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

Correlation

The correlation between CHLSY and LOTBY is -0.05. 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.

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
-12.78%
-8.02%
CHLSY
LOTBY

Key characteristics

Sharpe Ratio

CHLSY:

0.01

LOTBY:

0.02

Sortino Ratio

CHLSY:

0.40

LOTBY:

0.39

Omega Ratio

CHLSY:

1.06

LOTBY:

1.29

Calmar Ratio

CHLSY:

0.00

LOTBY:

0.02

Martin Ratio

CHLSY:

0.03

LOTBY:

0.08

Ulcer Index

CHLSY:

14.71%

LOTBY:

8.84%

Daily Std Dev

CHLSY:

54.07%

LOTBY:

45.36%

Max Drawdown

CHLSY:

-89.61%

LOTBY:

-32.16%

Current Drawdown

CHLSY:

-87.85%

LOTBY:

-32.16%

Fundamentals

Market Cap

CHLSY:

$26.90B

LOTBY:

$9.19B

EPS

CHLSY:

$0.32

LOTBY:

$1.82

PE Ratio

CHLSY:

36.94

LOTBY:

60.44

Total Revenue (TTM)

CHLSY:

$3.33B

LOTBY:

$898.88M

Gross Profit (TTM)

CHLSY:

$2.30B

LOTBY:

$357.62M

EBITDA (TTM)

CHLSY:

$634.35M

LOTBY:

$173.01M

Returns By Period

In the year-to-date period, CHLSY achieves a 3.16% return, which is significantly higher than LOTBY's -11.36% return.


CHLSY

YTD

3.16%

1M

5.57%

6M

-12.83%

1Y

0.41%

5Y*

N/A

10Y*

N/A

LOTBY

YTD

-11.36%

1M

-11.36%

6M

-8.02%

1Y

0.71%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

CHLSY vs. LOTBY — Risk-Adjusted Performance Rank

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

CHLSY
The Risk-Adjusted Performance Rank of CHLSY is 4444
Overall Rank
The Sharpe Ratio Rank of CHLSY is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of CHLSY is 4242
Sortino Ratio Rank
The Omega Ratio Rank of CHLSY is 4343
Omega Ratio Rank
The Calmar Ratio Rank of CHLSY is 4545
Calmar Ratio Rank
The Martin Ratio Rank of CHLSY is 4444
Martin Ratio Rank

LOTBY
The Risk-Adjusted Performance Rank of LOTBY is 5252
Overall Rank
The Sharpe Ratio Rank of LOTBY is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of LOTBY is 4242
Sortino Ratio Rank
The Omega Ratio Rank of LOTBY is 8181
Omega Ratio Rank
The Calmar Ratio Rank of LOTBY is 4545
Calmar Ratio Rank
The Martin Ratio Rank of LOTBY is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 0.01, compared to the broader market-2.000.002.004.000.010.02
The chart of Sortino ratio for CHLSY, currently valued at 0.40, compared to the broader market-6.00-4.00-2.000.002.004.006.000.400.39
The chart of Omega ratio for CHLSY, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.29
The chart of Calmar ratio for CHLSY, currently valued at 0.00, compared to the broader market0.002.004.006.000.000.02
The chart of Martin ratio for CHLSY, currently valued at 0.03, compared to the broader market0.0010.0020.0030.000.030.08
CHLSY
LOTBY

The current CHLSY Sharpe Ratio is 0.01, which is lower than the LOTBY Sharpe Ratio of 0.02. 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 Ratio0.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
0.01
0.02
CHLSY
LOTBY

Dividends

CHLSY vs. LOTBY - Dividend Comparison

CHLSY's dividend yield for the trailing twelve months is around 1.30%, more than LOTBY's 0.65% yield.


TTM202420232022
CHLSY
Chocoladefabriken Lindt & Sprüngli AG
1.30%1.34%1.17%0.00%
LOTBY
Lotus Bakeries NV
0.65%0.57%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 -32.16%. 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%SeptemberOctoberNovemberDecember2025February
-87.85%
-32.16%
CHLSY
LOTBY

Volatility

CHLSY vs. LOTBY - Volatility Comparison

The current volatility for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) is 7.61%, while Lotus Bakeries NV (LOTBY) has a volatility of 12.06%. This indicates that CHLSY experiences smaller price fluctuations and is considered to be less risky 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%SeptemberOctoberNovemberDecember2025February
7.61%
12.06%
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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