CPZ vs OTGA

Comparison between Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company) and OTG Acquisition Corp I - Class A (OTGA, Company).

Both CPZ and OTGA are from the Financial Services sector.

CPZ vs OTGA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPZ(COMPANY)	OTGA(COMPANY)
Market Cap	$258M	$259M
Max Drawdown	52.16%	0.99%
Sharpe Ratio	-1.13	-1.23
5Y Beta	0.18	0.02
Industry	Asset Management	Shell Companies
P/E Ratio	15.23	N/A
5Y Dividends CAGR	4.36%	N/A
Debt to Equity	40.11%	0.00%
Free Cash Flow Yield	-38.47%	0.00%
P/S Ratio	129.10	N/A
P/B Ratio	0.86	N/A

Market Cap

CPZ

$258M

Winner

OTGA

$259M

Max Drawdown

CPZ

52.16%

Winner

OTGA

0.99%

Sharpe Ratio

Winner

CPZ

-1.13

OTGA

-1.23

5Y Beta

CPZ

0.18

Winner

OTGA

0.02

Industry

CPZ

Asset Management

OTGA

Shell Companies

P/E Ratio

CPZ

15.23

OTGA

N/A

5Y Dividends CAGR

CPZ

4.36%

OTGA

N/A

Debt to Equity

CPZ

40.11%

Winner

OTGA

0.00%

Free Cash Flow Yield

CPZ

-38.47%

Winner

OTGA

0.00%

P/S Ratio

CPZ

129.10

OTGA

N/A

P/B Ratio

CPZ

0.86

OTGA

N/A

CPZ vs OTGA - Historical Returns

Returns include dividend reinvestment.

Period	CPZ	OTGA
1 month	+2.63%	+0.00%
3 months	-0.88%	+0.79%
6 months	-5.11%	+0.89%
1 year	-8.28%	N/A
5 years(CAGR)	+2.46%	N/A
Max(CAGR)	+3.85%	+1.89%

Winner

CPZ

+2.63%

OTGA

+0.00%

CPZ

-0.88%

Winner

OTGA

+0.79%

CPZ

-5.11%

Winner

OTGA

+0.89%

CPZ

-8.28%

OTGA

N/A

5Y(CAGR)

CPZ

+2.46%

OTGA

N/A

Max(CAGR)

Winner

CPZ

+3.85%

OTGA

+1.89%

CPZ vs OTGA - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CPZ	OTGA
2026	-4.40%	+1.65%
2025	+9.21%	-0.30%
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 OTGA Drawdown Comparison

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

The maximum drawdown for OTGA was -0.99%, occurring on Dec 22, 2025. Recovery took 115 trading sessions.

The current CPZ drawdown is -13.05%. The current OTGA drawdown is -0.20%.

Rank	CPZ	OTGA
#1	-51.41% Dec 20, 2019 - Jan 7, 2021	-0.99% Nov 6, 2025 - Apr 24, 2026
#2	-25.44% Feb 24, 2022 - Oct 9, 2024	-0.29% Jul 7, 2026 - Jul 15, 2026
#3	-17.94% Sep 22, 2025 - Jun 5, 2026	-0.20% Jun 8, 2026 - Jul 6, 2026
#4	-11.11% Oct 20, 2021 - Jan 11, 2022	-0.15% Apr 29, 2026 - May 8, 2026
#5	-7.51% Jun 11, 2021 - Oct 12, 2021	-0.10% May 8, 2026 - May 19, 2026
#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 OTGA is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101