| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LSH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.0% | −29.9% | +5.4% | −13.9% | +11.7% | −35.2% | −37.8% | — | — | — | — | — | −69.7% | +7.5% | −77.2pp |
| 2025 | −15.6% | −15.4% | −40.1% | −4.9% | −5.7% | −11.5% | −3.5% | +39.0% | +13.2% | −7.8% | −27.0% | +2.4% | −64.4% | +17.7% | −82.1pp |
| 2024 · part | — | — | — | — | — | — | −5.2% | −22.4% | +23.1% | −39.1% | +10.9% | +2.0% | −37.7% | +24.9% | −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. LSH 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 | 2 | 2 | 2 | 2 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 50% | 0% | 50% | 0% | 0% | 50% | 100% | 0% | 50% | 100% |
| Median | −4.8% | −22.7% | −17.3% | −9.4% | +3.0% | −23.3% | −5.2% | +8.3% | +18.1% | −23.4% | −8.1% | +2.2% |
| Best | +6.0% | −15.4% | +5.4% | −4.9% | +11.7% | −11.5% | −3.5% | +39.0% | +23.1% | −7.8% | +10.9% | +2.4% |
| Worst | −15.6% | −29.9% | −40.1% | −13.9% | −5.7% | −35.2% | −37.8% | −22.4% | +13.2% | −39.1% | −27.0% | +2.0% |
| vs SPY ⓘ | −6.9pp | −21.6pp | −12.0pp | −14.2pp | −2.8pp | −25.4pp | −6.4pp | +6.1pp | +15.3pp | −24.2pp | −11.1pp | +3.4pp |
25 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
