XYZ monthly performance report
Check XYZ's monthly returns, drawdown, and seasonality trends — updated every month.
XYZ monthly report
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Key takeaways
- Block, Inc. (XYZ) closed November 2026 at $84.58, up 10.97% for the month and +35.76% over the trailing 12 months.
- Year-to-date, XYZ is +29.94%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +17.38% versus its 200-day moving average ($72.06), a bullish technical signal.
- Over the past three years, XYZ has underperformed the S&P 500 by −8.78%, with a relative strength index reading of 94.9.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Block, Inc. ended November 2026 at $84.58, posting a monthly return of +10.97%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +11.15%.
The current quarter stands at +15.03% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +17.38% versus the 200-day moving average ($72.06).
Year-to-date, XYZ is +29.94% against SPY +10.62%, a gap of +19.32%. The stock is currently −5.38% below its 52-week high, with maximum 3-year drawdown at −52.96%.
| Period | XYZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.82% | −0.36% | +3.18% |
| 1 Week | −1.05% | +2.59% | −3.65% |
| 1 Month | +10.97% | −0.18% | +11.15% |
| 3 Months | +5.46% | −2.37% | +7.83% |
| 6 Months | +18.24% | +0.83% | +17.42% |
| YTD | +29.94% | +10.62% | +19.32% |
| 12 Months | +35.76% | +12.25% | +23.51% |
| 3 Years | +62.59% | +71.37% | −8.78% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +57.59% |
| #2 | Nov 2024 | +22.44% |
| #3 | Feb 2024 | +22.24% |
| #4 | Dec 2023 | +21.95% |
| #5 | Apr 2026 | +17.17% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | −28.10% |
| #2 | Sep 2023 | −23.23% |
| #3 | Mar 2025 | −16.80% |
| #4 | Jan 2024 | −15.95% |
| #5 | Apr 2024 | −13.69% |
| Quarter | Return |
|---|---|
| Q3 2025 | +6.39% |
| Q4 2025 | −9.93% |
| Q1 2026 | −7.54% |
| Q2 2026 | +26.29% |
| Q3 2026 | −3.25% |
| Q4 2026 (QTD) | +15.03% |
| Year | Return |
|---|---|
| 2023 | +23.09% |
| 2024 | +9.88% |
| 2025 | −23.41% |
| 2026 | +29.94% |
| Metric | Value |
|---|---|
| 52-Week High | $89.39 (2026-11-09) |
| 52-Week Low | $48.21 (2026-02-12) |
| Current Price | $84.58 |
| 200-Day Moving Average | $72.06 |
| Price vs 200DMA | +17.38% |
| 3-Year Maximum Drawdown | −52.96% (2025-05-02) |
| Current Drawdown from 52W High | −5.38% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 94.9 |
| 3-Year Excess Return vs S&P 500 | −8.78% |
| RS Peak | 141.4 (Dec 2023) |
| RS Trough | 61 (Feb 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XYZ's return for this report period?
XYZ returned +10.97% in the latest monthly window ending 2026-11-13.
Has XYZ outperformed SPY year to date?
YTD XYZ: +29.94% vs SPY: +10.62%.
What is XYZ's 12-month return?
+35.76% over the trailing 12 months.
Is XYZ above or below its 200-day moving average?
Price is +17.38% versus 200DMA ($72.06).
What is the maximum drawdown in the 3-year window?
−52.96% on 2025-05-02.