CPZ vs CUBWU

Comparison between Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company) and Lionheart Holdings - Units (1 Ord Class A & 1 War) (CUBWU, Company).

Both CPZ and CUBWU are from the Financial Services sector.

CPZ vs CUBWU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPZ(COMPANY)	CUBWU(COMPANY)
Market Cap	$254M	$254M
Max Drawdown	52.16%	14.76%
Sharpe Ratio	-1.40	0.14
5Y Beta	0.18	0.01
Industry	Asset Management	Shell Companies
P/E Ratio	15.00	29.25
PEG Ratio	N/A	3.76
5Y Dividends CAGR	4.36%	N/A
Debt to Equity	40.11%	0.00%
Free Cash Flow Yield	-39.06%	-0.20%
P/S Ratio	128.56	N/A
P/B Ratio	0.86	N/A

Market Cap

Winner

CPZ

$254M

CUBWU

$254M

Max Drawdown

CPZ

52.16%

Winner

CUBWU

14.76%

Sharpe Ratio

CPZ

-1.40

Winner

CUBWU

0.14

5Y Beta

CPZ

0.18

Winner

CUBWU

0.01

Industry

CPZ

Asset Management

CUBWU

Shell Companies

P/E Ratio

Winner

CPZ

15.00

CUBWU

29.25

PEG Ratio

CPZ

N/A

CUBWU

3.76

5Y Dividends CAGR

CPZ

4.36%

CUBWU

N/A

Debt to Equity

CPZ

40.11%

Winner

CUBWU

0.00%

Free Cash Flow Yield

CPZ

-39.06%

Winner

CUBWU

-0.20%

P/S Ratio

CPZ

128.56

CUBWU

N/A

P/B Ratio

CPZ

0.86

CUBWU

N/A

CPZ vs CUBWU - Historical Returns

Returns include dividend reinvestment.

Period	CPZ	CUBWU
1 month	-0.09%	+0.00%
3 months	-3.12%	+2.79%
6 months	-8.23%	+1.38%
1 year	-10.85%	+3.76%
5 years(CAGR)	+2.11%	N/A
Max(CAGR)	+3.47%	+4.81%

CPZ

-0.09%

Winner

CUBWU

+0.00%

CPZ

-3.12%

Winner

CUBWU

+2.79%

CPZ

-8.23%

Winner

CUBWU

+1.38%

CPZ

-10.85%

Winner

CUBWU

+3.76%

5Y(CAGR)

CPZ

+2.11%

CUBWU

N/A

Max(CAGR)

CPZ

+3.47%

Winner

CUBWU

+4.81%

CPZ vs CUBWU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CPZ	CUBWU
2026	-6.79%	+0.73%
2025	+9.21%	+22.95%
2024	+15.44%	+0.10%
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 CUBWU Drawdown Comparison

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

The maximum drawdown for CUBWU was -14.76%, occurring on Sep 24, 2025. This drawdown has not yet recovered.

The current CPZ drawdown is -15.23%. The current CUBWU drawdown is -10.89%.

Rank	CPZ	CUBWU
#1	-51.41% Dec 20, 2019 - Jan 7, 2021	-14.76% Sep 10, 2025 - Sep 24, 2025
#2	-25.44% Feb 24, 2022 - Oct 9, 2024	-10.80% Jul 16, 2025 - Sep 10, 2025
#3	-17.94% Sep 22, 2025 - Jun 5, 2026	-4.63% Sep 10, 2024 - May 23, 2025
#4	-11.11% Oct 20, 2021 - Jan 11, 2022	-2.91% Aug 20, 2024 - Sep 10, 2024
#5	-7.51% Jun 11, 2021 - Oct 12, 2021	-0.40% Jun 18, 2024 - Aug 8, 2024
#6	-7.15% Mar 20, 2025 - May 5, 2025	-0.21% Aug 12, 2024 - Aug 16, 2024
#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