| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CXT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.3% | −4.1% | −15.9% | +10.1% | −12.7% | +31.7% | +1.6% | — | — | — | — | — | +11.4% | +7.5% | +3.8pp |
| 2025 | +9.9% | −12.5% | −7.9% | −8.7% | +14.6% | +0.5% | +10.1% | +0.9% | +12.3% | −5.7% | −10.7% | −16.4% | −18.2% | +17.7% | −35.9pp |
| 2024 | +2.5% | +0.5% | +6.0% | −1.8% | +4.2% | −2.8% | +2.4% | −6.3% | −4.5% | −3.3% | +15.8% | −7.1% | +3.5% | +24.9% | −21.4pp |
| 2023 · part | — | — | — | — | +11.4% | +7.2% | +4.8% | +0.6% | −6.4% | −6.4% | −0.8% | +10.5% | +21.0% | +26.2% | −5.2pp |
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. CXT 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 ⓘ | 3 | 3 | 3 | 3 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 100% | 33% | 33% | 33% | 75% | 75% | 100% | 67% | 33% | 0% | 33% | 33% |
| Median | +7.3% | −4.1% | −7.9% | −1.8% | +7.8% | +3.9% | +3.6% | +0.6% | −4.5% | −5.7% | −0.8% | −7.1% |
| Best | +9.9% | +0.5% | +6.0% | +10.1% | +14.6% | +31.7% | +10.1% | +0.9% | +12.3% | −3.3% | +15.8% | +10.5% |
| Worst | +2.5% | −12.5% | −15.9% | −8.7% | −12.7% | −2.8% | +1.6% | −6.3% | −6.4% | −6.4% | −10.7% | −16.4% |
| vs SPY ⓘ | +5.9pp | −4.7pp | −2.3pp | −0.4pp | +3.8pp | −1.9pp | +2.7pp | −1.1pp | −1.6pp | −4.3pp | −9.9pp | −4.7pp |
39 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
