| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BCHG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.5% | −14.0% | +3.1% | −6.9% | −32.7% | −29.4% | +8.0% | — | — | — | — | — | −63.0% | +9.3% | −72.3pp |
| 2025 | −25.8% | −20.2% | −24.1% | +19.7% | +10.7% | +23.3% | +9.6% | −6.7% | +12.7% | −5.0% | +0.3% | +1.9% | −17.7% | +17.7% | −35.4pp |
| 2024 | −18.1% | +15.9% | +316.8% | −38.7% | +11.8% | −9.9% | −9.4% | −34.3% | +9.2% | +21.1% | −23.6% | −15.2% | +24.6% | +24.9% | −0.3pp |
| 2023 | +83.8% | +19.9% | +4.2% | −3.1% | −1.7% | +200.0% | −39.0% | +0.5% | +19.5% | +6.7% | +21.1% | +83.3% | +1039.2% | +26.2% | +1013.0pp |
| 2022 | −35.0% | −0.5% | +39.6% | −23.5% | −39.0% | −39.2% | +52.6% | −26.7% | −4.9% | −7.2% | −25.6% | −33.7% | −87.5% | −18.2% | −69.4pp |
| 2021 · part | — | — | −36.1% | +47.6% | −22.1% | −35.9% | −66.8% | +23.1% | −19.5% | +0.2% | −5.5% | −30.9% | −89.8% | +28.7% | −118.6pp |
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. BCHG 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 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 40% | 67% | 33% | 33% | 33% | 50% | 40% | 60% | 60% | 40% | 40% |
| Median | −18.1% | −0.5% | +3.7% | −5.0% | −11.9% | −19.7% | −0.7% | −6.7% | +9.2% | +0.2% | −5.5% | −15.2% |
| Best | +83.8% | +19.9% | +316.8% | +47.6% | +11.8% | +200.0% | +52.6% | +23.1% | +19.5% | +21.1% | +21.1% | +83.3% |
| Worst | −35.0% | −20.2% | −36.1% | −38.7% | −39.0% | −39.2% | −66.8% | −34.3% | −19.5% | −7.2% | −25.6% | −33.7% |
| vs SPY ⓘ | −19.7pp | +2.4pp | +4.3pp | −9.7pp | −12.5pp | −20.9pp | −1.7pp | −8.7pp | +7.1pp | −6.8pp | −4.7pp | −12.8pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
