| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LOECF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.3% | −0.4% | +21.7% | +5.5% | −14.2% | −6.1% | +15.8% | — | — | — | — | — | +13.0% | +9.3% | +3.7pp |
| 2025 | −3.4% | −4.7% | +3.6% | −8.5% | +6.0% | −5.6% | +28.6% | +6.6% | −0.9% | +4.9% | −1.6% | +4.5% | +27.7% | +17.7% | +10.0pp |
| 2024 | +15.0% | −5.7% | +3.2% | +2.6% | +7.3% | −8.3% | −8.3% | +4.8% | −9.5% | −5.3% | +3.7% | −14.0% | −17.1% | +24.9% | −42.0pp |
| 2023 · part | — | — | — | — | — | — | — | +1.3% | +0.2% | −5.0% | −7.4% | −13.4% | −22.7% | +26.2% | −48.9pp |
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. LOECF 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 0% | 100% | 67% | 67% | 0% | 67% | 100% | 33% | 33% | 33% | 33% |
| Median | −3.4% | −4.7% | +3.6% | +2.6% | +6.0% | −6.1% | +15.8% | +4.8% | −0.9% | −5.0% | −1.6% | −13.4% |
| Best | +15.0% | −0.4% | +21.7% | +5.5% | +7.3% | −5.6% | +28.6% | +6.6% | +0.2% | +4.9% | +3.7% | +4.5% |
| Worst | −5.3% | −5.7% | +3.2% | −8.5% | −14.2% | −8.3% | −8.3% | +1.3% | −9.5% | −5.3% | −7.4% | −14.0% |
| vs SPY ⓘ | −6.1pp | −3.5pp | +9.2pp | −5.0pp | −0.3pp | −10.8pp | +16.5pp | +2.9pp | −4.5pp | −2.8pp | −2.3pp | −11.6pp |
36 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
