| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CHPT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.8% | +5.2% | −22.9% | +31.9% | +18.4% | −22.1% | −12.4% | — | — | — | — | — | −22.0% | +7.5% | −29.5pp |
| 2025 | −10.1% | −30.8% | −9.1% | +3.0% | +11.7% | +1.1% | −34.7% | +22.6% | −3.1% | −1.1% | −24.2% | −18.9% | −69.0% | +17.7% | −86.7pp |
| 2024 | −18.8% | +8.9% | −8.2% | −30.0% | +26.3% | −10.1% | +43.7% | −13.4% | −27.1% | −12.4% | +1.7% | −12.3% | −54.3% | +24.9% | −79.2pp |
| 2023 | +27.4% | −6.4% | −7.8% | −17.2% | +11.5% | −9.1% | −1.5% | −17.3% | −30.6% | −48.9% | −26.8% | +25.8% | −75.4% | +26.2% | −101.6pp |
| 2022 | −27.3% | +4.8% | +36.9% | −34.9% | −1.2% | +7.0% | +10.4% | +7.7% | −9.3% | −5.3% | −11.2% | −23.3% | −50.0% | −18.2% | −31.8pp |
| 2021 · part | — | — | — | −5.2% | −3.8% | +42.7% | −31.9% | −10.6% | −5.5% | +24.0% | +3.0% | −25.4% | −28.7% | +28.7% | −57.4pp |
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. CHPT 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 ⓘ | 5 | 5 | 5 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 60% | 20% | 33% | 67% | 50% | 33% | 40% | 0% | 20% | 40% | 20% |
| Median | −10.1% | +4.8% | −8.2% | −11.2% | +11.6% | −4.0% | −6.9% | −10.6% | −9.3% | −5.3% | −11.2% | −18.9% |
| Best | +27.4% | +8.9% | +36.9% | +31.9% | +26.3% | +42.7% | +43.7% | +22.6% | −3.1% | +24.0% | +3.0% | +25.8% |
| Worst | −27.3% | −30.8% | −22.9% | −34.9% | −3.8% | −22.1% | −34.7% | −17.3% | −30.6% | −48.9% | −26.8% | −25.4% |
| vs SPY ⓘ | −12.8pp | +3.7pp | −11.5pp | −14.6pp | +8.2pp | −8.8pp | −7.4pp | −13.5pp | −6.7pp | −11.5pp | −16.7pp | −17.5pp |
64 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
