| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ABCL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.8% | −0.3% | −3.3% | +18.9% | +48.7% | +27.2% | −31.3% | — | — | — | — | — | +57.6% | +7.5% | +50.1pp |
| 2025 | +8.2% | −18.5% | −13.7% | +17.0% | −22.6% | +69.8% | +30.3% | −6.5% | +20.3% | +10.3% | −32.8% | −8.3% | +16.7% | +17.7% | −1.0pp |
| 2024 | −10.5% | −1.2% | −10.3% | −16.6% | +3.7% | −24.5% | +10.1% | −21.5% | +1.6% | +5.0% | +10.3% | −2.7% | −48.7% | +24.9% | −73.6pp |
| 2023 | +3.9% | −20.2% | −10.2% | −10.1% | +2.8% | −7.3% | +19.7% | −29.5% | −15.6% | −10.7% | +14.6% | +21.2% | −43.6% | +26.2% | −69.8pp |
| 2022 | −37.1% | −3.1% | +11.9% | −21.3% | −0.7% | +39.8% | −5.7% | +6.4% | −7.4% | +19.6% | +8.8% | −21.3% | −29.2% | −18.2% | −11.0pp |
| 2021 | +31.3% | −28.6% | −9.9% | −21.5% | +0.7% | −18.0% | −31.0% | +10.6% | +19.4% | −21.6% | −4.8% | −4.4% | −64.5% | +28.7% | −93.2pp |
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. ABCL 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 67% | 0% | 17% | 33% | 67% | 50% | 50% | 40% | 60% | 60% | 60% | 20% |
| Median | +4.9% | −10.8% | −10.1% | −13.3% | +1.7% | +10.0% | +2.2% | −6.5% | +1.6% | +5.0% | +8.8% | −4.4% |
| Best | +31.3% | −0.3% | +11.9% | +18.9% | +48.7% | +69.8% | +30.3% | +10.6% | +20.3% | +19.6% | +14.6% | +21.2% |
| Worst | −37.1% | −28.6% | −13.7% | −21.5% | −22.6% | −24.5% | −31.3% | −29.5% | −15.6% | −21.6% | −32.8% | −21.3% |
| vs SPY ⓘ | +1.0pp | −11.8pp | −10.9pp | −12.1pp | −0.4pp | +7.2pp | −3.0pp | −8.5pp | +1.8pp | +5.9pp | +3.2pp | −8.4pp |
67 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
