| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CBNA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.7% | −2.1% | +1.2% | +6.5% | −2.4% | +16.0% | +8.6% | — | — | — | — | — | +31.8% | +9.3% | +22.4pp |
| 2025 | −1.9% | −0.3% | −3.1% | +4.0% | +9.2% | −4.6% | +2.6% | +14.4% | +8.2% | −9.4% | +7.1% | +9.2% | +38.2% | +17.7% | +20.5pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | — | +9.4% | +2.7% | +12.4% | +24.9% | −12.5pp |
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. CBNA 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 50% | 100% | 50% | 50% | 100% | 100% | 100% | 0% | 100% | 100% |
| Median | −0.1% | −1.2% | −0.9% | +5.2% | +3.4% | +5.7% | +5.6% | +14.4% | +8.2% | −9.4% | +8.2% | +6.0% |
| Best | +1.7% | −0.3% | +1.2% | +6.5% | +9.2% | +16.0% | +8.6% | +14.4% | +8.2% | −9.4% | +9.4% | +9.2% |
| Worst | −1.9% | −2.1% | −3.1% | +4.0% | −2.4% | −4.6% | +2.6% | +14.4% | +8.2% | −9.4% | +7.1% | +2.7% |
| vs SPY ⓘ | −2.2pp | −0.1pp | +4.3pp | +0.4pp | −2.4pp | +3.7pp | +4.8pp | +12.3pp | +4.7pp | −11.8pp | +5.2pp | +7.1pp |
21 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
