Lionheart Holdings (CUB)

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The chart shows the growth of an initial investment of $10,000 in Lionheart Holdings, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Lionheart Holdings (CUB) has returned 1.22% so far this year and 4.77% over the past 12 months.

Based on dividend-adjusted daily data since Aug 9, 2024, CUB's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, your investment would double in approximately 15.2 years.

Historically, 85% of months were positive and 15% were negative. The best month was May 2025 with a return of +1.8%, while the worst month was Nov 2025 at -0.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 1 months.

On a daily basis, CUB closed higher 31% of trading days. The best single day was May 28, 2025 with a return of +0.5%, while the worst single day was Jun 25, 2025 at -0.5%.

Lionheart Holdings has an annualized alpha of 4.67%, beta of 0.01, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 12, 2024.

• This stock captured 8.46% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -24.42%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.01 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CUB ranks 94 for risk / return — in the top 94% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Lionheart Holdings (CUB) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Lionheart Holdings. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lionheart Holdings was 0.95%, occurring on Jul 7, 2025. Recovery took 67 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Lionheart Holdings over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Lionheart Holdings is priced in the market compared to other companies in the Shell Companies industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.