| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AEVA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.8% | +3.8% | −0.8% | +21.5% | +76.2% | +1.9% | −51.3% | — | — | — | — | — | +5.3% | +7.5% | −2.2pp |
| 2025 | −10.7% | −15.6% | +95.5% | +1.6% | +157.0% | +106.8% | −50.7% | −20.6% | −2.1% | +12.7% | −31.8% | +19.1% | +179.6% | +17.7% | +161.9pp |
| 2024 | +12.4% | +18.5% | −22.2% | −20.6% | +3.5% | −22.0% | +44.0% | −9.1% | −0.3% | +11.9% | +25.0% | +3.3% | +25.4% | +24.9% | +0.5pp |
| 2023 | +24.3% | +5.9% | −33.5% | −16.6% | +21.0% | +4.2% | +0.0% | −24.6% | −18.8% | −34.9% | +12.2% | +35.6% | −44.3% | +26.2% | −70.5pp |
| 2022 | −30.8% | −19.7% | +3.1% | −24.2% | −0.9% | −3.7% | +12.8% | −12.7% | −39.3% | +7.0% | −16.0% | −19.0% | −82.0% | −18.2% | −63.8pp |
| 2021 · part | — | — | — | −16.6% | +0.9% | +8.3% | −17.1% | +12.0% | −19.1% | −2.3% | +28.2% | −24.0% | −34.8% | +28.7% | −63.6pp |
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. AEVA 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 ⓘ | 5 | 5 | 5 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 60% | 40% | 33% | 83% | 67% | 33% | 20% | 0% | 60% | 60% | 60% |
| Median | −3.8% | +3.8% | −0.8% | −16.6% | +12.2% | +3.0% | −8.6% | −12.7% | −18.8% | +7.0% | +12.2% | +3.3% |
| Best | +24.3% | +18.5% | +95.5% | +21.5% | +157.0% | +106.8% | +44.0% | +12.0% | −0.3% | +12.7% | +28.2% | +35.6% |
| Worst | −30.8% | −19.7% | −33.5% | −24.2% | −0.9% | −22.0% | −51.3% | −24.6% | −39.3% | −34.9% | −31.8% | −24.0% |
| vs SPY ⓘ | −5.3pp | +4.7pp | −0.7pp | −16.0pp | +10.4pp | +3.7pp | −11.4pp | −11.4pp | −14.1pp | −1.2pp | +3.1pp | +5.7pp |
64 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
