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CPZ vs OBA

Comparison between Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company) and Oxley Bridge Acquisition Ltd - Class A (OBA, Company).

Both CPZ and OBA are from the Financial Services sector.

CPZ vs OBA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CPZ
$258M
Winner
OBA
$260M
Max Drawdown
CPZ
52.16%
Winner
OBA
0.60%
Sharpe Ratio
CPZ
-1.13
Winner
OBA
-0.31
5Y Beta
CPZ
0.18
Winner
OBA
-0.01
Industry
CPZ
Asset Management
OBA
Shell Companies
P/E Ratio
Winner
CPZ
15.23
OBA
27.75
5Y Dividends CAGR
CPZ
4.36%
OBA
N/A
Debt to Equity
CPZ
40.11%
Winner
OBA
0.00%
Free Cash Flow Yield
CPZ
-38.47%
Winner
OBA
-0.12%
P/S Ratio
CPZ
129.10
OBA
N/A
P/B Ratio
Winner
CPZ
0.86
OBA
1.30

CPZ vs OBA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CPZ
+2.63%
OBA
+0.10%
3M
CPZ
-0.88%
Winner
OBA
+0.98%
6M
CPZ
-5.11%
Winner
OBA
+1.58%
1Y
CPZ
-8.28%
Winner
OBA
+3.01%
5Y(CAGR)
CPZ
+2.46%
OBA
N/A
Max(CAGR)
Winner
CPZ
+3.85%
OBA
+3.15%

CPZ vs OBA - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearCPZOBA
2026-4.40%+1.79%
2025+9.21%+1.20%
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 OBA Drawdown Comparison

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

The maximum drawdown for OBA was -0.60%, occurring on Nov 28, 2025. Recovery took 29 trading sessions.

The current CPZ drawdown is -13.05%.

RankCPZOBA
#1-51.41%
Dec 20, 2019 - Jan 7, 2021
-0.60%
Nov 18, 2025 - Dec 31, 2025
#2-25.44%
Feb 24, 2022 - Oct 9, 2024
-0.49%
Jan 13, 2026 - Mar 24, 2026
#3-17.94%
Sep 22, 2025 - Jun 5, 2026
-0.49%
May 19, 2026 - Jul 15, 2026
#4-11.11%
Oct 20, 2021 - Jan 11, 2022
-0.39%
Mar 24, 2026 - Apr 24, 2026
#5-7.51%
Jun 11, 2021 - Oct 12, 2021
-0.39%
May 11, 2026 - May 19, 2026
#6-7.15%
Mar 20, 2025 - May 5, 2025
-0.30%
Aug 15, 2025 - Oct 8, 2025
#7-6.92%
Jan 7, 2021 - Feb 17, 2021
-0.30%
Oct 21, 2025 - Nov 18, 2025
#8-5.86%
Jan 13, 2022 - Feb 8, 2022
-0.20%
Dec 31, 2025 - Jan 12, 2026
#9-4.59%
Dec 3, 2024 - Jan 10, 2025
-0.20%
Apr 24, 2026 - May 11, 2026
#10-4.04%
Feb 24, 2021 - Mar 5, 2021
-0.05%
Jul 15, 2026 - Jul 23, 2026
#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 OBA is -0.87 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.87
-101

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