+474.6%
AXP vs CAKE
+162.2%
+312.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.6% | -1.1% | +1.7% | +1.0% |
| 30D | -4.3% | +0.4% | -4.8% | -4.8% |
| 3M | +4.7% | +59.9% | -55.2% | -12.5% |
| 6M | +9.0% | +75.1% | -66.1% | -12.4% |
| YTD | -11.1% | +115.0% | -126.2% | -34.1% |
| 1Y | +1.3% | +81.6% | -80.3% | -20.4% |
| 3Y | +114.5% | +279.1% | -164.6% | +25.3% |
| 5Y | +118.0% | +170.6% | -52.6% | +37.4% |
| All | +474.6% | +162.2% | +312.4% | +179.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling