OXLC vs. BRK-B
OXLC (Oxford Lane Capital Corp.) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — OXLC in Asset Management, BRK-B in Insurance - Diversified. Over the past 10 years, OXLC returned 3.38%/yr vs 13.22%/yr for BRK-B. At a 0.23 correlation, their price movements are largely independent.
Performance
OXLC vs. BRK-B - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OXLC achieves a -27.84% return, which is significantly lower than BRK-B's -2.67% return. Over the past 10 years, OXLC has underperformed BRK-B with an annualized return of 3.38%, while BRK-B has yielded a comparatively higher 13.22% 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%
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 vs. BRK-B - 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% |
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% |
Correlation
The correlation between OXLC and BRK-B 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 OXLC and BRK-B has dropped to 0.02 - well below their long-term average of 0.23, suggesting their price drivers have been diverging.
Fundamentals
OXLC:
$881.97M
BRK-B:
$1.06T
OXLC:
-$5.82
BRK-B:
$33.62
OXLC:
0.98
BRK-B:
2.81
OXLC:
0.86
BRK-B:
1.45
OXLC:
$849.13M
BRK-B:
$375.39B
OXLC:
$793.40M
BRK-B:
$94.36B
OXLC:
-$578.64M
BRK-B:
$71.92B
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
OXLC vs. BRK-B — Risk / Return Rank
OXLC
BRK-B
OXLC vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oxford Lane Capital Corp. (OXLC) and Berkshire Hathaway Inc. (BRK-B). 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 | BRK-B | 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 | 0.77 | 1.01 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | -0.02 | -0.79 |
| Martin ratioReturn relative to average drawdown | -1.47 | -0.05 | -1.42 |
Loading charts...
Drawdowns
OXLC vs. BRK-B - Drawdown Comparison
The maximum OXLC drawdown since its inception was -74.58%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for OXLC and BRK-B.
Loading charts...
Drawdown Indicators
| OXLC | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.58% | -53.86% | -20.72% |
Max Drawdown (1Y)Largest decline over 1 year | -52.18% | -9.42% | -42.76% |
Max Drawdown (3Y)Largest decline over 3 years | -57.17% | -14.95% | -42.22% |
Max Drawdown (5Y)Largest decline over 5 years | -57.17% | -26.58% | -30.59% |
Max Drawdown (10Y)Largest decline over 10 years | -74.58% | -29.57% | -45.01% |
Current DrawdownCurrent decline from peak | -48.31% | -9.36% | -38.95% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -11.07% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.82% | 4.53% | +24.29% |
Volatility
OXLC vs. BRK-B - Volatility Comparison
Oxford Lane Capital Corp. (OXLC) has a higher volatility of 5.90% compared to Berkshire Hathaway Inc. (BRK-B) at 3.95%. This indicates that OXLC's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OXLC | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 3.95% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 27.68% | 10.78% | +16.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.41% | 14.38% | +20.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.92% | 17.12% | +8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.48% | 19.44% | +23.04% |
Dividends
OXLC vs. BRK-B - Dividend Comparison
OXLC's dividend yield for the trailing twelve months is around 50.72%, while BRK-B has not paid dividends to shareholders.
| 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
OXLC vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Oxford Lane Capital Corp. and Berkshire Hathaway Inc.. 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 BRK-B 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, OXLC dropped -74.58% vs BRK-B's -53.86%.
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 OXLC and BRK-B
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