| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | COYA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.8% | +6.7% | −20.6% | +7.4% | +13.9% | +21.4% | −33.8% | — | — | — | — | — | −33.3% | +7.5% | −40.8pp |
| 2025 | +6.1% | +16.4% | −8.6% | +1.9% | −19.1% | +7.9% | +3.5% | +10.3% | −13.1% | +10.9% | +3.0% | −10.9% | +1.2% | +17.7% | −16.5pp |
| 2024 | −20.4% | +52.4% | +10.3% | −8.8% | −15.8% | −20.5% | +13.2% | −12.1% | +7.0% | +12.1% | −9.8% | −12.1% | −22.7% | +24.9% | −47.6pp |
| 2023 | −10.2% | −3.9% | −2.8% | +21.3% | −7.3% | −8.9% | −2.2% | −11.3% | +8.8% | +22.9% | +12.9% | +39.0% | +56.4% | +26.2% | +30.2pp |
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. COYA 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 25% | 75% | 25% | 75% | 25% | 50% | 50% | 33% | 67% | 100% | 67% | 33% |
| Median | −15.0% | +11.6% | −5.7% | +4.6% | −11.5% | −0.5% | +0.6% | −11.3% | +7.0% | +12.1% | +3.0% | −10.9% |
| Best | +6.1% | +52.4% | +10.3% | +21.3% | +13.9% | +21.4% | +13.2% | +10.3% | +8.8% | +22.9% | +12.9% | +39.0% |
| Worst | −20.4% | −3.9% | −20.6% | −8.8% | −19.1% | −20.5% | −33.8% | −12.1% | −13.1% | +10.9% | −9.8% | −12.1% |
| vs SPY ⓘ | −18.9pp | +12.6pp | −4.8pp | −0.2pp | −14.3pp | −6.3pp | −2.2pp | −9.7pp | +4.9pp | +13.0pp | +2.8pp | −9.7pp |
43 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
