| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LFSC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.7% | +2.1% | −3.8% | +8.7% | +3.6% | +14.8% | +3.3% | — | — | — | — | — | +27.5% | +7.5% | +19.9pp |
| 2025 | +11.9% | −6.2% | −8.6% | +2.5% | −0.4% | +7.4% | −1.6% | +15.1% | +6.7% | +10.5% | +15.3% | −3.4% | +56.5% | +17.7% | +38.8pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | — | +5.9% | −11.3% | −6.0% | +24.9% | −30.9pp |
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. LFSC 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 2 | 2 |
| Positive ⓘ | 50% | 50% | 0% | 100% | 50% | 100% | 50% | 100% | 100% | 100% | 100% | 0% |
| Median | +4.6% | −2.1% | −6.2% | +5.6% | +1.6% | +11.1% | +0.8% | +15.1% | +6.7% | +10.5% | +10.6% | −7.4% |
| Best | +11.9% | +2.1% | −3.8% | +8.7% | +3.6% | +14.8% | +3.3% | +15.1% | +6.7% | +10.5% | +15.3% | −3.4% |
| Worst | −2.7% | −6.2% | −8.6% | +2.5% | −0.4% | +7.4% | −1.6% | +15.1% | +6.7% | +10.5% | +5.9% | −11.3% |
| vs SPY ⓘ | +2.6pp | −1.0pp | −1.0pp | +0.8pp | −4.2pp | +9.0pp | +0.8pp | +13.0pp | +3.1pp | +8.2pp | +7.6pp | −6.2pp |
21 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
