| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LEA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.2% | +12.1% | −7.2% | +5.0% | +12.6% | −5.8% | +10.0% | — | — | — | — | — | +30.2% | +7.5% | +22.7pp |
| 2025 | −0.6% | −0.1% | −5.4% | −2.8% | +5.4% | +6.0% | −0.7% | +16.7% | −7.9% | +4.0% | +2.6% | +7.5% | +24.9% | +17.7% | +7.1pp |
| 2024 | −5.9% | +3.3% | +6.1% | −13.1% | −0.4% | −8.3% | +6.9% | −4.4% | −5.8% | −12.3% | +2.2% | −2.5% | −31.2% | +24.9% | −56.1pp |
| 2023 | +17.5% | −4.2% | +0.4% | −8.5% | −3.9% | +17.7% | +7.8% | −6.4% | −6.9% | −3.3% | +3.1% | +6.2% | +16.4% | +26.2% | −9.8pp |
| 2022 | −8.5% | −6.0% | −8.9% | −10.3% | +10.2% | −10.2% | +20.1% | −7.8% | −13.7% | +15.9% | +4.0% | −13.5% | −30.7% | −18.2% | −12.5pp |
| 2021 | −5.2% | +10.2% | +9.3% | +1.4% | +5.2% | −9.2% | −0.2% | −8.6% | −1.9% | +9.8% | −2.4% | +9.5% | +16.2% | +28.7% | −12.5pp |
| 2020 | −10.2% | −9.1% | −26.9% | +20.2% | +8.6% | +2.8% | +1.2% | +3.2% | −4.3% | +10.8% | +18.3% | +11.4% | +16.9% | +18.3% | −1.4pp |
| 2019 | +25.3% | −0.7% | −10.8% | +5.4% | −16.8% | +17.7% | −9.0% | −10.8% | +5.0% | −0.1% | +2.2% | +14.8% | +14.4% | +31.2% | −16.8pp |
| 2018 | +9.3% | −3.4% | +0.1% | +0.5% | +5.9% | −5.8% | −3.1% | −9.6% | −10.6% | −8.3% | +2.5% | −9.4% | −29.3% | −4.6% | −24.7pp |
| 2017 | +7.3% | −0.1% | +0.1% | +0.8% | +4.5% | −4.4% | +4.3% | +1.3% | +15.7% | +1.5% | +3.0% | −2.1% | +35.2% | +21.7% | +13.5pp |
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. LEA 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 ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 17 |
| Positive ⓘ | 59% | 53% | 65% | 65% | 65% | 41% | 59% | 38% | 38% | 75% | 81% | 59% |
| Median | +2.2% | +0.2% | +0.4% | +0.8% | +4.5% | −3.0% | +4.3% | −1.6% | −3.3% | +7.6% | +2.6% | +2.5% |
| Best | +25.3% | +12.5% | +14.6% | +20.2% | +12.6% | +17.7% | +20.1% | +16.7% | +15.7% | +15.9% | +18.3% | +14.8% |
| Worst | −15.5% | −9.1% | −26.9% | −13.1% | −16.8% | −14.1% | −9.0% | −10.8% | −14.4% | −12.3% | −10.3% | −13.5% |
| vs SPY ⓘ | +0.6pp | −1.2pp | −0.1pp | −0.8pp | +2.0pp | −1.0pp | +2.2pp | −0.2pp | −2.0pp | +2.9pp | +0.1pp | +1.6pp |
200 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
