OXLC vs. BA.L
OXLC (Oxford Lane Capital Corp.) and BA.L (BAE Systems plc) are both stocks. OXLC operates in Asset Management (Financial Services), while BA.L operates in Aerospace & Defense (Industrials). Over the past 10 years, OXLC returned 3.38%/yr vs 18.26%/yr for BA.L. At a 0.14 correlation, their price movements are largely independent.
Performance
OXLC vs. BA.L - Performance Comparison
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Different Trading Currencies
OXLC is traded in USD, while BA.L is traded in GBp. To make them comparable, the BA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, OXLC achieves a -27.84% return, which is significantly lower than BA.L's 12.20% return. Over the past 10 years, OXLC has underperformed BA.L with an annualized return of 3.38%, while BA.L has yielded a comparatively higher 18.26% annualized return.
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%
BA.L
- 1D
- -1.78%
- 1M
- -1.85%
- YTD
- 12.20%
- 6M
- 13.86%
- 1Y
- 1.58%
- 3Y*
- 31.41%
- 5Y*
- 30.99%
- 10Y*
- 18.26%
OXLC vs. BA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BA.L BAE Systems plc | 12.20% | 63.60% | 4.12% | 40.34% | 43.72% | 16.51% | -6.51% | 33.58% | -21.46% | 9.84% |
Correlation
The correlation between OXLC and BA.L is 0.03, 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 | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.14 |
The correlation between OXLC and BA.L shifts across timeframes, from 0.03 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
Fundamentals
OXLC:
$881.97M
BA.L:
£57.97B
OXLC:
-$5.82
BA.L:
£1.33
OXLC:
0.98
BA.L:
1.06
OXLC:
0.86
BA.L:
4.92
OXLC:
$849.13M
BA.L:
£54.65B
OXLC:
$793.40M
BA.L:
£4.75B
OXLC:
-$578.64M
BA.L:
£7.55B
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Return for Risk
OXLC vs. BA.L — Risk / Return Rank
OXLC
BA.L
OXLC vs. BA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oxford Lane Capital Corp. (OXLC) and BAE Systems plc (BA.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.
| OXLC | BA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.03 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 0.07 | -0.88 |
| Martin ratioReturn relative to average drawdown | -1.47 | 0.16 | -1.62 |
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Drawdowns
OXLC vs. BA.L - Drawdown Comparison
The maximum OXLC drawdown since its inception was -74.58%, which is greater than BA.L's maximum drawdown of -57.18%. Use the drawdown chart below to compare losses from any high point for OXLC and BA.L.
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Drawdown Indicators
| OXLC | BA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.58% | -57.18% | -17.40% |
Max Drawdown (1Y)Largest decline over 1 year | -52.18% | -22.64% | -29.54% |
Max Drawdown (3Y)Largest decline over 3 years | -57.17% | -22.64% | -34.53% |
Max Drawdown (5Y)Largest decline over 5 years | -57.17% | -22.64% | -34.53% |
Max Drawdown (10Y)Largest decline over 10 years | -74.58% | -41.57% | -33.01% |
Current DrawdownCurrent decline from peak | -48.31% | -16.88% | -31.43% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -18.53% | +4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.82% | 10.00% | +18.82% |
Volatility
OXLC vs. BA.L - Volatility Comparison
The current volatility for Oxford Lane Capital Corp. (OXLC) is 5.90%, while BAE Systems plc (BA.L) has a volatility of 9.11%. This indicates that OXLC experiences smaller price fluctuations and is considered to be less risky than BA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OXLC | BA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 9.11% | -3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 27.68% | 24.23% | +3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.41% | 30.85% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.92% | 27.07% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.48% | 26.84% | +15.64% |
Dividends
OXLC vs. BA.L - Dividend Comparison
OXLC's dividend yield for the trailing twelve months is around 50.72%, more than BA.L's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA.L BAE Systems plc | 1.90% | 1.99% | 2.69% | 2.53% | 2.99% | 4.40% | 4.75% | 4.00% | 4.79% | 3.75% | 3.57% | 4.14% |
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
OXLC vs. BA.L - Financials Comparison
This section allows you to compare key financial metrics between Oxford Lane Capital Corp. and BAE Systems plc. 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
OXLC and BA.L have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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