| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LBRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +33.5% | +14.0% | +2.9% | +17.3% | −13.4% | −10.5% | −34.7% | — | — | — | — | — | −7.1% | +7.5% | −14.7pp |
| 2025 | −7.9% | −5.7% | −7.9% | −27.4% | +0.8% | −0.3% | +7.5% | −8.8% | +10.5% | +46.8% | −1.8% | +4.3% | −4.9% | +17.7% | −22.6pp |
| 2024 | +14.6% | +2.8% | −2.8% | +6.2% | +12.2% | −15.1% | +15.6% | −14.7% | −6.9% | −10.6% | +7.8% | +8.6% | +11.2% | +24.9% | −13.7pp |
| 2023 | −1.1% | −3.7% | −15.7% | +0.0% | −8.4% | +14.3% | +23.2% | −3.2% | +16.5% | +6.4% | +0.8% | −8.3% | +14.8% | +26.2% | −11.3pp |
| 2022 | +24.7% | +3.1% | +18.7% | +8.9% | +0.8% | −21.6% | +11.3% | +5.6% | −15.5% | +33.4% | −2.2% | −2.8% | +65.6% | −18.2% | +83.7pp |
| 2021 | +16.6% | −2.7% | −3.4% | +3.6% | +27.9% | −5.3% | −28.0% | +0.3% | +18.7% | +6.5% | −28.8% | +5.4% | −5.9% | +28.7% | −34.6pp |
| 2020 | −23.7% | −21.1% | −59.5% | +75.5% | +9.1% | +6.4% | +3.1% | +14.2% | +23.9% | −16.4% | +39.2% | +10.9% | −6.5% | +18.3% | −24.8pp |
| 2019 | +17.5% | +7.7% | −5.7% | −3.1% | −14.5% | +27.4% | −12.5% | −23.9% | +1.0% | −15.0% | −4.0% | +26.5% | −12.6% | +31.2% | −43.8pp |
| 2018 · part | — | −16.0% | −9.1% | +18.1% | +6.6% | −11.9% | +4.7% | +0.2% | +10.1% | −12.0% | −8.7% | −25.0% | −41.2% | −4.6% | −36.6pp |
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. LBRT 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 ⓘ | 8 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 44% | 22% | 67% | 67% | 33% | 67% | 50% | 75% | 50% | 38% | 63% |
| Median | +15.6% | −2.7% | −5.7% | +6.2% | +0.8% | −5.3% | +4.7% | −1.5% | +10.3% | −2.1% | −2.0% | +4.9% |
| Best | +33.5% | +14.0% | +18.7% | +75.5% | +27.9% | +27.4% | +23.2% | +14.2% | +23.9% | +46.8% | +39.2% | +26.5% |
| Worst | −23.7% | −21.1% | −59.5% | −27.4% | −14.5% | −21.6% | −34.7% | −23.9% | −15.5% | −16.4% | −28.8% | −25.0% |
| vs SPY ⓘ | +11.2pp | −2.4pp | −6.4pp | +6.8pp | +0.6pp | −7.6pp | +1.0pp | −2.8pp | +8.2pp | −2.8pp | −7.7pp | +3.6pp |
102 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
