| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CCS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.1% | +7.2% | −14.7% | −2.4% | −5.1% | +35.7% | −2.9% | — | — | — | — | — | +18.5% | +7.5% | +10.9pp |
| 2025 | +4.1% | −8.7% | −3.4% | −18.7% | −4.4% | +8.6% | −0.1% | +17.6% | −3.8% | −6.3% | +10.4% | −9.1% | −17.6% | +17.7% | −35.3pp |
| 2024 | −4.9% | −0.2% | +11.8% | −17.8% | +6.8% | −3.3% | +28.2% | −4.2% | +2.9% | −13.9% | +2.2% | −18.8% | −18.6% | +24.9% | −43.5pp |
| 2023 | +22.4% | −1.9% | +6.9% | +5.4% | −5.2% | +20.4% | +0.8% | −3.5% | −10.1% | −7.9% | +17.7% | +26.3% | +84.8% | +26.2% | +58.6pp |
| 2022 | −19.5% | −3.2% | −15.7% | −1.6% | +3.5% | −17.3% | +13.8% | −8.4% | −8.4% | +4.0% | +8.7% | +3.8% | −37.9% | −18.2% | −19.7pp |
| 2021 | +7.2% | +17.9% | +9.0% | +22.6% | +10.1% | −18.1% | +4.4% | +1.2% | −12.3% | +9.1% | +6.2% | +15.1% | +88.0% | +28.7% | +59.2pp |
| 2020 | +8.5% | +12.3% | −56.5% | +47.6% | +37.9% | +3.8% | +16.2% | +0.2% | +18.6% | −8.2% | +14.6% | −1.6% | +60.1% | +18.3% | +41.7pp |
| 2019 | +35.9% | −2.7% | +5.0% | +6.1% | +5.0% | −0.4% | +3.7% | +2.2% | +8.7% | −1.5% | −5.5% | −4.0% | +58.5% | +31.2% | +27.2pp |
| 2018 | +1.6% | −5.9% | +0.7% | +2.7% | −2.1% | +4.8% | −3.3% | −4.1% | −10.3% | −19.2% | −3.1% | −16.1% | −44.5% | −4.6% | −39.9pp |
| 2017 | +8.3% | +0.4% | +11.2% | +7.5% | −8.8% | −0.4% | +4.4% | −12.9% | +9.5% | +15.6% | +9.8% | −0.8% | +48.1% | +21.7% | +26.4pp |
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. CCS 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 13 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 67% | 50% | 67% | 58% | 58% | 42% | 69% | 58% | 42% | 33% | 67% | 33% |
| Median | +5.1% | +0.1% | +4.6% | +1.8% | +4.3% | −0.4% | +2.1% | +0.7% | −6.1% | −5.1% | +5.8% | −1.2% |
| Best | +35.9% | +17.9% | +11.8% | +47.6% | +37.9% | +35.7% | +28.2% | +17.6% | +18.6% | +15.6% | +17.7% | +26.3% |
| Worst | −19.5% | −8.7% | −56.5% | −18.7% | −8.8% | −18.1% | −13.9% | −12.9% | −14.1% | −19.2% | −6.3% | −18.8% |
| vs SPY ⓘ | +3.0pp | +0.2pp | +3.2pp | +2.1pp | +2.5pp | −0.8pp | −0.6pp | −1.9pp | −2.3pp | −5.7pp | +2.4pp | −3.7pp |
145 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
