| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LSTR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.3% | +9.4% | −1.6% | +14.8% | +12.7% | −0.0% | −14.0% | — | — | — | — | — | +26.0% | +7.5% | +18.5pp |
| 2025 | −3.0% | −3.3% | −5.4% | −10.7% | +2.3% | +1.6% | −4.1% | −0.5% | −7.4% | +4.8% | +2.2% | +9.8% | −14.4% | +17.7% | −32.1pp |
| 2024 | +0.0% | −0.6% | +1.3% | −9.5% | +4.6% | +1.3% | +3.1% | −3.9% | +3.5% | −6.9% | +6.0% | −7.6% | −9.7% | +24.9% | −34.5pp |
| 2023 | +7.4% | +4.8% | −0.8% | −1.8% | −0.2% | +9.8% | +5.7% | −6.6% | −6.8% | −6.9% | +5.0% | +12.2% | +21.2% | +26.2% | −5.0pp |
| 2022 | −9.6% | −3.3% | −2.3% | +2.7% | −2.1% | −4.0% | +7.7% | −6.2% | −1.5% | +8.2% | +10.9% | −5.8% | −7.3% | −18.2% | +10.9pp |
| 2021 | +5.0% | +15.0% | +3.1% | +4.4% | −0.9% | −7.3% | −0.6% | +7.2% | −6.1% | +11.4% | −4.0% | +6.2% | +35.6% | +28.7% | +6.9pp |
| 2020 | −1.0% | −8.7% | −5.1% | +7.8% | +12.7% | −3.4% | +8.4% | +9.5% | −5.7% | −0.6% | +5.6% | +2.5% | +21.2% | +18.3% | +2.9pp |
| 2019 | +6.2% | +7.2% | +0.7% | −0.4% | −11.5% | +12.2% | +3.0% | +0.4% | +1.0% | +0.5% | −1.4% | +2.2% | +19.8% | +31.2% | −11.5pp |
| 2018 | +8.2% | −1.9% | +0.8% | −7.3% | +11.7% | −3.7% | +1.8% | +4.3% | +5.4% | −18.0% | +9.2% | −12.3% | −6.2% | −4.6% | −1.7pp |
| 2017 | −0.8% | +2.7% | −1.3% | −0.2% | −2.1% | +2.5% | −2.9% | +12.4% | +6.7% | −0.9% | +4.6% | +0.9% | +22.6% | +21.7% | +0.9pp |
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. LSTR 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 62% | 62% | 48% | 57% | 38% | 57% | 43% | 48% | 48% | 67% | 67% |
| Median | +1.2% | +3.3% | +1.3% | −0.2% | +2.3% | −0.9% | +1.9% | −1.7% | +0.0% | −0.6% | +3.8% | +3.0% |
| Best | +18.7% | +15.0% | +12.5% | +14.8% | +12.7% | +12.2% | +8.4% | +12.4% | +10.2% | +12.8% | +14.6% | +19.6% |
| Worst | −10.3% | −11.7% | −5.6% | −10.7% | −11.5% | −7.3% | −14.0% | −11.1% | −10.1% | −18.0% | −16.7% | −15.2% |
| vs SPY ⓘ | +1.1pp | +1.7pp | −0.8pp | −3.5pp | +1.0pp | −0.1pp | −1.9pp | −2.1pp | −1.0pp | −1.1pp | −0.5pp | +0.4pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
