| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CCO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.4% | +14.8% | −1.2% | +1.3% | +0.4% | +0.4% | −0.8% | — | — | — | — | — | +8.6% | +7.5% | +1.1pp |
| 2025 | −0.7% | −8.1% | −11.2% | −11.3% | +8.7% | +9.3% | −9.4% | +17.0% | +27.4% | +14.6% | +9.9% | +11.1% | +61.3% | +17.7% | +43.6pp |
| 2024 | −5.5% | +0.0% | −4.1% | −15.8% | +3.6% | −2.1% | +17.7% | −9.6% | +6.7% | −8.1% | +2.7% | −9.3% | −24.7% | +24.9% | −49.6pp |
| 2023 | +81.9% | −7.3% | −32.2% | +5.8% | −3.1% | +11.4% | +31.4% | −19.4% | +9.0% | −30.4% | +31.8% | +25.5% | +73.3% | +26.2% | +47.2pp |
| 2022 | −7.6% | +22.2% | −7.5% | −28.9% | −35.8% | −32.3% | +44.9% | +3.2% | −14.4% | +4.4% | −21.0% | −7.1% | −68.3% | −18.2% | −50.1pp |
| 2021 | +20.6% | −13.6% | +4.7% | +39.4% | −4.8% | +10.5% | +0.8% | −1.1% | +3.0% | +7.0% | +5.9% | +7.8% | +100.6% | +28.7% | +71.9pp |
| 2020 | −4.5% | −24.2% | −69.1% | +50.8% | +0.1% | +7.7% | −11.9% | +27.7% | −14.5% | −10.6% | +68.9% | +9.3% | −42.3% | +18.3% | −60.6pp |
| 2019 | +7.3% | −1.6% | −2.4% | −8.6% | +3.9% | −7.1% | −35.8% | −14.2% | −3.1% | −7.5% | +6.4% | +15.3% | −44.9% | +31.2% | −76.1pp |
| 2018 | +7.3% | −1.0% | +2.1% | −2.0% | −9.4% | −1.1% | +3.5% | +2.2% | +30.8% | −2.2% | −12.2% | +1.6% | +14.8% | −4.6% | +19.4pp |
| 2017 | −2.0% | +13.9% | +26.0% | −14.9% | −25.2% | +26.0% | +4.5% | −24.1% | +20.8% | −17.1% | +26.0% | −2.1% | +10.5% | +21.7% | −11.2pp |
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. CCO 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 | 20 | 20 | 20 | 20 | 21 |
| Positive ⓘ | 33% | 48% | 43% | 52% | 52% | 38% | 43% | 40% | 60% | 50% | 75% | 71% |
| Median | −2.0% | +0.0% | −1.3% | +0.1% | +0.1% | −2.5% | −0.8% | −2.1% | +2.7% | +1.7% | +6.7% | +7.8% |
| Best | +81.9% | +22.2% | +30.2% | +50.8% | +25.8% | +50.6% | +44.9% | +27.7% | +30.8% | +20.3% | +68.9% | +36.5% |
| Worst | −19.6% | −37.3% | −69.1% | −28.9% | −35.8% | −32.3% | −35.8% | −24.1% | −18.4% | −54.4% | −29.8% | −16.0% |
| vs SPY ⓘ | −3.3pp | +0.1pp | −1.3pp | −4.7pp | −3.6pp | −1.8pp | −1.7pp | −3.8pp | −0.4pp | −0.8pp | +5.4pp | +7.1pp |
248 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
