PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
FIP vs. CHLSY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FIP and CHLSY is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.0

Performance

FIP vs. CHLSY - Performance Comparison

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

-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-30.66%
-5.11%
FIP
CHLSY

Key characteristics

Sharpe Ratio

FIP:

0.90

CHLSY:

0.05

Sortino Ratio

FIP:

1.50

CHLSY:

0.46

Omega Ratio

FIP:

1.19

CHLSY:

1.07

Calmar Ratio

FIP:

1.21

CHLSY:

0.03

Martin Ratio

FIP:

2.96

CHLSY:

0.18

Ulcer Index

FIP:

15.54%

CHLSY:

14.77%

Daily Std Dev

FIP:

51.06%

CHLSY:

53.98%

Max Drawdown

FIP:

-38.19%

CHLSY:

-89.61%

Current Drawdown

FIP:

-38.19%

CHLSY:

-87.57%

Fundamentals

Market Cap

FIP:

$722.28M

CHLSY:

$27.71B

EPS

FIP:

-$1.98

CHLSY:

$0.33

Total Revenue (TTM)

FIP:

$250.73M

CHLSY:

$3.33B

Gross Profit (TTM)

FIP:

$75.95M

CHLSY:

$2.30B

EBITDA (TTM)

FIP:

$12.80M

CHLSY:

$634.35M

Returns By Period

In the year-to-date period, FIP achieves a -12.81% return, which is significantly lower than CHLSY's 5.53% return.


FIP

YTD

-12.81%

1M

-5.80%

6M

-30.66%

1Y

50.87%

5Y*

N/A

10Y*

N/A

CHLSY

YTD

5.53%

1M

5.72%

6M

-5.18%

1Y

2.72%

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

FIP vs. CHLSY — Risk-Adjusted Performance Rank

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

FIP
The Risk-Adjusted Performance Rank of FIP is 7474
Overall Rank
The Sharpe Ratio Rank of FIP is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of FIP is 7171
Sortino Ratio Rank
The Omega Ratio Rank of FIP is 6868
Omega Ratio Rank
The Calmar Ratio Rank of FIP is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FIP is 7272
Martin Ratio Rank

CHLSY
The Risk-Adjusted Performance Rank of CHLSY is 4747
Overall Rank
The Sharpe Ratio Rank of CHLSY is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of CHLSY is 4545
Sortino Ratio Rank
The Omega Ratio Rank of CHLSY is 4646
Omega Ratio Rank
The Calmar Ratio Rank of CHLSY is 4747
Calmar Ratio Rank
The Martin Ratio Rank of CHLSY is 4848
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.

FIP vs. CHLSY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for FTAI Infrastructure Inc. (FIP) and Chocoladefabriken Lindt & Sprüngli AG (CHLSY). 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 FIP, currently valued at 0.90, compared to the broader market-2.000.002.000.900.05
The chart of Sortino ratio for FIP, currently valued at 1.50, compared to the broader market-4.00-2.000.002.004.006.001.500.46
The chart of Omega ratio for FIP, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.07
The chart of Calmar ratio for FIP, currently valued at 1.21, compared to the broader market0.002.004.006.001.210.03
The chart of Martin ratio for FIP, currently valued at 2.96, compared to the broader market-10.000.0010.0020.0030.002.960.18
FIP
CHLSY

The current FIP Sharpe Ratio is 0.90, which is higher than the CHLSY Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of FIP and CHLSY, 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 Ratio0.001.002.003.004.005.00SeptemberOctoberNovemberDecember2025February
0.90
0.05
FIP
CHLSY

Dividends

FIP vs. CHLSY - Dividend Comparison

FIP's dividend yield for the trailing twelve months is around 1.90%, more than CHLSY's 1.27% yield.


TTM202420232022
FIP
FTAI Infrastructure Inc.
1.90%1.65%3.08%1.02%
CHLSY
Chocoladefabriken Lindt & Sprüngli AG
1.27%1.34%1.17%0.00%

Drawdowns

FIP vs. CHLSY - Drawdown Comparison

The maximum FIP drawdown since its inception was -38.19%, smaller than the maximum CHLSY drawdown of -89.61%. Use the drawdown chart below to compare losses from any high point for FIP and CHLSY. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-38.19%
-87.57%
FIP
CHLSY

Volatility

FIP vs. CHLSY - Volatility Comparison

FTAI Infrastructure Inc. (FIP) has a higher volatility of 12.62% compared to Chocoladefabriken Lindt & Sprüngli AG (CHLSY) at 7.30%. This indicates that FIP's price experiences larger fluctuations and is considered to be riskier than CHLSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
12.62%
7.30%
FIP
CHLSY

Financials

FIP vs. CHLSY - Financials Comparison

This section allows you to compare key financial metrics between FTAI Infrastructure Inc. and Chocoladefabriken Lindt & Sprüngli AG. 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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab