Upstart Holdings Correlations

UPST Stock

USD 78.36 0.78 1.01%

The current 90-days correlation between Upstart Holdings and Affirm Holdings is 0.65 (i.e., Poor diversification). The correlation of Upstart Holdings is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Upstart Holdings Correlation With Market

Very weak diversification

The correlation between Upstart Holdings and DJI is 0.5 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Upstart Holdings and DJI in the same portfolio, assuming nothing else is changed.

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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upstart Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.

For more information on how to buy Upstart Stock please use our How to Invest in Upstart Holdings guide.

Moving together with Upstart Stock

0.91	GS	Goldman Sachs Group	Pair Corr
0.83	AXP	American Express	Pair Corr
0.92	COF	Capital One Financial Earnings Call Tomorrow	Pair Corr
0.94	SCM	Stellus Capital Inve	Pair Corr
0.86	GLAD	Gladstone Capital	Pair Corr
0.91	HTGC	Hercules Capital	Pair Corr
0.92	MAIN	Main Street Capital	Pair Corr
0.87	PFLT	PennantPark Floating Rate	Pair Corr
0.7	PYPL	PayPal Holdings Aggressive Push	Pair Corr
0.92	ALLY	Ally Financial	Pair Corr
0.86	ARCC	Ares Capital Earnings Call This Week	Pair Corr
0.8	TPVG	Triplepoint Venture	Pair Corr
0.85	TSLX	Sixth Street Specialty	Pair Corr
0.96	CSWC	Capital Southwest	Pair Corr
0.92	C	Citigroup Aggressive Push	Pair Corr
0.83	L	Loews Corp Earnings Call This Week	Pair Corr
0.87	DHIL	Diamond Hill Investment	Pair Corr
0.64	AB	AllianceBernstein Earnings Call This Week	Pair Corr
0.93	AX	Axos Financial Earnings Call This Week	Pair Corr
0.76	BK	Bank of New York	Pair Corr
0.86	BN	Brookfield Corp	Pair Corr
0.89	BX	Blackstone Group Normal Trading	Pair Corr
0.77	BY	Byline Bancorp Earnings Call This Week	Pair Corr
0.92	CG	Carlyle Group Earnings Call This Week	Pair Corr
0.86	CM	Canadian Imperial Bank	Pair Corr
0.81	DB	Deutsche Bank AG Earnings Call This Week	Pair Corr
0.88	IX	Orix Corp Ads	Pair Corr

Moving against Upstart Stock

0.55	EG	Everest Group	Pair Corr
0.54	CB	Chubb Earnings Call Today	Pair Corr
0.46	FG	FG Annuities Life	Pair Corr
0.45	LX	Lexinfintech Holdings	Pair Corr

Related Correlations Analysis

	AFRM	COF	CRWD	MA	PYPL	SNOW	SOFI	TTD	V
AFRM		0.94	0.88	0.31	0.82	0.87	0.89	0.62	0.36	AFRM
COF	0.94		0.85	0.44	0.89	0.86	0.92	0.77	0.46	COF
CRWD	0.88	0.85		0.5	0.86	0.95	0.71	0.69	0.56	CRWD
MA	0.31	0.44	0.5		0.74	0.54	0.16	0.72	0.97	MA
PYPL	0.82	0.89	0.86	0.74		0.89	0.7	0.88	0.77	PYPL
SNOW	0.87	0.86	0.95	0.54	0.89		0.72	0.8	0.61	SNOW
SOFI	0.89	0.92	0.71	0.16	0.7	0.72		0.62	0.21	SOFI
TTD	0.62	0.77	0.69	0.72	0.88	0.8	0.62		0.74	TTD
V	0.36	0.46	0.56	0.97	0.77	0.61	0.21	0.74		V
	AFRM	COF	CRWD	MA	PYPL	SNOW	SOFI	TTD	V

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Risk-Adjusted Indicators

There is a big difference between Upstart Stock performing well and Upstart Holdings Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Upstart Holdings' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AFRM	2.87	0.56	0.17	0.37	3.79	(3.13)	5.76	(5.03)	24.28
COF	1.34	0.28	0.21	0.33	1.16	(1.52)	3.77	(2.13)	11.09
CRWD	1.91	0.23	0.10	0.35	2.23	(2.17)	3.73	(4.21)	13.11
MA	0.98	(0.01)	(0.01)	0.12	1.60	(0.93)	2.11	(1.99)	8.93
PYPL	1.34	0.11	0.07	0.22	1.70	(1.43)	2.80	(2.84)	9.43
SNOW	1.55	0.50	0.29	0.60	0.97	(1.70)	4.41	(2.06)	16.92
SOFI	2.32	0.89	0.37	0.68	2.03	(2.95)	5.75	(3.35)	11.96
TTD	2.30	0.61	0.25	0.54	1.97	(2.54)	6.37	(3.70)	25.09
V	0.96	(0.07)	(0.04)	0.06	1.72	(0.86)	1.64	(2.33)	8.52

Upstart Holdings Corporate Management

Alice Berry	Senior Treasury	Profile
Scott Darling	Chief Sec	Profile
Annie Delgado	Chief Officer	Profile
Jason Schmidt	VP Relations	Profile
David Girouard	President, CoFounder	Profile
Pavi Ramamurthy	Chief Officer	Profile
Natalia Mirgorodskaya	Corporate Controller	Profile

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