| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.3% | +29.7% | −7.3% | −0.5% | +14.4% | +0.8% | −5.5% | — | — | — | — | — | +52.9% | +7.5% | +45.4pp |
| 2025 | +0.4% | +6.6% | +4.0% | +0.7% | −1.4% | −5.4% | −16.1% | −6.2% | +0.4% | +10.9% | −3.8% | −14.0% | −24.2% | +17.7% | −41.9pp |
| 2024 | — | — | — | — | — | −44.6% | +42.4% | +12.3% | +5.6% | +43.4% | +35.5% | −15.0% | +54.7% | +24.9% | +29.8pp |
| 2021 · part | +9.6% | +34.1% | +13.2% | +6.5% | +6.0% | +3.1% | +11.1% | −47.8% | — | — | — | — | +12.3% | +28.7% | −16.4pp |
| 2020 | +27.8% | −6.5% | −46.6% | +2.9% | +36.2% | −7.5% | +63.1% | +20.4% | +8.2% | +0.6% | +21.2% | −4.2% | +105.2% | +18.3% | +86.9pp |
| 2019 | +8.5% | −6.1% | +5.5% | −7.0% | −12.4% | +16.2% | −0.6% | −36.4% | +18.7% | −13.0% | +12.3% | −5.3% | −29.4% | +31.2% | −60.6pp |
| 2018 | −16.8% | −1.5% | −22.5% | −8.6% | −2.9% | +8.8% | −14.1% | −16.5% | +14.6% | +7.0% | +2.1% | −22.5% | −57.4% | −4.6% | −52.8pp |
| 2017 | −8.6% | −12.6% | −10.5% | +12.1% | −2.3% | +4.4% | −13.9% | −21.9% | +14.9% | +3.4% | +30.3% | +7.4% | −8.5% | +21.7% | −30.2pp |
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. LB is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 13 | 14 | 14 | 14 | 14 | 15 | 15 | 14 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 62% | 57% | 64% | 57% | 29% | 40% | 47% | 50% | 92% | 85% | 69% | 23% |
| Median | +0.4% | +7.1% | +2.7% | +1.8% | −2.6% | −1.5% | −0.6% | +0.9% | +6.5% | +6.5% | +8.9% | −5.3% |
| Best | +27.8% | +34.1% | +13.2% | +25.2% | +36.2% | +16.2% | +63.1% | +20.4% | +18.7% | +43.4% | +35.5% | +7.4% |
| Worst | −16.8% | −12.6% | −46.6% | −10.8% | −12.4% | −44.6% | −16.1% | −47.8% | −7.1% | −13.0% | −3.8% | −22.5% |
| vs SPY ⓘ | −0.9pp | +3.0pp | −0.1pp | −2.0pp | −3.4pp | −0.2pp | +0.5pp | +1.4pp | +6.3pp | +3.1pp | +8.3pp | −8.2pp |
165 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
