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UP vs. CSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UP and CSX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

UP vs. CSX

Last updated May 30, 2025

Compare and contrast key facts about Wheels Up Experience Inc. (UP) and CSX Corporation (CSX).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UP or CSX.

Performance

UP vs. CSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wheels Up Experience Inc. (UP) and CSX Corporation (CSX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

UP:

-0.53

CSX:

-0.17

Sortino Ratio

UP:

-0.24

CSX:

-0.09

Omega Ratio

UP:

0.97

CSX:

0.99

Calmar Ratio

UP:

-0.55

CSX:

-0.16

Martin Ratio

UP:

-0.99

CSX:

-0.41

Ulcer Index

UP:

54.87%

CSX:

11.63%

Daily Std Dev

UP:

112.34%

CSX:

25.71%

Max Drawdown

UP:

-99.35%

CSX:

-69.19%

Current Drawdown

UP:

-98.95%

CSX:

-16.94%

Fundamentals

Market Cap

UP:

$971.43M

CSX:

$59.02B

EPS

UP:

-$0.49

CSX:

$1.68

PS Ratio

UP:

1.26

CSX:

4.13

PB Ratio

UP:

2.86K

CSX:

4.84

Total Revenue (TTM)

UP:

$772.53M

CSX:

$14.28B

Gross Profit (TTM)

UP:

$54.33M

CSX:

$5.04B

EBITDA (TTM)

UP:

-$248.02M

CSX:

$6.73B

Returns By Period

In the year-to-date period, UP achieves a -26.67% return, which is significantly lower than CSX's -2.24% return.

UP

YTD

-26.67%

1M

22.84%

6M

-53.64%

1Y

-59.67%

3Y*

-63.65%

5Y*

N/A

10Y*

N/A

CSX

YTD

-2.24%

1M

12.01%

6M

-13.47%

1Y

-4.09%

3Y*

0.88%

5Y*

6.97%

10Y*

12.38%

*Annualized

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Wheels Up Experience Inc.

CSX Corporation

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

UP vs. CSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UP
The Risk-Adjusted Performance Rank of UP is 2424
Overall Rank
The Sharpe Ratio Rank of UP is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of UP is 2929
Sortino Ratio Rank
The Omega Ratio Rank of UP is 3030
Omega Ratio Rank
The Calmar Ratio Rank of UP is 1616
Calmar Ratio Rank
The Martin Ratio Rank of UP is 2626
Martin Ratio Rank
CSX
The Risk-Adjusted Performance Rank of CSX is 3838
Overall Rank
The Sharpe Ratio Rank of CSX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of CSX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of CSX is 3333
Omega Ratio Rank
The Calmar Ratio Rank of CSX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of CSX is 4242
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UP vs. CSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Wheels Up Experience Inc. (UP) and CSX Corporation (CSX). 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.

The current UP Sharpe Ratio is -0.53, which is lower than the CSX Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of UP and CSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

UP vs. CSX - Dividend Comparison

UP has not paid dividends to shareholders, while CSX's dividend yield for the trailing twelve months is around 1.97%.

TTM20242023202220212020201920182017201620152014
UP
Wheels Up Experience Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSX
CSX Corporation		1.97%1.49%1.27%1.29%0.99%1.15%1.33%1.42%1.42%2.00%2.70%1.74%

Drawdowns

UP vs. CSX - Drawdown Comparison

The maximum UP drawdown since its inception was -99.35%, which is greater than CSX's maximum drawdown of -69.19%. Use the drawdown chart below to compare losses from any high point for UP and CSX.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

UP vs. CSX - Volatility Comparison

Wheels Up Experience Inc. (UP) has a higher volatility of 41.75% compared to CSX Corporation (CSX) at 7.18%. This indicates that UP's price experiences larger fluctuations and is considered to be riskier than CSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

UP vs. CSX - Financials Comparison

This section allows you to compare key financial metrics between Wheels Up Experience Inc. and CSX Corporation. 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

0.001.00B2.00B3.00B4.00B20212022202320242025
177.53M
3.42B
(UP) Total Revenue
(CSX) Total Revenue
Values in USD except per share items

UP vs. CSX - Profitability Comparison

The chart below illustrates the profitability comparison between Wheels Up Experience Inc. and CSX Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
-10.0%0.0%10.0%20.0%30.0%40.0%20212022202320242025
10.8%
30.4%
(UP) Gross Margin
(CSX) Gross Margin
UP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Wheels Up Experience Inc. reported a gross profit of 19.11M and revenue of 177.53M. Therefore, the gross margin over that period was 10.8%.

CSX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CSX Corporation reported a gross profit of 1.04B and revenue of 3.42B. Therefore, the gross margin over that period was 30.4%.

UP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Wheels Up Experience Inc. reported an operating income of -80.77M and revenue of 177.53M, resulting in an operating margin of -45.5%.

CSX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CSX Corporation reported an operating income of 1.04B and revenue of 3.42B, resulting in an operating margin of 30.4%.

UP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Wheels Up Experience Inc. reported a net income of -99.31M and revenue of 177.53M, resulting in a net margin of -55.9%.

CSX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CSX Corporation reported a net income of 646.00M and revenue of 3.42B, resulting in a net margin of 18.9%.