XBiotech (XBIT)
Market Price (7/14/2026): $2.32 | Market Cap: $70.7 MilSector: Health Care | Industry: Biotechnology
XBiotech (XBIT)
Market Price (7/14/2026): $2.32Market Cap: $70.7 MilSector: Health CareIndustry: Biotechnology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -163% Low stock price volatilityVol 12M is 49% Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more. | Weak multi-year price returns2Y Excs Rtn is -95%, 3Y Excs Rtn is -126% | Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -48 Mil Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -61% Key risksXBIT key risks include [1] a history of significant clinical trial failures and data irregularities, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -163% |
| Low stock price volatilityVol 12M is 49% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -95%, 3Y Excs Rtn is -126% |
| Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -48 Mil |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -61% |
| Key risksXBIT key risks include [1] a history of significant clinical trial failures and data irregularities, Show more. |
Qualitative Assessment
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XBiotech (XBIT) stock has remained largely at the same level since 3/31/2026 because of the following key factors:
1. Mixed Fiscal Q1 2026 Financial Results and Missed EPS.
XBiotech reported a net loss of $5.5 million for fiscal Q1 2026 (ended March 31, 2026), an improvement from a $10.9 million loss in the prior year, and maintained a strong cash position of $115.5 million. However, the company missed analysts' consensus earnings per share (EPS) estimates by $0.21, reporting an -$0.18 EPS, which tempered investor enthusiasm despite operational improvements from reduced R&D and G&A expenses.
2. Early-Stage Clinical Development and Lack of Immediate Revenue Catalysts.
While XBiotech announced the launch of a Phase II clinical trial for Vilamakitug in active axial spondyloarthritis in fiscal Q2 2026 and was awarded three U.S. patents in March 2026 protecting its next-generation True Human™ antibodies targeting Interleukin-1 Alpha, these are early-stage developments. These advancements, while positive for the long term, do not generate immediate revenue, a factor noted by analysts as contributing to a neutral outlook for the stock in the near term.
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XBiotech (XBIT) stock has remained largely at the same level since 3/31/2026 because of the following key factors:
1. Mixed Fiscal Q1 2026 Financial Results and Missed EPS.
XBiotech reported a net loss of $5.5 million for fiscal Q1 2026 (ended March 31, 2026), an improvement from a $10.9 million loss in the prior year, and maintained a strong cash position of $115.5 million. However, the company missed analysts' consensus earnings per share (EPS) estimates by $0.21, reporting an -$0.18 EPS, which tempered investor enthusiasm despite operational improvements from reduced R&D and G&A expenses.
2. Early-Stage Clinical Development and Lack of Immediate Revenue Catalysts.
While XBiotech announced the launch of a Phase II clinical trial for Vilamakitug in active axial spondyloarthritis in fiscal Q2 2026 and was awarded three U.S. patents in March 2026 protecting its next-generation True Human™ antibodies targeting Interleukin-1 Alpha, these are early-stage developments. These advancements, while positive for the long term, do not generate immediate revenue, a factor noted by analysts as contributing to a neutral outlook for the stock in the near term.
3. Negative Analyst Consensus and Limited Market Coverage.
The stock maintained a consensus "Sell" rating from the single Wall Street analyst providing coverage during fiscal Q2 2026, with no "Buy" or "Hold" recommendations. This prevailing negative sentiment from the limited analyst community likely restrained significant upward movement, contributing to the stock remaining largely at the same level.
