| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OILK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.5% | +3.4% | +25.6% | +11.0% | −3.8% | −12.5% | +11.0% | — | — | — | — | — | +51.6% | +7.5% | +44.0pp |
| 2025 | +1.1% | −2.4% | +1.4% | −15.4% | +3.6% | +6.0% | +7.9% | −4.9% | −1.4% | −1.8% | −1.9% | −2.8% | −11.9% | +17.7% | −29.6pp |
| 2024 | +5.2% | +1.9% | +6.3% | +0.2% | −2.7% | +4.4% | −2.6% | −4.8% | −4.7% | +2.8% | −1.5% | +4.1% | +8.2% | +24.9% | −16.7pp |
| 2023 | −1.0% | −3.0% | −1.4% | +1.6% | −9.4% | +5.1% | +14.1% | +2.3% | +3.5% | −2.0% | −5.3% | −3.5% | −0.9% | +26.2% | −27.1pp |
| 2022 | +13.9% | +6.7% | +11.0% | +2.2% | +11.9% | −8.2% | +0.2% | −5.8% | −11.8% | +9.6% | −0.6% | −0.5% | +27.8% | −18.2% | +45.9pp |
| 2021 | +7.4% | +18.2% | −2.7% | +6.9% | +4.5% | +9.3% | +1.6% | −4.7% | +8.5% | +7.1% | −14.5% | +13.0% | +63.7% | +28.7% | +35.0pp |
| 2020 · part | — | — | — | — | — | — | +2.0% | +5.6% | −7.8% | −11.2% | +24.6% | +6.8% | +17.4% | +18.3% | −1.0pp |
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. OILK 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 83% | 67% | 67% | 83% | 50% | 67% | 86% | 33% | 33% | 50% | 17% | 50% |
| Median | +6.3% | +2.7% | +3.9% | +1.9% | +0.4% | +4.7% | +2.0% | −4.7% | −3.0% | +0.5% | −1.7% | +1.8% |
| Best | +13.9% | +18.2% | +25.6% | +11.0% | +11.9% | +9.3% | +14.1% | +5.6% | +8.5% | +9.6% | +24.6% | +13.0% |
| Worst | −1.0% | −3.0% | −2.7% | −15.4% | −9.4% | −12.5% | −2.6% | −5.8% | −11.8% | −11.2% | −14.5% | −3.5% |
| vs SPY ⓘ | +6.0pp | +1.9pp | +5.0pp | +1.1pp | −5.2pp | +0.4pp | −0.8pp | −4.3pp | −3.3pp | +0.1pp | −6.8pp | +4.2pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
