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LBRDK vs. UPST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LBRDK vs. UPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty Broadband Corporation (LBRDK) and Upstart Holdings, Inc. (UPST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LBRDK achieves a -29.96% return, which is significantly higher than UPST's -37.25% return.


LBRDK

1D
2.04%
1M
5.91%
6M
-29.25%
YTD
-29.96%
1Y
-43.37%
3Y*
-24.33%
5Y*
-26.21%
10Y*
-4.71%
ALL TIME*
-2.01%

UPST

1D
1.48%
1M
-21.10%
6M
-30.09%
YTD
-37.25%
1Y
-65.36%
3Y*
-27.53%
5Y*
-25.65%
10Y*
ALL TIME*
0.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$61.04M$53.13M$61.77M
$95.19M$108.53M$137.74M

LBRDK vs. UPST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
LBRDK
Liberty Broadband Corporation
-29.96%-25.83%-7.23%5.66%-52.66%1.72%-1.66%
UPST
Upstart Holdings, Inc.
-37.25%-28.98%50.69%209.08%-91.26%271.29%56.73%

Correlation

The correlation between LBRDK and UPST is 0.20, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.20

Correlation (3Y)
Balances recent behavior with more history.

0.24

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.30

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2020

0.26

The correlation between LBRDK and UPST shifts across timeframes, from 0.20 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LBRDK:

$4.89B

UPST:

$2.63B

EPS

LBRDK:

-$61.17

UPST:

$0.46

Total Revenue (TTM)

LBRDK:

$0.00

UPST:

$1.16B

Gross Profit (TTM)

LBRDK:

$0.00

UPST:

$810.61M

EBITDA (TTM)

LBRDK:

-$3.57B

UPST:

$67.66M

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Return for Risk

LBRDK vs. UPST — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LBRDK
LBRDK Risk / Return Rank: 99
Overall Rank
LBRDK Sharpe Ratio Rank: 66
Sharpe Ratio Rank
LBRDK Sortino Ratio Rank: 1010
Sortino Ratio Rank
LBRDK Omega Ratio Rank: 88
Omega Ratio Rank
LBRDK Calmar Ratio Rank: 1313
Calmar Ratio Rank
LBRDK Martin Ratio Rank: 77
Martin Ratio Rank

UPST
UPST Risk / Return Rank: 77
Overall Rank
UPST Sharpe Ratio Rank: 55
Sharpe Ratio Rank
UPST Sortino Ratio Rank: 66
Sortino Ratio Rank
UPST Omega Ratio Rank: 77
Omega Ratio Rank
UPST Calmar Ratio Rank: 55
Calmar Ratio Rank
UPST Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LBRDK vs. UPST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty Broadband Corporation (LBRDK) 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.

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.


LBRDKUPSTDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.38

Omega ratioGain probability vs. loss probability

0.83

0.82

+0.01

Calmar ratioReturn relative to maximum drawdown

-0.80

-0.94

+0.14

Martin ratioReturn relative to average drawdown

-1.45

-1.27

-0.18

LBRDK vs. UPST - Sharpe Ratio Comparison

The current LBRDK Sharpe Ratio is -0.93, which is comparable to the UPST Sharpe Ratio of -0.96. The chart below compares the historical Sharpe Ratios of LBRDK 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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Drawdowns

LBRDK vs. UPST - Drawdown Comparison

The maximum LBRDK drawdown since its inception was -82.91%, smaller than the maximum UPST drawdown of -96.90%. Use the drawdown chart below to compare losses from any high point for LBRDK and UPST.


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Drawdown Indicators


LBRDKUPSTDifference

Max Drawdown

Largest peak-to-trough decline

-82.91%

-96.90%

+13.99%

Max Drawdown (1Y)

Largest decline over 1 year

-55.70%

-70.76%

+15.06%

Max Drawdown (3Y)

Largest decline over 3 years

-68.24%

-72.72%

+4.48%

Max Drawdown (5Y)

Largest decline over 5 years

-82.91%

-96.90%

+13.99%

Max Drawdown (10Y)

Largest decline over 10 years

-82.91%

Current Drawdown

Current decline from peak

-79.86%

-92.96%

+13.10%

Average Drawdown

Average peak-to-trough decline

-27.70%

-76.55%

+48.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.64%

52.32%

-21.68%

Volatility

LBRDK vs. UPST - Volatility Comparison

Liberty Broadband Corporation (LBRDK) has a higher volatility of 13.36% compared to Upstart Holdings, Inc. (UPST) at 11.77%. This indicates that LBRDK'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


LBRDKUPSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.36%

11.77%

+1.59%

Volatility (6M)

Calculated over the trailing 6-month period

45.25%

48.91%

-3.66%

Volatility (1Y)

Calculated over the trailing 1-year period

48.05%

69.26%

-21.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.38%

103.59%

-62.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.15%

112.89%

-77.74%

Dividends

LBRDK vs. UPST - Dividend Comparison

Neither LBRDK nor UPST has paid dividends to shareholders.


PositionTTM2025
LBRDK
Liberty Broadband Corporation
0.00%12.70%
UPST
Upstart Holdings, Inc.
0.00%0.00%

Financials

LBRDK vs. UPST - Financials Comparison

This section allows you to compare key financial metrics between Liberty Broadband Corporation 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


Values in USD except per share items

Frequently Asked Questions


LBRDK and UPST have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LBRDK has higher volatility (13.36%) compared to UPST (11.77%). In terms of maximum drawdown, LBRDK dropped -82.91% vs UPST's -96.90%.

LBRDK currently has the higher Sharpe Ratio (-0.93 vs -0.96), 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.

Portfolio Optimizer

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