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Stock Movement Drivers
Fundamental Drivers
The -0.9% change in XBIT stock from 3/31/2026 to 7/13/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 3312026 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.35 | 2.33 | -0.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 30 | 30 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
3/31/2026 to 7/13/2026| Return | Correlation | |
|---|---|---|
| XBIT | -0.9% | |
| Market (SPY) | 15.2% | 13.8% |
| Sector (XLV) | 10.1% | 11.9% |
Fundamental Drivers
The -2.5% change in XBIT stock from 12/31/2025 to 7/13/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 12312025 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.39 | 2.33 | -2.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 30 | 30 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
12/31/2025 to 7/13/2026| Return | Correlation | |
|---|---|---|
| XBIT | -2.5% | |
| Market (SPY) | 10.2% | 19.6% |
| Sector (XLV) | 4.7% | 14.9% |
Fundamental Drivers
The -21.5% change in XBIT stock from 6/30/2025 to 7/13/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 6302025 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.97 | 2.33 | -21.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 30 | 30 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
6/30/2025 to 7/13/2026| Return | Correlation | |
|---|---|---|
| XBIT | -21.5% | |
| Market (SPY) | 22.3% | 17.8% |
| Sector (XLV) | 21.3% | 22.9% |
Fundamental Drivers
The -60.8% change in XBIT stock from 6/30/2023 to 7/13/2026 was primarily driven by a null change in the company's Total Revenues ($ Mil).| (LTM values as of) | 6302023 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.94 | 2.33 | -60.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 0 | |
| P/S Multiple | 51.5 | ∞ | 9.2233720368547763E17% |
| Shares Outstanding (Mil) | 30 | 30 | -0.2% |
| Cumulative Contribution | 0.0% |
Market Drivers
6/30/2023 to 7/13/2026| Return | Correlation | |
|---|---|---|
| XBIT | -60.8% | |
| Market (SPY) | 75.0% | 23.3% |
| Sector (XLV) | 27.3% | 16.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| XBIT Return | -20% | -68% | 14% | -1% | -39% | -4% | -83% |
| Peers Return | 37% | 2% | -3% | -9% | 46% | 12% | 100% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| XBIT Win Rate | 42% | 17% | 50% | 50% | 33% | 43% | |
| Peers Win Rate | 55% | 52% | 47% | 47% | 58% | 57% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 57% | |
Max Drawdowns [4] | |||||||
| XBIT Max Drawdown | -39% | -74% | -44% | -62% | -53% | -17% | |
| Peers Max Drawdown | -32% | -37% | -41% | -42% | -38% | -26% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: REGN, AMGN, LLY, CLDX, AVTX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/13/2026 (YTD)
How Low Can It Go
| Event | XBIT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.1% | -18.8% |
| % Gain to Breakeven | 17.8% | 23.1% |
| Time to Breakeven | 18 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -31.9% | -9.5% |
| % Gain to Breakeven | 46.9% | 10.5% |
| Time to Breakeven | 56 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -17.3% | -6.7% |
| % Gain to Breakeven | 20.9% | 7.1% |
| Time to Breakeven | 21 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -38.9% | -33.7% |
| % Gain to Breakeven | 63.7% | 50.9% |
| Time to Breakeven | 42 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -76.1% | -3.7% |
| % Gain to Breakeven | 318.8% | 3.9% |
| Time to Breakeven | 893 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -57.6% | -12.2% |
| % Gain to Breakeven | 135.9% | 13.9% |
| Time to Breakeven | 134 days | 62 days |
In The Past
XBiotech's stock fell -15.1% during the 2025 US Tariff Shock. Such a loss loss requires a 17.8% gain to breakeven.
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| Event | XBIT | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -31.9% | -9.5% |
| % Gain to Breakeven | 46.9% | 10.5% |
| Time to Breakeven | 56 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -38.9% | -33.7% |
| % Gain to Breakeven | 63.7% | 50.9% |
| Time to Breakeven | 42 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -76.1% | -3.7% |
| % Gain to Breakeven | 318.8% | 3.9% |
| Time to Breakeven | 893 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -57.6% | -12.2% |
| % Gain to Breakeven | 135.9% | 13.9% |
| Time to Breakeven | 134 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -69.9% | -6.8% |
| % Gain to Breakeven | 232.6% | 7.3% |
| Time to Breakeven | 163 days | 15 days |
In The Past
XBiotech's stock fell -15.1% during the 2025 US Tariff Shock. Such a loss loss requires a 17.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About XBiotech (XBIT)
XBiotech Inc. (XBIT) is a biopharmaceutical company that specializes in the discovery, development, and commercialization of "True Human" monoclonal antibodies. Based in Austin, Texas, the company focuses on creating innovative therapeutic solutions primarily for inflammatory and infectious diseases. Their core approach involves leveraging these unique antibodies to address a range of complex medical conditions.
The company's pipeline includes promising product candidates such as interleukin-1 alpha therapies, which are being developed to treat severe conditions like cancer, stroke, heart attack, and arthritis. These therapies aim to mitigate processes such as tissue breakdown, inflammation, and blood clot formation. Additionally, XBiotech is developing a "True Human" COVID-19 therapy specifically designed to combat the COVID-19 mutant virus. The primary market for XBiotech's therapies consists of patients suffering from these serious diseases, with its products intended for prescription and use within the broader healthcare sector.
