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

Correlation

The correlation between UP and CSX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.3

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.

-100.00%-80.00%-60.00%-40.00%-20.00%0.00%20.00%NovemberDecember2025FebruaryMarchApril
-99.13%
-2.29%
UP
CSX

Key characteristics

Sharpe Ratio

UP:

-0.61

CSX:

-0.74

Sortino Ratio

UP:

-0.74

CSX:

-0.95

Omega Ratio

UP:

0.92

CSX:

0.89

Calmar Ratio

UP:

-0.66

CSX:

-0.63

Martin Ratio

UP:

-1.27

CSX:

-1.83

Ulcer Index

UP:

51.24%

CSX:

10.19%

Daily Std Dev

UP:

106.18%

CSX:

25.11%

Max Drawdown

UP:

-99.35%

CSX:

-69.19%

Current Drawdown

UP:

-99.28%

CSX:

-26.40%

Fundamentals

Market Cap

UP:

$588.94M

CSX:

$52.86B

EPS

UP:

-$0.49

CSX:

$1.68

PS Ratio

UP:

0.74

CSX:

3.70

PB Ratio

UP:

2.86K

CSX:

4.30

Total Revenue (TTM)

UP:

$595.00M

CSX:

$14.28B

Gross Profit (TTM)

UP:

$35.22M

CSX:

$5.04B

EBITDA (TTM)

UP:

-$148.95M

CSX:

$6.27B

Returns By Period

In the year-to-date period, UP achieves a -49.27% return, which is significantly lower than CSX's -13.38% return.


UP

YTD

-49.27%

1M

-17.94%

6M

-61.07%

1Y

-63.61%

5Y*

N/A

10Y*

N/A

CSX

YTD

-13.38%

1M

-4.36%

6M

-15.70%

1Y

-16.90%

5Y*

5.95%

10Y*

10.49%

*Annualized

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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 1717
Overall Rank
The Sharpe Ratio Rank of UP is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of UP is 1818
Sortino Ratio Rank
The Omega Ratio Rank of UP is 2121
Omega Ratio Rank
The Calmar Ratio Rank of UP is 1111
Calmar Ratio Rank
The Martin Ratio Rank of UP is 1717
Martin Ratio Rank

CSX
The Risk-Adjusted Performance Rank of CSX is 1111
Overall Rank
The Sharpe Ratio Rank of CSX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of CSX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of CSX is 1616
Omega Ratio Rank
The Calmar Ratio Rank of CSX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of CSX is 22
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 chart of Sharpe ratio for UP, currently valued at -0.61, compared to the broader market-2.00-1.000.001.002.003.00
UP: -0.61
CSX: -0.74
The chart of Sortino ratio for UP, currently valued at -0.74, compared to the broader market-6.00-4.00-2.000.002.004.00
UP: -0.74
CSX: -0.95
The chart of Omega ratio for UP, currently valued at 0.92, compared to the broader market0.501.001.502.00
UP: 0.92
CSX: 0.89
The chart of Calmar ratio for UP, currently valued at -0.66, compared to the broader market0.001.002.003.004.005.00
UP: -0.66
CSX: -0.63
The chart of Martin ratio for UP, currently valued at -1.27, compared to the broader market-5.000.005.0010.0015.0020.00
UP: -1.27
CSX: -1.83

The current UP Sharpe Ratio is -0.61, which is comparable to the CSX Sharpe Ratio of -0.74. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.61
-0.74
UP
CSX

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 1.76%.


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
1.76%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. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-99.28%
-26.40%
UP
CSX

Volatility

UP vs. CSX - Volatility Comparison

Wheels Up Experience Inc. (UP) has a higher volatility of 31.47% compared to CSX Corporation (CSX) at 11.66%. 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.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
31.47%
11.66%
UP
CSX

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


Values in USD except per share items