+428.4%
AXP vs CAKE
+138.9%
+289.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.3% |
| 7D | -0.6% | -1.0% | +0.4% | -0.3% |
| 30D | +5.0% | +0.6% | +4.4% | +4.5% |
| 3M | -4.2% | -1.6% | -2.6% | -4.4% |
| 6M | +2.9% | +78.3% | -75.4% | -18.1% |
| YTD | -11.6% | +118.8% | -130.4% | -35.2% |
| 1Y | -11.1% | +140.3% | -151.4% | -37.2% |
| 3Y | +116.7% | +280.3% | -163.5% | +25.7% |
| 5Y | +89.6% | +171.9% | -82.3% | +18.8% |
| 10Y | +428.4% | +135.1% | +293.3% | +150.0% |
| All | +428.4% | +138.9% | +289.5% | +150.0% |
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