| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CLPR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.6% | −11.7% | +1.0% | +12.3% | −4.2% | −13.4% | +5.5% | — | — | — | — | — | −20.0% | +7.5% | −27.5pp |
| 2025 | −10.9% | +14.7% | −15.9% | −6.2% | +8.2% | −3.4% | −5.2% | +31.8% | −15.2% | +2.4% | −5.1% | +6.1% | −8.0% | +17.7% | −25.8pp |
| 2024 | −6.3% | −7.5% | +5.4% | −13.0% | −4.9% | −7.4% | +9.1% | +27.6% | +15.9% | +15.4% | −21.9% | −9.5% | −7.9% | +24.9% | −32.7pp |
| 2023 | +10.0% | −5.5% | −12.2% | −8.5% | +6.1% | +3.7% | +12.9% | −2.4% | −15.8% | −8.3% | +9.5% | +5.9% | −9.5% | +26.2% | −35.7pp |
| 2022 | −7.7% | +3.8% | −3.8% | −1.5% | −4.2% | −8.7% | +16.7% | −5.7% | −17.1% | +1.7% | +8.3% | −15.6% | −32.7% | −18.2% | −14.5pp |
| 2021 | −0.6% | +24.5% | −8.2% | +3.9% | −0.4% | −9.3% | +13.2% | +2.7% | −4.0% | +5.9% | +2.9% | +13.7% | +47.7% | +28.7% | +19.0pp |
| 2020 | +0.6% | +5.7% | −53.3% | +2.3% | +41.1% | +9.8% | −17.5% | +1.2% | −9.3% | −7.1% | +14.8% | +11.0% | −29.5% | +18.3% | −47.8pp |
| 2019 | −0.9% | +1.6% | +2.5% | −2.5% | −1.4% | −12.5% | +3.3% | −4.5% | −6.9% | −5.4% | −6.2% | +18.4% | −16.1% | +31.2% | −47.3pp |
| 2018 | −5.4% | −5.8% | −3.8% | −3.3% | +10.2% | −4.4% | +24.6% | +15.5% | +10.9% | −0.7% | −3.4% | +1.3% | +35.6% | −4.6% | +40.2pp |
| 2017 · part | — | — | −5.7% | −13.6% | −2.4% | +16.0% | −9.2% | +0.5% | −4.0% | +1.5% | −6.5% | −0.9% | −24.1% | +21.7% | −45.8pp |
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. CLPR 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 ⓘ | 9 | 9 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 22% | 56% | 30% | 30% | 40% | 30% | 70% | 67% | 22% | 56% | 44% | 67% |
| Median | −5.4% | +1.6% | −4.8% | −2.9% | −0.9% | −5.9% | +7.3% | +1.2% | −6.9% | +1.5% | −3.4% | +5.9% |
| Best | +10.0% | +24.5% | +5.4% | +12.3% | +41.1% | +16.0% | +24.6% | +31.8% | +15.9% | +15.4% | +14.8% | +18.4% |
| Worst | −10.9% | −11.7% | −53.3% | −13.6% | −4.9% | −13.4% | −17.5% | −5.7% | −17.1% | −8.3% | −21.9% | −15.6% |
| vs SPY ⓘ | −7.9pp | −1.6pp | −6.7pp | −6.0pp | +0.4pp | −6.8pp | +7.7pp | −0.3pp | −6.0pp | −1.1pp | −5.2pp | +6.0pp |
113 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