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A specialized biotech firm, like a focused Amgen, dedicated to 'True Human' antibody therapies.
A drug discovery company, akin to a targeted Regeneron Pharmaceuticals, but centered on its 'True Human' antibody platform.
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- True Human Monoclonal Antibodies: These therapies are developed to treat a variety of inflammatory and infectious diseases.
- Interleukin-1 Alpha Therapies: These therapies target interleukin-1 alpha to treat medical conditions such as cancer, stroke, heart attack, and arthritis.
- True Human COVID-19 Therapy: A specific therapy under development for treating the COVID-19 mutant virus.
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John Simard, Founder, Chairman of the Board, Scientific Advisor
John Simard founded XBiotech in 2005. He graduated from the biochemistry program at the University of Saskatchewan in 1992 and studied immunology at the University of Toronto. Prior to XBiotech, he launched CTL ImmunoTherapies Corp. in 1997 and spun out Allecure Corp. in 1999. In 2001, Allecure and CTL ImmunoTherapies merged with a third company to form MannKind Corp., where Mr. Simard served on the board and as President of its Immunotherapy division until 2002. In 2019, he orchestrated the sale of the True Human antibody bermekimab to Janssen Pharmaceutical, a subsidiary of Johnson & Johnson, for $750 million. He is the inventor of over 300 issued and pending patents related to immunotherapies.
Sushma Shivaswamy, Interim Chief Executive Officer & Chief Scientific Officer
Dr. Sushma Shivaswamy was appointed Interim CEO effective December 8, 2025, and has served as XBiotech's Chief Scientific Officer since November 2017. She oversees all scientific and technical operations for research and development and GMP production of antibodies. Dr. Shivaswamy has been with XBiotech since 2009, previously serving as Vice President of Research and Development from January 2015, and as Director of Research & Development and Senior Scientist. Before joining the company, she was a postdoctoral researcher at the Center for Systems and Synthetic Biology at the University of Texas at Austin. She holds a Ph.D. in Molecular Biology from the Center for Cellular and Molecular Biology, India.
Angela Hu, Principal Financial Officer and Principal Accounting Officer
Angela Hu assumed the role of Principal Financial Officer and Principal Accounting Officer on February 10, 2023. She previously served as the Financial Controller of XBiotech Inc.
Qian Wu, Senior Vice President of Clinical Operations & Analytical Quality
Qian Wu serves as the Senior Vice President of Clinical Operations & Analytical Quality at XBiotech Inc.
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The key risks to XBiotech's business include:
- Clinical Trial Failures and Regulatory Hurdles: XBiotech faces significant risks related to the failure of its product candidates to advance through clinical development or achieve the primary endpoints in trials. The company has experienced setbacks with several drug candidates, including a Phase II trial for a staph infection drug where patients died, and the drug failed to show statistically significant improvements. Similarly, its rheumatoid arthritis treatment, Natrunix, failed to meet its primary endpoint in a Phase II study amidst "substantial irregularities". The European Medicines Agency (EMA) also rejected XBiotech's lead cancer therapy, Xilonix, citing "dubious data," an increased risk of infection in patients, and concerns regarding manufacturing processes. These failures directly impact the company's ability to gain regulatory approval and bring products to market, leading to increased expenses and delays.
- Financial Sustainability and Reliance on Future Capital Raises: XBiotech has a history of operating losses and has accumulated a significant deficit, reporting a net loss for the fiscal year ended December 31, 2024, and expecting to continue incurring substantial expenses and operating losses for the foreseeable future. The company has "limited opportunities to generate revenue and may never sustain profitability". Its primary source of past revenue, a manufacturing deal for Bermekimab, concluded in November 2022, leaving the company with "no approved products and no guaranteed future revenue" unless new milestones, royalties, or partnerships are secured. The ongoing research and development (R&D) and clinical trial expenses will necessitate future capital raises, which are subject to market conditions and the company's cash burn rate.
- Competition and Intellectual Property Risks: XBiotech operates in a highly competitive biopharmaceutical industry and faces the risk that competitors may discover, develop, or commercialize products more rapidly or successfully. Its "True Human antibodies will face scrutiny against established treatments". Additionally, the company faces risks associated with intellectual property, including potential inability to obtain or protect necessary intellectual property rights, the possibility of its technology infringing upon third-party rights, and difficulties in licensing essential intellectual property on reasonable terms.
