| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CPS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.4% | +22.5% | −27.5% | +7.9% | +0.9% | −10.8% | +7.7% | — | — | — | — | — | −11.2% | +7.5% | −18.8pp |
| 2025 | +13.7% | −1.8% | +1.2% | −4.2% | +57.1% | −6.7% | +12.1% | +52.8% | +0.3% | −18.2% | +3.4% | +5.1% | +142.1% | +17.7% | +124.4pp |
| 2024 | −10.0% | −20.1% | +17.8% | −6.8% | −14.5% | −5.8% | +18.8% | +4.5% | −10.2% | −9.5% | +23.0% | −12.2% | −30.6% | +24.9% | −55.5pp |
| 2023 | +84.4% | −4.5% | −10.7% | −5.5% | −19.2% | +31.2% | +29.2% | −18.9% | −10.2% | −7.5% | +42.8% | +10.1% | +115.7% | +26.2% | +89.5pp |
| 2022 | −8.1% | −38.2% | −31.1% | −47.4% | +21.9% | −11.2% | −13.6% | +81.7% | −25.4% | +62.7% | −25.6% | +28.1% | −59.6% | −18.2% | −41.4pp |
| 2021 | −12.0% | +17.4% | +1.4% | −20.0% | +2.5% | −2.6% | −10.2% | −10.6% | −5.9% | +18.4% | −11.0% | −2.9% | −35.4% | +28.7% | −64.1pp |
| 2020 | −20.0% | −34.8% | −40.6% | +25.1% | −18.4% | +26.3% | −19.2% | +69.2% | −27.1% | +18.8% | +116.2% | +2.2% | +4.6% | +18.3% | −13.8pp |
| 2019 | +23.1% | −21.4% | −21.9% | +7.9% | −23.7% | +18.5% | +8.0% | −24.3% | +9.2% | −22.1% | −10.8% | +16.6% | −46.6% | +31.2% | −77.8pp |
| 2018 | +1.7% | −2.2% | +0.8% | +0.8% | +0.3% | +5.2% | +3.2% | +2.7% | −13.3% | −22.8% | −21.1% | −15.0% | −49.3% | −4.6% | −44.7pp |
| 2017 | +1.8% | +6.4% | −1.0% | +1.9% | −4.5% | −6.6% | +1.4% | −1.6% | +15.3% | −3.9% | +13.1% | −2.8% | +18.5% | +21.7% | −3.2pp |
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. CPS 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 44% | 44% | 50% | 56% | 35% | 71% | 63% | 31% | 38% | 50% | 69% |
| Median | +1.8% | −0.9% | −1.4% | +0.0% | +0.6% | −2.6% | +4.6% | +3.7% | −3.6% | −5.7% | +0.9% | +5.0% |
| Best | +84.4% | +22.5% | +17.8% | +25.1% | +57.1% | +31.2% | +29.2% | +81.7% | +15.3% | +62.7% | +116.2% | +28.1% |
| Worst | −20.0% | −38.2% | −40.6% | −47.4% | −23.7% | −11.2% | −19.2% | −24.3% | −27.1% | −22.8% | −25.6% | −15.0% |
| vs SPY ⓘ | −2.7pp | −1.2pp | −5.4pp | −2.7pp | −1.9pp | −2.4pp | +0.7pp | +2.0pp | −4.4pp | −6.1pp | +0.4pp | +2.1pp |
194 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
