| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BEPC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.6% | +3.5% | −6.8% | −9.0% | +11.4% | −7.2% | −13.5% | — | — | — | — | — | −14.6% | +7.5% | −22.2pp |
| 2025 | −3.5% | +5.8% | +0.3% | +1.9% | +4.6% | +11.5% | +11.7% | −7.0% | +2.1% | +25.7% | −3.2% | −7.6% | +45.2% | +17.7% | +27.5pp |
| 2024 | −3.0% | −13.8% | +3.6% | −5.4% | +37.3% | −10.0% | −1.0% | +2.7% | +14.6% | −6.4% | +5.5% | −13.3% | +1.0% | +24.9% | −23.9pp |
| 2023 | +14.5% | −10.6% | +25.5% | −4.4% | +1.5% | −6.1% | −1.1% | −9.3% | −14.3% | −4.9% | +18.1% | +8.5% | +9.5% | +26.2% | −16.7pp |
| 2022 | −7.1% | +10.2% | +17.2% | −18.0% | +1.6% | −1.6% | +9.9% | −1.1% | −14.9% | −5.0% | +6.2% | −15.5% | −22.5% | −18.2% | −4.3pp |
| 2021 · part | — | — | +1.3% | −11.4% | +3.7% | −1.8% | +1.2% | +3.9% | −11.4% | +6.7% | −9.8% | −0.5% | −18.4% | +28.7% | −47.2pp |
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. BEPC 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 ⓘ | 40% | 60% | 83% | 17% | 100% | 17% | 50% | 40% | 40% | 40% | 60% | 20% |
| Median | −3.0% | +3.5% | +2.5% | −7.2% | +4.2% | −4.0% | +0.1% | −1.1% | −11.4% | −4.9% | +5.5% | −7.6% |
| Best | +14.5% | +10.2% | +25.5% | +1.9% | +37.3% | +11.5% | +11.7% | +3.9% | +14.6% | +25.7% | +18.1% | +8.5% |
| Worst | −7.1% | −13.8% | −6.8% | −18.0% | +1.5% | −10.0% | −13.5% | −9.3% | −14.9% | −6.4% | −9.8% | −15.5% |
| vs SPY ⓘ | −1.8pp | +4.4pp | +3.1pp | −7.6pp | +2.2pp | −5.1pp | −1.7pp | +0.3pp | −5.6pp | −2.8pp | −0.4pp | −7.7pp |
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.
