Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAKE (The Cheesecake Factory Incorporated) | 32.87% | 73.31% | 33.07% | 24.15% | 2.90% | 8.42% | 4.13% | 3.42% |
Data as of 08/01/2025, AR inception is 09/18/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAKE (The Cheesecake Factory Incorporated) | 09/18/1992 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.17 | 73.31 | 33.07 | 24.15 | 2.90 | 8.42 | 4.13 | 3.42 | 32.87 | 39.33 | 14.01 | -17.02 | 5.64 | -3.53 | -7.82 | -7.44 | -17.83 | 32.13 | -7.03 | 5.65 | 49.45 | 12.25 | -4.27 | 42.01 | 113.76 | -57.40 | -3.62 | -34.21 | 15.15 | -26.27 | 21.83 | 3.97 | -9.39 | 9.64 | 18.02 | -2.77 | 68.28 | -15.70 | 36.51 | -54.01 | 42.71 | -11.93 |
| Sharpe Ratio | NA | 1.80 | 0.79 | 0.49 | 0.03 | NA | NA | 0.03 | 1.49 | 0.94 | 0.30 | -0.36 | 0.12 | -0.04 | -0.33 | -0.30 | -0.71 | 1.35 | -0.32 | 0.30 | 2.72 | 0.55 | -0.13 | 1.19 | 1.80 | -0.91 | -0.21 | -1.23 | 0.48 | -0.57 | 0.63 | 0.07 | -0.19 | 0.08 | 0.28 | -0.10 | 1.48 | -0.43 | 0.70 | -0.97 | 0.82 | -0.65 |
| Standard Deviation(%) | NA | 39.07 | 37.56 | 43.69 | 44.23 | NA | NA | 45.27 | 40.47 | 35.01 | 33.26 | 51.38 | 48.30 | 90.86 | 27.82 | 28.88 | 25.95 | 23.72 | 22.05 | 19.02 | 18.15 | 22.35 | 34.40 | 35.23 | 62.99 | 64.12 | 31.12 | 30.64 | 26.95 | 47.48 | 33.33 | 41.57 | 63.75 | 66.70 | 52.04 | 63.49 | 43.61 | 44.50 | 46.64 | 58.75 | 49.37 | 58.71 |
| Draw Down(%) | NA | 21.59 | 28.49 | 58.24 | 75.50 | NA | NA | 89.41 | 21.59 | 16.06 | 28.49 | 38.47 | 42.24 | 63.85 | 28.23 | 28.44 | 41.63 | 12.02 | 21.47 | 12.18 | 7.46 | 9.94 | 29.18 | 28.56 | 35.20 | 77.56 | 25.00 | 43.01 | 18.89 | 37.42 | 25.87 | 40.02 | 53.07 | 46.48 | 34.04 | 58.72 | 27.18 | 38.94 | 34.32 | 59.80 | 22.39 | 29.27 |
| Yield(%) | 0.00 | 2.93 | 3.74 | 3.02 | 1.53 | 2.95 | 1.48 | 9.17 | 1.11 | 3.14 | 3.34 | 2.09 | 0.00 | 0.92 | 3.20 | 2.51 | 1.78 | 1.90 | 1.46 | 1.28 | 1.57 | 0.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 09/18/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAKE (The Cheesecake Factory Incorporated) |
-41.68%
Nov 2005 - Nov 2008 |
-30.01%
Nov 2003 - Nov 2008 |
-11.95%
Nov 1998 - Nov 2008 |
-9.28%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAKE (The Cheesecake Factory Incorporated) |
57.35%
Nov 2008 - Nov 2011 |
46.86%
Nov 2008 - Nov 2013 |
21.89%
Nov 2008 - Nov 2018 |
11.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart