| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XPP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.1% | −12.5% | −8.1% | +4.3% | −9.8% | −18.4% | +29.4% | — | — | — | — | — | −15.1% | +7.5% | −22.6pp |
| 2025 | +8.4% | +20.5% | +2.2% | −13.3% | +5.6% | +12.7% | +2.9% | +7.0% | +11.2% | −8.1% | −1.5% | −4.5% | +45.9% | +17.7% | +28.2pp |
| 2024 | −19.1% | +13.5% | +4.5% | +10.8% | +7.7% | −5.4% | −3.2% | +5.1% | +41.7% | −4.9% | −9.4% | +2.7% | +38.2% | +24.9% | +13.3pp |
| 2023 | +24.6% | −23.7% | +10.0% | −9.3% | −16.9% | +9.5% | +23.6% | −20.1% | −7.6% | −8.9% | −3.8% | −5.4% | −34.8% | +26.2% | −61.0pp |
| 2022 | +6.5% | −15.5% | −20.3% | −7.8% | +4.2% | +12.5% | −20.5% | −2.1% | −27.7% | −36.4% | +72.6% | +4.3% | −50.1% | −18.2% | −31.9pp |
| 2021 | +12.8% | −1.8% | −10.6% | −1.8% | −0.3% | +0.7% | −24.3% | +1.3% | −10.1% | +6.6% | −10.6% | −7.1% | −40.4% | +28.7% | −69.2pp |
| 2020 · part | — | — | — | — | — | — | +7.5% | +12.5% | −9.2% | +9.9% | +13.7% | +0.2% | +37.6% | +18.3% | +19.2pp |
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. XPP 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.
