| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BCAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.6% | +1.8% | −2.7% | +5.5% | +1.6% | +10.4% | +3.2% | — | — | — | — | — | +16.5% | +7.5% | +8.9pp |
| 2025 | +0.4% | −3.7% | −10.4% | −2.5% | +6.9% | +5.5% | −4.9% | +12.3% | −1.0% | +10.9% | +5.0% | −3.3% | +13.5% | +17.7% | −4.2pp |
| 2024 | −5.2% | −7.4% | −2.2% | −6.2% | −0.5% | −3.2% | +17.2% | −5.2% | −1.2% | −1.4% | +22.9% | −7.7% | −4.7% | +24.9% | −29.6pp |
| 2023 | +1.0% | +0.0% | −15.0% | +1.4% | −6.6% | +0.2% | +11.9% | −8.1% | −0.6% | −4.0% | +8.6% | +18.8% | +3.1% | +26.2% | −23.1pp |
| 2022 | +2.7% | +0.6% | −0.6% | −2.9% | −0.1% | +1.0% | +0.2% | +1.9% | +5.2% | −0.6% | +3.7% | +0.8% | +12.3% | −18.2% | +30.4pp |
| 2021 | +7.5% | −5.8% | +11.6% | −5.2% | −0.7% | +7.0% | −1.7% | +0.0% | +10.5% | −2.8% | −0.7% | −1.4% | +17.6% | +28.7% | −11.2pp |
| 2020 | −2.4% | −4.0% | −26.7% | +2.6% | −2.7% | +10.3% | −6.2% | −1.7% | −5.6% | +6.0% | +45.5% | −1.5% | +0.0% | +18.3% | −18.3pp |
| 2019 | −1.2% | +1.5% | +0.2% | −0.2% | −1.2% | −1.1% | −2.0% | −1.2% | −0.6% | −4.6% | +3.0% | +4.5% | −3.4% | +31.2% | −34.6pp |
| 2018 | +9.5% | −7.1% | −1.0% | −3.4% | +0.3% | +2.5% | +2.0% | +1.7% | +3.5% | −7.5% | −3.4% | −6.7% | −10.5% | −4.6% | −5.9pp |
| 2017 | +0.0% | +4.3% | +2.1% | +0.0% | +0.0% | +4.9% | +0.0% | +1.9% | −0.8% | +3.5% | +9.7% | +0.0% | +28.3% | +21.7% | +6.6pp |
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. BCAL 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 45% | 45% | 27% | 27% | 27% | 73% | 45% | 60% | 30% | 30% | 80% | 30% |
| Median | +0.0% | −0.6% | −1.0% | −0.2% | −0.1% | +2.5% | +0.0% | +0.8% | −0.6% | −1.0% | +6.8% | −0.7% |
| Best | +9.5% | +4.3% | +11.6% | +5.5% | +6.9% | +10.4% | +17.2% | +12.3% | +10.5% | +10.9% | +45.5% | +18.8% |
| Worst | −5.2% | −7.4% | −26.7% | −6.2% | −6.6% | −3.2% | −6.2% | −8.1% | −5.6% | −7.5% | −3.4% | −7.7% |
| vs SPY ⓘ | −2.3pp | −0.5pp | −4.4pp | −2.1pp | −1.7pp | +1.9pp | −3.5pp | −0.5pp | −0.9pp | −0.6pp | +2.5pp | −1.6pp |
127 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
