CPZ vs OPRT
Comparison between Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company) and Oportun Financial Corp (OPRT, Company).
Both CPZ and OPRT are from the Financial Services sector.
5-Year PerformanceCPZ has outperformed OPRT, delivering a return of +2.1% compared to -22.7%
CPZ vs OPRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CPZ vs OPRT - Historical Returns
Returns include dividend reinvestment.
CPZ vs OPRT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | CPZ | OPRT |
|---|---|---|
| 2026 | -6.79% | +12.85% |
| 2025 | +9.21% | +35.99% |
| 2024 | +15.44% | +0.52% |
| 2023 | +5.55% | -30.67% |
| 2022 | -14.65% | -73.30% |
| 2021 | +20.05% | +8.99% |
| 2020 | -3.76% | -18.03% |
| 2019 | -1.64% | +47.19% |
CPZ vs OPRT Drawdown Comparison
The maximum drawdown for CPZ was -51.41%, occurring on Mar 18, 2020. Recovery took 263 trading sessions.
The maximum drawdown for OPRT was -92.32%, occurring on Apr 17, 2024. This drawdown has not yet recovered.
The current CPZ drawdown is -15.23%. The current OPRT drawdown is -79.42%.
| Rank | CPZ | OPRT |
|---|---|---|
| #1 | -51.41% Dec 20, 2019 - Jan 7, 2021 | -92.32% Nov 12, 2021 - Apr 17, 2024 |
| #2 | -25.44% Feb 24, 2022 - Oct 9, 2024 | -78.67% Dec 26, 2019 - Aug 6, 2021 |
| #3 | -17.94% Sep 22, 2025 - Jun 5, 2026 | -14.22% Oct 7, 2021 - Nov 8, 2021 |
| #4 | -11.11% Oct 20, 2021 - Jan 11, 2022 | -11.32% Sep 27, 2019 - Oct 24, 2019 |
| #5 | -7.51% Jun 11, 2021 - Oct 12, 2021 | -10.00% Nov 19, 2019 - Nov 29, 2019 |
| #6 | -7.15% Mar 20, 2025 - May 5, 2025 | -9.16% Sep 3, 2021 - Oct 7, 2021 |
| #7 | -6.92% Jan 7, 2021 - Feb 17, 2021 | -8.26% Nov 29, 2019 - Dec 18, 2019 |
| #8 | -5.86% Jan 13, 2022 - Feb 8, 2022 | -7.12% Aug 11, 2021 - Aug 27, 2021 |
| #9 | -4.59% Dec 3, 2024 - Jan 10, 2025 | -5.12% Oct 25, 2019 - Nov 7, 2019 |
| #10 | -4.04% Feb 24, 2021 - Mar 5, 2021 | -4.20% Dec 19, 2019 - Dec 23, 2019 |
| #11 | -3.27% Feb 9, 2022 - Feb 24, 2022 | -3.13% Nov 13, 2019 - Nov 19, 2019 |
| #12 | -2.48% Feb 3, 2025 - Mar 3, 2025 | -2.45% Aug 6, 2021 - Aug 11, 2021 |
| #13 | -2.38% Nov 11, 2024 - Nov 29, 2024 | -2.13% Aug 27, 2021 - Sep 1, 2021 |
| #14 | -2.36% Jul 18, 2025 - Aug 7, 2025 | -0.48% Nov 10, 2021 - Nov 12, 2021 |
| #15 | -2.36% Apr 28, 2021 - May 17, 2021 | -0.37% Nov 8, 2021 - Nov 10, 2021 |
Correlation
Correlation between CPZ and OPRT is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
Select Stocks to Compare
More Comparisons
Compare with similar stocks