| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XHR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | +3.6% | −2.0% | +9.7% | +6.8% | +18.0% | +7.2% | — | — | — | — | — | +56.9% | +7.5% | +49.3pp |
| 2025 | +0.7% | −10.2% | −11.4% | −9.2% | +14.5% | +3.9% | +1.1% | +11.2% | −1.9% | −10.3% | +13.7% | +2.1% | −0.7% | +17.7% | −18.4pp |
| 2024 | −2.1% | +15.1% | −1.4% | −7.6% | +4.5% | −0.2% | −3.1% | +2.6% | +4.6% | −4.1% | +8.5% | −2.6% | +12.7% | +24.9% | −12.1pp |
| 2023 | +13.1% | −5.8% | −6.0% | −3.3% | −8.0% | +6.6% | +3.2% | −7.1% | +0.7% | −1.3% | +5.0% | +12.4% | +6.7% | +26.2% | −19.5pp |
| 2022 | −4.3% | +6.9% | +4.0% | +0.0% | −4.7% | −21.0% | +13.0% | −3.4% | −12.4% | +23.9% | −9.7% | −13.9% | −26.1% | −18.2% | −8.0pp |
| 2021 | −4.8% | +38.0% | −2.4% | −0.4% | −0.1% | −3.5% | −5.6% | −1.5% | +1.8% | +0.3% | −12.0% | +15.6% | +19.1% | +28.7% | −9.6pp |
| 2020 | −13.5% | −20.0% | −29.3% | −5.8% | −7.2% | +3.7% | −14.7% | +12.8% | −2.2% | −6.2% | +71.0% | +7.9% | −27.8% | +18.3% | −46.1pp |
| 2019 | +9.1% | +4.0% | +13.6% | −1.2% | −3.4% | +1.1% | +2.8% | −5.7% | +5.9% | −0.3% | +0.0% | +3.9% | +32.3% | +31.2% | +1.1pp |
| 2018 | +2.8% | −11.4% | +1.7% | +4.4% | +22.2% | −2.1% | +0.1% | −0.5% | −1.2% | −13.3% | −1.1% | −14.0% | −16.0% | −4.6% | −11.4pp |
| 2017 | −5.5% | −4.3% | −1.2% | +2.3% | +2.5% | +9.7% | +4.9% | −1.8% | +6.8% | +3.4% | +1.1% | −0.6% | +17.6% | +21.7% | −4.1pp |
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. XHR 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.
