| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HCC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.3% | −6.7% | +11.9% | −3.5% | −6.5% | −3.3% | −0.9% | — | — | — | — | — | −8.6% | +9.3% | −18.0pp |
| 2025 | −2.7% | −8.6% | −0.9% | +0.2% | −4.8% | +0.8% | +12.1% | +19.2% | +4.1% | +6.6% | +15.5% | +12.6% | +63.5% | +17.7% | +45.8pp |
| 2024 | +5.2% | −10.3% | +6.5% | +12.6% | +0.2% | −8.3% | +10.1% | −11.2% | +4.2% | −1.2% | +11.5% | −22.9% | −9.8% | +24.9% | −34.7pp |
| 2023 | +9.4% | +3.7% | −4.1% | −5.8% | −5.0% | +18.8% | +13.6% | −10.4% | +29.1% | −4.6% | +15.0% | +8.9% | +81.6% | +26.2% | +55.4pp |
| 2022 | +1.9% | +20.2% | +18.0% | −8.2% | +0.4% | −9.0% | +4.3% | +4.5% | −12.6% | +30.6% | −0.7% | −5.9% | +41.0% | −18.2% | +59.2pp |
| 2021 | +8.0% | −16.5% | −10.6% | −7.5% | +15.8% | −6.0% | +8.5% | +20.2% | +3.9% | +3.0% | −10.2% | +19.6% | +21.8% | +28.7% | −6.9pp |
| 2020 | −10.7% | −5.8% | −40.1% | +18.2% | +12.7% | +9.3% | +3.4% | −2.5% | +10.4% | −11.9% | +16.1% | +22.4% | +2.3% | +18.3% | −16.0pp |
| 2019 | +19.2% | +1.9% | +4.0% | +2.0% | −3.7% | +1.2% | −5.3% | −15.4% | −6.6% | +0.0% | +5.4% | +2.9% | +2.0% | +31.2% | −29.2pp |
| 2018 | +11.2% | +11.8% | −10.3% | +5.9% | +17.1% | +1.5% | −6.2% | −6.9% | +12.4% | +3.6% | −15.2% | +1.7% | +23.2% | −4.6% | +27.8pp |
| 2017 · part | — | — | — | — | −5.2% | +0.2% | +27.6% | +25.1% | −13.6% | +10.4% | +36.9% | +13.2% | +124.0% | +21.7% | +102.3pp |
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. HCC 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 ⓘ | 9 | 9 | 9 | 9 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 78% | 44% | 44% | 56% | 50% | 60% | 70% | 44% | 67% | 67% | 67% | 78% |
| Median | +5.2% | −5.8% | −0.9% | +0.2% | −1.7% | +0.5% | +6.4% | −2.5% | +4.1% | +3.0% | +11.5% | +8.9% |
| Best | +19.2% | +20.2% | +18.0% | +18.2% | +17.1% | +18.8% | +27.6% | +25.1% | +29.1% | +30.6% | +36.9% | +22.4% |
| Worst | −10.7% | −16.5% | −40.1% | −8.2% | −6.5% | −9.0% | −6.2% | −15.4% | −13.6% | −11.9% | −15.2% | −22.9% |
| vs SPY ⓘ | +3.7pp | −1.3pp | +2.2pp | +0.6pp | −2.3pp | −1.5pp | +2.9pp | −8.8pp | +2.1pp | −0.3pp | +5.3pp | +10.5pp |
111 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