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Addressable Markets for XBiotech (XBIT) Main Products or Services:
- True Human Monoclonal Antibodies for Various Diseases (Inflammatory and Infectious Diseases, including those targeted by Interleukin-1 alpha therapies for conditions like cancer and arthritis): The global monoclonal antibodies market was estimated at USD 237.64 billion in 2023 and is expected to surpass USD 679.03 billion by 2033, growing at a CAGR of 11.07% from 2024 to 2033. North America held the largest share of this market, accounting for 48% in 2023.
- For oncology applications, the monoclonal antibodies market generated 49.35% of global revenue in 2025.
- For autoimmune diseases, including conditions like arthritis that XBiotech targets with IL-1α therapies, the monoclonal antibodies market is projected to grow at a lucrative rate due to increasing prevalence. This segment is also expected to post the strongest compound annual growth rate (CAGR) among indications through 2031.
- Interleukin-1 Alpha (IL-1α) Therapies (specific market for this product): null. While the market for Interleukin-1 alpha (IL-1α)-related products is experiencing significant growth due to the rising prevalence of inflammatory diseases, precise market figures for the overall IL-1α market for the period 2019-2033 are unavailable.
- True Human COVID-19 Therapy: The global COVID-19 therapeutics market size was valued at US$ 30.7 billion in 2021. This market is projected to contract to more than US$ 16.2 billion by the end of 2031. Another estimate places the global COVID-19 therapeutics market size at USD 32.54 billion in 2025, with an expected decline to USD 8.70 billion by 2033.
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XBiotech Inc. (XBIT) is a biopharmaceutical company focused on discovering, developing, and commercializing True Human monoclonal antibodies. As a clinical-stage company, its future revenue growth over the next 2-3 years will primarily be driven by the successful advancement, regulatory approval, and potential commercialization of its pipeline products.
Here are 3-5 expected drivers of future revenue growth for XBiotech:
- Commercialization of Natrunix for Oncology Indications: XBiotech is actively pursuing interleukin-1 alpha (IL-1α) therapies for various medical conditions, including cancer. The company announced promising results from a Phase 1/2 study for advanced pancreatic cancer using Natrunix in combination with standard chemotherapy in June 2024. Ongoing discussions with the FDA regarding a regulatory path for Natrunix in oncology suggest that successful clinical trials and subsequent regulatory approval could lead to significant revenue generation.
- Advancement and Commercialization of True Human Anti-infective Antibody Therapies: XBiotech has identified several major areas of urgent unmet medical need within infectious diseases and is dedicated to advancing its pipeline of True Human anti-infective antibody therapies. Successful progression through clinical trials and eventual market entry for these therapies represent a potential new stream of revenue.
- Commercialization of Hutrukin for Stroke: The company completed a Phase I study for Hutrukin, a True Human antibody therapeutic designed to reduce brain injury after reperfusion procedures in stroke patients, at the end of 2023. This study demonstrated that high bolus doses of Hutrukin were safe and well-tolerated. While a Phase II study is currently on hold pending clarification of regulatory paths for other programs, successful future clinical development and regulatory approval of Hutrukin could contribute to revenue growth.
- Potential for IL-1α Therapies in other Inflammatory Diseases: Beyond specific programs, XBiotech maintains a broader focus on developing a pipeline of product candidates targeting inflammatory diseases. While the rheumatology program for rheumatoid arthritis faced setbacks and is currently on hold due to irregularities in a Phase II study, the company continues to believe in the potential for Natrunix as a treatment for arthritic diseases. Future successful development and commercialization of IL-1α therapies for other inflammatory conditions could serve as a revenue driver.
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Share Repurchases
- XBiotech announced an $80 million buyback offer on May 17, 2023.
Inbound Investments
- XBiotech received $75 million from an antibody sale of bermekimab on June 30, 2021.
- In January 2024, XBiotech announced it expects to receive $10 million in funding.
Capital Expenditures
- Capital expenditures in the most recent reported quarter totaled approximately $0.11 million USD.
- XBiotech plans to begin constructing a new research and development facility on its 48-acre campus in Austin, Texas, to support commercialization and infectious disease programs, as announced in January 2024.
