| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CIBEY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +19.7% | +3.1% | −19.0% | +11.5% | −3.3% | +12.8% | −0.4% | — | — | — | — | — | +21.1% | +9.3% | +11.8pp |
| 2025 | +2.5% | +0.0% | +3.4% | +1.3% | +0.0% | +14.5% | +9.8% | −1.6% | +3.7% | +8.2% | +1.4% | +1.9% | +54.1% | +17.7% | +36.3pp |
| 2024 | −7.1% | +10.3% | +26.4% | −4.9% | +0.0% | −10.3% | +18.0% | −1.2% | +0.0% | −8.6% | +2.7% | −6.9% | +12.3% | +24.9% | −12.6pp |
| 2023 | +37.6% | −9.9% | −15.2% | +0.8% | −8.9% | +1.8% | +5.2% | +4.1% | +5.6% | −17.3% | +27.3% | −10.0% | +7.7% | +26.2% | −18.5pp |
| 2022 | — | — | — | — | — | — | −43.3% | +1.6% | −4.9% | +13.7% | −1.1% | −11.0% | −45.2% | −18.2% | −27.0pp |
| 2021 | +4.3% | +0.8% | −6.3% | −0.3% | −3.8% | −8.1% | +14.3% | −19.0% | −11.1% | +18.3% | −4.3% | +7.0% | −13.5% | +28.7% | −42.2pp |
| 2020 | +3.2% | −3.8% | −30.1% | +5.7% | −0.3% | +2.7% | −1.8% | +15.0% | −2.1% | −10.7% | +3.7% | −4.6% | −26.7% | +18.3% | −45.0pp |
| 2019 | +16.1% | −14.9% | −4.4% | +11.0% | −9.0% | +7.1% | +0.2% | +10.4% | −1.5% | +5.0% | −0.4% | +4.8% | +21.9% | +31.2% | −9.3pp |
| 2018 | +5.5% | +1.1% | +13.5% | −0.3% | −9.2% | +4.9% | −6.2% | −0.2% | −3.7% | −5.3% | −0.5% | −2.4% | −4.6% | −4.6% | −0.0pp |
| 2017 | +16.4% | +4.8% | −2.4% | −2.9% | +7.2% | +2.7% | +3.3% | −1.5% | +0.0% | −1.2% | −6.4% | +1.2% | +21.2% | +21.7% | −0.5pp |
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. CIBEY is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 15 | 16 | 16 | 16 | 16 | 16 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 67% | 50% | 50% | 50% | 19% | 75% | 59% | 50% | 44% | 56% | 31% | 38% |
| Median | +3.7% | +0.4% | −0.9% | +0.4% | −2.2% | +2.7% | +3.3% | +0.7% | +0.0% | +3.0% | −1.2% | −3.4% |
| Best | +37.6% | +12.2% | +26.4% | +18.1% | +13.7% | +14.5% | +22.9% | +15.0% | +12.9% | +20.3% | +27.3% | +13.3% |
| Worst | −29.8% | −14.9% | −30.1% | −13.8% | −12.1% | −17.9% | −43.3% | −19.0% | −19.6% | −17.3% | −21.7% | −22.1% |
| vs SPY ⓘ | +3.2pp | −1.2pp | −3.7pp | −0.9pp | −4.8pp | +1.5pp | +1.2pp | +2.4pp | +0.9pp | +2.2pp | −5.0pp | −2.5pp |
192 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
