| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CMCM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.3% | +2.8% | −10.4% | −1.3% | −15.1% | −34.6% | −7.0% | — | — | — | — | — | −53.2% | +7.5% | −60.7pp |
| 2025 | −3.0% | +18.6% | −19.3% | −11.9% | +21.5% | +2.4% | +13.2% | +13.4% | +34.1% | −7.7% | +4.7% | −23.0% | +30.4% | +17.7% | +12.7pp |
| 2024 | −9.6% | +28.2% | +14.0% | +29.9% | +53.7% | −33.8% | −8.8% | −0.8% | +18.6% | −0.9% | +36.6% | −20.4% | +101.8% | +24.9% | +76.9pp |
| 2023 | +47.8% | −6.3% | +2.4% | −16.1% | −4.6% | +11.5% | +10.7% | −12.8% | −12.0% | −14.1% | +15.9% | +15.7% | +23.9% | +26.2% | −2.3pp |
| 2022 | −9.5% | +3.2% | −24.2% | −17.5% | −14.1% | +0.5% | +5.6% | −5.1% | −41.9% | −9.5% | +3.8% | −2.6% | −73.1% | −18.2% | −55.0pp |
| 2021 | +17.8% | +30.7% | −18.8% | −4.0% | +4.6% | +4.9% | −14.3% | +0.0% | −19.7% | +3.1% | −17.3% | −1.4% | −23.9% | +28.7% | −52.6pp |
| 2020 | −4.7% | −15.9% | −28.2% | −1.9% | +33.7% | +5.8% | +44.2% | −21.8% | +6.2% | −7.3% | +24.6% | −24.4% | −16.4% | +18.3% | −34.7pp |
| 2019 | +10.8% | +7.8% | −12.1% | −1.9% | −31.9% | −17.2% | −8.2% | +21.2% | +2.7% | +8.1% | −13.7% | +8.7% | −32.7% | +31.2% | −63.9pp |
| 2018 | +37.2% | −14.2% | −6.0% | +0.3% | −2.1% | −27.2% | −10.9% | +17.4% | −1.7% | −3.1% | −33.4% | −3.8% | −49.4% | −4.6% | −44.9pp |
| 2017 | +3.3% | +1.3% | +7.3% | −1.9% | +13.9% | −10.2% | +2.4% | −17.4% | −7.8% | +7.3% | +41.1% | −5.1% | +26.4% | +21.7% | +4.7pp |
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. CMCM 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 13 | 13 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 50% | 67% | 33% | 25% | 50% | 46% | 46% | 42% | 33% | 42% | 50% | 17% |
| Median | +1.5% | +3.0% | −10.8% | −1.9% | +1.3% | −9.8% | −7.0% | −0.4% | −5.4% | −2.0% | +0.3% | −5.5% |
| Best | +47.8% | +30.7% | +14.0% | +32.6% | +53.7% | +19.5% | +44.2% | +37.7% | +34.1% | +38.0% | +41.1% | +15.7% |
| Worst | −11.2% | −15.9% | −28.2% | −17.5% | −31.9% | −34.6% | −14.3% | −35.3% | −41.9% | −14.1% | −33.4% | −24.4% |
| vs SPY ⓘ | −0.1pp | +4.0pp | −7.6pp | −8.8pp | −0.3pp | −7.8pp | −4.6pp | −2.0pp | −5.2pp | −2.0pp | −2.7pp | −7.1pp |
146 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
