| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YCBD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −23.0% | −11.8% | −19.1% | +17.1% | −8.8% | −15.0% | −27.3% | — | — | — | — | — | −63.8% | +7.5% | −71.3pp |
| 2025 | +52.5% | −30.4% | −42.2% | −5.2% | −43.2% | −9.9% | +0.6% | −17.6% | +63.7% | −27.7% | −29.4% | +118.4% | −55.0% | +17.7% | −72.7pp |
| 2024 | −24.4% | −14.6% | +38.6% | +18.3% | −39.6% | −11.1% | −1.7% | −6.2% | −13.6% | +8.5% | −3.3% | −23.9% | −63.9% | +24.9% | −88.8pp |
| 2023 | +51.6% | −29.7% | −19.4% | −63.0% | −42.1% | −26.3% | +3.6% | −20.7% | −10.0% | −43.0% | +18.6% | +48.6% | −89.9% | +26.2% | −116.1pp |
| 2022 | −3.7% | −17.3% | +20.9% | −38.5% | +7.8% | −36.2% | +9.1% | −16.9% | −43.6% | +46.7% | −18.2% | −15.9% | −79.0% | −18.2% | −60.8pp |
| 2021 | +18.6% | +6.9% | +10.7% | −7.0% | −21.3% | −4.3% | −11.0% | −16.7% | −3.3% | −14.9% | −5.1% | −35.7% | −63.4% | +28.7% | −92.1pp |
| 2020 · part | — | — | — | — | — | — | +72.8% | −25.2% | −19.0% | +2.5% | +46.8% | −2.0% | +54.5% | +18.3% | +36.1pp |
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. YCBD 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 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 17% | 50% | 33% | 17% | 0% | 57% | 0% | 17% | 50% | 33% | 33% |
| Median | +7.5% | −16.0% | −4.2% | −6.1% | −30.5% | −13.1% | +0.6% | −17.2% | −11.8% | −6.2% | −4.2% | −9.0% |
| Best | +52.5% | +6.9% | +38.6% | +18.3% | +7.8% | −4.3% | +72.8% | −6.2% | +63.7% | +46.7% | +46.8% | +118.4% |
| Worst | −24.4% | −30.4% | −42.2% | −63.0% | −43.2% | −36.2% | −27.3% | −25.2% | −43.6% | −43.0% | −29.4% | −35.7% |
| vs SPY ⓘ | +10.6pp | −17.1pp | −4.0pp | −8.3pp | −32.2pp | −14.9pp | −1.7pp | −19.4pp | −10.3pp | −8.5pp | −6.8pp | −7.9pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
