| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CTTAY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.1% | +10.2% | −20.3% | +8.8% | +15.4% | −0.7% | −0.5% | — | — | — | — | — | +7.8% | +9.3% | −1.6pp |
| 2025 | +6.5% | +1.0% | −2.0% | +15.0% | +14.2% | −0.8% | −1.9% | +3.1% | −25.2% | +15.7% | −1.6% | +6.0% | +25.5% | +17.7% | +7.8pp |
| 2024 | −3.6% | −2.2% | −10.2% | −6.8% | +5.1% | −16.9% | +9.6% | +9.9% | −5.5% | −3.4% | +4.9% | +2.0% | −18.8% | +24.9% | −43.7pp |
| 2023 | +17.6% | +2.6% | +3.3% | −4.7% | −3.7% | +12.9% | +5.4% | −6.2% | −5.8% | −7.8% | +19.5% | +9.3% | +44.8% | +26.2% | +18.7pp |
| 2022 | −8.6% | −11.3% | −16.2% | −4.5% | +16.9% | −9.5% | +2.3% | −20.2% | −22.6% | +17.2% | +16.2% | −0.6% | −41.3% | −18.2% | −23.1pp |
| 2021 | −5.4% | +1.1% | −6.6% | +1.4% | +10.2% | −1.1% | −7.9% | −1.1% | −18.0% | +7.2% | −8.9% | −2.0% | −29.5% | +28.7% | −58.3pp |
| 2020 | −12.0% | −0.1% | −37.9% | +19.3% | +17.8% | −0.8% | +2.2% | +13.0% | −0.7% | −1.4% | +29.5% | +8.3% | +20.8% | +18.3% | +2.4pp |
| 2019 | +14.8% | +3.5% | −8.2% | +14.3% | −18.4% | +7.2% | −5.4% | −12.3% | +5.9% | +4.2% | −2.4% | −1.5% | −3.9% | +31.2% | −35.1pp |
| 2018 | +11.4% | −8.7% | +1.1% | −2.4% | −1.8% | −10.5% | +1.1% | −20.4% | −5.3% | −4.9% | −8.4% | −8.9% | −46.6% | −4.6% | −42.1pp |
| 2017 | +1.9% | +3.6% | +8.2% | +1.8% | +12.9% | −2.4% | +3.5% | +0.6% | +12.7% | +0.5% | +4.5% | +0.8% | +59.0% | +21.7% | +37.3pp |
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. CTTAY 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 50% | 60% | 30% | 60% | 70% | 20% | 60% | 40% | 30% | 50% | 50% | 60% |
| Median | +0.4% | +1.0% | −7.4% | +1.6% | +11.5% | −1.0% | +1.7% | −0.6% | −5.4% | −0.5% | +1.5% | +1.4% |
| Best | +17.6% | +10.2% | +8.2% | +19.3% | +17.8% | +12.9% | +9.6% | +13.0% | +12.7% | +17.2% | +29.5% | +9.3% |
| Worst | −12.0% | −11.3% | −37.9% | −6.8% | −18.4% | −16.9% | −7.9% | −20.4% | −25.2% | −9.3% | −8.9% | −8.9% |
| vs SPY ⓘ | −1.2pp | −0.0pp | −10.6pp | −0.5pp | +8.7pp | −2.8pp | −3.1pp | −2.1pp | −3.5pp | +0.6pp | −1.4pp | +4.5pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
