| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CBUS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.1% | +89.2% | −46.3% | −29.3% | +2.9% | −4.9% | +41.6% | — | — | — | — | — | +11.5% | +7.5% | +4.0pp |
| 2025 | −10.4% | −17.7% | −8.8% | +15.0% | +50.2% | −57.3% | +7.2% | −9.5% | −3.7% | +24.0% | −15.0% | +27.9% | −37.4% | +17.7% | −55.1pp |
| 2024 | −14.7% | +4.1% | +28.8% | −24.1% | −15.2% | −31.9% | +0.4% | −31.5% | −51.8% | +22.4% | +21.8% | −42.8% | −85.8% | +24.9% | −110.7pp |
| 2023 · part | — | — | — | — | — | — | +90.5% | −26.6% | +24.2% | −41.0% | +16.9% | +56.2% | +87.0% | +26.2% | +60.9pp |
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. CBUS 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 67% | 33% | 33% | 67% | 0% | 100% | 0% | 33% | 67% | 67% | 67% |
| Median | −10.4% | +4.1% | −8.8% | −24.1% | +2.9% | −31.9% | +24.4% | −26.6% | −3.7% | +22.4% | +16.9% | +27.9% |
| Best | +12.1% | +89.2% | +28.8% | +15.0% | +50.2% | −4.9% | +90.5% | −9.5% | +24.2% | +24.0% | +21.8% | +56.2% |
| Worst | −14.7% | −17.7% | −46.3% | −29.3% | −15.2% | −57.3% | +0.4% | −31.5% | −51.8% | −41.0% | −15.0% | −42.8% |
| vs SPY ⓘ | −13.1pp | −1.1pp | −3.2pp | −20.1pp | −2.4pp | −35.4pp | +24.4pp | −25.0pp | −7.3pp | +21.6pp | +7.8pp | +27.9pp |
37 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
