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CLG.AX vs. UPST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CLG.AX vs. UPST - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Close the Loop Ltd (CLG.AX) and Upstart Holdings, Inc. (UPST). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CLG.AX is traded in AUD, while UPST is traded in USD. To make them comparable, the UPST values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CLG.AX achieves a -10.53% return, which is significantly higher than UPST's -35.60% return.


CLG.AX

1D
-5.56%
1M
70.00%
YTD
-10.53%
6M
-15.00%
1Y
-50.72%
3Y*
-56.91%
5Y*
10Y*

UPST

1D
-6.71%
1M
6.45%
YTD
-35.60%
6M
-40.06%
1Y
-46.58%
3Y*
-3.25%
5Y*
-27.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLG.AX vs. UPST - Yearly Performance Comparison


2026 (YTD)20252024202320222021
CLG.AX
Close the Loop Ltd
-10.53%-83.83%-38.16%-1.30%28.33%-0.00%
UPST
Upstart Holdings, Inc.
-35.60%-34.13%65.85%209.31%-90.68%-16.58%

Correlation

The correlation between CLG.AX and UPST is 0.06, 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

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2021

0.02

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Return for Risk

CLG.AX vs. UPST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLG.AX
CLG.AX Risk / Return Rank: 2323
Overall Rank
CLG.AX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
CLG.AX Sortino Ratio Rank: 3030
Sortino Ratio Rank
CLG.AX Omega Ratio Rank: 3131
Omega Ratio Rank
CLG.AX Calmar Ratio Rank: 1414
Calmar Ratio Rank
CLG.AX Martin Ratio Rank: 1919
Martin Ratio Rank

UPST
UPST Risk / Return Rank: 2020
Overall Rank
UPST Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
UPST Sortino Ratio Rank: 1919
Sortino Ratio Rank
UPST Omega Ratio Rank: 2020
Omega Ratio Rank
UPST Calmar Ratio Rank: 2020
Calmar Ratio Rank
UPST Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLG.AX vs. UPST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Close the Loop Ltd (CLG.AX) and Upstart Holdings, Inc. (UPST). 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.


CLG.AXUPSTDifference
Sharpe ratioReturn per unit of total volatility

+0.24

Sortino ratioReturn per unit of downside risk

+0.73

Omega ratioGain probability vs. loss probability

1.00

0.91

+0.09

Calmar ratioReturn relative to maximum drawdown

-0.74

-0.64

-0.10

Martin ratioReturn relative to average drawdown

-1.10

-0.96

-0.14

CLG.AX vs. UPST - Sharpe Ratio Comparison

The current CLG.AX Sharpe Ratio is -0.43, which is higher than the UPST Sharpe Ratio of -0.67. The chart below compares the historical Sharpe Ratios of CLG.AX and UPST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CLG.AXUPSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.43

-0.67

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.46

0.01

-0.48

Drawdowns

CLG.AX vs. UPST - Drawdown Comparison

The maximum CLG.AX drawdown since its inception was -96.16%, roughly equal to the maximum UPST drawdown of -96.55%. Use the drawdown chart below to compare losses from any high point for CLG.AX and UPST.


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Drawdown Indicators


CLG.AXUPSTDifference

Max Drawdown

Largest peak-to-trough decline

-96.16%

-96.55%

+0.39%

Max Drawdown (1Y)

Largest decline over 1 year

-72.46%

-72.68%

+0.22%

Max Drawdown (3Y)

Largest decline over 3 years

-96.16%

-74.98%

-21.18%

Max Drawdown (5Y)

Largest decline over 5 years

-96.55%

Current Drawdown

Current decline from peak

-93.13%

-91.97%

-1.16%

Average Drawdown

Average peak-to-trough decline

-45.83%

-75.12%

+29.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

47.86%

48.76%

-0.90%

Volatility

CLG.AX vs. UPST - Volatility Comparison

Close the Loop Ltd (CLG.AX) has a higher volatility of 47.51% compared to Upstart Holdings, Inc. (UPST) at 20.18%. This indicates that CLG.AX's price experiences larger fluctuations and is considered to be riskier than UPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLG.AXUPSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

47.51%

20.18%

+27.33%

Volatility (6M)

Calculated over the trailing 6-month period

82.25%

48.70%

+33.55%

Volatility (1Y)

Calculated over the trailing 1-year period

124.52%

69.30%

+55.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

82.85%

101.53%

-18.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

82.85%

112.06%

-29.21%

Dividends

CLG.AX vs. UPST - Dividend Comparison

Neither CLG.AX nor UPST has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

CLG.AX vs. UPST - Financials Comparison

This section allows you to compare key financial metrics between Close the Loop Ltd and Upstart Holdings, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. CLG.AX values in AUD, UPST values in USD

Frequently Asked Questions


CLG.AX and UPST have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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