The Cheesecake Factory Incorporated (CAKE) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$11,709
Total Return
17.09%
CAGR
3.21%
Dividends
$790.42
Yield on Cost
7.90%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.53% |
| Median | +0.20% |
| Best | +33.02% |
| Worst | -27.68% |
| % of Windows Positive | 50.6% |
1-Year (252 Trading Days)
| Average | +12.62% |
| Median | +8.56% |
| Best | +85.33% |
| Worst | -50.93% |
| % of Windows Positive | 64.2% |
3-Year (756 Trading Days)
| Average | +45.78% |
| Median | +45.81% |
| Best | +167.65% |
| Worst | -44.30% |
| % of Windows Positive | 76.2% |
Risk Metrics
| Maximum Drawdown | -58.32% |
| Average Drawdown | -32.54% |
| Drawdown Duration | 1033 Trading Days |
| Sortino Ratio | 0.41 |
| Calmar Ratio | 0.05 |
| CVaR (5%) | -5.40% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +22.96% (+97.42% ann.) | +$2296.21 | $59.43 | $11.89 | $0.09 |
| 2025 | +8.17% | +$816.80 | $229.05 | $45.81 | $0.37 |
| 2024 | +38.55% | +$3855.19 | $311.24 | $62.25 | $0.50 |
| 2023 | +13.23% | +$1322.59 | $343.75 | $68.75 | $0.55 |
| 2022 | -17.42% | $1742.30 | $208.26 | $41.65 | $0.33 |
| 2021 | +5.64% | +$563.95 | $0.00 | $0.00 | $0.00 |
| 2020 | -3.76% | $376.02 | $92.64 | $18.53 | $0.15 |
| 2019 | -8.41% | $841.39 | $320.07 | $64.01 | $0.51 |
| 2018 | -7.91% | $790.68 | $259.29 | $51.86 | $0.41 |
| 2017 | -18.19% | $1818.88 | $178.01 | $35.60 | $0.29 |
| 2016 | +31.65% | +$3164.69 | $191.84 | $38.37 | $0.31 |
| 2015 | -7.30% | $730.01 | $145.72 | $29.14 | $0.23 |
| 2014 | +5.36% | +$535.57 | $126.88 | $25.38 | $0.20 |
| 2013 | +49.06% | +$4906.05 | $159.62 | $31.92 | $0.26 |
| 2012 | +12.09% | +$1208.74 | $81.89 | $16.38 | $0.13 |
| 2011 | -4.27% | $427.27 | $0.00 | $0.00 | $0.00 |
| 2010 | +42.01% | +$4201.02 | $0.00 | $0.00 | $0.00 |
| 2009 | +113.76% | +$11376.23 | $0.00 | $0.00 | $0.00 |
| 2008 | -57.40% | $5740.19 | $0.00 | $0.00 | $0.00 |
| 2007 | -3.62% | $361.79 | $0.00 | $0.00 | $0.00 |
| 2006 | -34.21% | $3420.70 | $0.00 | $0.00 | $0.00 |
| 2005 | +15.15% | +$1515.24 | $0.00 | $0.00 | $0.00 |
| 2004 | +10.59% | +$1059.26 | $0.00 | $0.00 | $0.00 |
| 2003 | +21.83% | +$2182.57 | $0.00 | $0.00 | $0.00 |
| 2002 | +3.97% | +$396.89 | $0.00 | $0.00 | $0.00 |
| 2001 | +35.91% | +$3590.88 | $0.00 | $0.00 | $0.00 |
| 2000 | +64.46% | +$6446.43 | $0.00 | $0.00 | $0.00 |
| 1999 | +18.02% | +$1801.90 | $0.00 | $0.00 | $0.00 |
| 1998 | +45.85% | +$4585.04 | $0.00 | $0.00 | $0.00 |
| 1997 | +68.28% | +$6827.58 | $0.00 | $0.00 | $0.00 |
| 1996 | -15.70% | $1569.76 | $0.00 | $0.00 | $0.00 |
| 1995 | +36.51% | +$3650.78 | $0.00 | $0.00 | $0.00 |
| 1994 | -31.02% | $3102.19 | $0.00 | $0.00 | $0.00 |
| 1993 | +42.71% | +$4270.84 | $0.00 | $0.00 | $0.00 |
| 1992 partial | -11.93% (-35.98% ann.) | $1192.66 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +86.76% | +14.59% | +$8675.75 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +121.23% | +36.14% | +$12122.69 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +26.11% | +4.75% | +$2610.98 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -69.92% | -57.28% | $6992.20 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +274.60% | +47.88% | +$27459.92 