| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CPAC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | −3.6% | −5.7% | +6.5% | −1.2% | +13.7% | +1.2% | — | — | — | — | — | +16.1% | +7.5% | +8.6pp |
| 2025 | +12.6% | −0.8% | −0.7% | −5.2% | +9.1% | −0.8% | +5.9% | +7.6% | +2.7% | +4.5% | −7.8% | +55.5% | +99.2% | +17.7% | +81.5pp |
| 2024 | −0.2% | +9.2% | +9.1% | −12.8% | +6.0% | +1.2% | +0.0% | −3.0% | +3.6% | +13.1% | −3.4% | −9.0% | +11.1% | +24.9% | −13.8pp |
| 2023 | +3.5% | −3.6% | +2.5% | +2.3% | +2.4% | −8.0% | +5.0% | −0.5% | −2.8% | −3.3% | +4.8% | +8.9% | +10.5% | +26.2% | −15.6pp |
| 2022 | +5.6% | +0.8% | +2.6% | −13.8% | −8.0% | −12.8% | +7.2% | −5.8% | −1.7% | +14.6% | +8.9% | −2.8% | −8.9% | −18.2% | +9.2pp |
| 2021 | +8.0% | +4.9% | −7.6% | −8.1% | +4.3% | −12.4% | −5.6% | −10.7% | −2.7% | +14.5% | +5.2% | −3.9% | −16.6% | +28.7% | −45.4pp |
| 2020 | −0.3% | −5.7% | −18.3% | −14.2% | +10.8% | +25.2% | −1.1% | −7.7% | +1.2% | −2.6% | +18.8% | −17.4% | −19.2% | +18.3% | −37.5pp |
| 2019 | +5.3% | −1.2% | +1.2% | −5.0% | −9.6% | +2.4% | +4.0% | −9.2% | +6.6% | +9.0% | +0.3% | −4.6% | −2.8% | +31.2% | −34.0pp |
| 2018 | +3.9% | −6.4% | −0.5% | +6.7% | −7.2% | −2.5% | −1.1% | −5.6% | −3.4% | −1.4% | −8.7% | +1.1% | −23.4% | −4.6% | −18.8pp |
| 2017 | +3.1% | −2.7% | −3.2% | −5.0% | +6.5% | +0.7% | +0.7% | +6.0% | +4.3% | +0.1% | −1.8% | −0.9% | +7.3% | +21.7% | −14.4pp |
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. CPAC 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 ⓘ | 14 | 14 | 15 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 64% | 29% | 40% | 47% | 53% | 40% | 53% | 36% | 43% | 79% | 43% | 57% |
| Median | +3.3% | −1.1% | −0.5% | −4.3% | +0.3% | −0.8% | +0.6% | −2.6% | −1.7% | +2.9% | −1.6% | +2.0% |
| Best | +12.6% | +9.2% | +23.1% | +14.2% | +10.8% | +25.2% | +7.2% | +7.6% | +21.6% | +17.8% | +18.8% | +55.5% |
| Worst | −19.1% | −6.4% | −18.3% | −14.2% | −10.3% | −12.8% | −8.4% | −18.1% | −6.7% | −3.3% | −8.7% | −17.4% |
| vs SPY ⓘ | −1.0pp | −0.9pp | −1.1pp | −4.3pp | −2.0pp | −3.1pp | −2.0pp | −2.0pp | +1.7pp | +4.3pp | −4.5pp | +3.1pp |
173 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
