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UPSX vs. CEGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UPSX vs. CEGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tradr 2X Long UPST Daily ETF (UPSX) and Tradr 2X Long CEG Daily ETF (CEGX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UPSX achieves a -63.96% return, which is significantly lower than CEGX's -55.63% return.


UPSX

1D
-7.13%
1M
2.23%
6M
-65.70%
YTD
-63.96%
1Y
-91.32%
3Y*
5Y*
10Y*

CEGX

1D
4.74%
1M
0.98%
6M
-50.24%
YTD
-55.63%
1Y
-52.76%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPSX vs. CEGX - Yearly Performance Comparison


2026 (YTD)2025
UPSX
Tradr 2X Long UPST Daily ETF
-63.96%-77.95%
CEGX
Tradr 2X Long CEG Daily ETF
-55.63%13.33%

Correlation

The correlation between UPSX and CEGX is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2025

0.23

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Return for Risk

UPSX vs. CEGX — Risk / Return Rank

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

UPSX
UPSX Risk / Return Rank: 33
Overall Rank
UPSX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
UPSX Sortino Ratio Rank: 22
Sortino Ratio Rank
UPSX Omega Ratio Rank: 22
Omega Ratio Rank
UPSX Calmar Ratio Rank: 11
Calmar Ratio Rank
UPSX Martin Ratio Rank: 33
Martin Ratio Rank

CEGX
CEGX Risk / Return Rank: 44
Overall Rank
CEGX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
CEGX Sortino Ratio Rank: 55
Sortino Ratio Rank
CEGX Omega Ratio Rank: 55
Omega Ratio Rank
CEGX Calmar Ratio Rank: 33
Calmar Ratio Rank
CEGX Martin Ratio Rank: 33
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.

UPSX vs. CEGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tradr 2X Long UPST Daily ETF (UPSX) and Tradr 2X Long CEG Daily ETF (CEGX). 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.


UPSXCEGXDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.90

Omega ratioGain probability vs. loss probability

0.84

0.95

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.96

-0.73

-0.24

Martin ratioReturn relative to average drawdown

-1.17

-1.24

+0.06

UPSX vs. CEGX - Sharpe Ratio Comparison

The current UPSX Sharpe Ratio is -0.66, which is comparable to the CEGX Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of UPSX and CEGX, 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

UPSX vs. CEGX - Drawdown Comparison

The maximum UPSX drawdown since its inception was -95.01%, which is greater than CEGX's maximum drawdown of -72.88%. Use the drawdown chart below to compare losses from any high point for UPSX and CEGX.


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Drawdown Indicators


UPSXCEGXDifference

Max Drawdown

Largest peak-to-trough decline

-95.01%

-72.88%

-22.13%

Max Drawdown (1Y)

Largest decline over 1 year

-95.01%

-72.88%

-22.13%

Current Drawdown

Current decline from peak

-92.90%

-68.10%

-24.80%

Average Drawdown

Average peak-to-trough decline

-68.29%

-36.66%

-31.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

77.79%

42.69%

+35.10%

Volatility

UPSX vs. CEGX - Volatility Comparison

Tradr 2X Long UPST Daily ETF (UPSX) has a higher volatility of 33.31% compared to Tradr 2X Long CEG Daily ETF (CEGX) at 22.46%. This indicates that UPSX's price experiences larger fluctuations and is considered to be riskier than CEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UPSXCEGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

33.31%

22.46%

+10.85%

Volatility (6M)

Calculated over the trailing 6-month period

101.18%

72.07%

+29.11%

Volatility (1Y)

Calculated over the trailing 1-year period

138.49%

93.80%

+44.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

139.13%

93.84%

+45.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

139.13%

93.84%

+45.29%

UPSX vs. CEGX - Expense Ratio Comparison

Both UPSX and CEGX have an expense ratio of 1.30%.


Dividends

UPSX vs. CEGX - Dividend Comparison

Neither UPSX nor CEGX has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


UPSX and CEGX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UPSX has higher volatility (33.31%) compared to CEGX (22.46%). In terms of maximum drawdown, UPSX dropped -95.01% vs CEGX's -72.88%.

On 1-year performance, CEGX leads with -52.76% vs -91.32% for UPSX. Both ETFs have the same 1.30% expense ratio. On volatility, CEGX has been the lower-risk option at 22.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, CEGX has performed better with a -52.76% return vs -91.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UPSX and CEGX have the same expense ratio: 1.30% per year.

UPSX and CEGX have nearly identical dividend yields, around 0.00%.

CEGX currently has the higher Sharpe Ratio (-0.57 vs -0.66), 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

Find the right allocation for UPSX and CEGX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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