| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CCBC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.7% | +0.1% | +3.1% | +8.0% | +2.6% | +12.5% | −5.3% | — | — | — | — | — | +23.8% | +9.3% | +14.5pp |
| 2025 | −0.7% | +5.8% | +10.4% | +0.0% | +0.0% | +3.1% | −4.2% | +4.4% | +0.0% | −0.3% | +0.5% | +4.0% | +24.7% | +17.7% | +7.0pp |
| 2024 | +0.2% | −3.5% | −2.5% | +1.0% | +3.5% | +0.5% | +9.5% | +5.4% | +4.2% | +4.0% | +3.8% | +2.1% | +31.3% | +24.9% | +6.4pp |
| 2023 | +1.8% | +3.2% | −5.2% | −5.1% | −0.4% | +8.8% | −4.2% | −1.6% | −1.1% | −3.9% | +3.1% | −3.2% | −8.4% | +26.2% | −34.5pp |
| 2022 | −1.1% | −3.5% | +1.6% | −8.7% | −0.9% | +0.9% | +3.4% | +6.3% | +1.9% | +2.0% | +5.7% | −1.8% | +5.0% | −18.2% | +23.1pp |
| 2021 | +6.1% | +3.3% | +10.0% | +0.7% | +3.6% | +20.8% | −6.6% | −3.2% | +6.3% | +0.7% | −1.8% | −5.1% | +37.3% | +28.7% | +8.6pp |
| 2020 | −3.1% | −1.9% | −27.0% | +3.3% | −6.1% | +2.2% | +2.7% | +3.5% | −2.4% | +2.1% | +15.1% | +0.0% | −16.2% | +18.3% | −34.6pp |
| 2019 | +3.6% | +1.4% | +2.0% | −1.1% | +9.4% | +18.2% | −9.4% | −8.7% | +0.8% | −0.4% | +2.6% | +0.1% | +17.2% | +31.2% | −14.1pp |
| 2018 | −5.7% | −1.7% | +4.8% | +2.9% | +16.9% | −3.1% | −0.1% | −0.3% | −3.3% | −2.3% | −4.7% | −14.1% | −12.7% | −4.6% | −8.2pp |
| 2017 | +16.0% | +0.0% | −2.4% | −2.1% | −4.6% | −0.7% | −1.3% | +0.0% | +3.6% | +1.6% | +0.0% | +20.3% | +31.3% | +21.7% | +9.6pp |
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. CCBC 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 57% | 36% | 57% | 43% | 64% | 71% | 43% | 50% | 57% | 57% | 43% | 57% |
| Median | +0.1% | −0.5% | +1.8% | −0.2% | +2.0% | +2.6% | −0.7% | +0.8% | +1.4% | +0.7% | −0.9% | +0.2% |
| Best | +16.0% | +5.8% | +10.5% | +16.7% | +16.9% | +20.8% | +17.2% | +15.4% | +10.0% | +11.8% | +15.1% | +20.3% |
| Worst | −5.7% | −3.5% | −27.0% | −13.2% | −6.1% | −3.8% | −9.4% | −8.7% | −9.3% | −3.9% | −7.2% | −14.1% |
| vs SPY ⓘ | +1.1pp | −0.6pp | −1.0pp | −2.8pp | −1.0pp | +2.1pp | −3.6pp | −0.1pp | +1.8pp | −1.6pp | −2.9pp | −1.2pp |
168 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
