XYZ monthly performance report
Monthly XYZ research: returns, drawdown, relative strength, seasonality, and key stats.
XYZ monthly report
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Key takeaways
- Block, Inc. (XYZ) closed August 2026 at $84.20, up 3.64% for the month and +11.83% over the trailing 12 months.
- Year-to-date, XYZ is +29.36%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +24.60% versus its 200-day moving average ($67.57), a bullish technical signal.
- Over the past three years, XYZ has underperformed the S&P 500 by −39.73%, with a relative strength index reading of 77.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Block, Inc. ended August 2026 at $84.20, posting a monthly return of +3.64%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.60%.
The current quarter stands at +10.22% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +24.60% versus the 200-day moving average ($67.57).
Year-to-date, XYZ is +29.36% against SPY +12.89%, a gap of +16.47%. The stock is currently −2.87% below its 52-week high, with maximum 3-year drawdown at −52.96%.
| Period | XYZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.52% | −0.20% | −0.32% |
| 1 Week | +1.32% | +3.90% | −2.58% |
| 1 Month | +3.64% | +3.05% | +0.60% |
| 3 Months | +19.42% | +7.11% | +12.30% |
| 6 Months |