| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CSTM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +19.2% | +10.8% | −1.2% | +27.3% | +9.5% | −7.0% | −10.4% | — | — | — | — | — | +51.6% | +9.3% | +42.2pp |
| 2025 | −3.3% | +14.6% | −11.3% | +0.2% | +20.1% | +9.6% | +3.1% | +5.7% | +2.7% | +5.7% | +6.9% | +12.1% | +83.5% | +17.7% | +65.8pp |
| 2024 | −6.1% | +3.4% | +14.0% | −10.9% | +10.1% | −13.0% | −5.5% | −5.8% | −3.0% | −31.7% | +10.5% | −16.2% | −48.5% | +24.9% | −73.4pp |
| 2023 | +22.8% | +10.0% | −4.4% | −2.8% | +0.3% | +15.4% | +11.0% | −5.7% | +1.1% | −13.2% | +10.1% | +14.7% | +68.7% | +26.2% | +42.5pp |
| 2022 | −2.3% | +11.1% | −7.4% | −7.3% | +1.2% | −21.8% | +10.7% | −9.0% | −23.9% | +8.7% | +13.0% | −5.0% | −33.9% | −18.2% | −15.8pp |
| 2021 | −11.9% | +7.4% | +11.0% | +5.5% | +15.2% | +6.1% | −0.4% | +7.2% | −7.1% | −2.0% | −4.6% | +1.9% | +28.0% | +28.7% | −0.7pp |
| 2020 | −15.2% | +9.2% | −58.0% | +48.9% | +5.8% | −6.5% | +4.3% | +0.0% | −2.0% | +12.2% | +43.5% | +10.7% | +4.4% | +18.3% | −13.9pp |
| 2019 | +17.9% | +14.8% | −15.6% | +17.0% | −12.5% | +22.9% | +19.6% | +0.2% | +5.6% | +4.9% | +6.1% | −5.2% | +91.7% | +31.2% | +60.5pp |
| 2018 | +15.2% | −9.7% | −6.5% | +4.6% | +7.0% | −15.2% | +27.2% | −11.1% | +6.0% | −26.6% | −7.4% | −16.7% | −37.3% | −4.6% | −32.7pp |
| 2017 | +27.1% | +8.7% | −20.2% | +6.9% | −2.9% | +2.2% | +27.5% | +28.4% | −9.3% | +9.3% | −5.4% | +5.2% | +89.0% | +21.7% | +67.3pp |
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. CSTM 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 ⓘ | 13 | 13 | 13 | 13 | 13 | 14 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 54% | 85% | 31% | 69% | 62% | 50% | 64% | 38% | 38% | 38% | 69% | 54% |
| Median | +11.3% | +8.7% | −4.4% | +4.6% | +1.2% | −2.1% | +7.5% | −1.7% | −3.0% | −4.8% | +10.1% | +1.9% |
| Best | +27.1% | +14.8% | +14.0% | +48.9% | +20.1% | +22.9% | +27.5% | +40.9% | +9.6% | +12.2% | +133.2% | +14.7% |
| Worst | −18.7% | −16.6% | −58.0% | −10.9% | −25.9% | −21.8% | −10.4% | −41.0% | −23.9% | −37.8% | −22.2% | −16.7% |
| vs SPY ⓘ | +9.6pp | +4.7pp | −5.8pp | +3.3pp | +1.0pp | −2.2pp | +1.2pp | −4.1pp | −2.5pp | −9.4pp | +4.5pp | +0.8pp |
158 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
