NASDAQ:CAKE | Roast Me | CHEESECAKE FACTORY INC

52/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 4 wins, 8 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q21/3 WinCAKE / S&P
46.00% / 15.20%
LoseCAKE / S&P
5.66% / 15.00%
LoseCAKE / S&P
13.54% / 50.40%
Non-scoringCAKE / S&P
4.61% / 15.70%
Non-scoringCAKE / S&P
22.17 / 28.47
Non-scoringCAKE / S&P
7.63 / S&P unavailable
Non-scoringCAKE / S&P
CAKE unavailable / S&P unavailable
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.36b
2026-Q11/3 WinCAKE / S&P
8.97% / -4.33%
LoseCAKE / S&P
5.14% / 11.30%
LoseCAKE / S&P
7.21% / 27.70%
Non-scoringCAKE / S&P
4.34% / 14.80%
Non-scoringCAKE / S&P
16.52 / 25.43
Non-scoringCAKE / S&P
5.94 / S&P unavailable
Non-scoringCAKE / S&P
CAKE unavailable / S&P unavailable
Non-scoringCAKE / S&P
CAKE unavailable / $0.27b
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
2025-Q40/3 LoseCAKE / S&P
-7.08% / 2.65%
LoseCAKE / S&P
4.75% / 9.00%
LoseCAKE / S&P
-4.06% / 13.40%
Non-scoringCAKE / S&P
3.96% / 13.20%
Non-scoringCAKE / S&P
16.72 / 28.48
Non-scoringCAKE / S&P
5.69 / 5.39
Non-scoringCAKE / S&P
CAKE unavailable / $4.42m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.20b
2025-Q32/3 LoseCAKE / S&P
-12.42% / 8.12%
WinCAKE / S&P
4.90% / 4.61%
WinCAKE / S&P
25.00% / 13.45%
Non-scoringCAKE / S&P
4.33% / 11.78%
Non-scoringCAKE / S&P
16.93 / 28.13
Non-scoringCAKE / S&P
6.40 / 5.27
Non-scoringCAKE / S&P
CAKE unavailable / $4.42m
Non-scoringCAKE / S&P
CAKE unavailable / $0.11b
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
2025-Q22/3 WinCAKE / S&P
29.42% / 10.94%
LoseCAKE / S&P
4.77% / 4.83%
WinCAKE / S&P
35.42% / 10.63%
Non-scoringCAKE / S&P
4.33% / 11.45%
Non-scoringCAKE / S&P
19.96 / 27.10
Non-scoringCAKE / S&P
7.91 / 5.01
Non-scoringCAKE / S&P
CAKE unavailable / $4.42m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.23b
2025-Q12/3 WinCAKE / S&P
3.13% / -4.27%
LoseCAKE / S&P
4.42% / 4.98%
WinCAKE / S&P
45.66% / 10.57%
Non-scoringCAKE / S&P
4.33% / 11.39%
Non-scoringCAKE / S&P
16.09 / 26.23
Non-scoringCAKE / S&P
7.42 / 4.69
Non-scoringCAKE / S&P
CAKE unavailable / $4.42m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.10b
2024-Q42/3 WinCAKE / S&P
17.65% / 2.41%
LoseCAKE / S&P
4.13% / 5.25%
WinCAKE / S&P
54.59% / 6.15%
Non-scoringCAKE / S&P
4.38% / 11.29%
Non-scoringCAKE / S&P
15.53 / 28.60
Non-scoringCAKE / S&P
5.49 / 4.99
Non-scoringCAKE / S&P
CAKE unavailable / $4.28m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.08b
2024-Q31/3 LoseCAKE / S&P
3.98% / 5.89%
LoseCAKE / S&P
2.39% / 5.89%
WinCAKE / S&P
51.72% / 6.11%
Non-scoringCAKE / S&P
3.63% / 10.87%
Non-scoringCAKE / S&P
16.27 / 28.09
Non-scoringCAKE / S&P
5.27 / 4.94
Non-scoringCAKE / S&P
CAKE unavailable / $4.28m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.21b
