UPBD vs. XRX
UPBD (Upbound Group Inc.) and XRX (Xerox Holdings Corporation) are both stocks. Both are in the Technology sector — UPBD in Software - Application, XRX in Information Technology Services. Over the past 10 years, UPBD returned 9.56%/yr vs -15.33%/yr for XRX. Their 0.30 correlation means their historical movements had little consistent relationship.
Performance
UPBD vs. XRX - Performance Comparison
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Returns By Period
In the year-to-date period, UPBD achieves a 15.24% return, which is significantly lower than XRX's 27.97% return. Over the past 10 years, UPBD has outperformed XRX with an annualized return of 9.56%, while XRX has yielded a comparatively lower -15.33% annualized return.
UPBD
- 1D
- -3.63%
- 1M
- -2.51%
- 6M
- 7.07%
- YTD
- 15.24%
- 1Y
- 1.47%
- 3Y*
- -12.52%
- 5Y*
- -14.77%
- 10Y*
- 9.56%
- ALL TIME*
- 10.17%
XRX
- 1D
- -15.47%
- 1M
- 5.36%
- 6M
- 38.49%
- YTD
- 27.97%
- 1Y
- -21.62%
- 3Y*
- -38.95%
- 5Y*
- -30.11%
- 10Y*
- -15.33%
- ALL TIME*
- -1.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $26.51M | $22.26M | $19.07M | |
| $18.29M | $12.30M | $16.95M |
UPBD vs. XRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPBD Upbound Group Inc. | 15.24% | -35.45% | -10.06% | 57.93% | -49.90% | 28.38% | 39.76% | 79.87% | 45.86% | 0.94% |
XRX Xerox Holdings Corporation | 27.97% | -70.56% | -49.82% | 33.82% | -31.32% | 1.98% | -33.61% | 92.27% | -29.38% | 31.01% |
Correlation
The correlation between UPBD and XRX is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 1995 | 0.30 |
The correlation between UPBD and XRX shifts across timeframes, from 0.26 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UPBD:
$1.13B
XRX:
$385.80M
UPBD:
$2.05
XRX:
-$9.64
UPBD:
0.18
XRX:
0.04
UPBD:
$4.74B
XRX:
$7.76B
UPBD:
$1.98B
XRX:
$3.65B
UPBD:
$685.19M
XRX:
$69.00M
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Return for Risk
UPBD vs. XRX — Risk / Return Rank
UPBD
XRX
UPBD vs. XRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upbound Group Inc. (UPBD) and Xerox Holdings Corporation (XRX). 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.
| UPBD | XRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | -0.34 | +0.38 |
| Martin ratioReturn relative to average drawdown | 0.08 | -0.60 | +0.67 |
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Drawdowns
UPBD vs. XRX - Drawdown Comparison
The maximum UPBD drawdown since its inception was -79.53%, smaller than the maximum XRX drawdown of -98.47%. Use the drawdown chart below to compare losses from any high point for UPBD and XRX.
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Drawdown Indicators
| UPBD | XRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.53% | -98.47% | +18.94% |
Max Drawdown (1Y)Largest decline over 1 year | -40.17% | -70.91% | +30.74% |
Max Drawdown (3Y)Largest decline over 3 years | -54.21% | -92.75% | +38.54% |
Max Drawdown (5Y)Largest decline over 5 years | -71.97% | -93.25% | +21.28% |
Max Drawdown (10Y)Largest decline over 10 years | -71.97% | -95.44% | +23.47% |
Current DrawdownCurrent decline from peak | -60.52% | -96.28% | +35.76% |
Average DrawdownAverage peak-to-trough decline | -31.94% | -52.31% | +20.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.46% | 39.97% | -15.51% |
Volatility
UPBD vs. XRX - Volatility Comparison
The current volatility for Upbound Group Inc. (UPBD) is 13.66%, while Xerox Holdings Corporation (XRX) has a volatility of 38.17%. This indicates that UPBD experiences smaller price fluctuations and is considered to be less risky than XRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPBD | XRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.66% | 38.17% | -24.51% |
Volatility (6M)Calculated over the trailing 6-month period | 31.12% | 76.00% | -44.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.56% | 95.34% | -47.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.13% | 60.61% | -12.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.72% | 51.20% | -2.48% |
Dividends
UPBD vs. XRX - Dividend Comparison
UPBD's dividend yield for the trailing twelve months is around 8.05%, more than XRX's 3.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPBD Upbound Group Inc. | 8.05% | 8.88% | 5.14% | 4.09% | 6.03% | 2.64% | 3.84% | 0.87% | 0.00% | 2.16% | 2.13% | 6.41% |
XRX Xerox Holdings Corporation | 3.39% | 8.44% | 11.86% | 5.46% | 6.85% | 4.42% | 4.31% | 2.71% | 5.06% | 44.32% | 3.55% | 2.63% |
Financials
UPBD vs. XRX - Financials Comparison
This section allows you to compare key financial metrics between Upbound Group Inc. and Xerox Holdings 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
UPBD and XRX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XRX has higher volatility (38.17%) compared to UPBD (13.66%). In terms of maximum drawdown, UPBD dropped -79.53% vs XRX's -98.47%.
UPBD currently has the higher Sharpe Ratio (0.04 vs -0.26), 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.
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