| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.0% | +9.0% | −6.1% | +3.6% | +0.3% | +2.9% | +9.6% | — | — | — | — | — | +28.3% | +7.5% | +20.8pp |
| 2025 | +2.0% | +12.2% | +1.3% | +1.3% | −0.6% | −1.2% | −4.0% | +1.6% | −3.1% | +3.9% | +6.1% | −3.7% | +15.6% | +17.7% | −2.1pp |
| 2024 | +1.0% | +0.9% | +2.7% | +1.0% | +1.9% | +1.9% | +4.9% | +8.6% | −0.2% | −9.1% | −1.1% | −2.8% | +8.9% | +24.9% | −16.0pp |
| 2023 | −3.6% | −3.0% | +5.0% | +3.4% | −7.0% | +1.7% | +2.8% | −3.4% | −5.7% | +0.9% | +4.3% | +0.8% | −4.4% | +26.2% | −30.6pp |
| 2022 | +3.0% | +2.0% | +0.4% | +4.2% | −1.9% | −0.0% | +2.0% | −3.8% | −8.6% | +6.8% | +7.0% | +0.0% | +10.6% | −18.2% | +28.8pp |
| 2021 | −12.2% | +1.7% | +8.5% | +2.4% | +2.4% | −1.4% | +5.4% | −1.3% | −6.1% | +7.4% | −6.2% | +12.9% | +11.4% | +28.7% | −17.4pp |
| 2020 | +5.5% | −8.4% | −16.5% | +3.7% | +1.7% | −3.4% | +5.7% | +4.8% | +0.5% | −2.7% | +8.2% | +6.3% | +2.5% | +18.3% | −15.9pp |
| 2019 | +1.6% | −5.8% | +4.3% | +4.7% | +0.1% | +4.5% | +3.4% | +4.6% | −0.4% | −0.0% | −1.2% | +3.7% | +20.6% | +31.2% | −10.6pp |
| 2018 | +3.7% | −9.2% | +1.4% | −0.5% | −0.5% | +2.9% | +6.3% | −4.4% | +4.5% | +3.7% | +6.1% | −6.1% | +6.8% | −4.6% | +11.3pp |
| 2017 | +0.3% | +0.9% | +2.0% | +1.7% | +5.4% | −0.6% | +2.2% | −0.6% | −0.4% | +2.2% | +0.4% | +0.2% | +14.4% | +21.7% | −7.3pp |
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. KO 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 38% | 59% | 78% | 78% | 63% | 48% | 63% | 54% | 42% | 65% | 69% | 54% |
| Median | −1.6% | +0.9% | +2.0% | +1.7% | +0.3% | −0.0% | +2.8% | +0.6% | −0.3% | +1.8% | +1.3% | +0.3% |
| Best | +7.0% | +12.2% | +10.7% | +8.7% | +14.2% | +8.0% | +10.0% | +9.1% | +11.0% | +9.5% | +8.2% | +12.9% |
| Worst | −12.2% | −15.3% | −16.5% | −3.4% | −7.0% | −8.6% | −13.1% | −14.1% | −9.9% | −16.7% | −6.2% | −6.1% |
| vs SPY ⓘ | −1.7pp | −0.4pp | +1.3pp | +0.6pp | −0.3pp | −0.3pp | +0.2pp | −0.4pp | −0.1pp | +0.3pp | −0.6pp | +0.1pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
