| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LGN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.0% | +23.7% | −2.7% | +54.0% | −6.2% | +4.5% | −29.8% | — | — | — | — | — | +39.0% | +7.5% | +31.4pp |
| 2025 · part | — | — | — | — | — | — | — | — | — | +34.3% | +11.1% | −6.4% | +39.7% | +17.7% | +22.0pp |
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. LGN 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 ⓘ | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | 1 | 1 | 1 |
| Positive ⓘ | 100% | 100% | 0% | 100% | 0% | 100% | 0% | — | — | 100% | 100% | 0% |
| Median | +9.0% | +23.7% | −2.7% | +54.0% | −6.2% | +4.5% | −29.8% | — | — | +34.3% | +11.1% | −6.4% |
| Best | +9.0% | +23.7% | −2.7% | +54.0% | −6.2% | +4.5% | −29.8% | — | — | +34.3% | +11.1% | −6.4% |
| Worst | +9.0% | +23.7% | −2.7% | +54.0% | −6.2% | +4.5% | −29.8% | — | — | +34.3% | +11.1% | −6.4% |
| vs SPY ⓘ | +7.5pp | +24.6pp | +2.2pp | +43.5pp | −11.4pp | +5.5pp | −27.5pp | — | — | +31.9pp | +10.9pp | −6.5pp |
10 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
