| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CULP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.1% | −9.1% | −14.4% | +20.1% | −5.8% | +0.0% | +14.2% | — | — | — | — | — | −0.6% | +7.5% | −8.1pp |
| 2025 | −8.2% | −1.7% | −5.7% | −24.0% | +11.8% | −7.5% | +8.1% | +1.6% | +3.2% | −9.9% | −0.7% | −10.8% | −39.4% | +17.7% | −57.1pp |
| 2024 | −14.3% | −0.8% | −2.4% | −5.0% | −2.6% | +0.9% | +12.9% | −0.8% | +30.5% | −18.9% | −1.1% | +11.8% | +1.4% | +24.9% | −23.5pp |
| 2023 | +13.3% | +6.5% | −6.1% | +5.0% | −21.4% | +15.9% | +14.7% | −1.6% | −0.5% | −2.0% | −6.9% | +13.8% | +26.1% | +26.2% | −0.0pp |
| 2022 | −3.7% | −10.3% | −2.2% | −17.4% | −14.1% | −22.5% | +16.7% | −8.4% | −5.2% | +15.1% | +2.2% | −10.5% | −50.4% | −18.2% | −32.3pp |
| 2021 | −2.1% | +11.8% | −10.8% | −7.4% | +15.3% | −0.1% | −7.5% | −12.0% | −2.2% | +3.6% | −19.8% | −10.4% | −38.2% | +28.7% | −67.0pp |
| 2020 | −6.6% | −27.8% | −19.3% | −1.9% | +8.4% | +11.7% | +30.3% | +8.1% | +3.5% | +0.7% | +15.4% | +10.8% | +21.3% | +18.3% | +3.0pp |
| 2019 | +1.1% | −2.9% | +4.2% | +6.7% | −16.0% | +10.3% | −4.9% | −21.9% | +16.1% | −4.5% | +4.2% | −15.5% | −26.7% | +31.2% | −57.9pp |
| 2018 | −5.1% | −12.6% | +10.2% | −3.3% | +5.1% | −20.6% | +1.0% | +2.2% | −4.2% | −4.3% | −11.5% | −7.3% | −42.7% | −4.6% | −38.1pp |
| 2017 | −13.3% | +5.6% | −8.0% | +2.9% | +0.0% | +2.1% | −7.7% | −3.3% | +13.2% | −3.2% | +1.3% | +4.7% | −8.3% | +21.7% | −30.0pp |
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. CULP 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 ⓘ | 29% | 57% | 48% | 48% | 52% | 62% | 62% | 43% | 52% | 48% | 43% | 57% |
| Median | −2.1% | +0.6% | −2.0% | −0.4% | +0.4% | +1.5% | +4.1% | −0.8% | +1.7% | −2.0% | −1.1% | +1.1% |
| Best | +30.4% | +14.7% | +49.5% | +46.1% | +15.3% | +30.9% | +33.8% | +20.3% | +30.5% | +15.1% | +20.5% | +58.4% |
| Worst | −14.3% | −27.8% | −19.3% | −24.0% | −21.4% | −22.5% | −11.7% | −21.9% | −20.6% | −51.4% | −19.8% | −16.3% |
| vs SPY ⓘ | −1.1pp | −0.4pp | −3.5pp | −1.0pp | −0.2pp | +2.1pp | +5.4pp | −1.0pp | +2.5pp | −3.4pp | −3.3pp | +1.5pp |
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.
