| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CBAN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.2% | +2.5% | +0.7% | −0.7% | +0.4% | +1.5% | +8.3% | — | — | — | — | — | +23.5% | +9.3% | +14.2pp |
| 2025 | +4.4% | +0.8% | −4.3% | −3.9% | −0.8% | +7.7% | −0.5% | +5.6% | −1.0% | −6.0% | +8.0% | +3.9% | +13.6% | +17.7% | −4.1pp |
| 2024 | −8.0% | −6.4% | +1.4% | −5.5% | +12.2% | +1.4% | +26.8% | −2.5% | +3.4% | −2.0% | +16.8% | −8.5% | +25.7% | +24.9% | +0.8pp |
| 2023 | +1.6% | −1.7% | −18.9% | −3.1% | −4.7% | +1.3% | +13.8% | −1.9% | −4.0% | −0.4% | +9.0% | +24.0% | +9.2% | +26.2% | −17.0pp |
| 2022 | −1.3% | +9.2% | +2.1% | −8.2% | −0.8% | −10.7% | −3.8% | −2.0% | −7.7% | +5.9% | +0.1% | −7.4% | −23.5% | −18.2% | −5.4pp |
| 2021 | −4.8% | +3.6% | +8.7% | +0.6% | +17.8% | −2.7% | +0.2% | +4.5% | +0.2% | +1.0% | −1.6% | −7.2% | +19.5% | +28.7% | −9.3pp |
| 2020 | −6.4% | −3.1% | −15.9% | +0.8% | +1.8% | −7.5% | −9.3% | +4.0% | −2.3% | +17.5% | +13.8% | +2.7% | −8.3% | +18.3% | −26.6pp |
| 2019 | +8.0% | +2.4% | +6.3% | +0.5% | −2.4% | +1.5% | −0.7% | −4.7% | −3.8% | +1.7% | +4.3% | +1.8% | +15.1% | +31.2% | −16.1pp |
| 2018 | −1.7% | −1.5% | +20.7% | −3.8% | −1.5% | +5.3% | −2.1% | +9.1% | −1.1% | −6.4% | +3.2% | −14.9% | +1.2% | −4.6% | +5.8pp |
| 2017 | +4.9% | −0.9% | +1.1% | −2.5% | +0.6% | +1.1% | +2.6% | −5.2% | +3.4% | −1.8% | +3.7% | +4.5% | +11.4% | +21.7% | −10.3pp |
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. CBAN 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 57% | 62% | 57% | 48% | 52% | 48% | 29% | 43% | 48% | 67% | 43% |
| Median | +1.6% | +1.5% | +1.4% | +0.5% | −0.8% | +1.1% | −0.5% | −2.1% | −1.0% | −0.4% | +3.7% | −2.1% |
| Best | +52.8% | +42.4% | +53.1% | +31.1% | +19.0% | +24.8% | +26.8% | +9.1% | +6.1% | +17.5% | +16.8% | +24.0% |
| Worst | −18.9% | −26.1% | −18.9% | −15.2% | −17.1% | −16.6% | −15.4% | −11.2% | −18.9% | −18.5% | −13.5% | −14.9% |
| vs SPY ⓘ | +1.7pp | +0.8pp | −1.7pp | −3.0pp | −1.0pp | −2.1pp | −2.2pp | −2.9pp | +0.9pp | −1.1pp | +0.6pp | −1.7pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
