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CHLSY vs. LOTBY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CHLSY and LOTBY is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.0

Performance

CHLSY vs. LOTBY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and Lotus Bakeries NV (LOTBY). The values are adjusted to include any dividend payments, if applicable.

-100.00%-50.00%0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-89.06%
139.34%
CHLSY
LOTBY

Key characteristics

Sharpe Ratio

CHLSY:

-0.31

LOTBY:

1.98

Sortino Ratio

CHLSY:

-0.11

LOTBY:

279.19

Omega Ratio

CHLSY:

0.98

LOTBY:

211.11

Calmar Ratio

CHLSY:

-0.18

LOTBY:

19.02

Martin Ratio

CHLSY:

-1.24

LOTBY:

795.85

Ulcer Index

CHLSY:

12.99%

LOTBY:

0.15%

Daily Std Dev

CHLSY:

52.00%

LOTBY:

61.84%

Max Drawdown

CHLSY:

-89.61%

LOTBY:

-12.85%

Current Drawdown

CHLSY:

-89.06%

LOTBY:

0.00%

Fundamentals

Market Cap

CHLSY:

$25.51B

LOTBY:

$11.68B

EPS

CHLSY:

$0.33

LOTBY:

$1.84

PE Ratio

CHLSY:

33.13

LOTBY:

78.11

Total Revenue (TTM)

CHLSY:

$5.33B

LOTBY:

$1.16B

Gross Profit (TTM)

CHLSY:

$2.89B

LOTBY:

$334.16M

EBITDA (TTM)

CHLSY:

$732.00M

LOTBY:

$167.90M

Returns By Period

In the year-to-date period, CHLSY achieves a -13.94% return, which is significantly lower than LOTBY's 122.56% return.


CHLSY

YTD

-13.94%

1M

-13.70%

6M

-11.65%

1Y

-16.10%

5Y*

N/A

10Y*

N/A

LOTBY

YTD

122.56%

1M

0.00%

6M

35.59%

1Y

122.56%

5Y*

N/A

10Y*

N/A

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

CHLSY vs. LOTBY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and Lotus Bakeries NV (LOTBY). 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.


Sharpe ratio
The chart of Sharpe ratio for CHLSY, currently valued at -0.31, compared to the broader market-4.00-2.000.002.00-0.311.98
The chart of Sortino ratio for CHLSY, currently valued at -0.11, compared to the broader market-4.00-2.000.002.004.00-0.11279.19
The chart of Omega ratio for CHLSY, currently valued at 0.98, compared to the broader market0.501.001.502.000.98211.11
The chart of Calmar ratio for CHLSY, currently valued at -0.18, compared to the broader market0.002.004.006.00-0.1819.02
The chart of Martin ratio for CHLSY, currently valued at -1.24, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.24795.85
CHLSY
LOTBY

The current CHLSY Sharpe Ratio is -0.31, which is lower than the LOTBY Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of CHLSY and LOTBY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
-0.31
1.98
CHLSY
LOTBY

Dividends

CHLSY vs. LOTBY - Dividend Comparison

CHLSY's dividend yield for the trailing twelve months is around 1.45%, more than LOTBY's 0.44% yield.


TTM20232022
CHLSY
Chocoladefabriken Lindt & Sprüngli AG
1.45%1.17%0.00%
LOTBY
Lotus Bakeries NV
0.44%1.49%0.72%

Drawdowns

CHLSY vs. LOTBY - Drawdown Comparison

The maximum CHLSY drawdown since its inception was -89.61%, which is greater than LOTBY's maximum drawdown of -12.85%. Use the drawdown chart below to compare losses from any high point for CHLSY and LOTBY. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-89.06%
0
CHLSY
LOTBY

Volatility

CHLSY vs. LOTBY - Volatility Comparison

Chocoladefabriken Lindt & Sprüngli AG (CHLSY) has a higher volatility of 14.11% compared to Lotus Bakeries NV (LOTBY) at 0.00%. This indicates that CHLSY's price experiences larger fluctuations and is considered to be riskier than LOTBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%JulyAugustSeptemberOctoberNovemberDecember
14.11%
0
CHLSY
LOTBY

Financials

CHLSY vs. LOTBY - Financials Comparison

This section allows you to compare key financial metrics between Chocoladefabriken Lindt & Sprüngli AG and Lotus Bakeries NV. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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