CUBWU vs CPZ

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

Both CUBWU and CPZ are from the Financial Services sector.

CUBWU vs CPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

CUBWU

$254M

Winner

CPZ

$254M

Max Drawdown

Winner

CUBWU

14.76%

CPZ

52.16%

Sharpe Ratio

Winner

CUBWU

0.14

CPZ

-1.40

5Y Beta

Winner

CUBWU

0.01

CPZ

0.18

Industry

CUBWU

Shell Companies

CPZ

Asset Management

P/E Ratio

CUBWU

29.25

Winner

CPZ

15.00

PEG Ratio

CUBWU

3.76

CPZ

N/A

5Y Dividends CAGR

CUBWU

N/A

CPZ

4.36%

Debt to Equity

Winner

CUBWU

0.00%

CPZ

40.11%

Free Cash Flow Yield

Winner

CUBWU

-0.20%

CPZ

-39.06%

P/S Ratio

CUBWU

N/A

CPZ

128.56

P/B Ratio

CUBWU

N/A

CPZ

0.86

CUBWU vs CPZ - Historical Returns

Returns include dividend reinvestment.

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

Winner

CUBWU

+0.00%

CPZ

-0.09%

Winner

CUBWU

+2.79%

CPZ

-3.12%

Winner

CUBWU

+1.38%

CPZ

-8.23%

Winner

CUBWU

+3.76%

CPZ

-10.85%

5Y(CAGR)

CUBWU

N/A

CPZ

+2.11%

Max(CAGR)

Winner

CUBWU

+4.81%

CPZ

+3.47%

CUBWU vs CPZ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CUBWU	CPZ
2026	+0.73%	-6.79%
2025	+22.95%	+9.21%
2024	+0.10%	+15.44%
2023	N/A	+5.55%
2022	N/A	-14.65%
2021	N/A	+20.05%
2020	N/A	-3.76%
2019	N/A	-1.64%

CUBWU vs CPZ Drawdown Comparison

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

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

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

Rank	CUBWU	CPZ
#1	-14.76% Sep 10, 2025 - Sep 24, 2025	-51.41% Dec 20, 2019 - Jan 7, 2021
#2	-10.80% Jul 16, 2025 - Sep 10, 2025	-25.44% Feb 24, 2022 - Oct 9, 2024
#3	-4.63% Sep 10, 2024 - May 23, 2025	-17.94% Sep 22, 2025 - Jun 5, 2026
#4	-2.91% Aug 20, 2024 - Sep 10, 2024	-11.11% Oct 20, 2021 - Jan 11, 2022
#5	-0.40% Jun 18, 2024 - Aug 8, 2024	-7.51% Jun 11, 2021 - Oct 12, 2021
#6	-0.21% Aug 12, 2024 - Aug 16, 2024	-7.15% Mar 20, 2025 - May 5, 2025
#7	N/A	-6.92% Jan 7, 2021 - Feb 17, 2021
#8	N/A	-5.86% Jan 13, 2022 - Feb 8, 2022
#9	N/A	-4.59% Dec 3, 2024 - Jan 10, 2025
#10	N/A	-4.04% Feb 24, 2021 - Mar 5, 2021
#11	N/A	-3.27% Feb 9, 2022 - Feb 24, 2022
#12	N/A	-2.48% Feb 3, 2025 - Mar 3, 2025
#13	N/A	-2.38% Nov 11, 2024 - Nov 29, 2024
#14	N/A	-2.36% Jul 18, 2025 - Aug 7, 2025
#15	N/A	-2.36% Apr 28, 2021 - May 17, 2021