Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.8% | +7.7% | −13.6% | −0.6% | −11.0% | +1.2% | +2.7% | +6.8% | — | — | — | — | −6.1% | +12.9% | −19.0pp |
| 2025 | +7.3% | +1.5% | +2.6% | +2.8% | −11.6% | +2.7% | −0.8% | −8.8% | −6.6% | −0.8% | +7.3% | −0.6% | −6.8% | +17.7% | −24.5pp |
| 2024 | −3.9% | +12.6% | −1.5% | −6.9% | +15.3% | −0.1% | +5.5% | +3.9% | +2.4% | −8.1% | −3.4% | −4.5% | +9.0% | +24.9% | −15.9pp |
| 2023 | +9.7% | −9.3% | +3.4% | +2.8% | +7.1% | +6.1% | +3.4% | −2.3% | −7.1% | −7.4% | +6.0% | +3.3% | +14.3% | +26.2% | −11.9pp |
| 2022 | −11.9% | +0.3% | +3.0% | −10.2% | +5.2% | −6.5% | +11.7% | −15.9% | −11.4% | +4.3% | +13.5% | −0.5% | −21.1% | −18.2% | −2.9pp |
| 2021 | +8.7% | −4.6% | +2.6% | +7.6% | −7.5% | +0.8% | +3.6% | +13.3% | −2.4% | +3.6% | −6.0% | +11.1% | +32.4% | +28.7% | +3.7pp |
| 2020 | +4.2% | +4.0% | −17.1% | +3.9% | +20.3% | −9.8% | +4.6% | −4.4% | −0.7% | −0.2% | +13.0% | +2.7% | +16.6% | +18.3% | −1.7pp |
| 2019 · part | — | — | — | — | −0.0% | +6.7% | −5.3% | +3.8% | −4.4% | +1.7% | −6.7% | +2.3% | −2.8% | +31.2% | −34.0pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 7 | 7 | 7 | 7 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 71% | 71% | 57% | 57% | 50% | 63% | 75% | 50% | 14% | 43% | 57% | 57% |
| Median | +4.2% | +1.5% | +2.6% | +2.8% | +2.6% | +1.0% | +3.5% | +0.7% | −4.4% | −0.2% | +6.0% | +2.3% |
| Best | +9.7% | +12.6% | +3.4% | +7.6% | +20.3% | +6.7% | +11.7% | +13.3% | +2.4% | +4.3% | +13.5% | +11.1% |
| Worst | −11.9% | −9.3% | −17.1% | −10.2% | −11.6% | −9.8% | −5.3% | −15.9% | −11.4% | −8.1% | −6.7% | −4.5% |
| vs SPY ⓘ | +3.4pp | +3.2pp | −1.9pp | −1.5pp | +5.7pp | −0.9pp | +0.7pp | +0.5pp | −2.2pp | −3.4pp | −3.1pp | −0.7pp |
88 monthly observations · 2019–2026 · benchmark SPY
