| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LNSR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.5% | −6.0% | −50.2% | −12.2% | +10.9% | −1.6% | −9.5% | — | — | — | — | — | −55.5% | +9.3% | −64.9pp |
| 2025 | +24.2% | +17.1% | +8.6% | −0.5% | −3.7% | −2.7% | −2.1% | −4.7% | +0.6% | −0.4% | −17.2% | +14.2% | +30.1% | +17.7% | +12.4pp |
| 2024 | +1.1% | +37.5% | −30.4% | −8.2% | +50.6% | −4.3% | +10.9% | −6.4% | −1.9% | +24.0% | +32.6% | +18.7% | +154.7% | +24.9% | +129.8pp |
| 2023 | +1.6% | +2.7% | −19.4% | +14.9% | +2.8% | +44.6% | −22.8% | +3.7% | −9.1% | −30.4% | +15.8% | +41.0% | +18.6% | +26.2% | −7.6pp |
| 2022 | −0.3% | −1.9% | +26.3% | −1.5% | −7.1% | −3.8% | −3.4% | −14.3% | +3.0% | −14.2% | −30.5% | −10.6% | −50.6% | −18.2% | −32.4pp |
| 2021 · part | — | — | −19.7% | −4.8% | +19.7% | +4.7% | −6.1% | +9.2% | −13.9% | −6.5% | −4.6% | −12.2% | −33.7% | +28.7% | −62.5pp |
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. LNSR 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 80% | 60% | 33% | 17% | 67% | 33% | 17% | 40% | 40% | 20% | 40% | 60% |
| Median | +1.6% | +2.7% | −19.6% | −3.2% | +6.8% | −2.1% | −4.7% | −4.7% | −1.9% | −6.5% | −4.6% | +14.2% |
| Best | +24.2% | +37.5% | +26.3% | +14.9% | +50.6% | +44.6% | +10.9% | +9.2% | +3.0% | +24.0% | +32.6% | +41.0% |
| Worst | −0.3% | −6.0% | −50.2% | −12.2% | −7.1% | −4.3% | −22.8% | −14.3% | −13.9% | −30.4% | −30.5% | −12.2% |
| vs SPY ⓘ | +5.0pp | +5.2pp | −23.7pp | −1.9pp | +4.0pp | +1.0pp | −8.7pp | −6.8pp | −4.0pp | −13.6pp | −3.8pp | +14.2pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
