| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.8% | +1.9% | −10.7% | +14.0% | +2.0% | +26.3% | −14.2% | — | — | — | — | — | +23.6% | +7.5% | +16.1pp |
| 2025 | +8.8% | −16.5% | −6.8% | +1.8% | −7.9% | +2.7% | +1.9% | +7.7% | −5.8% | −9.5% | −11.1% | −1.2% | −33.0% | +17.7% | −50.7pp |
| 2024 | +2.7% | −1.2% | +11.8% | +0.8% | +7.6% | −4.1% | +7.7% | −9.5% | +4.6% | +0.5% | +16.3% | −17.2% | +16.6% | +24.9% | −8.3pp |
| 2023 | +14.0% | +1.2% | −1.5% | +11.5% | −0.4% | +22.7% | +7.7% | +2.8% | −5.2% | −16.6% | +19.6% | +9.3% | +77.2% | +26.2% | +51.0pp |
| 2022 | −1.6% | +5.1% | −1.4% | −0.6% | +5.1% | −22.3% | +25.3% | −11.9% | −3.8% | +9.4% | +3.8% | −4.0% | −4.2% | −18.2% | +13.9pp |
| 2021 | +2.8% | +4.4% | +14.0% | +5.1% | +10.2% | −8.2% | −1.5% | −0.6% | −10.5% | +9.6% | −9.2% | +6.7% | +20.9% | +28.7% | −7.8pp |
| 2020 | −6.8% | −6.6% | −31.0% | +11.7% | +21.1% | +6.2% | +8.9% | +11.9% | +1.7% | −4.6% | +11.3% | +4.0% | +18.1% | +18.3% | −0.2pp |
| 2019 | +19.7% | −4.7% | −5.2% | +8.8% | −5.5% | +20.1% | +0.0% | −1.1% | +10.2% | −2.7% | +9.4% | −2.9% | +50.6% | +31.2% | +19.4pp |
| 2018 | +1.1% | −12.6% | −0.9% | −18.5% | −3.5% | +0.2% | −1.5% | −9.0% | −4.2% | −12.5% | +10.3% | −15.7% | −51.7% | −4.6% | −47.1pp |
| 2017 | +7.2% | +5.9% | +5.3% | −0.8% | +2.5% | +7.2% | +0.5% | +10.6% | +4.3% | +7.2% | +6.8% | +4.3% | +80.3% | +21.7% | +58.6pp |
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. OC 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 19 | 20 |
| Positive ⓘ | 70% | 40% | 50% | 60% | 65% | 40% | 65% | 42% | 42% | 47% | 79% | 65% |
| Median | +5.0% | −2.9% | +0.1% | +3.5% | +2.3% | −3.3% | +1.5% | −1.1% | −2.8% | −1.5% | +5.3% | +2.0% |
| Best | +19.7% | +19.9% | +14.0% | +98.0% | +22.4% | +26.3% | +43.8% | +24.2% | +10.2% | +30.9% | +19.6% | +18.4% |
| Worst | −22.9% | −37.4% | −31.0% | −18.5% | −22.2% | −22.3% | −14.2% | −18.3% | −25.4% | −34.2% | −11.1% | −17.2% |
| vs SPY ⓘ | +4.6pp | −6.5pp | −0.7pp | +2.5pp | +1.8pp | −3.0pp | −1.5pp | +0.6pp | −2.8pp | −0.8pp | +2.4pp | +1.6pp |
236 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
