| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | COCO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.6% | +8.8% | −17.5% | +37.7% | +13.9% | −12.0% | +2.1% | — | — | — | — | — | +27.4% | +7.5% | +19.9pp |
| 2025 | +1.4% | −13.4% | −5.5% | +7.8% | +7.7% | +1.4% | −2.3% | +1.4% | +18.8% | −3.0% | +29.7% | −0.7% | +43.6% | +17.7% | +25.9pp |
| 2024 | −23.2% | +32.6% | −6.4% | −0.8% | +20.1% | −4.3% | −7.2% | +1.1% | +8.4% | +4.6% | +20.0% | +3.9% | +43.9% | +24.9% | +19.0pp |
| 2023 | −1.8% | +24.6% | +16.0% | +10.3% | +23.2% | +0.7% | −1.7% | +7.1% | −8.0% | +4.1% | +3.5% | −8.6% | +85.6% | +26.2% | +59.4pp |
| 2022 | −2.3% | +6.2% | −22.7% | +21.2% | +12.9% | −20.1% | +23.1% | +24.4% | −24.0% | −9.9% | +15.4% | +16.7% | +23.7% | −18.2% | +41.9pp |
| 2021 | — | — | — | — | — | — | — | — | — | — | +64185.7% | −17.3% | +53090.5% | +28.7% | +53061.7pp |
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. COCO 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.
