| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CELU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.9% | +0.8% | +8.1% | −29.8% | +8.1% | −40.8% | +12.1% | — | — | — | — | — | −39.6% | +7.5% | −47.2pp |
| 2025 | −1.4% | −43.4% | +49.1% | −13.9% | +41.6% | −7.1% | +67.3% | +20.1% | −47.5% | −5.8% | +2.6% | −44.5% | −46.6% | +17.7% | −64.4pp |
| 2024 | +53.6% | −5.8% | +46.1% | −42.1% | +2.6% | +0.6% | +0.6% | −2.2% | −3.6% | −53.5% | +47.8% | +2.0% | −15.9% | +24.9% | −40.8pp |
| 2023 | −34.9% | −18.3% | −9.6% | −4.7% | +28.6% | −29.9% | −23.8% | −20.2% | −31.5% | −1.4% | −2.7% | +16.2% | −80.8% | +26.2% | −107.0pp |
| 2022 | −12.1% | +59.6% | +21.3% | +34.2% | −21.1% | −63.1% | −11.5% | −10.0% | −14.8% | +0.9% | −26.6% | −24.6% | −74.8% | −18.2% | −56.6pp |
| 2021 · part | — | — | — | — | — | — | — | −4.0% | −16.2% | −4.7% | −4.6% | −20.5% | −41.8% | +28.7% | −70.5pp |
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. CELU 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.