2024-Q22/3 WinCAKE / S&P
9.45% / 4.28%
LoseCAKE / S&P
2.74% / 5.38%
WinCAKE / S&P
81.82% / 5.12%
Non-scoringCAKE / S&P
3.32% / 10.85%
Non-scoringCAKE / S&P
16.56 / 27.64
Non-scoringCAKE / S&P
5.15 / 4.79
Non-scoringCAKE / S&P
CAKE unavailable / $4.28m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.36b
2024-Q11/3 LoseCAKE / S&P
4.05% / 10.56%
LoseCAKE / S&P
2.64% / 5.71%
WinCAKE / S&P
130.53% / 5.59%
Non-scoringCAKE / S&P
3.07% / 10.81%
Non-scoringCAKE / S&P
17.68 / 27.02
Non-scoringCAKE / S&P
5.66 / 4.71
Non-scoringCAKE / S&P
CAKE unavailable / $4.28m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.12b
2023-Q42/3 WinCAKE / S&P
16.55% / 11.69%
LoseCAKE / S&P
4.13% / 6.81%
WinCAKE / S&P
146.43% / 7.78%
Non-scoringCAKE / S&P
2.95% / 11.19%
Non-scoringCAKE / S&P
17.17 / 24.35
Non-scoringCAKE / S&P
5.47 / 4.31
Non-scoringCAKE / S&P
CAKE unavailable / $4.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.01b
2023-Q32/3 LoseCAKE / S&P
-11.68% / -3.27%
WinCAKE / S&P
8.42% / 7.52%
WinCAKE / S&P
83.16% / -5.03%
Non-scoringCAKE / S&P
2.47% / 10.84%
Non-scoringCAKE / S&P
17.04 / 23.93
Non-scoringCAKE / S&P
4.52 / 3.98
Non-scoringCAKE / S&P
CAKE unavailable / $4.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.24b
2023-Q20/3 LoseCAKE / S&P
-0.53% / 8.74%
LoseCAKE / S&P
7.97% / 9.50%
LoseCAKE / S&P
-19.51% / -8.57%
Non-scoringCAKE / S&P
1.91% / 10.88%
Non-scoringCAKE / S&P
27.87 / 24.01
Non-scoringCAKE / S&P
5.56 / 4.19
Non-scoringCAKE / S&P
CAKE unavailable / $4.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.17b
2023-Q11/3 WinCAKE / S&P
11.35% / 7.50%
LoseCAKE / S&P
9.11% / 10.77%
LoseCAKE / S&P
-37.09% / -15.69%
Non-scoringCAKE / S&P
1.42% / 10.82%
Non-scoringCAKE / S&P
37.11 / 22.66
Non-scoringCAKE / S&P
5.94 / 3.93
Non-scoringCAKE / S&P
CAKE unavailable / $4.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.13b
2022-Q42/3 WinCAKE / S&P
9.10% / 7.56%
WinCAKE / S&P
12.83% / 11.88%
LoseCAKE / S&P
-18.45% / -17.99%
Non-scoringCAKE / S&P
1.31% / 11.09%
Non-scoringCAKE / S&P
38.39 / 22.65
Non-scoringCAKE / S&P
5.67 / 3.75
Non-scoringCAKE / S&P
CAKE unavailable / $3.70m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.15b
2022-Q33/3 WinCAKE / S&P
11.80% / -4.88%
WinCAKE / S&P
17.80% / 13.47%
WinCAKE / S&P
630.77% / -1.41%
Non-scoringCAKE / S&P
1.52% / 12.28%
Non-scoringCAKE / S&P
31.40 / 20.58
Non-scoringCAKE / S&P
4.71 / 3.60
Non-scoringCAKE / S&P
CAKE unavailable / $3.70m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.17b
2022-Q21/3 LoseCAKE / S&P
-33.06% / -16.10%
WinCAKE / S&P
27.91% / 13.71%
LoseCAKE / S&P
-229.13% / 11.04%
Non-scoringCAKE / S&P
2.65% / 13.03%
Non-scoringCAKE / S&P
17.67 / 20.28
Non-scoringCAKE / S&P
4.08 / 3.78
Non-scoringCAKE / S&P
