Overview Performance Dividends Peer Group Options

(UPST) Upstart Holdings - Performance 113.2% in 12m

Compare UPST with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 19.02%
#36 in Group
Rel. Strength 96.29%
#299 in Universe
Total Return 12m 113.23%
#6 in Group
Total Return 5y 65.18%
#37 in Group
P/E -
(?) Percentile in Group
P/E Forward 28.4
89th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.95%
61th Percentile in Group

12m Total Return: UPST (113.2%) vs XLF (19.3%)

Compare overall performance (total returns) of Upstart Holdings with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (UPST) Upstart Holdings - Performance 113.2% in 12m

Top Performers in Consumer Finance

Short Term
Symbol 1w 1m 3m
UPST 22.5% -11.5% -25.1%
JNVR 31.9% 0.0% 910%
XYF 22.9% 5.85% 72.0%
EZPW 3.55% 9.68% 32.0%
Long Term
Symbol 6m 12m 5y
UPST -3.76% 113% 65.2%
JNVR 793% 530% 69.9%
LX 168% 416% 15.5%
XYF 105% 293% 456%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
EZPW NASDAQ
EZCORP		 9.68% 47.4% 220% 14.1 12.4 0.35 66.2% 38.7%
AXP NYSE
American Express		 -4.87% 13% 232% 17.6 15.9 1.71 72.9% 7.07%
SLM NASDAQ
SLM		 -7.62% 29.1% 312% 9.8 8.9 0.58 -4.10% -26.2%
MFIN NASDAQ
Medallion Financial		 1.83% 16.7% 324% 5.95 - 0.41 -12.4% 6.05%
OMF NYSE
OneMain Holdings		 -5.3% 4.69% 317% 10.5 7.22 0.61 -89.9% -23.5%
SYF NYSE
Synchrony Financial		 -7.93% 17.4% 232% 5.52 6.72 1.61 -8.20% 3.02%
COF NYSE
Capital One Financial		 0.16% 27.1% 238% 14.3 10.5 1.2 -79.4% -20.7%
CPSS NASDAQ
Consumer Portfolio		 0.12% -0.93% 180% 11 4.8 0.33 -51.0% -

Performance Comparison: UPST vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for UPST
Total Return (including Dividends) UPST XLF S&P 500
1 Month -11.49% -4.78% -4.31%
3 Months -25.12% -6.25% -7.85%
12 Months 113.23% 19.30% 10.76%
5 Years 65.18% 134.53% 106.31%
Trend Score (consistency of price movement) UPST XLF S&P 500
1 Month -5.20% -30.6% -35.6%
3 Months -84.8% -83.1% -89.7%
12 Months 73.7% 84.9% 58.3%
5 Years -42.8% 75.2% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #52 -7.05% -7.50%
3 Month #50 -20.1% -18.7%
12 Month #5 78.7% 92.5%
5 Years #29 -9.13% 4.12%

FAQs

Does UPST Upstart Holdings outperforms the market?

Yes, over the last 12 months UPST made 113.23%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months UPST made -25.12%, while XLF made -6.25%.

Performance Comparison UPST vs Indeces and Sectors

UPST vs. Indices UPST is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 15.3% -7.18% 0.54% 102%
US NASDAQ 100 QQQ 13.4% -7.25% 0.54% 101%
US Dow Jones Industrial 30 DIA 17.4% -5.71% 0.28% 106%
German DAX 40 DAX 18.0% -7.68% -17.9% 89.7%
Shanghai Shenzhen CSI 300 CSI 300 21.9% -7.99% 1.96% 105%
Hongkong Hang Seng HSI 17.6% -8.61% -1.33% 99.2%
India NIFTY 50 INDA 22.8% -13.1% -1.06% 111%
Brasil Bovespa EWZ 15.6% -13.5% -3.96% 119%

UPST vs. Sectors UPST is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 15.5% -5.91% -8.20% 90.8%
Consumer Discretionary XLY 13.0% -7.45% -2.62% 98.9%
Consumer Staples XLP 22.8% -14.2% -4.78% 104%
Energy XLE 18.7% 0.14% 2.97% 125%
Financial XLF 17.3% -6.71% -7.56% 93.9%
Health Care XLV 18.3% -6.52% 2.55% 113%
Industrial XLI 17.2% -7.42% 0.19% 106%
Materials XLB 18.6% -6.98% 7.43% 119%
Real Estate XLRE 20.2% -9.58% 2.69% 98.1%
Technology XLK 11.5% -6.97% 5.41% 107%
Utilities XLU 19.5% -13.2% -2.56% 92.8%
Aerospace & Defense XAR 15.8% -11.2% -10.7% 86.3%
Biotech XBI 16.2% -3.65% 13.6% 115%
Homebuilder XHB 17.1% -5.47% 15.5% 121%
Retail XRT 18.1% -8.56% 4.66% 117%

UPST vs. Commodities UPST is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 21.9% -3.75% 3.25% 127%
Natural Gas UNG 24.5% 11.3% -12.4% 104%
Gold GLD 25.9% -20.9% -24.1% 72.1%
Silver SLV 21.6% -9.76% -1.87% 93.3%
Copper CPER 20.5% -4.45% -14.5% 106%

UPST vs. Yields & Bonds UPST is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 19.1% -10.9% -2.28% 108%
iShares High Yield Corp. Bond HYG 20.6% -11.2% -6.02% 104%