| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BCP.LS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.0% | −2.5% | −6.7% | +9.3% | +7.0% | +10.3% | +1.4% | — | — | — | — | — | +21.5% | +7.5% | +13.9pp |
| 2025 | +8.8% | +6.2% | +3.8% | +1.2% | +21.7% | +0.2% | +9.0% | +0.3% | +4.0% | +1.6% | +7.3% | +9.1% | +100.3% | +17.7% | +82.6pp |
| 2024 | −1.6% | −1.1% | +17.1% | +5.1% | +13.1% | −4.6% | +15.8% | +6.7% | −2.5% | +14.3% | −3.4% | +3.8% | +78.4% | +24.9% | +53.6pp |
| 2023 | +33.4% | +16.8% | −10.6% | +14.2% | −11.8% | +6.8% | +18.0% | −0.7% | +1.2% | +11.2% | +6.4% | −11.0% | +87.4% | +26.2% | +61.3pp |
| 2022 | +6.8% | +9.7% | +4.8% | −14.5% | +29.6% | −13.6% | −12.4% | +0.5% | −16.1% | +18.6% | +5.7% | −4.1% | +4.4% | −18.2% | +22.6pp |
| 2021 | −7.3% | +2.6% | −0.9% | +7.2% | +27.8% | −15.1% | −11.1% | +9.3% | +19.4% | −0.4% | −8.1% | −1.8% | +14.4% | +28.7% | −14.4pp |
| 2020 | −5.5% | −15.2% | −36.9% | −0.5% | −3.4% | +8.6% | −8.2% | +0.5% | −18.6% | −6.1% | +57.2% | +4.0% | −39.3% | +18.3% | −57.6pp |
| 2019 | +5.0% | +0.0% | −4.4% | +8.6% | +0.8% | +9.6% | −15.0% | −16.4% | −1.3% | +6.5% | −3.4% | +3.5% | −10.2% | +31.2% | −41.4pp |
| 2018 | +18.4% | −8.4% | −7.8% | +2.2% | −9.7% | +2.5% | +4.3% | −6.6% | +1.7% | −6.6% | +4.2% | −7.5% | −15.6% | −4.6% | −11.1pp |
| 2017 | −15.2% | −3.6% | +30.1% | +4.4% | +12.3% | +2.5% | +2.4% | −7.5% | +9.8% | +4.6% | +0.4% | +5.6% | +47.4% | +21.7% | +25.7pp |
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. BCP.LS 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.
