| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LOB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.3% | −9.2% | −8.7% | +13.7% | +1.1% | +7.5% | +4.6% | — | — | — | — | — | +24.5% | +7.5% | +17.0pp |
| 2025 | −10.3% | −10.3% | −16.2% | −2.0% | +5.0% | +8.7% | +6.1% | +22.4% | −8.9% | −11.6% | +2.5% | +7.7% | −12.8% | +17.7% | −30.5pp |
| 2024 | −20.1% | +9.3% | +4.5% | −22.1% | +6.7% | +1.8% | +28.8% | −4.8% | +10.3% | −16.2% | +19.3% | −16.5% | −12.8% | +24.9% | −37.7pp |
| 2023 | +13.3% | +1.1% | −29.5% | −3.3% | −8.1% | +21.7% | +43.9% | −14.6% | −10.4% | −0.3% | +16.6% | +35.4% | +51.3% | +26.2% | +25.1pp |
| 2022 | −32.6% | +8.7% | −20.4% | −16.8% | −5.1% | −15.6% | +11.1% | −3.7% | −15.5% | +6.1% | +2.8% | −9.4% | −65.3% | −18.2% | −47.1pp |
| 2021 | −16.0% | +38.2% | +24.3% | −6.6% | −5.2% | −2.6% | +2.0% | +1.7% | +4.0% | +40.2% | −0.1% | −2.0% | +84.3% | +28.7% | +55.5pp |
| 2020 | −8.0% | −11.9% | −18.9% | +11.9% | −2.7% | +7.2% | +17.2% | +30.4% | +14.3% | +47.2% | +10.4% | +15.4% | +151.1% | +18.3% | +132.8pp |
| 2019 | −6.1% | +16.8% | −9.9% | +19.6% | −10.9% | +10.4% | +13.5% | −7.9% | +1.1% | +0.3% | +0.6% | +4.3% | +29.3% | +31.2% | −2.0pp |
| 2018 | +12.8% | −2.9% | +6.5% | +1.6% | +4.7% | +3.7% | −7.2% | +6.3% | −11.3% | −31.3% | −2.5% | −17.3% | −37.6% | −4.6% | −33.0pp |
| 2017 | +10.5% | +12.2% | −5.6% | +11.5% | +1.3% | −1.0% | +4.3% | −11.4% | +4.9% | +1.1% | +8.8% | −7.4% | +29.5% | +21.7% | +7.8pp |
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. LOB 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 45% | 55% | 36% | 55% | 55% | 64% | 82% | 45% | 64% | 55% | 82% | 45% |
| Median | −6.1% | +1.1% | −8.7% | +1.6% | +1.1% | +3.7% | +6.1% | −3.7% | +1.8% | +0.3% | +8.8% | −2.0% |
| Best | +16.3% | +38.2% | +24.3% | +19.6% | +6.7% | +21.7% | +43.9% | +30.4% | +14.3% | +47.2% | +19.3% | +35.4% |
| Worst | −32.6% | −11.9% | −29.5% | −22.1% | −10.9% | −15.6% | −7.2% | −14.6% | −15.5% | −31.3% | −2.5% | −17.3% |
| vs SPY ⓘ | −8.0pp | +3.6pp | −5.7pp | −0.8pp | −4.1pp | +3.1pp | +3.8pp | +0.4pp | +1.8pp | −1.9pp | +2.3pp | −3.7pp |
132 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
