| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CWT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.2% | +1.6% | +0.6% | −6.8% | +7.6% | +7.9% | +6.3% | — | — | — | — | — | +21.2% | +7.5% | +13.7pp |
| 2025 | −0.1% | +1.0% | +6.6% | +4.5% | −6.1% | −3.7% | −0.0% | +3.9% | −2.2% | −3.3% | +2.9% | −4.5% | −1.9% | +17.7% | −19.6pp |
| 2024 | −12.7% | +1.9% | +1.3% | +5.7% | +2.1% | −2.8% | +10.2% | +4.1% | −2.0% | −4.2% | −0.9% | −11.4% | −10.7% | +24.9% | −35.6pp |
| 2023 | +0.9% | −6.0% | +1.7% | −3.6% | +1.9% | −9.3% | +2.7% | −4.7% | −5.9% | +2.9% | +4.4% | +2.6% | −12.8% | +26.2% | −39.0pp |
| 2022 | −13.6% | −7.9% | +4.1% | −12.5% | +4.0% | +3.5% | +8.2% | −2.2% | −10.0% | +17.8% | +5.1% | −6.6% | −14.1% | −18.2% | +4.0pp |
| 2021 | +1.1% | +1.0% | +2.5% | +4.3% | −2.9% | −2.3% | +12.9% | +1.7% | −7.3% | +3.3% | +3.9% | +14.0% | +35.0% | +28.7% | +6.3pp |
| 2020 | +1.9% | −8.4% | +4.9% | −10.7% | +5.1% | +1.5% | −1.7% | −2.8% | −4.2% | +2.6% | +11.5% | +9.2% | +6.7% | +18.3% | −11.7pp |
| 2019 | +3.9% | +5.5% | +4.3% | −7.2% | −1.9% | +2.9% | +5.5% | +6.1% | −6.2% | +5.7% | −7.8% | +0.3% | +9.8% | +31.2% | −21.4pp |
| 2018 | −10.3% | −6.3% | −1.8% | +4.0% | +4.4% | −3.2% | +5.5% | +0.6% | +4.3% | −2.1% | +9.3% | +4.2% | +7.1% | −4.6% | +11.6pp |
| 2017 | +1.8% | +7.1% | −2.4% | −0.4% | −2.4% | +6.2% | +5.7% | −3.3% | +1.9% | +10.1% | +9.0% | −0.5% | +36.4% | +21.7% | +14.7pp |
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. CWT 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 ⓘ | 52% | 57% | 71% | 48% | 43% | 48% | 57% | 48% | 43% | 62% | 76% | 57% |
| Median | +0.9% | +1.0% | +1.8% | −0.4% | −1.2% | −0.4% | +2.7% | −0.1% | −2.0% | +2.6% | +2.9% | +0.3% |
| Best | +11.0% | +8.3% | +8.1% | +5.7% | +7.6% | +19.8% | +13.0% | +7.7% | +7.2% | +17.8% | +13.2% | +14.0% |
| Worst | −13.6% | −9.2% | −5.2% | −12.5% | −11.1% | −10.1% | −5.9% | −9.1% | −10.0% | −13.2% | −11.4% | −11.4% |
| vs SPY ⓘ | +0.7pp | −0.5pp | +0.4pp | −3.0pp | −0.5pp | +0.2pp | −0.1pp | +1.7pp | −0.7pp | +2.2pp | +0.5pp | −1.6pp |
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.
