| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MCOA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −99.0% | — | — | — | — | — | −99.0% | +9.3% | −108.3pp |
| 2025 | — | — | — | — | — | — | — | — | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +17.7% | −17.7pp |
| 2024 | +19900.0% | −50.0% | +0.0% | +100.0% | −50.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +9900.0% | +24.9% | +9875.1pp |
| 2023 | +100.0% | −50.0% | +0.0% | +0.0% | +100.0% | −50.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −99.0% | −99.0% | +26.2% | −125.2pp |
| 2022 | −25.0% | +0.0% | +11.1% | −10.0% | −11.1% | −50.0% | −25.0% | +0.0% | +0.0% | +0.0% | +0.0% | −66.7% | −91.7% | −18.2% | −73.5pp |
| 2021 | +87.8% | +87.0% | −46.5% | −16.9% | −20.3% | +19.6% | −14.8% | −25.0% | −25.6% | −31.0% | +10.0% | −45.5% | −70.7% | +28.7% | −99.5pp |
| 2020 | −32.4% | −46.9% | −31.9% | −54.8% | −12.5% | −37.1% | −61.4% | +0.0% | −41.2% | +10.0% | +54.5% | +141.2% | −94.3% | +18.3% | −112.7pp |
| 2019 | −14.8% | −22.5% | +12.7% | −16.6% | +0.8% | −18.9% | −41.7% | −3.3% | −54.6% | +20.3% | −26.3% | −47.3% | −93.9% | +31.2% | −125.2pp |
| 2018 | −30.4% | −41.6% | +10.9% | +7.9% | +43.4% | −6.3% | −18.8% | +11.2% | −24.8% | −18.8% | −21.2% | +21.6% | −65.5% | −4.6% | −60.9pp |
| 2017 | −2.7% | −20.1% | −12.7% | −29.6% | −27.6% | −26.8% | +82.9% | −30.7% | +28.8% | −23.9% | +3.5% | +122.7% | −27.4% | +21.7% | −49.1pp |
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. MCOA is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 33% | 11% | 33% | 22% | 33% | 11% | 11% | 11% | 20% | 30% | 40% | 40% |
| Median | −2.7% | −22.5% | +0.0% | −10.0% | −11.1% | −18.9% | −18.8% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% |
| Best | +19900.0% | +87.0% | +12.7% | +100.0% | +100.0% | +19.6% | +82.9% | +11.2% | +39.5% | +753.3% | +54.5% | +141.2% |
| Worst | −32.4% | −50.0% | −46.5% | −54.8% | −50.0% | −50.0% | −99.0% | −30.7% | −54.6% | −31.0% | −26.3% | −99.0% |
| vs SPY ⓘ | −4.5pp | −25.8pp | −3.3pp | −10.5pp | −11.3pp | −25.9pp | −22.5pp | −2.3pp | −2.8pp | −0.7pp | −2.9pp | +1.2pp |
112 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
