| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CLRO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +27.1% | −24.9% | −26.7% | −7.9% | −0.9% | +2.5% | +35.1% | — | — | — | — | — | −11.6% | +7.5% | −19.1pp |
| 2025 | −30.7% | −4.6% | +7.9% | +2.1% | −41.4% | +15.4% | −12.7% | −19.7% | +44.2% | −3.6% | −5.9% | −3.4% | −56.4% | +17.7% | −74.1pp |
| 2024 | −5.7% | −9.9% | +99.2% | −26.2% | −18.3% | −13.9% | +6.2% | −15.5% | +6.2% | −5.2% | −13.3% | +53.7% | +5.8% | +24.9% | −19.1pp |
| 2023 | +14.5% | −9.2% | −4.4% | −15.2% | +78.1% | −34.9% | −2.8% | +9.4% | −13.9% | −12.6% | +23.5% | +31.9% | +27.2% | +26.2% | +1.0pp |
| 2022 | −24.8% | −8.2% | +2.5% | −18.9% | −23.2% | −4.9% | +22.2% | −1.5% | −16.9% | +1.0% | +40.0% | +99.0% | +17.8% | −18.2% | +36.0pp |
| 2021 | +24.7% | +13.8% | +11.8% | −32.8% | −1.2% | +14.6% | +4.0% | −8.8% | −9.6% | −32.8% | −12.0% | −7.2% | −43.2% | +28.7% | −71.9pp |
| 2020 | +19.3% | −10.1% | −5.6% | +1.2% | +1.8% | +15.6% | +17.0% | +12.4% | −12.9% | −28.8% | +56.4% | −11.0% | +36.7% | +18.3% | +18.4pp |
| 2019 | +45.6% | +2.7% | +8.0% | +5.0% | −3.3% | +8.8% | −3.1% | +3.2% | −18.8% | −17.1% | +13.7% | −2.6% | +32.8% | +31.2% | +1.6pp |
| 2018 | −11.5% | +2.8% | −1.5% | −22.6% | +0.8% | −37.9% | −11.7% | −36.8% | +2.3% | −25.0% | −14.5% | −11.3% | −85.9% | −4.6% | −81.3pp |
| 2017 | +10.1% | −8.8% | −12.7% | +5.5% | −5.0% | −4.8% | +4.4% | −23.1% | −0.7% | −2.0% | −2.5% | +27.0% | −19.0% | +21.7% | −40.8pp |
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. CLRO 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 33% | 48% | 48% | 38% | 33% | 43% | 43% | 43% | 33% | 43% | 48% |
| Median | +7.8% | −4.6% | −1.5% | −0.9% | −2.7% | −2.5% | −1.4% | −2.1% | −1.1% | −3.4% | −1.0% | −0.2% |
| Best | +73.3% | +33.0% | +99.2% | +19.4% | +78.1% | +15.6% | +35.1% | +31.5% | +44.2% | +15.9% | +56.4% | +99.0% |
| Worst | −30.7% | −24.9% | −26.7% | −32.8% | −41.4% | −37.9% | −19.4% | −36.8% | −29.6% | −32.8% | −14.5% | −11.3% |
| vs SPY ⓘ | +8.1pp | −3.3pp | +1.2pp | −4.9pp | −1.9pp | −0.7pp | −3.7pp | −3.5pp | −2.7pp | −4.4pp | −4.0pp | +1.1pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
