| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TCBI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.7% | −5.8% | −0.4% | +6.1% | −1.2% | +4.0% | −4.4% | — | — | — | — | — | +9.3% | +9.3% | −0.1pp |
| 2025 | +1.0% | +0.3% | −5.6% | −8.8% | +5.2% | +10.8% | +5.8% | +3.1% | −2.4% | −0.8% | +7.6% | +0.4% | +15.8% | +17.7% | −1.9pp |
| 2024 | −5.6% | −3.9% | +4.9% | −6.7% | +5.0% | +1.4% | +8.1% | +1.7% | +6.3% | +7.7% | +14.9% | −11.6% | +21.0% | +24.9% | −3.9pp |
| 2023 | +9.6% | +0.2% | −26.1% | +2.6% | −5.9% | +8.9% | +24.0% | −2.2% | −5.7% | −6.5% | −0.3% | +17.8% | +7.2% | +26.2% | −19.0pp |
| 2022 | +4.1% | +6.2% | −13.9% | −10.4% | +10.1% | −6.9% | +11.4% | +0.7% | +0.0% | +1.6% | −0.0% | +0.5% | +0.1% | −18.2% | +18.3pp |
| 2021 | +1.2% | +26.5% | −6.9% | −3.2% | +0.4% | −7.8% | −0.8% | +8.0% | −11.7% | +1.0% | −7.1% | +7.0% | +1.3% | +28.7% | −27.5pp |
| 2020 | −3.2% | −14.3% | −52.9% | +25.3% | −3.7% | +15.4% | +7.6% | −2.5% | −3.9% | +44.6% | +24.2% | +6.4% | +4.8% | +18.3% | −13.5pp |
| 2019 | +14.1% | +4.7% | −10.6% | +18.6% | −11.5% | +7.1% | +2.5% | −14.4% | +1.4% | −1.1% | +6.9% | −1.8% | +11.1% | +31.2% | −20.1pp |
| 2018 | +6.6% | −4.9% | −0.3% | +9.7% | −2.3% | −5.0% | −0.8% | −2.1% | −7.0% | −21.1% | −8.5% | −14.4% | −42.5% | −4.6% | −38.0pp |
| 2017 | +5.2% | +8.1% | −6.4% | −8.8% | −3.5% | +5.4% | +1.2% | −5.2% | +15.6% | +0.3% | +5.0% | −1.6% | +13.4% | +21.7% | −8.3pp |
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. TCBI 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 57% | 52% | 57% | 48% | 67% | 67% | 43% | 48% | 67% | 52% | 48% |
| Median | +1.0% | +0.3% | +1.8% | +3.0% | −0.5% | +1.5% | +2.5% | −2.1% | +0.0% | +1.6% | +3.1% | −0.5% |
| Best | +20.7% | +26.5% | +20.1% | +25.3% | +11.8% | +15.4% | +24.0% | +9.9% | +33.0% | +44.6% | +24.2% | +17.8% |
| Worst | −27.8% | −14.3% | −52.9% | −13.5% | −11.5% | −11.7% | −16.5% | −14.4% | −11.7% | −21.1% | −10.1% | −16.8% |
| vs SPY ⓘ | −0.9pp | +0.8pp | +1.7pp | +1.0pp | −0.3pp | +1.3pp | −0.1pp | −0.6pp | −0.1pp | +0.4pp | +1.9pp | −1.2pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
