| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LUCK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.4% | +4.1% | −0.6% | −4.4% | +3.7% | −8.7% | −6.0% | — | — | — | — | — | −15.8% | +9.3% | −25.2pp |
| 2025 | +6.4% | +0.8% | −8.6% | −3.7% | −7.6% | +5.8% | +8.4% | +8.6% | −4.3% | −18.2% | −5.9% | +8.3% | −13.2% | +17.7% | −31.0pp |
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. LUCK 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 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 50% | 100% | 0% | 0% | 50% | 50% | 50% | 100% | 0% | 0% | 0% | 100% |
| Median | +1.0% | +2.4% | −4.6% | −4.1% | −1.9% | −1.4% | +1.2% | +8.6% | −4.3% | −18.2% | −5.9% | +8.3% |
| Best | +6.4% | +4.1% | −0.6% | −3.7% | +3.7% | +5.8% | +8.4% | +8.6% | −4.3% | −18.2% | −5.9% | +8.3% |
| Worst | −4.4% | +0.8% | −8.6% | −4.4% | −7.6% | −8.7% | −6.0% | +8.6% | −4.3% | −18.2% | −5.9% | +8.3% |
| vs SPY ⓘ | −1.1pp | +3.5pp | +0.6pp | −8.9pp | −7.7pp | −3.5pp | +0.4pp | +6.6pp | −7.9pp | −20.5pp | −6.1pp | +8.2pp |
19 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
