| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CSCCF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.0% | −6.1% | −28.2% | +11.3% | +30.7% | −15.7% | +1.6% | — | — | — | — | — | −6.7% | +9.3% | −16.0pp |
| 2025 | −8.6% | −2.8% | −4.8% | −7.9% | +13.3% | +12.5% | −7.7% | +26.5% | +18.9% | +4.8% | −0.9% | +13.4% | +62.5% | +17.7% | +44.8pp |
| 2024 | +3.1% | +3.7% | +21.6% | +9.1% | +1.9% | +1.6% | −6.3% | +6.2% | +9.0% | −10.1% | −2.3% | −9.9% | +26.0% | +24.9% | +1.1pp |
| 2023 | +33.7% | −8.9% | +1.5% | +5.3% | −16.6% | +14.6% | +14.9% | −11.3% | −7.7% | −19.7% | +20.0% | +18.9% | +34.0% | +26.2% | +7.8pp |
| 2022 · part | — | — | — | — | −18.5% | −35.1% | −7.4% | −2.5% | +7.2% | −4.0% | +52.8% | +4.5% | −21.5% | −18.2% | −3.3pp |
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. CSCCF 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 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 50% | 75% | 60% | 60% | 40% | 50% | 75% | 25% | 50% | 75% |
| Median | +7.0% | −4.5% | −1.6% | +7.2% | +1.9% | +1.6% | −6.3% | +1.8% | +8.1% | −7.1% | +9.6% | +8.9% |
| Best | +33.7% | +3.7% | +21.6% | +11.3% | +30.7% | +14.6% | +14.9% | +26.5% | +18.9% | +4.8% | +52.8% | +18.9% |
| Worst | −8.6% | −8.9% | −28.2% | −7.9% | −18.5% | −35.1% | −7.7% | −11.3% | −7.7% | −19.7% | −2.3% | −9.9% |
| vs SPY ⓘ | +5.5pp | −3.4pp | −0.7pp | +2.3pp | −3.2pp | −2.0pp | −7.5pp | +2.7pp | +11.1pp | −10.7pp | +4.9pp | +11.8pp |
51 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
