Returns are PRICE ONLY — dividends excluded.
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CLVR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +100.0% | +50.0% | +33.3% | +0.0% | −75.0% | +4900.0% | +0.0% | — | — | — | — | +4900.0% | +12.9% | +4887.1pp |
| 2025 | +12300.0% | −95.2% | −83.3% | +0.0% | +100.0% | +0.0% | −25.0% | +0.0% | +33.3% | −75.0% | +24700.0% | −99.2% | +0.0% | +17.7% | −17.7pp |
| 2024 | +24.1% | +58.1% | +18.5% | −67.9% | +104.5% | −17.5% | −9.1% | −100.0% | +50.0% | −66.7% | +990000.0% | −100.0% | −100.0% | +24.9% | −124.9pp |
| 2023 | +60.8% | −16.3% | −7.6% | −25.4% | −12.4% | −18.7% | +4.4% | −35.4% | −16.9% | −36.2% | −2.3% | −2.6% | −77.5% | +26.2% | −103.7pp |
| 2022 | −34.5% | −42.4% | +112.8% | −45.0% | −16.1% | −15.1% | −5.7% | −11.0% | −26.5% | −5.8% | −20.7% | −31.7% | −90.1% | −18.2% | −71.9pp |
| 2021 · part | — | — | −22.0% | −2.6% | +22.1% | −17.0% | −0.2% | −8.6% | −16.2% | −13.9% | −25.7% | −37.5% | −76.5% | +28.7% | −105.2pp |
Month-end over prior month-end; a blank cell is no return.
Basis. CLVR and SPY are on DIFFERENT bases — one includes dividends, the other doesn't, so the Δ column flatters the dividend-including side.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 50% | 17% | 50% | 0% | 33% | 0% | 40% | 0% | 40% | 0% |
| Median | +24.1% | −16.3% | +5.5% | −14.0% | +11.0% | −17.3% | −3.0% | −9.8% | −16.2% | −36.2% | −2.3% | −37.5% |
| Best | +12300.0% | +100.0% | +112.8% | +33.3% | +104.5% | +0.0% | +4900.0% | +0.0% | +50.0% | −5.8% | +990000.0% | −2.6% |
| Worst | −34.5% | −95.2% | −83.3% | −67.9% | −16.1% | −75.0% | −25.0% | −100.0% | −26.5% | −75.0% | −25.7% | −100.0% |
| vs SPY ⓘ | +22.5pp | −13.8pp | +2.0pp | −17.5pp | +8.1pp | −20.1pp | −6.5pp | −9.2pp | −11.5pp | −34.1pp | −11.4pp | −42.1pp |
66 monthly observations · 2021–2026 · benchmark SPY
