| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CMPR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.8% | −7.6% | −0.1% | +21.2% | +11.4% | +3.2% | −4.0% | — | — | — | — | — | +46.6% | +7.5% | +39.1pp |
| 2025 | −7.3% | −27.7% | −5.9% | −7.1% | +5.3% | +6.2% | +17.7% | +14.1% | −0.1% | +9.8% | −0.5% | −3.3% | −7.2% | +17.7% | −24.9pp |
| 2024 | −6.0% | +30.3% | −9.7% | −3.7% | −3.2% | +6.2% | +4.2% | +8.3% | −17.2% | −15.8% | +16.4% | −10.7% | −10.4% | +24.9% | −35.3pp |
| 2023 | +18.4% | +7.4% | +24.8% | +18.6% | −8.0% | +24.5% | +16.8% | −7.0% | +8.4% | −14.8% | +18.1% | +13.6% | +189.9% | +26.2% | +163.8pp |
| 2022 | −6.1% | −6.3% | +1.0% | −20.6% | −13.7% | −10.7% | +3.3% | −16.4% | −27.1% | −4.9% | +27.1% | −6.7% | −61.4% | −18.2% | −43.3pp |
| 2021 | +4.2% | +8.4% | +1.1% | −4.9% | +4.3% | +9.2% | −5.7% | −7.1% | −8.6% | +2.9% | −12.9% | −8.0% | −18.4% | +28.7% | −47.1pp |
| 2020 | −4.9% | −2.7% | −54.3% | +36.8% | +23.8% | −15.3% | +31.0% | −7.3% | −18.9% | −2.3% | +22.1% | −2.1% | −30.2% | +18.3% | −48.6pp |
| 2019 | −19.6% | −0.8% | −2.9% | +12.8% | −3.2% | +3.9% | +6.1% | +18.9% | +15.0% | +0.2% | −3.0% | −1.8% | +21.6% | +31.2% | −9.6pp |
| 2018 | +6.3% | +27.7% | −4.9% | −7.0% | −3.2% | +4.1% | +0.8% | −4.2% | −2.4% | −8.5% | −3.5% | −14.3% | −13.7% | −4.6% | −9.2pp |
| 2017 | −7.9% | −5.0% | +7.5% | −4.8% | +7.6% | +7.0% | −6.7% | +4.8% | +5.6% | +11.8% | +11.6% | −1.6% | +30.9% | +21.7% | +9.2pp |
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. CMPR 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 | 20 | 20 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 57% | 52% | 38% | 48% | 62% | 52% | 60% | 55% | 57% | 62% | 33% |
| Median | +4.2% | +1.1% | +1.0% | −2.6% | −1.0% | +2.2% | +0.8% | +4.5% | +3.8% | +0.6% | +4.4% | −1.6% |
| Best | +32.9% | +30.3% | +24.8% | +36.8% | +23.8% | +24.5% | +31.0% | +29.0% | +26.0% | +29.2% | +27.1% | +25.3% |
| Worst | −19.6% | −27.7% | −54.3% | −20.6% | −13.7% | −15.6% | −44.2% | −16.4% | −27.1% | −48.0% | −12.9% | −14.3% |
| vs SPY ⓘ | +2.5pp | −2.0pp | −0.8pp | −2.9pp | −0.9pp | +1.1pp | −2.8pp | +3.3pp | +3.1pp | −1.6pp | +2.7pp | −2.6pp |
250 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
