| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BOC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.3% | +1.1% | −5.4% | +2.9% | +7.2% | +5.9% | +5.7% | — | — | — | — | — | +16.6% | +7.5% | +9.0pp |
| 2025 | +2.5% | −2.1% | +2.4% | +6.5% | −5.3% | −4.5% | −4.2% | −0.8% | −1.9% | −2.8% | −2.3% | −0.5% | −12.8% | +17.7% | −30.5pp |
| 2024 | −1.5% | +5.9% | −5.8% | −0.1% | −5.4% | −7.9% | +9.2% | −2.8% | +4.1% | −0.7% | +3.5% | −7.1% | −9.9% | +24.9% | −34.7pp |
| 2023 | −0.2% | −8.9% | −1.7% | −13.6% | −6.7% | −1.4% | +3.7% | −9.4% | −7.3% | −13.2% | +1.9% | +8.5% | −40.6% | +26.2% | −66.8pp |
| 2022 · part | — | — | −9.4% | −17.9% | +4.8% | −5.5% | +18.2% | +10.0% | −14.1% | +21.0% | +2.8% | −7.5% | −5.3% | −18.2% | +12.9pp |
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. BOC 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.
