M
DUKE.L:
£0.03
OCI.L:
£0.49
DUKE.L:
10.48
OCI.L:
10.30
DUKE.L:
3.12
OCI.L:
7.72
DUKE.L:
0.79
OCI.L:
0.71
DUKE.L:
£43.66M
OCI.L:
£113.98M
DUKE.L:
£34.79M
OCI.L:
£98.90M
DUKE.L:
£31.33M
OCI.L:
£96.18M
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Return for Risk
DUKE.L vs. OCI.L — Risk / Return Rank
DUKE.L
OCI.L
DUKE.L vs. OCI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Royalty Ltd (DUKE.L) and Oakley Capital Investments Limited (OCI.L). 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.
| DUKE.L | OCI.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.00 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | -0.10 | -0.11 |
| Martin ratioReturn relative to average drawdown | -0.34 | -0.23 | -0.11 |
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Drawdowns
DUKE.L vs. OCI.L - Drawdown Comparison
The maximum DUKE.L drawdown since its inception was -98.28%, which is greater than OCI.L's maximum drawdown of -45.89%. Use the drawdown chart below to compare losses from any high point for DUKE.L and OCI.L.
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Drawdown Indicators
| DUKE.L | OCI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.28% | -45.89% | -52.39% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -23.26% | +9.38% |
Max Drawdown (3Y)Largest decline over 3 years | -20.46% | -23.26% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -23.26% | -12.16% |
Max Drawdown (10Y)Largest decline over 10 years | -64.54% | -43.37% | -21.17% |
Current DrawdownCurrent decline from peak | -95.39% | -11.46% | -83.93% |
Average DrawdownAverage peak-to-trough decline | -89.99% | -10.25% | -79.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 9.93% | -3.31% |
Volatility
DUKE.L vs. OCI.L - Volatility Comparison
Duke Royalty Ltd (DUKE.L) has a higher volatility of 6.77% compared to Oakley Capital Investments Limited (OCI.L) at 4.66%. This indicates that DUKE.L's price experiences larger fluctuations and is considered to be riskier than OCI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DUKE.L | OCI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 4.66% | +2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.44% | 20.34% | -5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.56% | 22.83% | -2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.73% | 21.98% | +3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.32% | 20.65% | +10.67% |
Dividends
DUKE.L vs. OCI.L - Dividend Comparison
DUKE.L's dividend yield for the trailing twelve months is around 10.47%, while OCI.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DUKE.L Duke Royalty Ltd | 10.47% | 10.37% | 9.15% | 8.42% | 8.18% | 5.26% | 4.00% | 6.00% | 6.43% | 4.01% |
OCI.L Oakley Capital Investments Limited | 0.00% | 0.39% | 0.90% | 0.91% | 1.07% | 1.08% | 1.57% | 1.68% | 2.59% | 1.37% |
Financials
DUKE.L vs. OCI.L - Financials Comparison
This section allows you to compare key financial metrics between Duke Royalty Ltd and Oakley Capital Investments Limited. 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
DUKE.L and OCI.L have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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