Performance analysis of Cheesecake Factory (CAKE)
Annual Return
Over the past 3 years, CAKE has had an average annual return of +28.22%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CAKE has had an average annual return of +5.03%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, CAKE has had an average annual return of +4.80%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, CAKE has had an average annual return of +8.82%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.03% | +8.62% | +39.33% | +13.95% | -17.02% | +5.64% | -3.54% | -7.83% | -7.45% | -17.85% | +32.10% | -7.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.64% | +49.44% | +12.25% | -4.27% | +42.01% | +113.77% | -57.40% | -3.62% | -34.21% | +15.15% | +10.59% | +21.83% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +3.97% | +35.89% | +64.48% | +16.67% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.82% | +11.77% | -15.09% | +14.83% | +5.60% | -2.35% | +29.03% | ||||||
| 2025 | +18.36% | -3.78% | -9.45% | +3.51% | +10.07% | +13.58% | +2% | -3.42% | -11.10% | -8.86% | -3.73% | +5.92% | +8.62% |
| 2024 | -1.83% | +2.94% | +2.95% | -4.51% | +12.27% | +2.10% | -1.02% | +1.85% | +3.15% | +13.98% | +10.17% | -6.32% | +39.33% |
| 2023 | +23.78% | -4.61% | -5.69% | -3.88% | -6.25% | +10.37% | +6.36% | -12.73% | -4.87% | +2.54% | +1.74% | +11.67% | +13.95% |
| 2022 | -8.86% | +19.93% | -7.01% | -7.24% | -10.82% | -19.11% | +10.64% | +5.70% | -4.38% | +22.30% | -1.42% | -9.50% | -17.02% |
| 2021 | +21.34% | +22.19% | +6.48% | +6.97% | -6.02% | -7.89% | -16.46% | +3.07% | +0.75% | -13.53% | -5.71% | +2.16% | +5.64% |
| 2020 | -1.18% | -7.21% | -51.51% | +30.51% | -3.64% | +6.70% | +4.71% | +23.04% | -6.06% | +7.14% | +26.11% | -1.12% | -3.54% |
| 2019 | +3.15% | +5.39% | +4.15% | +1.43% | -12.23% | +1.09% | -1.46% | -11.00% | +9.71% | +0.26% | +5.23% | -10.89% | -7.83% |
| 2018 | +2.10% | -4.91% | +3.72% | +7.73% | +0.27% | +6.27% | +1.76% | -4.48% | +0.69% | -9.71% | -1.75% | -7.80% | -7.45% |
| 2017 | +0.63% | +1.31% | +4.19% | +1.26% | -7.70% | -14.72% | -5.41% | -12.36% | +1.67% | +6.22% | +10.32% | -1.75% | -17.85% |
Drawdown analysis of Cheesecake Factory (CAKE)
The maximum drawdown for the CAKE was -86.17%, occurring on Nov 20, 2008. Recovery took 1092 trading sessions.
The current CAKE drawdown is -3.95%.
Since Nov 1, 1999 CAKE has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 7 times
- 20% or more: 9 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.17% | Feb 2, 2006 | 706 | Nov 20, 2008 | 1092 | Mar 27, 2013 | 1798 |
| -75.51% | May 3, 2017 | 734 | Apr 2, 2020 | 237 | Mar 12, 2021 | 971 |
| -58.25% | May 7, 2021 | 289 | Jun 30, 2022 | 737 | Jun 9, 2025 | 1026 |
| -40.02% | May 3, 2002 | 94 | Sep 17, 2002 | 301 | Nov 25, 2003 | 395 |
| -36.39% | Jul 23, 2025 | 85 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -36.08% | Jul 23, 2001 | 43 | Sep 27, 2001 | 35 | Nov 15, 2001 | 78 |
| -31.59% | Nov 15, 2000 | 84 | Mar 20, 2001 | 86 | Jul 23, 2001 | 170 |
| -21.92% | Mar 4, 2004 | 54 | May 20, 2004 | 123 | Nov 15, 2004 | 177 |
| -21.47% | Aug 5, 2015 | 71 | Nov 13, 2015 | 250 | Nov 10, 2016 | 321 |
| -19.71% | May 15, 2000 | 28 | Jun 23, 2000 | 11 | Jul 11, 2000 | 39 |
| -18.89% | Jul 26, 2005 | 40 | Sep 21, 2005 | 50 | Dec 1, 2005 | 90 |
| -18.83% | Dec 31, 1999 | 39 | Feb 28, 2000 | 22 | Mar 29, 2000 | 61 |
| -18.47% | Apr 3, 2000 | 9 | Apr 14, 2000 | 16 | May 9, 2000 | 25 |
| -16.03% | Mar 29, 2005 | 23 | Apr 29, 2005 | 60 | Jul 26, 2005 | 83 |
| -15.61% | Sep 29, 2000 | 9 | Oct 12, 2000 | 11 | Oct 27, 2000 | 20 |
| -14.96% | Nov 3, 1999 | 31 | Dec 17, 1999 | 4 | Dec 23, 1999 | 35 |
| -13.49% | Jan 26, 2015 | 28 | Mar 6, 2015 | 70 | Jun 16, 2015 | 98 |
| -12.94% | Nov 22, 2013 | 47 | Feb 3, 2014 | 194 | Nov 7, 2014 | 241 |
| -12.10% | Mar 15, 2021 | 7 | Mar 24, 2021 | 25 | Apr 29, 2021 | 32 |
| -11.88% | Jan 8, 2002 | 29 | Feb 20, 2002 | 32 | Apr 8, 2002 | 61 |
| -11.74% | Jul 12, 2000 | 4 | Jul 18, 2000 | 13 | Aug 4, 2000 | 17 |
| -10.67% | Dec 1, 2004 | 34 | Jan 20, 2005 | 14 | Feb 9, 2005 | 48 |
| -9.07% | Dec 7, 2016 | 20 | Jan 6, 2017 | 62 | Apr 6, 2017 | 82 |
| -9.00% | Dec 1, 2003 | 27 | Jan 9, 2004 | 18 | Feb 5, 2004 | 45 |
| -8.19% | Nov 15, 2001 | 4 | Nov 21, 2001 | 9 | Dec 5, 2001 | 13 |