+91.7%
AXP vs CAKE
+174.8%
-83.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.9% | -2.9% | -0.2% |
| 7D | -1.1% | -1.8% | +0.7% | -0.6% |
| 30D | +5.2% | +2.3% | +2.9% | +4.3% |
| 3M | -4.6% | +3.9% | -8.5% | -6.4% |
| 6M | +3.2% | +81.4% | -78.1% | -17.1% |
| YTD | -11.3% | +122.5% | -133.9% | -34.4% |
| 1Y | -11.0% | +138.1% | -149.1% | -35.8% |
| 3Y | +120.2% | +288.0% | -167.9% | +30.4% |
| 5Y | +91.7% | +174.9% | -83.1% | +28.4% |
| All | +91.7% | +174.8% | -83.1% | +28.4% |
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