ELLO vs CPZ

Comparison between Ellomay Capital Ltd (ELLO, Company) and Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company).

ELLO is from the Utilities sector, while CPZ is from the Financial Services sector.

5-Year PerformanceCPZ has outperformed ELLO, delivering a return of +2.1% compared to -7.1%

ELLO vs CPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ELLO(COMPANY)	CPZ(COMPANY)
Market Cap	$255M	$254M
Max Drawdown	99.05%	52.16%
Sharpe Ratio	0.42	-1.40
5Y Beta	0.52	0.18
Industry	Utilities - Renewable	Asset Management
P/E Ratio	-9.36	15.00
Forward P/E	22.03	N/A
PEG Ratio	0.00	N/A
5Y Dividends CAGR	N/A	4.36%
5Y EPS CAGR	32.73%	N/A
Debt to Equity	506.24%	40.11%
Free Cash Flow Yield	-41.82%	-39.06%
P/S Ratio	6.29	128.56
P/B Ratio	1.67	0.86

Market Cap

Winner

ELLO

$255M

CPZ

$254M

Max Drawdown

ELLO

99.05%

Winner

CPZ

52.16%

Sharpe Ratio

Winner

ELLO

0.42

CPZ

-1.40

5Y Beta

ELLO

0.52

Winner

CPZ

0.18

Industry

ELLO

Utilities - Renewable

CPZ

Asset Management

P/E Ratio

Winner

ELLO

-9.36

CPZ

15.00

Forward P/E

ELLO

22.03

CPZ

N/A

PEG Ratio

ELLO

0.00

CPZ

N/A

5Y Dividends CAGR

ELLO

N/A

CPZ

4.36%

5Y EPS CAGR

ELLO

32.73%

CPZ

N/A

Debt to Equity

ELLO

506.24%

Winner

CPZ

40.11%

Free Cash Flow Yield

ELLO

-41.82%

Winner

CPZ

-39.06%

P/S Ratio

Winner

ELLO

6.29

CPZ

128.56

P/B Ratio

ELLO

1.67

Winner

CPZ

0.86

ELLO vs CPZ - Historical Returns

Returns include dividend reinvestment.

Period	ELLO	CPZ
1 month	+8.16%	-0.09%
3 months	-22.44%	-3.12%
6 months	-26.70%	-8.23%
1 year	+11.79%	-10.85%
5 years(CAGR)	-7.09%	+2.11%
10 years(CAGR)	+9.13%	N/A
Max(CAGR)	-5.15%	+3.47%

Winner

ELLO

+8.16%

CPZ

-0.09%

ELLO

-22.44%

Winner

CPZ

-3.12%

ELLO

-26.70%

Winner

CPZ

-8.23%

Winner

ELLO

+11.79%

CPZ

-10.85%

5Y(CAGR)

ELLO

-7.09%

Winner

CPZ

+2.11%

10Y(CAGR)

ELLO

+9.13%

CPZ

N/A

Max(CAGR)

ELLO

-5.15%

Winner

CPZ

+3.47%

ELLO vs CPZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ELLO	CPZ
2026	-25.20%	-6.79%
2025	+48.62%	+9.21%
2024	+8.70%	+15.44%
2023	+0.27%	+5.55%
2022	-48.23%	-14.65%
2021	-15.26%	+20.05%
2020	+66.41%	-3.76%
2019	+131.78%	-1.64%
2018	-13.11%	N/A
2017	+6.26%	N/A
2016	-3.64%	N/A
2015	-8.79%	N/A
2014	-7.53%	N/A
2013	+59.67%	N/A
2012	+8.14%	N/A
2011	-20.00%	N/A
2010	+19.05%	N/A
2009	+8.62%	N/A
2008	-19.44%	N/A
2007	+33.96%	N/A
2006	+7.84%	N/A
2005	-31.08%	N/A
2004	-58.76%	N/A
2003	+266.00%	N/A
2002	-84.24%	N/A
2001	-51.73%	N/A
2000	-34.78%	N/A
1999	+34.00%	N/A

ELLO vs CPZ Drawdown Comparison

The maximum drawdown for ELLO was -99.05%, occurring on Jun 17, 2005. 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 ELLO drawdown is -89.17%. The current CPZ drawdown is -15.23%.

Rank	ELLO	CPZ
#1	-99.05% Mar 9, 2000 - Jun 17, 2005	-51.41% Dec 20, 2019 - Jan 7, 2021
#2	-17.85% Dec 13, 1999 - Feb 4, 2000	-25.44% Feb 24, 2022 - Oct 9, 2024
#3	-9.75% Feb 15, 2000 - Mar 6, 2000	-17.94% Sep 22, 2025 - Jun 5, 2026
#4	-7.28% Mar 7, 2000 - Mar 9, 2000	-11.11% Oct 20, 2021 - Jan 11, 2022
#5	-7.10% Dec 6, 1999 - Dec 13, 1999	-7.51% Jun 11, 2021 - Oct 12, 2021
#6	-4.92% Feb 8, 2000 - Feb 14, 2000	-7.15% Mar 20, 2025 - May 5, 2025
#7	-4.70% Nov 9, 1999 - Dec 3, 1999	-6.92% Jan 7, 2021 - Feb 17, 2021
#8	-4.19% Nov 5, 1999 - Nov 9, 1999	-5.86% Jan 13, 2022 - Feb 8, 2022
#9	-0.93% Feb 4, 2000 - Feb 8, 2000	-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