| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CARG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −15.5% | −5.2% | +10.9% | +7.1% | −18.1% | +14.2% | +5.6% | — | — | — | — | — | −6.1% | +9.3% | −15.5pp |
| 2025 | +7.3% | −17.9% | −9.5% | −4.0% | +12.1% | +6.8% | −1.9% | +5.4% | +7.6% | −5.7% | +0.5% | +8.7% | +5.0% | +17.7% | −12.8pp |
| 2024 | −3.8% | −4.7% | +4.2% | −2.7% | +7.8% | +8.2% | −5.3% | +16.8% | +3.6% | +3.3% | +21.9% | −3.4% | +51.2% | +24.9% | +26.4pp |
| 2023 | +26.0% | −3.4% | +9.6% | −12.0% | +14.3% | +20.4% | +0.1% | −20.1% | −3.3% | −1.7% | +25.5% | +11.7% | +72.4% | +26.2% | +46.3pp |
| 2022 | −5.2% | +51.9% | −12.4% | −23.0% | −22.5% | −15.1% | +13.0% | −23.0% | −24.2% | +2.8% | −10.2% | +7.1% | −58.4% | −18.2% | −40.2pp |
| 2021 | −7.8% | −11.3% | −8.2% | +3.6% | +14.3% | −7.1% | +9.0% | +6.2% | +3.4% | +6.8% | +11.8% | −10.3% | +6.0% | +28.7% | −22.7pp |
| 2020 | +1.3% | −28.5% | −25.7% | +20.8% | +13.5% | −2.4% | +14.0% | −15.6% | −11.3% | −7.9% | +25.7% | +26.7% | −9.8% | +18.3% | −28.1pp |
| 2019 | +26.8% | −0.1% | −6.2% | +1.7% | −16.2% | +5.7% | +3.2% | −12.5% | −5.1% | +8.5% | +19.4% | −12.2% | +4.3% | +31.2% | −26.9pp |
| 2018 | +11.7% | −3.6% | +19.2% | −19.6% | +7.2% | +4.8% | +24.8% | +13.8% | +12.9% | −20.2% | −12.4% | −13.3% | +12.5% | −4.6% | +17.1pp |
| 2017 · part | — | — | — | — | — | — | — | — | — | — | −9.6% | +1.7% | −8.0% | +21.7% | −29.7pp |
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. CARG 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 9 | 9 |
| Positive ⓘ | 56% | 11% | 44% | 44% | 67% | 67% | 78% | 50% | 50% | 50% | 67% | 56% |
| Median | +1.3% | −4.7% | −6.2% | −2.7% | +7.8% | +5.7% | +5.6% | −3.5% | +0.1% | +0.5% | +11.8% | +1.7% |
| Best | +26.8% | +51.9% | +19.2% | +20.8% | +14.3% | +20.4% | +24.8% | +16.8% | +12.9% | +8.5% | +25.7% | +26.7% |
| Worst | −15.5% | −28.5% | −25.7% | −23.0% | −22.5% | −15.1% | −5.3% | −23.0% | −24.2% | −20.2% | −12.4% | −13.3% |
| vs SPY ⓘ | +1.4pp | −4.4pp | −3.9pp | −3.1pp | +4.8pp | +1.7pp | +3.8pp | −3.8pp | +1.5pp | −2.8pp | +12.6pp | +0.5pp |
105 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