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 199.49 |
| Mkt Cap | 35.8 |
| Rev LTM | 7,460 |
| Op Inc LTM | 1,897 |
| FCF LTM | 1,874 |
| FCF 3Y Avg | 851 |
| CFO LTM | 2,485 |
| CFO 3Y Avg | 2,268 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.9% |
| Rev Chg 3Y Avg | 9.6% |
| Rev Chg Q | 12.4% |
| QoQ Delta Rev Chg LTM | 1.3% |
| Op Inc Chg LTM | -4.8% |
| Op Inc Chg 3Y Avg | -9.6% |
| Op Mgn LTM | 25.8% |
| Op Mgn 3Y Avg | 24.6% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 28.3% |
| CFO/Rev 3Y Avg | 19.2% |
| FCF/Rev LTM | 14.4% |
| FCF/Rev 3Y Avg | 0.3% |
Price Behavior
| Market Price | $2.33 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 04/15/2015 | |
| Distance from 52W High | -33.4% | |
| 50 Days | 200 Days | |
| DMA Price | $2.41 | $2.45 |
| DMA Trend | down | down |
| Distance from DMA | -3.3% | -4.8% |
| 3M | 1YR | |
| Volatility | 22.3% | 49.3% |
| Downside Capture | 25.84 | 91.38 |
| Upside Capture | 2.98 | 47.68 |
| Correlation (SPY) | 11.6% | 17.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.19 | -0.05 | 0.38 | 0.41 | 0.73 | 1.03 |
| Up Beta | 0.02 | -0.18 | 0.83 | 0.84 | 0.85 | 1.05 |
| Down Beta | 0.00 | 0.01 | 0.08 | 0.34 | 0.57 | 1.38 |
| Up Capture | -62% | -39% | 14% | 16% | 41% | 21% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 6 | 11 | 23 | 50 | 99 | 329 |
| Down Capture | -5% | 34% | 28% | 41% | 99% | 102% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 8 | 17 | 25 | 53 | 118 | 376 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with XBIT | |
|---|---|---|---|---|
| XBIT | -21.4% | 49.3% | -0.33 | - |
| Sector ETF (XLV) | 20.0% | 15.7% | 0.97 | 22.2% |
| Equity (SPY) | 20.8% | 12.6% | 1.23 | 17.6% |
| Gold (GLD) | 20.0% | 27.9% | 0.64 | 1.7% |
| Commodities (DBC) | 27.6% | 18.9% | 1.16 | 4.4% |
| Real Estate (VNQ) | 13.3% | 13.9% | 0.66 | 18.4% |
| Bitcoin (BTCUSD) | -44.8% | 42.7% | -1.28 | 11.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with XBIT | |
|---|---|---|---|---|
| XBIT | -30.4% | 64.0% | -0.31 | - |
| Sector ETF (XLV) | 6.3% | 14.9% | 0.24 | 20.6% |
| Equity (SPY) | 13.0% | 17.1% | 0.59 | 27.5% |
| Gold (GLD) | 17.0% | 18.3% | 0.75 | 0.1% |
| Commodities (DBC) | 7.8% | 19.5% | 0.29 | 9.0% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.06 | 20.8% |
| Bitcoin (BTCUSD) | 13.6% | 53.5% | 0.44 | 17.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with XBIT | |
|---|---|---|---|---|
| XBIT | -18.4% | 75.0% | 0.08 | - |
| Sector ETF (XLV) | 10.3% | 16.6% | 0.50 | 18.7% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 22.1% |
| Gold (GLD) | 11.3% | 16.1% | 0.57 | 0.1% |
| Commodities (DBC) | 6.3% | 18.0% | 0.28 | 8.9% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | 16.8% |
| Bitcoin (BTCUSD) | 57.7% | 66.2% | 0.98 | 9.2% |
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Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/14/2026 | 10-Q |
| 12/31/2025 | 03/13/2026 | 10-K |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/13/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/18/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/12/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/15/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/11/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/15/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/10/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/14/2026 | 10-Q |
| 12/31/2025 | 03/13/2026 | 10-K |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/13/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/18/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/12/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/15/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/11/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/15/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/10/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/15/2022 | 10-K |
| 09/30/2021 | 11/09/2021 | 10-Q |
| 06/30/2021 | 08/09/2021 | 10-Q |
| 03/31/2021 | 05/10/2021 | 10-Q |
| 12/31/2020 | 03/16/2021 | 10-K |
| 09/30/2020 | 11/09/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/11/2020 | 10-Q |
| 12/31/2019 | 03/16/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
| 06/30/2019 | 08/09/2019 | 10-Q |
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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