| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LGRDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.7% | +13.4% | −14.3% | +15.2% | −2.3% | −1.6% | −12.5% | — | — | — | — | — | +1.4% | +7.5% | −6.2pp |
| 2025 | +5.3% | +7.4% | −3.4% | +3.5% | +13.9% | +9.7% | +10.8% | +2.8% | +8.8% | +3.9% | −11.9% | −2.2% | +56.8% | +17.7% | +39.1pp |
| 2024 | −6.7% | +4.2% | +5.0% | −3.2% | +7.1% | −7.9% | +8.5% | +3.9% | +2.9% | −2.3% | −11.1% | −3.5% | −5.2% | +24.9% | −30.1pp |
| 2023 | +11.5% | +3.6% | −1.3% | +3.6% | +0.3% | +7.0% | +1.0% | −1.7% | −6.6% | −6.4% | +12.0% | +8.0% | +33.1% | +26.2% | +6.9pp |
| 2022 | −13.4% | −6.9% | +0.7% | −7.4% | +0.7% | −15.1% | +11.4% | −11.9% | −10.7% | +18.3% | +6.3% | −1.4% | −30.2% | −18.2% | −12.1pp |
| 2021 | +3.6% | −5.9% | +7.2% | +4.3% | +10.0% | +1.0% | +6.2% | +1.6% | −6.0% | +1.6% | +0.7% | +6.3% | +33.6% | +28.7% | +4.8pp |
| 2020 | −2.0% | −4.8% | −17.2% | +5.9% | +5.3% | +10.3% | +8.0% | +1.8% | −4.3% | −7.5% | +14.2% | +5.3% | +11.4% | +18.3% | −7.0pp |
| 2019 | +6.1% | +11.0% | +1.4% | +10.2% | −6.8% | +9.4% | −5.0% | +1.0% | +1.2% | +9.3% | +1.1% | +3.3% | +48.8% | +31.2% | +17.6pp |
| 2018 · part | — | — | — | −4.0% | +1.4% | −6.1% | +1.7% | +2.7% | −4.4% | −10.3% | −6.8% | −8.4% | −30.1% | −4.6% | −25.5pp |
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. LGRDY 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.
