| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.2% | −1.7% | −17.8% | +9.0% | +25.0% | +23.4% | −14.6% | — | — | — | — | — | +0.7% | +7.5% | −6.9pp |
| 2025 | −2.9% | −15.2% | −26.5% | −5.7% | +14.7% | −1.7% | +2.4% | +16.4% | −15.9% | +16.8% | +7.0% | +9.1% | −12.0% | +17.7% | −29.8pp |
| 2024 | +3.6% | +10.2% | −2.1% | −12.0% | −14.9% | −1.5% | −6.1% | −0.2% | +5.8% | +19.2% | +8.4% | +20.0% | +26.9% | +24.9% | +2.0pp |
| 2023 | +26.9% | −1.0% | −7.7% | −7.5% | +8.4% | +21.4% | −6.6% | −12.1% | −13.0% | −13.0% | +11.5% | +10.5% | +8.0% | +26.2% | −18.2pp |
| 2022 | −8.3% | +4.7% | +5.8% | +2.8% | −4.8% | −29.0% | +8.1% | −5.3% | −7.3% | +17.8% | +1.8% | −11.9% | −29.2% | −18.2% | −11.0pp |
| 2021 | +8.9% | +22.0% | +14.1% | −9.1% | +11.6% | −12.5% | −3.9% | −2.2% | +2.9% | −6.4% | −7.9% | +1.5% | +13.9% | +28.7% | −14.8pp |
| 2020 | −6.4% | −28.8% | −36.0% | −1.5% | −12.6% | +24.5% | −14.9% | +17.4% | −5.8% | −8.2% | +25.3% | +11.6% | −44.8% | +18.3% | −63.1pp |
| 2019 | +11.4% | −0.1% | −10.9% | +7.6% | −20.1% | +19.8% | −6.4% | −13.5% | +2.5% | +11.5% | −4.1% | −0.2% | −9.6% | +31.2% | −40.8pp |
| 2018 | +4.4% | +0.1% | −4.2% | −17.4% | +1.7% | −12.8% | +4.2% | +2.6% | +2.1% | −15.1% | +14.8% | −20.0% | −37.7% | −4.6% | −33.1pp |
| 2017 | −5.2% | +5.0% | −8.8% | +0.8% | +13.8% | +3.9% | +0.2% | −11.1% | +6.1% | −1.4% | +8.1% | +3.1% | +12.4% | +21.7% | −9.3pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. AAL is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 20 | 20 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 43% | 43% | 38% | 57% | 38% | 52% | 35% | 50% | 71% | 67% | 71% |
| Median | −0.9% | −1.0% | −2.1% | −3.6% | +1.7% | −2.1% | +0.2% | −2.4% | +0.2% | +12.5% | +7.0% | +4.7% |
| Best | +66.5% | +38.0% | +26.4% | +49.8% | +28.8% | +24.5% | +102.4% | +67.8% | +38.2% | +68.2% | +36.1% | +31.2% |
| Worst | −26.7% | −49.7% | −36.0% | −18.8% | −53.9% | −36.9% | −30.0% | −16.7% | −29.0% | −34.9% | −41.2% | −29.2% |
| vs SPY ⓘ | −1.2pp | −0.9pp | −5.8pp | −4.9pp | +1.2pp | −3.7pp | −1.8pp | −3.2pp | +1.2pp | +9.6pp | +3.9pp | +4.4pp |
250 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
