+117.0%
AXP vs CAKE
+163.8%
-46.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -2.1% | -4.0% | +1.9% | -0.8% |
| 30D | -6.5% | +2.4% | -9.0% | -7.5% |
| 3M | +4.6% | +69.0% | -64.3% | -13.4% |
| 6M | +5.4% | +69.3% | -63.9% | -13.2% |
| YTD | -11.1% | +115.8% | -126.9% | -33.2% |
| 1Y | -0.3% | +79.3% | -79.6% | -20.3% |
| 3Y | +111.6% | +262.0% | -150.5% | +28.6% |
| All | +117.0% | +163.8% | -46.8% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling