| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XIACY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.3% | −2.1% | −6.1% | −9.5% | −4.8% | −22.3% | +42.0% | — | — | — | — | — | −21.6% | +9.3% | −31.0pp |
| 2025 | +15.3% | +33.1% | −5.7% | +0.9% | +0.3% | +20.7% | −12.8% | +1.5% | +1.7% | −20.1% | −4.2% | −5.3% | +15.2% | +17.7% | −2.5pp |
| 2024 | −21.9% | +7.4% | +26.3% | +2.6% | +1.9% | −5.8% | +1.8% | +15.6% | +13.7% | +22.1% | +4.7% | +22.0% | +118.2% | +24.9% | +93.3pp |
| 2023 | +20.1% | −8.4% | +1.7% | −8.8% | −5.8% | +3.8% | +15.3% | −0.9% | −1.5% | +16.1% | +11.0% | +0.8% | +45.7% | +26.2% | +19.6pp |
| 2022 | −10.1% | −11.0% | −8.7% | −13.5% | +1.2% | +13.1% | −8.6% | −8.9% | −22.4% | +0.9% | +20.4% | +1.4% | −42.4% | −18.2% | −24.2pp |
| 2021 | −11.9% | −11.0% | −11.7% | — | — | +17.0% | −4.9% | −2.2% | −14.7% | +0.4% | −9.3% | −3.8% | −43.8% | +28.7% | −72.5pp |
| 2020 · part | — | — | — | — | — | — | +14.9% | +64.9% | −12.6% | +4.3% | +20.0% | +24.0% | +157.1% | +18.3% | +138.7pp |
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. XIACY 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 ⓘ | 6 | 6 | 6 | 5 | 5 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 33% | 33% | 40% | 60% | 67% | 57% | 50% | 33% | 83% | 67% | 67% |
| Median | −10.2% | −5.3% | −5.9% | −8.8% | +0.3% | +8.4% | +1.8% | +0.3% | −7.1% | +2.6% | +7.9% | +1.1% |
| Best | +20.1% | +33.1% | +26.3% | +2.6% | +1.9% | +20.7% | +42.0% | +64.9% | +13.7% | +22.1% | +20.4% | +24.0% |
| Worst | −21.9% | −11.0% | −11.7% | −13.5% | −5.8% | −22.3% | −12.8% | −8.9% | −22.4% | −20.1% | −9.3% | −5.3% |
| vs SPY ⓘ | −7.8pp | −3.6pp | −1.6pp | −4.8pp | −6.0pp | +6.0pp | +0.6pp | +0.1pp | −5.4pp | +0.1pp | +0.3pp | +1.7pp |
71 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
