| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.5% | −20.9% | −19.3% | +13.8% | −2.5% | −2.5% | +28.2% | — | — | — | — | — | −20.8% | +9.3% | −30.2pp |
| 2025 | +19.7% | +13.0% | −15.3% | −15.0% | +24.7% | −2.4% | +0.9% | +23.2% | −6.3% | −3.9% | −6.4% | +6.4% | +32.2% | +17.7% | +14.5pp |
| 2024 | −8.8% | +20.3% | +7.6% | −10.4% | −26.5% | −4.4% | −20.4% | +0.9% | −5.8% | +13.1% | +10.4% | −5.3% | −33.5% | +24.9% | −58.4pp |
| 2023 | +9.6% | −3.7% | +14.8% | +0.0% | +19.3% | +8.0% | +26.5% | −25.3% | −4.1% | −8.9% | +15.6% | −2.0% | +46.0% | +26.2% | +19.8pp |
| 2022 | −1.2% | −1.7% | −9.4% | +1.5% | −8.7% | −16.1% | −4.6% | −1.7% | −16.8% | +7.9% | −4.3% | −12.5% | −51.8% | −18.2% | −33.7pp |
| 2021 | — | — | — | — | — | — | — | — | −80.4% | +6.2% | −35.8% | −10.8% | −88.1% | +28.7% | −116.8pp |
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. LZ 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 6 | 6 | 5 |
| Positive ⓘ | 40% | 40% | 40% | 40% | 40% | 20% | 60% | 60% | 17% | 50% | 33% | 20% |
| Median | −1.2% | −1.7% | −9.4% | +0.0% | −2.5% | −2.5% | +0.9% | +0.1% | −6.1% | +3.1% | −2.2% | −5.3% |
| Best | +19.7% | +20.3% | +14.8% | +13.8% | +24.7% | +8.0% | +28.2% | +23.2% | +0.2% | +13.1% | +15.6% | +6.4% |
| Worst | −10.5% | −20.9% | −19.3% | −15.0% | −26.5% | −16.1% | −20.4% | −25.3% | −80.4% | −8.9% | −35.8% | −12.5% |
| vs SPY ⓘ | +3.3pp | +1.3pp | −9.7pp | −1.6pp | −7.7pp | −7.5pp | −1.4pp | +2.4pp | −7.7pp | −3.6pp | −3.1pp | −6.6pp |
63 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
