| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CSGP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.5% | −27.4% | −9.6% | −14.2% | −7.0% | −12.0% | +4.0% | — | — | — | — | — | −56.2% | +9.3% | −65.5pp |
| 2025 | +7.0% | −0.5% | +3.9% | −6.4% | −0.8% | +9.3% | +18.4% | −6.0% | −5.7% | −18.4% | −0.0% | −2.3% | −6.1% | +17.7% | −23.8pp |
| 2024 | −4.5% | +4.3% | +11.0% | −5.2% | −14.6% | −5.2% | +5.2% | −0.9% | −2.4% | −3.5% | +11.7% | −12.0% | −18.1% | +24.9% | −43.0pp |
| 2023 | +0.8% | −9.3% | −2.6% | +11.8% | +3.2% | +12.1% | −5.7% | −2.4% | −6.2% | −4.5% | +13.1% | +5.2% | +13.1% | +26.2% | −13.1pp |
| 2022 | −11.2% | −13.0% | +9.2% | −4.5% | −4.2% | −0.9% | +20.2% | −4.1% | +0.0% | +18.8% | −2.0% | −4.6% | −2.2% | −18.2% | +16.0pp |
| 2021 | −2.7% | −8.4% | −0.2% | +4.0% | −0.1% | −3.0% | +7.3% | −4.6% | +1.6% | −0.0% | −9.6% | +1.6% | −14.5% | +28.7% | −43.2pp |
| 2020 · part | — | — | — | — | +1.3% | +8.2% | +19.6% | −0.1% | −0.0% | −2.9% | +10.6% | +1.5% | +42.6% | +18.3% | +24.2pp |
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. CSGP 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 ⓘ | 6 | 6 | 6 | 6 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 17% | 50% | 33% | 29% | 43% | 86% | 0% | 33% | 17% | 50% | 50% |
| Median | −3.6% | −8.9% | +1.8% | −4.9% | −0.8% | −0.9% | +7.3% | −3.2% | −1.2% | −3.2% | +5.3% | −0.4% |
| Best | +7.0% | +4.3% | +11.0% | +11.8% | +3.2% | +12.1% | +20.2% | −0.1% | +1.6% | +18.8% | +13.1% | +5.2% |
| Worst | −11.2% | −27.4% | −9.6% | −14.2% | −14.6% | −12.0% | −5.7% | −6.0% | −6.2% | −18.4% | −9.6% | −12.0% |
| vs SPY ⓘ | −5.7pp | −8.4pp | +0.4pp | −1.3pp | −4.4pp | +4.2pp | +4.8pp | −5.2pp | +1.1pp | −2.5pp | −0.3pp | −2.3pp |
75 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
