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CPSU vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CPSU vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos S&P 500 Structured Alt Protection ETF - June (CPSU) and Invesco DB Energy Fund (DBE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CPSU achieves a 2.29% return, which is significantly lower than DBE's 83.68% return.


CPSU

1D
-0.05%
1M
0.45%
YTD
2.29%
6M
2.84%
1Y
6.43%
3Y*
5Y*
10Y*

DBE

1D
2.33%
1M
-5.45%
YTD
83.68%
6M
74.95%
1Y
84.41%
3Y*
23.42%
5Y*
19.66%
10Y*
12.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CPSU vs. DBE - Yearly Performance Comparison


Correlation

The correlation between CPSU and DBE is -0.28, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.28

Correlation (All Time)
Calculated using the full available price history since Jun 3, 2025

-0.28

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Return for Risk

CPSU vs. DBE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CPSU
CPSU Risk / Return Rank: 9696
Overall Rank
CPSU Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
CPSU Sortino Ratio Rank: 9797
Sortino Ratio Rank
CPSU Omega Ratio Rank: 9797
Omega Ratio Rank
CPSU Calmar Ratio Rank: 9292
Calmar Ratio Rank
CPSU Martin Ratio Rank: 9797
Martin Ratio Rank

DBE
DBE Risk / Return Rank: 7171
Overall Rank
DBE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DBE Sortino Ratio Rank: 6363
Sortino Ratio Rank
DBE Omega Ratio Rank: 6565
Omega Ratio Rank
DBE Calmar Ratio Rank: 9191
Calmar Ratio Rank
DBE Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CPSU vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos S&P 500 Structured Alt Protection ETF - June (CPSU) and Invesco DB Energy Fund (DBE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CPSUDBEDifference
Sharpe ratioReturn per unit of total volatility

+1.33

Sortino ratioReturn per unit of downside risk

+3.37

Omega ratioGain probability vs. loss probability

1.97

1.40

+0.57

Calmar ratioReturn relative to maximum drawdown

6.29

5.89

+0.40

Martin ratioReturn relative to average drawdown

42.62

11.53

+31.09

CPSU vs. DBE - Sharpe Ratio Comparison

The current CPSU Sharpe Ratio is 3.76, which is higher than the DBE Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of CPSU and DBE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CPSUDBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.76

2.43

+1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

3.81

0.09

+3.71

Drawdowns

CPSU vs. DBE - Drawdown Comparison

The maximum CPSU drawdown since its inception was -1.03%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for CPSU and DBE.


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Drawdown Indicators


CPSUDBEDifference

Max Drawdown

Largest peak-to-trough decline

-1.03%

-86.69%

+85.66%

Max Drawdown (1Y)

Largest decline over 1 year

-1.03%

-14.41%

+13.38%

Max Drawdown (3Y)

Largest decline over 3 years

-23.89%

Max Drawdown (5Y)

Largest decline over 5 years

-38.74%

Max Drawdown (10Y)

Largest decline over 10 years

-60.84%

Current Drawdown

Current decline from peak

-0.15%

-30.27%

+30.12%

Average Drawdown

Average peak-to-trough decline

-0.07%

-57.31%

+57.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.15%

7.35%

-7.20%

Volatility

CPSU vs. DBE - Volatility Comparison

The current volatility for Calamos S&P 500 Structured Alt Protection ETF - June (CPSU) is 0.29%, while Invesco DB Energy Fund (DBE) has a volatility of 12.95%. This indicates that CPSU experiences smaller price fluctuations and is considered to be less risky than DBE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPSUDBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.29%

12.95%

-12.66%

Volatility (6M)

Calculated over the trailing 6-month period

1.39%

30.86%

-29.47%

Volatility (1Y)

Calculated over the trailing 1-year period

1.72%

34.97%

-33.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.72%

29.39%

-27.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.72%

28.33%

-26.61%

CPSU vs. DBE - Expense Ratio Comparison

CPSU has a 0.69% expense ratio, which is lower than DBE's 0.78% expense ratio.


Dividends

CPSU vs. DBE - Dividend Comparison

CPSU has not paid dividends to shareholders, while DBE's dividend yield for the trailing twelve months is around 2.10%.


PositionTTM20252024202320222021202020192018
CPSU
Calamos S&P 500 Structured Alt Protection ETF - June
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DBE
Invesco DB Energy Fund
2.10%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%

Frequently Asked Questions


CPSU and DBE have a correlation of -0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBE has higher volatility (12.95%) compared to CPSU (0.29%). In terms of maximum drawdown, CPSU dropped -1.03% vs DBE's -86.69%.

On 1-year performance, DBE leads with 84.41% vs 6.43% for CPSU. On fees, CPSU is cheaper at 0.69% per year. On volatility, CPSU has been the lower-risk option at 0.29%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DBE has performed better with a 84.41% return vs 6.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CPSU is cheaper with a 0.69% expense ratio, compared with 0.78% for DBE.

DBE has the higher dividend yield at 2.10%, compared with 0.00% for CPSU.

CPSU is categorized as Defined Outcome, while DBE is Oil & Gas. They also come from different issuers: Calamos and Invesco. Their fees differ too: 0.69% for CPSU and 0.78% for DBE.

CPSU currently has the higher Sharpe Ratio (3.76 vs 2.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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