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 September 2026 at $76.47, down 6.77% for the month and +1.00% over the trailing 12 months.
- Year-to-date, XYZ is +17.48%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +10.22% versus its 200-day moving average ($69.38), a bullish technical signal.
- Over the past three years, XYZ has underperformed the S&P 500 by −27.25%, with a relative strength index reading of 86.8.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Block, Inc. ended September 2026 at $76.47, posting a monthly return of −6.77%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −6.19%.
The current quarter stands at +0.62% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.22% versus the 200-day moving average ($69.38).
Year-to-date, XYZ is +17.48% against SPY +11.83%, a gap of +5.65%. The stock is currently −12.02% below its 52-week high, with maximum 3-year drawdown at −52.96%.
| Period | XYZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.21% | +1.13% | −1.34% |
| 1 Week | −3.29% | +0.63% | −3.92% |
| 1 Month | −6.77% | −0.58% | −6.19% |
| 3 Months | +4.98% | +1.64% | +3.35% |
| 6 Months | +27.77% | +15.15% | +12.62% |
| YTD | +17.48% | +11.83% | +5.65% |
| 12 Months | +1.00% | +15.69% | −14.69% |
| 3 Years | +44.75% | +72.00% | −27.25% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +57.59% |
| #2 | Nov 2024 | +22.44% |
| #3 | Feb 2024 | +22.24% |
| #4 | Dec 2023 | +21.95% |
| #5 | Jul 2023 | +20.97% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −28.41% |
| #2 | Feb 2025 | −28.10% |
| #3 | Sep 2023 | −23.23% |
| #4 | Mar 2025 | −16.80% |
| #5 | Jan 2024 | −15.95% |
| Quarter | Return |
|---|---|
| Q2 2025 | +25.03% |
| Q3 2025 | +6.39% |
| Q4 2025 | −9.93% |
| Q1 2026 | −7.54% |
| Q2 2026 | +26.29% |
| Q3 2026 (QTD) | +0.62% |
| Year | Return |
|---|---|
| 2023 | +23.09% |
| 2024 | +9.88% |
| 2025 | −23.41% |
| 2026 | +17.48% |
| Metric | Value |
|---|---|
| 52-Week High | $86.92 (2026-08-27) |
| 52-Week Low | $48.21 (2026-02-12) |
| Current Price | $76.47 |
| 200-Day Moving Average | $69.38 |
| Price vs 200DMA | +10.22% |
| 3-Year Maximum Drawdown | −52.96% (2025-05-02) |
| Current Drawdown from 52W High | −12.02% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.8 |
| 3-Year Excess Return vs S&P 500 | −27.25% |
| RS Peak | 144.6 (Dec 2023) |
| RS Trough | 62.4 (Feb 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XYZ's return for this report period?
XYZ returned −6.77% in the latest monthly window ending 2026-09-17.
Has XYZ outperformed SPY year to date?
YTD XYZ: +17.48% vs SPY: +11.83%.
What is XYZ's 12-month return?
+1.00% over the trailing 12 months.
Is XYZ above or below its 200-day moving average?
Price is +10.22% versus 200DMA ($69.38).
What is the maximum drawdown in the 3-year window?
−52.96% on 2025-05-02.