| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DCBO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −11.4% | −11.6% | +0.5% | +9.6% | −4.5% | −2.1% | +23.0% | — | — | — | — | — | −0.8% | +7.5% | −8.4pp |
| 2025 | −6.3% | −23.5% | −10.5% | +8.8% | −12.6% | +5.9% | +4.7% | +2.9% | −12.3% | −8.3% | −16.3% | +5.8% | −50.4% | +17.7% | −68.1pp |
| 2024 | −9.2% | +24.0% | −10.1% | −8.6% | −23.2% | +12.3% | +3.0% | +8.5% | +2.5% | +3.3% | +9.2% | −10.2% | −7.5% | +24.9% | −32.3pp |
| 2023 | +14.9% | −8.1% | +16.4% | −5.1% | −11.8% | +15.6% | −2.6% | +14.1% | −7.6% | −3.1% | +13.6% | +8.4% | +46.0% | +26.2% | +19.8pp |
| 2022 | −15.8% | −7.2% | −1.5% | −17.3% | −19.7% | −16.8% | +9.8% | −4.6% | −10.1% | +8.0% | +9.3% | +3.9% | −50.8% | −18.2% | −32.6pp |
| 2021 · part | — | — | — | +23.4% | −2.1% | +13.9% | +12.7% | +26.3% | −13.4% | +3.1% | −5.1% | −5.4% | +57.1% | +28.7% | +28.3pp |
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. DCBO 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 ⓘ | 5 | 5 | 5 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 20% | 40% | 50% | 0% | 67% | 83% | 80% | 20% | 60% | 60% | 60% |
| Median | −9.2% | −8.1% | −1.5% | +1.9% | −12.2% | +9.1% | +7.3% | +8.5% | −10.1% | +3.1% | +9.2% | +3.9% |
| Best | +14.9% | +24.0% | +16.4% | +23.4% | −2.1% | +15.6% | +23.0% | +26.3% | +2.5% | +8.0% | +13.6% | +8.4% |
| Worst | −15.8% | −23.5% | −10.5% | −17.3% | −23.2% | −16.8% | −2.6% | −4.6% | −13.4% | −8.3% | −16.3% | −10.2% |
| vs SPY ⓘ | −10.6pp | −5.6pp | −5.0pp | −2.7pp | −15.6pp | +4.8pp | +2.1pp | +6.1pp | −2.8pp | −0.9pp | +3.3pp | +3.9pp |
64 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
