| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CCLD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.2% | −9.6% | +49.0% | −17.3% | −22.2% | −9.8% | +14.2% | — | — | — | — | — | −17.1% | +7.5% | −24.7pp |
| 2025 | −6.0% | −3.1% | −58.3% | +31.7% | +10.4% | +16.8% | +0.8% | +61.3% | −16.4% | −8.1% | +5.1% | −5.8% | −20.2% | +17.7% | −37.9pp |
| 2024 | −13.2% | +3.8% | −15.3% | −5.2% | +134.5% | −25.6% | +10.9% | +25.4% | −1.1% | −12.5% | +36.8% | +15.8% | +140.8% | +24.9% | +115.9pp |
| 2023 · part | — | +4.7% | −11.1% | −2.4% | −14.1% | +5.0% | +13.6% | −49.9% | −31.5% | −19.1% | +17.2% | +39.4% | −57.8% | +26.2% | −84.0pp |
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. CCLD 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 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 0% | 50% | 25% | 25% | 50% | 50% | 100% | 67% | 0% | 0% | 100% | 67% |
| Median | −7.2% | +0.4% | −13.2% | −3.8% | −1.8% | −2.4% | +12.2% | +25.4% | −16.4% | −12.5% | +17.2% | +15.8% |
| Best | −6.0% | +4.7% | +49.0% | +31.7% | +134.5% | +16.8% | +14.2% | +61.3% | −1.1% | −8.1% | +36.8% | +39.4% |
| Worst | −13.2% | −9.6% | −58.3% | −17.3% | −22.2% | −25.6% | +0.8% | −49.9% | −31.5% | −19.1% | +5.1% | −5.8% |
| vs SPY ⓘ | −8.7pp | −1.6pp | −16.7pp | −2.6pp | −5.2pp | −5.1pp | +10.0pp | +23.0pp | −20.0pp | −11.6pp | +8.1pp | +18.2pp |
42 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