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +38.35% | +4.38% | +$3835.30 | $2128.02 | $425.60 | $3.41 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -62.48% | -100.00% | $6247.66 | $85.21 | $17.04 | $0.14 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +61.60% | +116.47% | +$6160.25 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +5.68% | +5.38% | +$567.72 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -12.59% | -13.31% | $1258.64 | $141.36 | $28.27 | $0.23 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +10.77% | +5.67% | +$1076.87 | $608.00 | $121.60 | $0.97 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +66.18% | +37.69% | +$6617.57 | $437.27 | $87.45 | $0.70 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-08-06 | $0.1200 | 0.36% |
| 2012-11-05 | $0.1200 | 0.36% |
| 2013-03-04 | $0.1200 | 0.35% |
| 2013-05-06 | $0.1200 | 0.30% |
| 2013-08-05 | $0.1400 | 0.32% |
| 2013-11-04 | $0.1400 | 0.30% |
| 2014-02-24 | $0.1400 | 0.30% |
| 2014-05-05 | $0.1400 | 0.31% |
| 2014-08-04 | $0.1650 | 0.38% |
| 2014-11-03 | $0.1650 | 0.36% |
| 2015-02-23 | $0.1650 | 0.34% |
| 2015-05-04 | $0.1650 | 0.33% |
| 2015-08-03 | $0.2000 | 0.35% |
| 2015-11-05 | $0.2000 | 0.41% |
| 2016-02-26 | $0.2000 | 0.40% |
| 2016-05-09 | $0.2000 | 0.39% |
| 2016-08-08 | $0.2400 | 0.47% |
| 2016-11-07 | $0.2400 | 0.46% |
| 2017-03-06 | $0.2400 | 0.39% |
| 2017-05-15 | $0.2400 | 0.41% |
| 2017-08-14 | $0.2900 | 0.65% |
| 2017-11-14 | $0.2900 | 0.65% |
| 2018-02-27 | $0.2900 | 0.60% |
| 2018-05-09 | $0.2900 | 0.54% |
| 2018-08-14 | $0.3300 | 0.66% |
| 2018-11-13 | $0.3300 | 0.66% |
| 2019-03-01 | $0.3300 | 0.70% |
| 2019-05-15 | $0.3300 | 0.69% |
| 2019-08-13 | $0.3600 | 0.92% |
| 2019-11-08 | $0.3600 | 0.83% |
| 2020-03-06 | $0.3600 | 1.14% |
| 2022-05-10 | $0.2700 | 0.80% |
| 2022-08-09 | $0.2700 | 0.87% |
| 2022-11-14 | $0.2700 | 0.73% |
| 2023-03-07 | $0.2700 | 0.73% |
| 2023-05-23 | $0.2700 | 0.81% |
| 2023-08-15 | $0.2700 | 0.79% |
| 2023-11-14 | $0.2700 | 0.86% |
| 2024-03-05 | $0.2700 | 0.77% |
| 2024-05-21 | $0.2700 | 0.70% |
| 2024-08-14 | $0.2700 | 0.74% |
| 2024-11-13 | $0.2700 | 0.56% |
| 2025-03-05 | $0.2700 | 0.54% |
| 2025-05-14 | $0.2700 | 0.50% |
| 2025-08-12 | $0.2700 | 0.44% |
| 2025-11-10 | $0.2700 | 0.57% |
| 2026-03-04 | $0.3000 | 0.47% |
| Total | 47 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2022-05-10 | $46.87 | $9.37 | $0.07 | 1.0903 |
| 2022-08-09 | $47.16 | $9.43 | $0.08 | 1.2568 |
| 2022-11-14 | $47.50 | $9.50 | $0.08 | 1.0407 |
| 2023-03-07 | $47.78 | $9.56 | $0.08 | 1.0420 |
| 2023-05-23 | $48.06 | $9.61 | $0.08 | 1.1625 |
| 2023-08-15 | $48.38 | $9.68 | $0.08 | 1.1208 |
| 2023-11-14 | $48.68 | $9.74 | $0.08 | 1.1933 |
| 2024-03-05 | $49.00 | $9.80 | $0.08 | 1.0913 |
| 2024-05-21 | $49.30 | $9.86 | $0.08 | 1.0470 |
| 2024-08-14 | $49.58 | $9.92 | $0.08 | 1.1195 |
| 2024-11-13 | $49.88 | $9.98 | $0.08 | 0.8242 |
| 2025-03-05 | $50.10 | $10.02 | $0.08 | 0.8012 |
| 2025-05-14 | $50.32 | $10.06 | $0.08 | 0.7406 |
| 2025-08-12 | $50.52 | $10.10 | $0.08 | 0.6468 |
| 2025-11-10 | $50.69 | $10.14 | $0.08 | 0.8806 |
| 2026-03-04 | $56.59 | $11.32 | $0.09 | 0.7055 |
| Total | $790.42 | $158.08 | $1.26 | 15.7632 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.