| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CVX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.1% | +6.6% | +10.8% | −6.6% | −4.7% | −9.2% | +15.7% | — | — | — | — | — | +28.3% | +7.5% | +20.7pp |
| 2025 | +3.0% | +7.5% | +5.5% | −18.7% | +1.7% | +4.7% | +5.9% | +7.1% | −3.3% | +1.6% | −3.1% | +0.8% | +10.1% | +17.7% | −7.6pp |
| 2024 | −1.2% | +4.2% | +3.8% | +2.2% | +1.7% | −3.6% | +2.6% | −6.8% | −0.5% | +1.1% | +9.9% | −10.6% | +1.3% | +24.9% | −23.6pp |
| 2023 | −3.0% | −6.8% | +1.5% | +3.3% | −9.8% | +4.5% | +4.0% | −0.6% | +4.7% | −13.6% | −0.4% | +3.9% | −13.6% | +26.2% | −39.8pp |
| 2022 | +11.9% | +10.8% | +13.1% | −3.8% | +12.4% | −17.1% | +13.1% | −2.6% | −9.1% | +25.9% | +2.1% | −2.1% | +58.5% | −18.2% | +76.6pp |
| 2021 | +0.9% | +19.0% | +4.8% | −1.6% | +1.9% | +0.9% | −2.8% | −3.7% | +4.8% | +12.9% | −0.3% | +4.0% | +46.2% | +28.7% | +17.5pp |
| 2020 | −11.1% | −11.9% | −22.4% | +27.0% | +1.1% | −2.7% | −5.9% | +1.4% | −14.2% | −3.5% | +27.3% | −3.1% | −26.0% | +18.3% | −44.3pp |
| 2019 | +5.4% | +5.3% | +3.0% | −2.5% | −4.2% | +9.3% | −1.1% | −3.4% | +0.7% | −2.1% | +1.8% | +2.9% | +15.3% | +31.2% | −15.9pp |
| 2018 | +0.1% | −9.8% | +1.9% | +9.7% | +0.2% | +1.7% | −0.1% | −5.3% | +3.2% | −8.7% | +7.6% | −8.5% | −9.7% | −4.6% | −5.2pp |
| 2017 | −5.4% | +2.0% | −4.6% | −0.6% | −2.0% | +0.8% | +4.7% | −0.4% | +9.2% | −1.4% | +3.6% | +5.2% | +10.6% | +21.7% | −11.1pp |
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. CVX 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 38% | 70% | 74% | 56% | 56% | 56% | 59% | 50% | 58% | 50% | 65% | 62% |
| Median | −1.3% | +3.2% | +3.0% | +2.2% | +0.2% | +0.9% | +1.2% | −0.2% | +0.7% | −0.3% | +1.8% | +2.2% |
| Best | +16.1% | +19.0% | +23.8% | +27.0% | +14.1% | +9.3% | +15.7% | +7.8% | +10.0% | +25.9% | +27.3% | +15.0% |
| Worst | −11.1% | −13.1% | −22.4% | −18.7% | −9.8% | −17.1% | −15.3% | −7.3% | −14.2% | −13.6% | −8.4% | −10.6% |
| vs SPY ⓘ | −2.5pp | +1.3pp | +1.0pp | +1.7pp | −0.9pp | −0.3pp | +0.7pp | +0.3pp | +0.7pp | −1.6pp | −0.4pp | +0.6pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
