+0.3%
AXP vs CAKE
+76.5%
-76.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | -0.8% |
| 7D | -2.5% | -4.6% | +2.1% | -1.8% |
| 30D | -5.0% | -6.6% | +1.5% | -4.1% |
| 3M | +1.4% | +52.9% | -51.6% | -6.5% |
| 6M | +6.0% | +65.7% | -59.8% | -4.3% |
| YTD | -12.3% | +107.8% | -120.1% | -25.3% |
| 1Y | +0.3% | +78.5% | -78.2% | -12.2% |
| All | +0.3% | +76.5% | -76.2% | -12.2% |
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