| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BDCO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −17.6% | +22.2% | +67.8% | +52.9% | +9.0% | −7.0% | +13.2% | — | — | — | — | — | +196.5% | +9.3% | +187.1pp |
| 2025 | −3.4% | −22.3% | +3.9% | −1.1% | −16.9% | +18.4% | −5.6% | −7.1% | −24.7% | +12.6% | +9.0% | −2.7% | −40.1% | +17.7% | −57.8pp |
| 2024 | +13.0% | −12.7% | +21.8% | +28.1% | −26.3% | −16.1% | +18.5% | −17.9% | +0.5% | −6.2% | −17.2% | −24.0% | −45.1% | +24.9% | −70.0pp |
| 2023 | +8.9% | +15.7% | −2.0% | +28.7% | +29.5% | +47.7% | +35.4% | −36.6% | −3.4% | +19.3% | −6.3% | −2.9% | +173.4% | +26.2% | +147.2pp |
| 2022 | — | — | — | — | — | — | +396.7% | +27.5% | −35.8% | +43.4% | −30.3% | +29.5% | +426.7% | −18.2% | +444.8pp |
| 2021 | +9.4% | +42.9% | +12.0% | −8.9% | −11.8% | +5.6% | −36.9% | +16.7% | −4.9% | +11.1% | −21.6% | +3.4% | −6.3% | +28.7% | −35.0pp |
| 2020 | −9.4% | +21.4% | +11.8% | −3.5% | +0.0% | −23.6% | +19.0% | −12.0% | −9.1% | −25.0% | −20.0% | +33.3% | −31.0% | +18.3% | −49.3pp |
| 2019 | +8.3% | −23.1% | +11.0% | +0.9% | −3.6% | −2.8% | −4.8% | +20.0% | −1.7% | +1.7% | −21.7% | −50.7% | −61.4% | +31.2% | −92.6pp |
| 2018 | +5.0% | −24.8% | −24.1% | −35.0% | −30.8% | +33.3% | +152.8% | +20.9% | −8.9% | −11.2% | +25.8% | +7.1% | +20.0% | −4.6% | +24.6pp |
| 2017 | +1.8% | −10.3% | +0.0% | −40.0% | +28.6% | −29.6% | −23.2% | −82.9% | +12.0% | −35.7% | −11.1% | +525.0% | −73.9% | +21.7% | −95.6pp |
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. BDCO 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 ⓘ | 25 | 26 | 26 | 26 | 26 | 26 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 72% | 38% | 62% | 35% | 42% | 38% | 56% | 38% | 31% | 38% | 38% | 38% |
| Median | +8.9% | −5.7% | +4.4% | −4.5% | −2.3% | −3.9% | +2.0% | −5.8% | −5.4% | −6.0% | −9.7% | −2.6% |
| Best | +66.7% | +140.3% | +172.7% | +64.8% | +107.5% | +52.2% | +396.7% | +27.5% | +162.2% | +43.4% | +76.3% | +525.0% |
| Worst | −17.6% | −24.8% | −33.3% | −40.0% | −41.9% | −40.6% | −36.9% | −82.9% | −42.5% | −35.7% | −49.6% | −50.7% |
| vs SPY ⓘ | +8.4pp | −6.1pp | +2.8pp | −6.5pp | −4.4pp | −4.3pp | +0.9pp | −4.6pp | −4.4pp | −5.1pp | −12.5pp | −3.6pp |
312 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
