| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CLW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.3% | −10.9% | −4.1% | −4.7% | +18.9% | −3.8% | +34.9% | — | — | — | — | — | +21.6% | +7.5% | +14.0pp |
| 2025 | +8.0% | −18.7% | −3.0% | +5.9% | +7.2% | −5.4% | −17.2% | −4.4% | −3.8% | −15.0% | +3.1% | −4.3% | −41.6% | +17.7% | −59.3pp |
| 2024 | −8.7% | +19.2% | +11.3% | +3.0% | +18.0% | −8.8% | +14.4% | −40.0% | −14.2% | −11.7% | +7.7% | +9.8% | −17.6% | +24.9% | −42.5pp |
| 2023 | +2.1% | −0.1% | −13.4% | +8.0% | −15.8% | +3.1% | +2.9% | +18.8% | −5.3% | −6.7% | +3.7% | +3.0% | −4.5% | +26.2% | −30.6pp |
| 2022 | −13.8% | −8.8% | −2.8% | +18.1% | +3.7% | −2.1% | +6.2% | +19.2% | −11.6% | +18.3% | −12.3% | −3.1% | +3.1% | −18.2% | +21.3pp |
| 2021 | +0.9% | −8.1% | +7.5% | −11.1% | −14.7% | +1.5% | +1.8% | +10.2% | +18.0% | +9.1% | −3.8% | −8.9% | −2.9% | +28.7% | −31.6pp |
| 2020 | +32.0% | −3.3% | −20.0% | +9.8% | +21.0% | +24.7% | +2.2% | −8.8% | +12.7% | −2.1% | −6.0% | +8.1% | +76.7% | +18.3% | +58.4pp |
| 2019 | +38.4% | −15.2% | −31.9% | +3.5% | −20.1% | +14.8% | +6.2% | −18.4% | +31.8% | −12.2% | +18.1% | −2.4% | −12.4% | +31.2% | −43.6pp |
| 2018 | +3.6% | −20.1% | +4.0% | −39.5% | +1.7% | −4.0% | −2.2% | +28.5% | +2.2% | −18.7% | +27.6% | −20.9% | −46.3% | −4.6% | −41.8pp |
| 2017 | −4.0% | −11.6% | +0.7% | −13.2% | −4.6% | +0.9% | +5.1% | −5.4% | +5.9% | −6.3% | +2.8% | −4.3% | −30.7% | +21.7% | −52.4pp |
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. CLW 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 ⓘ | 18 | 18 | 18 | 18 | 18 | 18 | 18 | 17 | 17 | 17 | 17 | 17 |
| Positive ⓘ | 67% | 28% | 50% | 50% | 56% | 44% | 83% | 47% | 53% | 41% | 71% | 41% |
| Median | +2.3% | −7.1% | −0.6% | +1.1% | +1.4% | −0.9% | +4.5% | −1.3% | +0.2% | −2.5% | +3.0% | −1.5% |
| Best | +38.4% | +19.2% | +19.3% | +89.5% | +55.5% | +24.7% | +58.4% | +28.5% | +31.8% | +18.3% | +27.6% | +11.9% |
| Worst | −14.0% | −20.1% | −31.9% | −39.5% | −20.1% | −10.6% | −17.2% | −40.0% | −15.7% | −18.7% | −12.3% | −20.9% |
| vs SPY ⓘ | −1.7pp | −5.2pp | +0.7pp | −1.6pp | +1.0pp | −0.5pp | +1.3pp | +1.4pp | −0.6pp | −2.5pp | −0.0pp | −2.4pp |
211 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
