POLEU vs REFI

Comparison between Andretti Acquisition Corp II - Units (1 Ord Class A & 1/2 War) (POLEU, Company) and Chicago Atlantic Real Estate Finance Inc (REFI, Company).

POLEU is from the Financial Services sector, while REFI is from the Real Estate sector.

POLEU vs REFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	POLEU(COMPANY)	REFI(COMPANY)
Market Cap	$223M	$223M
Max Drawdown	11.91%	51.71%
Sharpe Ratio	0.09	-0.51
5Y Beta	0.09	0.41
Industry	Shell Companies	Reit - Mortgage
P/E Ratio	99.85	7.51
Forward P/E	N/A	5.52
Dividend Yield	N/A	18.30%
Debt to Equity	N/A	16.39%
Free Cash Flow Yield	N/A	12.09%
P/B Ratio	-23.48	N/A

Market Cap

POLEU

$223M

Winner

REFI

$223M

Max Drawdown

Winner

POLEU

11.91%

REFI

51.71%

Sharpe Ratio

Winner

POLEU

0.09

REFI

-0.51

5Y Beta

Winner

POLEU

0.09

REFI

0.41

Industry

POLEU

Shell Companies

REFI

Reit - Mortgage

P/E Ratio

POLEU

99.85

Winner

REFI

7.51

Forward P/E

POLEU

N/A

REFI

5.52

Dividend Yield

POLEU

N/A

REFI

18.30%

Debt to Equity

POLEU

N/A

REFI

16.39%

Free Cash Flow Yield

POLEU

N/A

REFI

12.09%

P/B Ratio

POLEU

-23.48

REFI

N/A

POLEU vs REFI - Historical Returns

Returns include dividend reinvestment.

Period	POLEU	REFI
1 month	+0.55%	-4.01%
3 months	+1.40%	-5.19%
6 months	-6.94%	-6.37%
1 year	+3.23%	-16.00%
5 years(CAGR)	N/A	+3.45%
Max(CAGR)	+4.52%	+3.45%

Winner

POLEU

+0.55%

REFI

-4.01%

Winner

POLEU

+1.40%

REFI

-5.19%

POLEU

-6.94%

Winner

REFI

-6.37%

Winner

POLEU

+3.23%

REFI

-16.00%

5Y(CAGR)

POLEU

N/A

REFI

+3.45%

Max(CAGR)

Winner

POLEU

+4.52%

REFI

+3.45%

POLEU vs REFI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	POLEU	REFI
2026	-6.94%	-8.66%
2025	+5.57%	-9.46%
2024	+0.70%	+9.91%
2023	N/A	+24.48%
2022	N/A	+1.58%
2021	N/A	+0.97%

POLEU vs REFI Drawdown Comparison

The maximum drawdown for POLEU was -11.91%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The maximum drawdown for REFI was -26.51%, occurring on Mar 15, 2023. Recovery took 454 trading sessions.

The current POLEU drawdown is -11.42%. The current REFI drawdown is -20.82%.

Rank	POLEU	REFI
#1	-11.91% May 22, 2026 - Jun 25, 2026	-26.51% Feb 28, 2022 - Dec 18, 2023
#2	-8.23% Jan 2, 2026 - May 22, 2026	-24.97% Mar 3, 2025 - Jul 31, 2026
#3	-6.52% Dec 11, 2025 - Jan 2, 2026	-9.51% Jul 17, 2024 - Nov 21, 2024
#4	-2.54% Nov 14, 2024 - Feb 28, 2025	-7.26% Dec 27, 2023 - Jul 15, 2024
#5	-2.48% May 13, 2025 - Jun 3, 2025	-6.30% Jan 20, 2022 - Feb 28, 2022
#6	-2.21% Feb 28, 2025 - May 13, 2025	-3.12% Jan 21, 2025 - Feb 10, 2025
#7	-0.70% Oct 4, 2024 - Nov 7, 2024	-2.99% Feb 18, 2025 - Feb 25, 2025
#8	-0.47% Nov 7, 2025 - Dec 11, 2025	-2.97% Dec 8, 2021 - Dec 31, 2021
#9	-0.40% Nov 7, 2024 - Nov 14, 2024	-2.82% Jan 3, 2025 - Jan 17, 2025
#10	-0.29% Jun 3, 2025 - Nov 7, 2025	-2.78% Dec 5, 2024 - Jan 3, 2025
#11	-0.18% Sep 19, 2024 - Sep 26, 2024	-2.38% Dec 19, 2023 - Dec 26, 2023
#12	-0.10% Sep 9, 2024 - Sep 16, 2024	-1.23% Dec 2, 2024 - Dec 5, 2024
#13	-0.06% Sep 16, 2024 - Sep 19, 2024	-0.88% Feb 11, 2025 - Feb 14, 2025
#14	N/A	-0.39% Jan 11, 2022 - Jan 13, 2022
#15	N/A	-0.31% Nov 25, 2024 - Nov 29, 2024

Correlation

Correlation between POLEU and REFI is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56

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