CPZ vs CCII

Comparison between Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company) and Cohen Circle Acquisition Corp II - Class A (CCII, Company).

Both CPZ and CCII are from the Financial Services sector.

CPZ vs CCII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPZ(COMPANY)	CCII(COMPANY)
Market Cap	$269M	$269M
Max Drawdown	52.16%	2.21%
Sharpe Ratio	-1.03	-0.56
5Y Beta	0.18	0.03
Industry	Asset Management	Shell Companies
P/E Ratio	15.84	39.37
5Y Dividends CAGR	4.36%	N/A
Debt to Equity	40.11%	0.00%
Free Cash Flow Yield	-37.01%	-0.54%

Market Cap

CPZ

$269M

Winner

CCII

$269M

Max Drawdown

CPZ

52.16%

Winner

CCII

2.21%

Sharpe Ratio

CPZ

-1.03

Winner

CCII

-0.56

5Y Beta

CPZ

0.18

Winner

CCII

0.03

Industry

CPZ

Asset Management

CCII

Shell Companies

P/E Ratio

Winner

CPZ

15.84

CCII

39.37

5Y Dividends CAGR

CPZ

4.36%

CCII

N/A

Debt to Equity

CPZ

40.11%

Winner

CCII

0.00%

Free Cash Flow Yield

CPZ

-37.01%

Winner

CCII

-0.54%

CPZ vs CCII - Historical Returns

Returns include dividend reinvestment.

Period	CPZ	CCII
1 month	+6.03%	-0.38%
3 months	+6.07%	+0.89%
6 months	-2.89%	+0.30%
1 year	-7.98%	+1.78%
5 years(CAGR)	+2.78%	N/A
Max(CAGR)	+4.42%	+1.83%

Winner

CPZ

+6.03%

CCII

-0.38%

Winner

CPZ

+6.07%

CCII

+0.89%

CPZ

-2.89%

Winner

CCII

+0.30%

CPZ

-7.98%

Winner

CCII

+1.78%

5Y(CAGR)

CPZ

+2.78%

CCII

N/A

Max(CAGR)

Winner

CPZ

+4.42%

CCII

+1.83%

CPZ vs CCII - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CPZ	CCII
2026	-0.70%	+0.79%
2025	+9.21%	+0.99%
2024	+15.44%	N/A
2023	+5.55%	N/A
2022	-14.65%	N/A
2021	+20.05%	N/A
2020	-3.76%	N/A
2019	-1.64%	N/A

CPZ vs CCII Drawdown Comparison

The maximum drawdown for CPZ was -51.41%, occurring on Mar 18, 2020. Recovery took 263 trading sessions.

The maximum drawdown for CCII was -2.21%, occurring on Dec 2, 2025. This drawdown has not yet recovered.

The current CPZ drawdown is -9.69%. The current CCII drawdown is -0.76%.

Rank	CPZ	CCII
#1	-51.41% Dec 20, 2019 - Jan 7, 2021	-2.21% Oct 28, 2025 - Dec 2, 2025
#2	-25.44% Feb 24, 2022 - Oct 9, 2024	-0.82% Oct 20, 2025 - Oct 27, 2025
#3	-17.94% Sep 22, 2025 - Jun 5, 2026	-0.59% Aug 22, 2025 - Sep 30, 2025
#4	-11.11% Oct 20, 2021 - Jan 11, 2022	-0.58% Oct 14, 2025 - Oct 20, 2025
#5	-7.51% Jun 11, 2021 - Oct 12, 2021	-0.20% Sep 30, 2025 - Oct 2, 2025
#6	-7.15% Mar 20, 2025 - May 5, 2025	N/A
#7	-6.92% Jan 7, 2021 - Feb 17, 2021	N/A
#8	-5.86% Jan 13, 2022 - Feb 8, 2022	N/A
#9	-4.59% Dec 3, 2024 - Jan 10, 2025	N/A
#10	-4.04% Feb 24, 2021 - Mar 5, 2021	N/A
#11	-3.27% Feb 9, 2022 - Feb 24, 2022	N/A
#12	-2.48% Feb 3, 2025 - Mar 3, 2025	N/A
#13	-2.38% Nov 11, 2024 - Nov 29, 2024	N/A
#14	-2.36% Jul 18, 2025 - Aug 7, 2025	N/A
#15	-2.36% Apr 28, 2021 - May 17, 2021	N/A

Correlation

Correlation between CPZ and CCII is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101