CAKE unavailable / $3.70m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.17b
2022-Q12/3 WinCAKE / S&P
1.63% / -4.60%
WinCAKE / S&P
55.04% / 15.97%
LoseCAKE / S&P
-146.46% / 42.23%
Non-scoringCAKE / S&P
2.96% / 14.22%
Non-scoringCAKE / S&P
23.01 / 22.19
Non-scoringCAKE / S&P
5.94 / 4.51
Non-scoringCAKE / S&P
CAKE unavailable / $3.70m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.20b
2021-Q41/3 LoseCAKE / S&P
-16.70% / 11.03%
WinCAKE / S&P
47.62% / 15.00%
LoseCAKE / S&P
-116.27% / 96.40%
Non-scoringCAKE / S&P
2.47% / 15.13%
Non-scoringCAKE / S&P
28.59 / 23.63
Non-scoringCAKE / S&P
6.27 / 4.73
Non-scoringCAKE / S&P
CAKE unavailable / $3.63m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.13b
2021-Q31/3 LoseCAKE / S&P
-13.25% / 0.58%
WinCAKE / S&P
27.45% / 10.77%
LoseCAKE / S&P
-102.97% / 69.42%
Non-scoringCAKE / S&P
1.40% / 14.13%
Non-scoringCAKE / S&P
66.91 / 25.35
Non-scoringCAKE / S&P
7.89 / 4.38
Non-scoringCAKE / S&P
CAKE unavailable / $3.63m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.19b
2021-Q21/3 LoseCAKE / S&P
-7.40% / 8.55%
WinCAKE / S&P
12.64% / 6.58%
LoseCAKE / S&P
-61.04% / 51.81%
Non-scoringCAKE / S&P
-0.93% / 13.34%
Non-scoringCAKE / S&P
CAKE unavailable / 26.70
Non-scoringCAKE / S&P
8.57 / 4.43
Non-scoringCAKE / S&P
CAKE unavailable / $3.63m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.11b
2021-Q12/3 WinCAKE / S&P
57.88% / 6.17%
LoseCAKE / S&P
-20.12% / -1.06%
WinCAKE / S&P
277.91% / 7.39%
Non-scoringCAKE / S&P
-5.68% / 11.60%
Non-scoringCAKE / S&P
CAKE unavailable / 30.50
Non-scoringCAKE / S&P
8.63 / 4.23
Non-scoringCAKE / S&P
CAKE unavailable / $3.63m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.10b
2020-Q41/3 WinCAKE / S&P
33.60% / 12.15%
LoseCAKE / S&P
-20.12% / -3.72%
LoseCAKE / S&P
-322.11% / -33.42%
Non-scoringCAKE / S&P
-12.78% / 8.86%
Non-scoringCAKE / S&P
CAKE unavailable / 39.26
Non-scoringCAKE / S&P
5.84 / 4.05
Non-scoringCAKE / S&P
CAKE unavailable / $3.17m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.01b
2020-Q31/3 WinCAKE / S&P
21.03% / 8.93%
LoseCAKE / S&P
-10.58% / -2.04%
LoseCAKE / S&P
-308.57% / -27.10%
Non-scoringCAKE / S&P
-8.12% / 9.24%
Non-scoringCAKE / S&P
CAKE unavailable / 34.27
Non-scoringCAKE / S&P
3.82 / 3.65
Non-scoringCAKE / S&P
CAKE unavailable / $3.17m
Non-scoringCAKE / S&P
CAKE unavailable / $0.02b
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
2020-Q21/3 WinCAKE / S&P
34.19% / 20.54%
LoseCAKE / S&P
-7.23% / -0.46%
LoseCAKE / S&P
-238.72% / -27.11%
Non-scoringCAKE / S&P
-5.84% / 9.37%
Non-scoringCAKE / S&P
CAKE unavailable / 31.29
Non-scoringCAKE / S&P
2.96 / 3.44
Non-scoringCAKE / S&P
CAKE unavailable / $3.17m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.03b
2020-Q11/3 LoseCAKE / S&P
