| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OXLC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.9% | −28.1% | +27.7% | +8.5% | −2.1% | −10.2% | +0.8% | — | — | — | — | — | −25.0% | +7.5% | −32.5pp |
| 2025 | +2.4% | +1.0% | −4.9% | +0.5% | −0.8% | −5.3% | −13.4% | +8.1% | −7.4% | −5.6% | −1.1% | +0.6% | −24.4% | +17.7% | −42.1pp |
| 2024 | +5.3% | +0.9% | +1.4% | −0.2% | +11.1% | +0.7% | +3.9% | −1.6% | −0.6% | +2.1% | +1.7% | −1.9% | +24.6% | +24.9% | −0.3pp |
| 2023 | +16.7% | −2.4% | −5.7% | +0.9% | −1.5% | −2.7% | +12.9% | −4.5% | +0.2% | −3.5% | +4.6% | +2.9% | +16.5% | +26.2% | −9.7pp |
| 2022 | +8.4% | −9.9% | −1.0% | −4.5% | −0.2% | −14.8% | +18.9% | −8.8% | −12.9% | +4.4% | −2.1% | +0.1% | −24.1% | −18.2% | −6.0pp |
| 2021 | +16.5% | +1.4% | +1.9% | +8.1% | +4.2% | +7.6% | −2.8% | +0.1% | +2.8% | +11.9% | −2.3% | +0.4% | +60.0% | +28.7% | +31.3pp |
| 2020 | +11.0% | −8.2% | −47.2% | +22.0% | −28.5% | +25.0% | +5.5% | +2.0% | +4.1% | +0.1% | +17.4% | +9.0% | −15.7% | +18.3% | −34.1pp |
| 2019 | +7.8% | −1.7% | −0.4% | +12.0% | −7.5% | +2.8% | +6.3% | −9.7% | −0.0% | +1.8% | −9.7% | −0.2% | −1.0% | +31.2% | −32.2pp |
| 2018 | +2.6% | +0.1% | +2.2% | +7.3% | −0.7% | +0.2% | +8.0% | −1.7% | −0.7% | −1.0% | −2.2% | −1.4% | +12.9% | −4.6% | +17.4pp |
| 2017 | +3.9% | +5.1% | +2.3% | −0.7% | −1.2% | −5.8% | +5.1% | +4.2% | −2.4% | +7.2% | −7.8% | +3.9% | +13.5% | +21.7% | −8.2pp |
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. OXLC 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 90% | 50% | 50% | 70% | 20% | 50% | 80% | 50% | 30% | 60% | 40% | 60% |
| Median | +6.5% | −0.8% | +0.5% | +4.1% | −1.0% | −1.2% | +5.3% | −0.7% | −0.6% | +1.0% | −1.6% | +0.3% |
| Best | +16.7% | +5.1% | +27.7% | +22.0% | +11.1% | +25.0% | +18.9% | +22.5% | +4.1% | +11.9% | +17.4% | +9.0% |
| Worst | −14.9% | −28.1% | −47.2% | −4.5% | −28.5% | −14.8% | −13.4% | −9.7% | −12.9% | −5.6% | −9.7% | −2.6% |
| vs SPY ⓘ | +2.9pp | −0.9pp | −2.0pp | +3.3pp | −2.3pp | −5.3pp | +3.1pp | −3.4pp | −1.8pp | +2.1pp | −4.1pp | +0.5pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
