| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XENE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.5% | +5.4% | +34.5% | −3.6% | −2.3% | +10.3% | +4.5% | — | — | — | — | — | +40.8% | +7.5% | +33.2pp |
| 2025 | +2.0% | −7.4% | −9.4% | +13.9% | −24.5% | +8.5% | −2.4% | +26.8% | +3.7% | +4.4% | +6.7% | +0.2% | +14.3% | +17.7% | −3.4pp |
| 2024 | −1.8% | +4.4% | −8.8% | −5.6% | −6.3% | +2.4% | +10.6% | −6.5% | −2.4% | +4.4% | +3.7% | −8.0% | −14.9% | +24.9% | −39.8pp |
| 2023 | −0.9% | +0.9% | −9.3% | +12.5% | −4.3% | −0.1% | −4.1% | +5.6% | −12.4% | −9.3% | +18.0% | +25.9% | +16.8% | +26.2% | −9.4pp |
| 2022 | −13.2% | +16.9% | −3.6% | −7.5% | −6.8% | +15.4% | +9.0% | +17.1% | −7.0% | +1.3% | +0.8% | +6.9% | +26.2% | −18.2% | +44.4pp |
| 2021 | −6.7% | +30.2% | −4.2% | +2.3% | +0.8% | +0.8% | −7.3% | +2.2% | −13.4% | +103.9% | −14.3% | +17.0% | +103.1% | +28.7% | +74.4pp |
| 2020 | +11.7% | −1.5% | −21.4% | +14.3% | +5.7% | −8.5% | −12.8% | +11.2% | −8.9% | −12.2% | +22.3% | +29.4% | +17.3% | +18.3% | −1.0pp |
| 2019 | +35.3% | +7.5% | +10.7% | −8.6% | +8.7% | −2.4% | −2.4% | −3.1% | −3.3% | −5.2% | +38.5% | +10.8% | +107.8% | +31.2% | +76.5pp |
| 2018 | +13.3% | +17.2% | +30.7% | +24.5% | −8.2% | +64.3% | +8.2% | +33.2% | −0.4% | −23.3% | −16.8% | −25.1% | +123.4% | −4.6% | +127.9pp |
| 2017 | +6.5% | −1.8% | −50.3% | −1.2% | −7.6% | −13.7% | −1.6% | +1.6% | −6.3% | +5.1% | −21.0% | +15.3% | −63.3% | +21.7% | −85.0pp |
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. XENE 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 11 | 12 |
| Positive ⓘ | 42% | 75% | 25% | 50% | 33% | 50% | 42% | 73% | 18% | 45% | 73% | 67% |
| Median | −1.3% | +6.5% | −6.7% | +0.4% | −3.6% | +0.4% | −2.0% | +4.4% | −6.3% | −2.5% | +3.7% | +8.9% |
| Best | +35.3% | +30.2% | +34.5% | +24.5% | +8.7% | +64.3% | +29.5% | +33.2% | +3.7% | +103.9% | +38.5% | +49.6% |
| Worst | −17.8% | −7.4% | −50.3% | −21.4% | −24.5% | −16.4% | −12.8% | −9.8% | −15.9% | −23.3% | −21.0% | −25.1% |
| vs SPY ⓘ | −4.5pp | +5.3pp | −8.8pp | −0.1pp | −5.9pp | −4.0pp | −3.8pp | +4.2pp | −5.1pp | −6.8pp | −1.1pp | +10.1pp |
140 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