-55.54% / -19.60%
WinCAKE / S&P
6.44% / 3.47%
LoseCAKE / S&P
-139.63% / -14.75%
Non-scoringCAKE / S&P
-1.44% / 10.68%
Non-scoringCAKE / S&P
CAKE unavailable / 22.80
Non-scoringCAKE / S&P
1.83 / 2.92
Non-scoringCAKE / S&P
CAKE unavailable / $3.17m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.05b
2019-Q42/3 LoseCAKE / S&P
-5.98% / 9.07%
WinCAKE / S&P
6.45% / 5.36%
WinCAKE / S&P
33.80% / 2.99%
Non-scoringCAKE / S&P
5.13% / 12.81%
Non-scoringCAKE / S&P
13.63 / 22.78
Non-scoringCAKE / S&P
3.03 / 3.53
Non-scoringCAKE / S&P
CAKE unavailable / $3.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.05b
2019-Q30/3 LoseCAKE / S&P
-3.78% / 1.70%
LoseCAKE / S&P
2.36% / 5.02%
LoseCAKE / S&P
-30.00% / 0.21%
Non-scoringCAKE / S&P
CAKE unavailable / 12.41%
Non-scoringCAKE / S&P
10.41 / 22.44
Non-scoringCAKE / S&P
3.46 / 3.30
Non-scoringCAKE / S&P
CAKE unavailable / $3.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.09b
2019-Q20/3 LoseCAKE / S&P
-10.01% / 4.30%
LoseCAKE / S&P
2.75% / 6.64%
LoseCAKE / S&P
-20.34% / 8.65%
Non-scoringCAKE / S&P
CAKE unavailable / 12.79%
Non-scoringCAKE / S&P
CAKE unavailable / 21.37
Non-scoringCAKE / S&P
3.59 / 3.32
Non-scoringCAKE / S&P
CAKE unavailable / $3.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.27b
2019-Q10/3 LoseCAKE / S&P
13.22% / 13.65%
LoseCAKE / S&P
2.86% / 8.12%
LoseCAKE / S&P
-30.45% / 14.29%
Non-scoringCAKE / S&P
CAKE unavailable / 12.97%
Non-scoringCAKE / S&P
CAKE unavailable / 20.86
Non-scoringCAKE / S&P
4.01 / 3.26
Non-scoringCAKE / S&P
CAKE unavailable / $3.08m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $34.35b
2018-Q40/3 LoseCAKE / S&P
-18.20% / -13.52%
LoseCAKE / S&P
3.18% / 9.05%
LoseCAKE / S&P
-34.86% / 18.23%
Non-scoringCAKE / S&P
CAKE unavailable / 13.10%
Non-scoringCAKE / S&P
CAKE unavailable / 19.39
Non-scoringCAKE / S&P
3.45 / 2.94
Non-scoringCAKE / S&P
CAKE unavailable / $3.00m
Non-scoringCAKE / S&P
CAKE unavailable / $0.01b
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
2018-Q30/3 LoseCAKE / S&P
-2.11% / 7.71%
LoseCAKE / S&P
1.18% / 10.21%
LoseCAKE / S&P
10.29% / 19.06%
Non-scoringCAKE / S&P
CAKE unavailable / 13.01%
Non-scoringCAKE / S&P
CAKE unavailable / 22.25
Non-scoringCAKE / S&P
3.89 / 3.45
Non-scoringCAKE / S&P
CAKE unavailable / $3.00m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.17b
2018-Q21/3 WinCAKE / S&P
14.80% / 3.43%
LoseCAKE / S&P
0.12% / 9.03%
LoseCAKE / S&P
3.15% / 14.46%
Non-scoringCAKE / S&P
CAKE unavailable / 12.56%
Non-scoringCAKE / S&P
CAKE unavailable / 22.49
Non-scoringCAKE / S&P
4.21 / 3.25
Non-scoringCAKE / S&P
CAKE unavailable / $3.00m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.19b
2018-Q11/3 WinCAKE / S&P
0.68% / -0.76%
LoseCAKE / S&P
-0.16% / 7.68%
LoseCAKE / S&P
9.09% / 12.46%
