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UPXI vs. INVZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UPXI and INVZ is 0.11, 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.


-0.50.00.51.00.1

Performance

UPXI vs. INVZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upexi Inc. (UPXI) and Innoviz Technologies Ltd. (INVZ). The values are adjusted to include any dividend payments, if applicable.

-80.00%-60.00%-40.00%-20.00%0.00%20.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
-47.06%
33.05%
UPXI
INVZ

Key characteristics

Sharpe Ratio

UPXI:

-0.35

INVZ:

-0.63

Sortino Ratio

UPXI:

0.11

INVZ:

-0.84

Omega Ratio

UPXI:

1.01

INVZ:

0.92

Calmar Ratio

UPXI:

-0.75

INVZ:

-0.57

Martin Ratio

UPXI:

-1.09

INVZ:

-0.89

Ulcer Index

UPXI:

68.14%

INVZ:

61.78%

Daily Std Dev

UPXI:

209.02%

INVZ:

87.20%

Max Drawdown

UPXI:

-98.51%

INVZ:

-96.06%

Current Drawdown

UPXI:

-97.18%

INVZ:

-90.69%

Fundamentals

Market Cap

UPXI:

$4.96M

INVZ:

$207.48M

EPS

UPXI:

-$24.60

INVZ:

-$0.64

Total Revenue (TTM)

UPXI:

$50.72M

INVZ:

$24.91M

Gross Profit (TTM)

UPXI:

$14.04M

INVZ:

-$1.94M

EBITDA (TTM)

UPXI:

-$4.20M

INVZ:

-$98.44M

Returns By Period

In the year-to-date period, UPXI achieves a -80.91% return, which is significantly lower than INVZ's -54.55% return.


UPXI

YTD

-80.91%

1M

12.15%

6M

-44.62%

1Y

-75.39%

5Y*

N/A

10Y*

N/A

INVZ

YTD

-54.55%

1M

111.01%

6M

26.23%

1Y

-56.60%

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

UPXI vs. INVZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Upexi Inc. (UPXI) and Innoviz Technologies Ltd. (INVZ). 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.


Sharpe ratio
The chart of Sharpe ratio for UPXI, currently valued at -0.35, compared to the broader market-4.00-2.000.002.00-0.35-0.63
The chart of Sortino ratio for UPXI, currently valued at 0.11, compared to the broader market-4.00-2.000.002.004.000.11-0.84
The chart of Omega ratio for UPXI, currently valued at 1.01, compared to the broader market0.501.001.502.001.010.92
The chart of Calmar ratio for UPXI, currently valued at -0.75, compared to the broader market0.002.004.006.00-0.75-0.58
The chart of Martin ratio for UPXI, currently valued at -1.09, compared to the broader market0.0010.0020.00-1.09-0.89
UPXI
INVZ

The current UPXI Sharpe Ratio is -0.35, which is higher than the INVZ Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of UPXI and INVZ, 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-1.00-0.80-0.60-0.40-0.20JulyAugustSeptemberOctoberNovemberDecember
-0.35
-0.63
UPXI
INVZ

Dividends

UPXI vs. INVZ - Dividend Comparison

Neither UPXI nor INVZ has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

UPXI vs. INVZ - Drawdown Comparison

The maximum UPXI drawdown since its inception was -98.51%, roughly equal to the maximum INVZ drawdown of -96.06%. Use the drawdown chart below to compare losses from any high point for UPXI and INVZ. For additional features, visit the drawdowns tool.


-98.00%-96.00%-94.00%-92.00%-90.00%-88.00%JulyAugustSeptemberOctoberNovemberDecember
-97.18%
-89.12%
UPXI
INVZ

Volatility

UPXI vs. INVZ - Volatility Comparison

Upexi Inc. (UPXI) has a higher volatility of 47.06% compared to Innoviz Technologies Ltd. (INVZ) at 41.39%. This indicates that UPXI's price experiences larger fluctuations and is considered to be riskier than INVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


20.00%40.00%60.00%80.00%100.00%120.00%JulyAugustSeptemberOctoberNovemberDecember
47.06%
41.39%
UPXI
INVZ

Financials

UPXI vs. INVZ - Financials Comparison

This section allows you to compare key financial metrics between Upexi Inc. and Innoviz Technologies Ltd.. 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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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