| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PCLA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −30.1% | −32.4% | −44.4% | −19.2% | +244.8% | −29.3% | +5.4% | — | — | — | — | — | −45.6% | +7.5% | −53.1pp |
| 2025 · part | — | −6.0% | −88.2% | +8.1% | −5.0% | +177.0% | −70.3% | −5.5% | −2.6% | −8.3% | −28.2% | +3.5% | −94.1% | +17.7% | −111.9pp |
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. PCLA 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 ⓘ | 1 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 0% | 0% | 0% | 50% | 50% | 50% | 50% | 0% | 0% | 0% | 0% | 100% |
| Median | −30.1% | −19.2% | −66.3% | −5.6% | +119.9% | +73.8% | −32.5% | −5.5% | −2.6% | −8.3% | −28.2% | +3.5% |
| Best | −30.1% | −6.0% | −44.4% | +8.1% | +244.8% | +177.0% | +5.4% | −5.5% | −2.6% | −8.3% | −28.2% | +3.5% |
| Worst | −30.1% | −32.4% | −88.2% | −19.2% | −5.0% | −29.3% | −70.3% | −5.5% | −2.6% | −8.3% | −28.2% | +3.5% |
| vs SPY ⓘ | −31.6pp | −18.2pp | −61.1pp | −10.4pp | +114.1pp | +71.8pp | −32.4pp | −7.6pp | −6.2pp | −10.6pp | −28.4pp | +3.5pp |
18 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
