| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | COWS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.7% | +2.7% | −4.8% | +6.2% | +0.2% | +3.0% | +8.3% | — | — | — | — | — | +18.0% | +7.5% | +10.5pp |
| 2025 | +1.7% | −2.6% | −2.9% | −6.6% | +5.9% | +5.5% | +3.3% | +5.6% | +0.6% | −0.6% | +3.6% | +1.7% | +15.3% | +17.7% | −2.4pp |
| 2024 | −1.4% | +3.8% | +7.9% | −6.7% | +4.6% | −2.7% | +5.7% | −0.5% | +0.7% | −1.0% | +8.8% | −7.2% | +11.1% | +24.9% | −13.8pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | −5.4% | +8.6% | +7.7% | +10.6% | +26.2% | −15.6pp |
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. COWS 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 67% | 33% | 33% | 100% | 67% | 100% | 50% | 100% | 0% | 100% | 67% |
| Median | +1.7% | +2.7% | −2.9% | −6.6% | +4.6% | +3.0% | +5.7% | +2.6% | +0.6% | −1.0% | +8.6% | +1.7% |
| Best | +1.7% | +3.8% | +7.9% | +6.2% | +5.9% | +5.5% | +8.3% | +5.6% | +0.7% | −0.6% | +8.8% | +7.7% |
| Worst | −1.4% | −2.6% | −4.8% | −6.7% | +0.2% | −2.7% | +3.3% | −0.5% | +0.6% | −5.4% | +3.6% | −7.2% |
| vs SPY ⓘ | −1.0pp | −1.4pp | +2.6pp | −4.3pp | −0.4pp | +0.4pp | +4.5pp | +0.4pp | −2.2pp | −3.0pp | +2.9pp | +1.6pp |
34 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
