(ALUPG) Upergy - Performance -8.5% in 12m
Compare ALUPG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-76.92%
#39 in Group
Rel. Strength
35.86%
#5133 in Universe
Total Return 12m
-8.51%
#21 in Group
Total Return 5y
-63.96%
#31 in Group
P/E 10.7
26th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 12.7%
38th Percentile in Group
12m Total Return: ALUPG (-8.5%) vs XLY (12.4%)
5y Drawdown (Underwater) Chart
Top Performers in Other Specialty Retail
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 |
|---|---|---|---|---|---|---|---|---|
| BBW NYSE Build-A-Bear Workshop |
-8.57% | 21.7% | 1598% | 9.78 | 9.73 | 0.55 | 46.7% | 27.6% |
| AVOL SW Avolta |
-6.25% | 7.92% | 62.4% | 51.7 | 17.6 | 0.47 | 58.3% | 36.2% |
| HZO NYSE MarineMax |
-4.18% | -16.6% | 62.2% | 7.92 | 8.1 | 0.62 | -70.0% | -17.8% |
| CHWY NYSE Chewy |
5.91% | 139% | -22% | 38.7 | 30.8 | 0.38 | 57.9% | 32.8% |
Performance Comparison: ALUPG vs XLY vs S&P 500
XLY (Consumer Discretionary ETF) is the Sector Benchmark for ALUPG
| Total Return (including Dividends) | ALUPG | XLY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.49% | -4.98% | -4.77% |
| 3 Months | 5.50% | -15.38% | -9.81% |
| 12 Months | -8.51% | 12.43% | 9.54% |
| 5 Years | -63.96% | 76.79% | 104.83% |
| Trend Score (consistency of price movement) | ALUPG | XLY | S&P 500 |
| 1 Month | 48.3% | -55.7% | -51.2% |
| 3 Months | 53.6% | -93.4% | -90.1% |
| 12 Months | -50.0% | 69.8% | 59.4% |
| 5 Years | -95.6% | 55% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #30 | -4.75% | -4.96% |
| 3 Month | #8 | 24.7% | 17.0% |
| 12 Month | #20 | -18.6% | -16.5% |
| 5 Years | #32 | -79.6% | -82.4% |
FAQs
Does ALUPG Upergy outperforms the market?
No,
over the last 12 months ALUPG made -8.51%, while its related Sector, the Consumer Discretionary (XLY) made 12.43%.
Over the last 3 months ALUPG made 5.50%, while XLY made -15.38%.
Over the last 3 months ALUPG made 5.50%, while XLY made -15.38%.
Performance Comparison ALUPG vs Indeces and Sectors
ALUPG vs. Indices ALUPG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -9.37% | -4.72% | 6.17% | -18.1% |
| US NASDAQ 100 | QQQ | -10.8% | -4.74% | 5.93% | -18.8% |
| US Dow Jones Industrial 30 | DIA | -7.98% | -3.78% | 5.79% | -14.5% |
| German DAX 40 | DAX | -9.69% | -6.08% | -12.2% | -29.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -7.36% | -6.40% | 5.86% | -18.1% |
| Hongkong Hang Seng | HSI | -10.0% | -6.28% | 3.25% | -24.0% |
| India NIFTY 50 | INDA | -8.35% | -12.6% | 3.46% | -12.6% |
| Brasil Bovespa | EWZ | -11.6% | -11.6% | 2.43% | -1.77% |
ALUPG vs. Sectors ALUPG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -9.47% | -4.50% | -2.90% | -25.8% |
| Consumer Discretionary | XLY | -10.2% | -4.51% | 3.73% | -20.9% |
| Consumer Staples | XLP | -4.52% | -11.6% | 0.71% | -18.0% |
| Energy | XLE | -6.80% | 1.61% | 7.74% | 2.86% |
| Financial | XLF | -8.95% | -5.70% | -1.99% | -27.7% |
| Health Care | XLV | -6.92% | -2.86% | 8.42% | -7.62% |
| Industrial | XLI | -8.49% | -5.57% | 5.34% | -15.8% |
| Materials | XLB | -8.60% | -5.68% | 12.2% | -4.56% |
| Real Estate | XLRE | -5.87% | -6.55% | 8.20% | -23.1% |
| Technology | XLK | -12.0% | -3.88% | 11.2% | -13.0% |
| Utilities | XLU | -6.39% | -9.85% | 3.51% | -29.7% |
| Aerospace & Defense | XAR | -8.62% | -8.87% | -5.17% | -34.1% |
| Biotech | XBI | -12.1% | -0.56% | 18.0% | -5.02% |
| Homebuilder | XHB | -9.37% | -3.66% | 20.9% | -1.12% |
| Retail | XRT | -8.47% | -5.66% | 9.89% | -4.45% |