| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EOG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.8% | +10.7% | +16.5% | −2.0% | −5.1% | −2.7% | +12.2% | — | — | — | — | — | +41.0% | +9.3% | +31.6pp |
| 2025 | +3.4% | +0.9% | +1.0% | −13.2% | −1.6% | +10.2% | +1.2% | +4.0% | −10.2% | −4.7% | +1.9% | −2.6% | −11.4% | +17.7% | −29.1pp |
| 2024 | −5.2% | +0.6% | +11.7% | +4.1% | −5.7% | +1.1% | +1.4% | +1.6% | −4.6% | −0.1% | +9.3% | −8.0% | +4.3% | +24.9% | −20.6pp |
| 2023 | +2.8% | −14.5% | +2.4% | +4.9% | −10.2% | +6.7% | +16.6% | −3.0% | −1.4% | +0.2% | −2.5% | −0.5% | −2.0% | +26.2% | −28.2pp |
| 2022 | +26.4% | +3.1% | +4.7% | −1.5% | +17.3% | −18.3% | +1.5% | +9.1% | −6.8% | +22.9% | +4.0% | −7.7% | +56.9% | −18.2% | +75.1pp |
| 2021 | +2.8% | +26.7% | +12.3% | +2.1% | +9.1% | +3.9% | −12.2% | −7.3% | +18.9% | +15.7% | −5.9% | +4.5% | +86.2% | +28.7% | +57.5pp |
| 2020 | −12.7% | −13.2% | −43.2% | +33.5% | +7.3% | −0.6% | −6.8% | −3.2% | −20.7% | −3.8% | +36.9% | +6.4% | −38.6% | +18.3% | −57.0pp |
| 2019 | +14.0% | −5.2% | +1.3% | +1.1% | −14.8% | +13.8% | −7.5% | −13.6% | +0.0% | −6.2% | +2.3% | +18.1% | −2.8% | +31.2% | −34.0pp |
| 2018 | +6.7% | −11.8% | +3.8% | +12.4% | −0.3% | +5.6% | +3.8% | −8.3% | +7.9% | −17.3% | −1.9% | −15.6% | −18.7% | −4.6% | −14.1pp |
| 2017 | +0.6% | −4.5% | +0.6% | −5.0% | −2.4% | +0.2% | +5.3% | −10.7% | +13.8% | +3.4% | +2.5% | +5.5% | +7.5% | +21.7% | −14.2pp |
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. EOG 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 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 71% | 57% | 86% | 62% | 33% | 57% | 55% | 48% | 57% | 52% | 62% | 52% |
| Median | +2.8% | +0.6% | +3.6% | +2.1% | −1.6% | +1.1% | +1.3% | −2.7% | +0.4% | +0.2% | +2.3% | +1.7% |
| Best | +26.4% | +36.3% | +16.5% | +33.5% | +17.3% | +13.8% | +16.6% | +10.5% | +18.9% | +26.2% | +36.9% | +18.1% |
| Worst | −12.7% | −26.2% | −43.2% | −13.2% | −14.8% | −18.3% | −23.3% | −13.6% | −23.3% | −17.3% | −8.8% | −21.7% |
| vs SPY ⓘ | +3.3pp | −0.7pp | +2.7pp | −0.3pp | −2.9pp | +0.2pp | −0.5pp | −3.5pp | +0.9pp | +0.8pp | −0.6pp | −1.9pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
