Over the latest trailing 12-month period, total return cagr is +87.88%. The comparable SPY value is +22.66%. Year-to-date total return is +126.81%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CAKE
$336,428
(33.6x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$194,377
(19.4x return)
Invested on Aug 12, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+126.8%
1-Year Total Return
+87.8%
Current Dividend Yield
1.01%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +83.7% | +87.9% | +4.2% |
| 3 Years | +48.3% | +52.1% | +3.9% |
| 5 Years | +20.5% | +23.3% | +2.8% |
| 10 Years | +8.2% | +10.5% | +2.3% |
| 15 Years | +9.9% | +11.9% | +2.0% |
| 20 Years | +8.4% | +9.9% | +1.5% |
