| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XLO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.0% | −11.3% | +13.1% | −5.8% | +6.8% | +13.2% | −5.0% | — | — | — | — | — | +1.0% | +7.5% | −6.6pp |
| 2025 | −26.2% | +28.5% | −20.0% | +5.7% | +39.7% | −36.4% | −4.6% | +7.9% | +20.4% | −5.5% | −4.9% | −15.5% | −33.0% | +17.7% | −50.7pp |
| 2024 | +18.2% | +9.1% | +52.3% | −3.7% | +3.8% | −12.2% | +0.2% | −9.7% | −8.2% | +61.2% | −14.2% | −12.4% | +73.6% | +24.9% | +48.8pp |
| 2023 | +35.7% | −1.1% | −12.2% | +4.1% | −7.6% | −14.1% | +9.2% | +0.3% | −26.5% | +3.8% | −58.9% | −38.9% | −79.6% | +26.2% | −105.7pp |
| 2022 | −14.9% | −13.4% | −40.0% | −50.1% | −15.0% | −2.7% | −0.7% | −22.8% | +29.9% | −19.6% | +3.4% | +11.2% | −83.2% | −18.2% | −65.0pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −5.7% | +1.0% | −4.7% | +28.7% | −33.4pp |
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. XLO 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 40% | 40% | 60% | 20% | 40% | 50% | 50% | 50% | 20% | 40% |
| Median | −7.0% | −1.1% | −12.2% | −3.7% | +3.8% | −12.2% | −0.7% | −4.7% | +6.1% | −0.8% | −5.7% | −12.4% |
| Best | +35.7% | +28.5% | +52.3% | +5.7% | +39.7% | +13.2% | +9.2% | +7.9% | +29.9% | +61.2% | +3.4% | +11.2% |
| Worst | −26.2% | −13.4% | −40.0% | −50.1% | −15.0% | −36.4% | −5.0% | −22.8% | −26.5% | −19.6% | −58.9% | −38.9% |
| vs SPY ⓘ | −8.5pp | +1.4pp | −14.5pp | +0.3pp | −1.2pp | −15.8pp | −2.7pp | −5.0pp | +3.3pp | −0.9pp | −5.1pp | −10.0pp |
57 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
