| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CLBK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.7% | +10.0% | −2.2% | +9.8% | +4.7% | +5.4% | −48.4% | — | — | — | — | — | −29.5% | +9.3% | −38.9pp |
| 2025 | −6.5% | +7.3% | −5.5% | −10.2% | +6.2% | +1.4% | −0.8% | +4.4% | −0.1% | −1.7% | +7.3% | −1.8% | −1.7% | +17.7% | −19.4pp |
| 2024 | −6.7% | −7.0% | +2.9% | −3.5% | −12.7% | +3.2% | +20.3% | −1.4% | −3.9% | +0.1% | +6.7% | −13.3% | −18.0% | +24.9% | −42.9pp |
| 2023 | −8.2% | +6.3% | −13.4% | −8.2% | −3.8% | +7.1% | +1.1% | −1.8% | −8.4% | +2.5% | +2.2% | +17.2% | −10.8% | +26.2% | −37.0pp |
| 2022 | +1.5% | +0.3% | +1.3% | −11.9% | +9.7% | +4.9% | −6.7% | +4.9% | −0.9% | −2.8% | +7.5% | −2.1% | +3.6% | −18.2% | +21.8pp |
| 2021 | −0.9% | +6.0% | +7.0% | +4.5% | −2.7% | −3.1% | +4.8% | −0.1% | +2.6% | +0.6% | −2.0% | +14.4% | +34.1% | +28.7% | +5.3pp |
| 2020 | −1.0% | −7.5% | −7.2% | −1.7% | −0.4% | −1.0% | −13.8% | −11.3% | +4.0% | +9.8% | +17.9% | +8.3% | −8.1% | +18.3% | −26.5pp |
| 2019 | −3.1% | +8.2% | −2.2% | +1.2% | −3.7% | −1.1% | +1.3% | −0.9% | +4.2% | +4.4% | +1.0% | +1.7% | +10.8% | +31.2% | −20.4pp |
| 2018 · part | — | — | — | — | +9.5% | −2.5% | +1.5% | +0.8% | −1.4% | −9.7% | +4.5% | −3.0% | −1.4% | −4.6% | +3.2pp |
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. CLBK 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 ⓘ | 8 | 8 | 8 | 8 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 25% | 75% | 38% | 38% | 44% | 56% | 56% | 38% | 38% | 63% | 88% | 50% |
| Median | −2.1% | +6.1% | −2.2% | −2.6% | −0.4% | +1.4% | +1.1% | −0.5% | −0.5% | +0.4% | +5.6% | −0.1% |
| Best | +4.7% | +10.0% | +7.0% | +9.8% | +9.7% | +7.1% | +20.3% | +4.9% | +4.2% | +9.8% | +17.9% | +17.2% |
| Worst | −8.2% | −7.5% | −13.4% | −11.9% | −12.7% | −3.1% | −48.4% | −11.3% | −8.4% | −9.7% | −2.0% | −13.3% |
| vs SPY ⓘ | −4.6pp | +4.1pp | −0.2pp | −3.0pp | −0.6pp | −2.8pp | −2.3pp | −1.3pp | +0.1pp | −0.9pp | +1.4pp | +4.1pp |
99 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
