| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BHP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.8% | +18.7% | −9.1% | +9.0% | +12.1% | −6.3% | +3.1% | — | — | — | — | — | +45.1% | +7.5% | +37.6pp |
| 2025 | +0.7% | −1.4% | +2.1% | −2.0% | +3.0% | −1.8% | +5.4% | +10.1% | +2.1% | +2.3% | −4.1% | +10.3% | +28.9% | +17.7% | +11.2pp |
| 2024 | −10.4% | −6.3% | +3.1% | −4.4% | +7.9% | −4.1% | −2.7% | −0.7% | +15.9% | −10.7% | −5.1% | −7.3% | −24.6% | +24.9% | −49.5pp |
| 2023 | +13.1% | −13.1% | +7.0% | −6.9% | −7.0% | +8.7% | +5.0% | −8.2% | +1.7% | +0.3% | +6.8% | +12.1% | +16.5% | +26.2% | −9.7pp |
| 2022 | +5.4% | +11.4% | +14.0% | −13.3% | +5.5% | −0.1% | −2.0% | −0.3% | −2.6% | −4.4% | +31.3% | −1.2% | +44.2% | −18.2% | +62.4pp |
| 2021 | +2.2% | +13.7% | −6.3% | +4.9% | +1.9% | −1.7% | +7.9% | −15.8% | −13.8% | +2.5% | +2.5% | +7.4% | +0.9% | +28.7% | −27.8pp |
| 2020 | −6.6% | −15.3% | −12.8% | +10.9% | +15.8% | +5.6% | +6.3% | +4.2% | −4.2% | −7.0% | +16.0% | +17.1% | +25.3% | +18.3% | +7.0pp |
| 2019 | +10.5% | +3.3% | +5.5% | −3.1% | −2.0% | +11.9% | −5.5% | −10.5% | +3.6% | −1.0% | +5.4% | +6.2% | +24.5% | +31.2% | −6.8pp |
| 2018 | +6.6% | −5.1% | −2.1% | +5.2% | +6.5% | +0.5% | +4.5% | −8.1% | +6.6% | −7.3% | −3.9% | +8.9% | +10.5% | −4.6% | +15.1pp |
| 2017 | +15.4% | −8.4% | −1.9% | −2.0% | −1.4% | +1.4% | +17.1% | +4.4% | −5.0% | +1.1% | +1.4% | +10.7% | +33.9% | +21.7% | +12.2pp |
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. BHP 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 54% | 59% | 48% | 56% | 52% | 52% | 67% | 38% | 50% | 62% | 62% | 65% |
| Median | +0.5% | +5.5% | −0.0% | +0.8% | +1.9% | +0.5% | +4.5% | −0.8% | +0.5% | +1.1% | +2.1% | +2.8% |
| Best | +18.0% | +20.5% | +22.5% | +22.5% | +16.8% | +18.9% | +17.1% | +10.1% | +25.5% | +17.5% | +31.3% | +17.1% |
| Worst | −14.9% | −15.6% | −12.8% | −13.3% | −17.2% | −11.7% | −12.4% | −15.8% | −25.3% | −25.2% | −18.9% | −8.3% |
| vs SPY ⓘ | +0.9pp | +3.2pp | −0.4pp | −1.2pp | −2.0pp | +0.8pp | +1.7pp | −2.3pp | +2.6pp | −0.2pp | −0.3pp | +3.7pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
