BX monthly performance report
View BX's monthly returns, drawdown, and seasonality trends — updated every month.
BX monthly report
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Key takeaways
- Blackstone Inc. (BX) closed November 2026 at $120.19, up 1.42% for the month and −13.86% over the trailing 12 months.
- Year-to-date, BX is −22.03%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −2.15% versus its 200-day moving average ($122.82), a cautious technical signal.
- Over the past three years, BX has underperformed the S&P 500 by −48.39%, with a relative strength index reading of 71.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Blackstone Inc. ended November 2026 at $120.19, posting a monthly return of +1.42%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.60%.
The current quarter stands at +7.23% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −2.15% versus the 200-day moving average ($122.82).
Year-to-date, BX is −22.03% against SPY +10.62%, a gap of −32.65%. The stock is currently −27.22% below its 52-week high, with maximum 3-year drawdown at −48.70%.
| Period | BX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.39% | −0.36% | +1.76% |
| 1 Week | +0.58% | +2.59% | −2.02% |
| 1 Month | +1.42% | −0.18% | +1.60% |
| 3 Months | −19.51% | −2.37% | −17.14% |
| 6 Months | −1.00% | +0.83% | −1.83% |
| YTD | −22.03% | +10.62% | −32.65% |
| 12 Months | −13.86% | +12.25% | −26.11% |
| 3 Years | +22.98% | +71.37% | −48.39% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +21.68% |
| #2 | Dec 2023 | +16.51% |
| #3 | Jul 2025 | +15.63% |
| #4 | Jul 2024 | +14.82% |
| #5 | Nov 2024 | +13.91% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2026 | −21.75% |
| #2 | Feb 2026 | −20.40% |
| #3 | Oct 2025 | −14.17% |
| #4 | Oct 2023 | −13.80% |
| #5 | Mar 2025 | −13.27% |
| Quarter | Return |
|---|---|
| Q3 2025 | +14.22% |
| Q4 2025 | −9.78% |
| Q1 2026 | −25.40% |
| Q2 2026 | +2.33% |
| Q3 2026 | −4.74% |
| Q4 2026 (QTD) | +7.23% |
| Year | Return |
|---|---|
| 2023 | +76.47% |
| 2024 | +31.70% |
| 2025 | −10.60% |
| 2026 | −22.03% |
| Metric | Value |
|---|---|
| 52-Week High | $165.14 (2026-01-16) |
| 52-Week Low | $101.73 (2026-03-12) |
| Current Price | $120.19 |
| 200-Day Moving Average | $122.82 |
| Price vs 200DMA | −2.15% |
| 3-Year Maximum Drawdown | −48.70% (2026-03-12) |
| Current Drawdown from 52W High | −27.22% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 71.8 |
| 3-Year Excess Return vs S&P 500 | −48.39% |
| RS Peak | 150.6 (Nov 2024) |
| RS Trough | 62.2 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BX's return for this report period?
BX returned +1.42% in the latest monthly window ending 2026-11-13.
Has BX outperformed SPY year to date?
YTD BX: −22.03% vs SPY: +10.62%.
What is BX's 12-month return?
−13.86% over the trailing 12 months.
Is BX above or below its 200-day moving average?
Price is −2.15% versus 200DMA ($122.82).
What is the maximum drawdown in the 3-year window?
−48.70% on 2026-03-12.