| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LOT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.8% | −6.5% | +0.0% | +13.9% | −2.3% | −8.6% | −28.2% | — | — | — | — | — | −40.4% | +9.3% | −49.8pp |
| 2025 | −24.4% | −22.0% | −24.9% | +1.9% | +31.3% | +2.8% | −8.2% | +5.0% | −3.3% | −22.0% | −15.6% | +4.4% | −60.9% | +17.7% | −78.7pp |
| 2024 · part | — | — | −8.3% | −14.5% | +68.3% | −32.5% | −14.7% | −2.3% | −8.2% | −13.4% | −7.5% | −11.1% | −51.5% | +24.9% | −76.4pp |
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. LOT 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 ⓘ | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 0% | 0% | 67% | 67% | 33% | 0% | 50% | 0% | 0% | 0% | 50% |
| Median | −18.6% | −14.2% | −8.3% | +1.9% | +31.3% | −8.6% | −14.7% | +1.3% | −5.7% | −17.7% | −11.6% | −3.3% |
| Best | −12.8% | −6.5% | +0.0% | +13.9% | +68.3% | +2.8% | −8.2% | +5.0% | −3.3% | −13.4% | −7.5% | +4.4% |
| Worst | −24.4% | −22.0% | −24.9% | −14.5% | −2.3% | −32.5% | −28.2% | −2.3% | −8.2% | −22.0% | −15.6% | −11.1% |
| vs SPY ⓘ | −20.7pp | −13.2pp | −11.6pp | +2.7pp | +25.0pp | −7.6pp | −15.9pp | −0.9pp | −8.6pp | −18.4pp | −14.7pp | −2.2pp |
29 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
