OCI.L vs. DUKE.L
OCI.L (Oakley Capital Investments Limited) and DUKE.L (Duke Royalty Ltd) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, OCI.L returned 16.21%/yr vs 1.74%/yr for DUKE.L. At a 0.08 correlation, their price movements are largely independent.
Performance
OCI.L vs. DUKE.L - Performance Comparison
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Returns By Period
In the year-to-date period, OCI.L achieves a -11.23% return, which is significantly lower than DUKE.L's 5.47% return. Over the past 10 years, OCI.L has outperformed DUKE.L with an annualized return of 16.21%, while DUKE.L has yielded a comparatively lower 1.74% annualized return.
OCI.L
- 1D
- -0.78%
- 1M
- 3.69%
- 6M
- -9.32%
- YTD
- -11.23%
- 1Y
- -4.35%
- 3Y*
- 5.05%
- 5Y*
- 8.35%
- 10Y*
- 16.21%
- ALL TIME*
- 9.67%
DUKE.L
- 1D
- 0.93%
- 1M
- 2.66%
- 6M
- 8.49%
- YTD
- 5.47%
- 1Y
- -3.82%
- 3Y*
- 1.50%
- 5Y*
- 1.14%
- 10Y*
- 1.74%
- ALL TIME*
- -18.10%
OCI.L vs. DUKE.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCI.L Oakley Capital Investments Limited | -11.23% | 14.79% | 1.98% | 18.94% | 1.37% | 48.12% | 9.34% | 57.05% | 8.77% | 1.52% |
DUKE.L Duke Royalty Ltd | 5.47% | -2.75% | 0.63% | 5.76% | -13.32% | 48.18% | -31.09% | 22.80% | 19.60% | -13.56% |
Correlation
The correlation between OCI.L and DUKE.L is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
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
OCI.L:
£833.33M
DUKE.L:
£135.95M
OCI.L:
£0.49
DUKE.L:
£0.03
OCI.L:
10.22
DUKE.L:
10.58
OCI.L:
7.66
DUKE.L:
3.15
OCI.L:
0.71
DUKE.L:
0.80
OCI.L:
£113.98M
DUKE.L:
£43.66M
OCI.L:
£98.90M
DUKE.L:
£34.79M
OCI.L:
£96.18M
DUKE.L:
£31.33M
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Return for Risk
OCI.L vs. DUKE.L — Risk / Return Rank
OCI.L
DUKE.L
OCI.L vs. DUKE.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakley Capital Investments Limited (OCI.L) and Duke Royalty Ltd (DUKE.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.
| OCI.L | DUKE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.98 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | -0.31 | +0.13 |
| Martin ratioReturn relative to average drawdown | -0.44 | -0.58 | +0.14 |
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Drawdowns
OCI.L vs. DUKE.L - Drawdown Comparison
The maximum OCI.L drawdown since its inception was -45.89%, smaller than the maximum DUKE.L drawdown of -98.28%. Use the drawdown chart below to compare losses from any high point for OCI.L and DUKE.L.
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Drawdown Indicators
| OCI.L | DUKE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.89% | -98.28% | +52.39% |
Max Drawdown (1Y)Largest decline over 1 year | -23.26% | -12.18% | -11.08% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -20.46% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -35.42% | +12.16% |
Max Drawdown (10Y)Largest decline over 10 years | -43.37% | -64.54% | +21.17% |
Current DrawdownCurrent decline from peak | -12.15% | -95.35% | +83.20% |
Average DrawdownAverage peak-to-trough decline | -10.25% | -89.99% | +79.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.96% | 6.62% | +3.34% |
Volatility
OCI.L vs. DUKE.L - Volatility Comparison
The current volatility for Oakley Capital Investments Limited (OCI.L) is 4.73%, while Duke Royalty Ltd (DUKE.L) has a volatility of 6.83%. This indicates that OCI.L experiences smaller price fluctuations and is considered to be less risky than DUKE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCI.L | DUKE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 6.83% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 20.35% | 14.33% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 20.54% | +2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 25.74% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 31.32% | -10.67% |
Dividends
OCI.L vs. DUKE.L - Dividend Comparison
OCI.L has not paid dividends to shareholders, while DUKE.L's dividend yield for the trailing twelve months is around 10.37%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DUKE.L Duke Royalty Ltd | 10.37% | 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
OCI.L vs. DUKE.L - Financials Comparison
This section allows you to compare key financial metrics between Oakley Capital Investments Limited and Duke Royalty Ltd. 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
OCI.L and DUKE.L have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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