Non-scoringCAKE / S&P
CAKE unavailable / 12.27%
Non-scoringCAKE / S&P
CAKE unavailable / 23.41
Non-scoringCAKE / S&P
3.74 / 3.17
Non-scoringCAKE / S&P
CAKE unavailable / $3.00m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.08b
2017-Q42/3 WinCAKE / S&P
15.14% / 6.64%
LoseCAKE / S&P
-0.67% / 7.03%
WinCAKE / S&P
15.55% / 13.82%
Non-scoringCAKE / S&P
CAKE unavailable / 12.09%
Non-scoringCAKE / S&P
CAKE unavailable / 24.25
Non-scoringCAKE / S&P
3.68 / 3.23
Non-scoringCAKE / S&P
CAKE unavailable / $2.92m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.05b
2017-Q30/3 LoseCAKE / S&P
-15.72% / 4.48%
LoseCAKE / S&P
4.20% / 5.68%
LoseCAKE / S&P
0.74% / 17.57%
Non-scoringCAKE / S&P
CAKE unavailable / 12.04%
Non-scoringCAKE / S&P
CAKE unavailable / 23.28
Non-scoringCAKE / S&P
3.41 / 3.08
Non-scoringCAKE / S&P
CAKE unavailable / $2.92m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.11b
2017-Q21/3 LoseCAKE / S&P
-20.29% / 3.09%
WinCAKE / S&P
6.02% / 4.83%
LoseCAKE / S&P
13.49% / 17.74%
Non-scoringCAKE / S&P
CAKE unavailable / 11.96%
Non-scoringCAKE / S&P
CAKE unavailable / 23.40
Non-scoringCAKE / S&P
3.74 / 3.03
Non-scoringCAKE / S&P
CAKE unavailable / $2.92m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.08b
2017-Q13/3 WinCAKE / S&P
6.23% / 6.07%
WinCAKE / S&P
6.98% / 3.67%
WinCAKE / S&P
17.70% / 13.32%
Non-scoringCAKE / S&P
CAKE unavailable / 11.75%
Non-scoringCAKE / S&P
CAKE unavailable / 23.60
Non-scoringCAKE / S&P
4.83 / 3.01
Non-scoringCAKE / S&P
CAKE unavailable / $2.92m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $20.24b
2016-Q43/3 WinCAKE / S&P
20.17% / 3.82%
WinCAKE / S&P
8.34% / 2.09%
WinCAKE / S&P
22.51% / 7.05%
Non-scoringCAKE / S&P
CAKE unavailable / 11.37%
Non-scoringCAKE / S&P
CAKE unavailable / 23.76
Non-scoringCAKE / S&P
4.67 / 2.91
Non-scoringCAKE / S&P
CAKE unavailable / $2.88m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $1.11b
2016-Q33/3 WinCAKE / S&P
4.48% / 3.85%
WinCAKE / S&P
6.08% / 0.20%
WinCAKE / S&P
20.00% / -3.15%
Non-scoringCAKE / S&P
CAKE unavailable / 10.82%
Non-scoringCAKE / S&P
CAKE unavailable / 24.22
Non-scoringCAKE / S&P
4.20 / 2.78
Non-scoringCAKE / S&P
CAKE unavailable / $2.88m
Non-scoringCAKE / S&P
CAKE unavailable / $0.00b
Non-scoringCAKE / S&P
CAKE unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricCAKE total returnS&P 500 Total Return Index
Total return82.39%20.78%
Annualized return82.39%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricCAKE total returnS&P 500 Total Return Index
Total return163.86%83.14%
Annualized return21.42%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricCAKE total returnS&P 500 Total Return Index
Total return166.08%319.30%
Annualized return10.28%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.