| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CRL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.5% | −15.2% | −3.4% | −3.2% | +8.2% | +25.5% | +3.5% | — | — | — | — | — | +17.7% | +7.5% | +10.2pp |
| 2025 | −10.7% | +0.3% | −8.9% | −21.2% | +14.3% | +11.9% | +11.8% | −3.7% | −4.2% | +15.1% | −1.1% | +12.0% | +8.1% | +17.7% | −9.7pp |
| 2024 | −8.5% | +17.5% | +6.6% | −15.5% | −9.0% | −0.9% | +18.2% | −19.0% | −0.4% | −9.3% | +11.5% | −7.3% | −21.9% | +24.9% | −46.8pp |
| 2023 | +11.6% | −9.8% | −8.0% | −5.8% | +1.7% | +8.7% | −0.3% | −1.3% | −5.2% | −14.1% | +17.1% | +20.0% | +8.5% | +26.2% | −17.7pp |
| 2022 | −12.5% | −11.7% | −2.5% | −15.0% | −3.1% | −8.6% | +17.1% | −18.1% | −4.1% | +7.9% | +7.7% | −4.7% | −42.2% | −18.2% | −24.0pp |
| 2021 | +3.7% | +10.5% | +1.3% | +14.7% | +1.7% | +9.4% | +10.0% | +9.1% | −7.0% | +8.7% | −18.5% | +3.0% | +50.8% | +28.7% | +22.1pp |
| 2020 | +1.2% | +0.6% | −18.9% | +14.6% | +24.2% | −3.0% | +14.1% | +10.0% | +3.4% | +0.6% | +3.0% | +6.5% | +63.6% | +18.3% | +45.2pp |
| 2019 | +8.8% | +15.4% | +2.2% | −3.3% | −10.7% | +13.1% | −5.2% | −2.5% | +0.9% | −1.8% | +11.7% | +5.2% | +35.0% | +31.2% | +3.7pp |
| 2018 | −3.7% | +1.1% | +0.1% | −2.4% | +3.2% | +4.4% | +10.7% | −0.6% | +8.9% | −9.5% | +10.7% | −16.1% | +3.4% | −4.6% | +8.0pp |
| 2017 | +6.1% | +7.6% | +3.4% | −0.3% | +2.6% | +9.9% | −2.9% | +10.8% | −0.7% | +7.7% | −10.4% | +5.0% | +43.7% | +21.7% | +21.9pp |
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. CRL 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 67% | 67% | 76% | 29% | 62% | 48% | 62% | 48% | 52% | 52% | 57% | 67% |
| Median | +5.5% | +1.6% | +1.6% | −2.4% | +1.7% | −0.1% | +3.9% | −0.6% | +0.2% | +0.3% | +2.8% | +3.6% |
| Best | +23.6% | +17.5% | +9.7% | +14.7% | +24.2% | +25.5% | +18.2% | +14.5% | +17.3% | +15.1% | +17.4% | +20.0% |
| Worst | −12.5% | −15.2% | −18.9% | −21.2% | −15.3% | −8.6% | −9.1% | −19.0% | −15.4% | −35.5% | −36.4% | −16.1% |
| vs SPY ⓘ | +4.0pp | +1.6pp | +0.4pp | −6.2pp | +1.2pp | +2.2pp | +3.0pp | +0.3pp | −0.5pp | −0.3pp | −0.3pp | +2.3pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
