| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ESLA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −28.2% | +8.9% | −13.1% | +54.7% | −33.5% | −4.6% | −30.8% | — | — | — | — | — | −53.8% | +9.3% | −63.2pp |
| 2025 | −12.5% | −1.9% | −10.0% | +16.5% | −6.5% | −5.0% | −12.5% | +25.0% | +9.5% | +110.4% | −12.8% | −26.1% | +30.0% | +17.7% | +12.3pp |
| 2024 | +0.9% | −8.9% | +21.6% | −15.3% | −9.8% | +10.9% | +48.6% | −19.2% | −7.9% | −31.0% | +41.9% | +5.7% | +8.1% | +24.9% | −16.8pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | +3.7% | −33.1% | −30.6% | +26.2% | −56.8pp |
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. ESLA 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 | 3 | 3 | 3 | 2 | 2 | 2 | 3 | 3 |
| Positive ⓘ | 33% | 33% | 33% | 67% | 0% | 33% | 33% | 50% | 50% | 50% | 67% | 33% |
| Median | −12.5% | −1.9% | −10.0% | +16.5% | −9.8% | −4.6% | −12.5% | +2.9% | +0.8% | +39.7% | +3.7% | −26.1% |
| Best | +0.9% | +8.9% | +21.6% | +54.7% | −6.5% | +10.9% | +48.6% | +25.0% | +9.5% | +110.4% | +41.9% | +5.7% |
| Worst | −28.2% | −8.9% | −13.1% | −15.3% | −33.5% | −5.0% | −30.8% | −19.2% | −7.9% | −31.0% | −12.8% | −33.1% |
| vs SPY ⓘ | −15.2pp | −0.6pp | −4.4pp | +17.4pp | −14.9pp | −3.6pp | −14.8pp | +0.7pp | −2.0pp | +39.0pp | −5.4pp | −26.1pp |
33 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
