-11.1%
AXP vs CAKE
+132.7%
-143.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -0.6% | -1.0% | +0.4% | -0.5% |
| 30D | +5.0% | +0.6% | +4.4% | +4.8% |
| 3M | -4.2% | -1.6% | -2.6% | -4.2% |
| 6M | +2.9% | +78.3% | -75.4% | -8.6% |
| YTD | -11.6% | +118.8% | -130.4% | -27.0% |
| 1Y | -11.1% | +140.3% | -151.4% | -30.0% |
| All | -11.1% | +132.7% | -143.8% | -30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling