BA monthly performance report
Monthly BA research: returns, drawdown, relative strength, seasonality, and key stats.
BA monthly report
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Key takeaways
- Boeing (BA) closed August 2026 at $240.19, up 11.13% for the month and +6.82% over the trailing 12 months.
- Year-to-date, BA is +10.63%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +9.80% versus its 200-day moving average ($218.75), a bullish technical signal.
- Over the past three years, BA has underperformed the S&P 500 by −68.47%, with a relative strength index reading of 59.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Boeing ended August 2026 at $240.19, posting a monthly return of +11.13%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +8.08%.
The current quarter stands at +0.93% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +9.80% versus the 200-day moving average ($218.75).
Year-to-date, BA is +10.63% against SPY +12.89%, a gap of −2.26%. The stock is currently −5.57% below its 52-week high, with maximum 3-year drawdown at −48.31%.
| Period | BA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.28% | −0.20% | +1.48% |
| 1 Week | +8.41% | +3.90% | +4.50% |
| 1 Month | +11.13% | +3.05% | +8.08% |
| 3 Months | +4.87% | +7.11% | −2.24% |
| 6 Months | +3.08% | +10.70% | −7.62% |
| YTD | +10.63% | +12.89% | −2.26% |
| 12 Months | +6.82% | +22.58% | −15.77% |
| 3 Years | +3.82% | +72.29% | −68.47% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +22.11% |
| #2 | Dec 2025 | +14.90% |
| #3 | Dec 2024 | +13.53% |
| #4 | Jul 2023 | +13.47% |
| #5 | May 2025 | +13.38% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2024 | −17.97% |
| #2 | Sep 2023 | −15.19% |
| #3 | Apr 2024 | −12.69% |
| #4 | Mar 2026 | −11.93% |
| #5 | Sep 2024 | −8.97% |
| Quarter | Return |
|---|---|
| Q2 2025 | +21.37% |
| Q3 2025 | +5.67% |
| Q4 2025 | +0.96% |
| Q1 2026 | −7.72% |
| Q2 2026 | +7.03% |
| Q3 2026 (QTD) | +0.93% |
| Year | Return |
|---|---|
| 2023 | +33.32% |
| 2024 | −30.65% |
| 2025 | +23.88% |
| 2026 | −0.32% |
| Metric | Value |
|---|---|
| 52-Week High | $254.35 (2026-01-27) |
| 52-Week Low | $176.77 (2025-11-21) |
| Current Price | $240.19 |
| 200-Day Moving Average | $218.75 |
| Price vs 200DMA | +9.80% |
| 3-Year Maximum Drawdown | −48.31% (2025-04-04) |
| Current Drawdown from 52W High | −5.57% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 59 |
| 3-Year Excess Return vs S&P 500 | −68.47% |
| RS Peak | 106.5 (Dec 2023) |
| RS Trough | 44 (Nov 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BA's return for this report period?
BA returned +11.13% in the latest monthly window ending 2026-08-05.
Has BA outperformed SPY year to date?
YTD BA: +10.63% vs SPY: +12.89%.
What is BA's 12-month return?
+6.82% over the trailing 12 months.
Is BA above or below its 200-day moving average?
Price is +9.80% versus 200DMA ($218.75).
What is the maximum drawdown in the 3-year window?
−48.31% on 2025-04-04.