XBIO vs. LU
XBIO (Xenetic Biosciences, Inc.) and LU (Lufax Holding Ltd) are both stocks. XBIO operates in Biotechnology (Healthcare), while LU operates in Credit Services (Financial Services). Over the past 5 years, XBIO returned -32.44%/yr vs -41.08%/yr for LU. At a 0.12 correlation, their price movements are largely independent.
Performance
XBIO vs. LU - Performance Comparison
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Returns By Period
In the year-to-date period, XBIO achieves a 33.64% return, which is significantly higher than LU's -50.00% return.
XBIO
- 1D
- 0.00%
- 1M
- -4.26%
- YTD
- 33.64%
- 6M
- 31.82%
- 1Y
- -7.79%
- 3Y*
- -3.03%
- 5Y*
- -32.44%
- 10Y*
- -41.56%
LU
- 1D
- 0.79%
- 1M
- -21.95%
- YTD
- -50.00%
- 6M
- -51.52%
- 1Y
- -54.61%
- 3Y*
- -18.54%
- 5Y*
- -41.08%
- 10Y*
- —
XBIO vs. LU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XBIO Xenetic Biosciences, Inc. | 33.64% | -45.61% | 15.65% | 21.01% | -77.90% | -36.76% | 144.43% |
LU Lufax Holding Ltd | -50.00% | 7.11% | 73.97% | -58.03% | -60.48% | -60.35% | 22.41% |
Correlation
The correlation between XBIO and LU is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2020 | 0.12 |
The correlation between XBIO and LU shifts across timeframes, from 0.10 (3 years) to 0.21 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
XBIO:
$3.19M
LU:
CN¥31.92B
XBIO:
$2.38M
LU:
CN¥13.50B
XBIO:
-$2.37M
LU:
-CN¥1.26B
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Return for Risk
XBIO vs. LU — Risk / Return Rank
XBIO
LU
XBIO vs. LU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xenetic Biosciences, Inc. (XBIO) and Lufax Holding Ltd (LU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XBIO | LU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.80 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | -0.76 | +0.67 |
| Martin ratioReturn relative to average drawdown | -0.13 | -1.35 | +1.22 |
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Drawdowns
XBIO vs. LU - Drawdown Comparison
The maximum XBIO drawdown since its inception was -99.95%, roughly equal to the maximum LU drawdown of -96.68%. Use the drawdown chart below to compare losses from any high point for XBIO and LU.
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Drawdown Indicators
| XBIO | LU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.95% | -96.68% | -3.27% |
Max Drawdown (1Y)Largest decline over 1 year | -80.50% | -71.59% | -8.91% |
Max Drawdown (3Y)Largest decline over 3 years | -80.50% | -71.59% | -8.91% |
Max Drawdown (5Y)Largest decline over 5 years | -96.19% | -94.66% | -1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -99.72% | — | — |
Current DrawdownCurrent decline from peak | -99.93% | -95.59% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -91.41% | -78.47% | -12.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 62.07% | 40.52% | +21.55% |
Volatility
XBIO vs. LU - Volatility Comparison
Xenetic Biosciences, Inc. (XBIO) has a higher volatility of 18.22% compared to Lufax Holding Ltd (LU) at 13.40%. This indicates that XBIO's price experiences larger fluctuations and is considered to be riskier than LU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XBIO | LU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.22% | 13.40% | +4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 51.08% | 34.99% | +16.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 168.63% | 53.31% | +115.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 107.80% | 76.72% | +31.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 134.13% | 76.15% | +57.98% |
Dividends
XBIO vs. LU - Dividend Comparison
Neither XBIO nor LU has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LU Lufax Holding Ltd | 0.00% | 0.00% | 101.26% | 11.60% | 26.29% |
XBIO Xenetic Biosciences, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
XBIO vs. LU - Financials Comparison
This section allows you to compare key financial metrics between Xenetic Biosciences, Inc. and Lufax Holding Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
XBIO and LU have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XBIO has higher volatility (18.22%) compared to LU (13.40%). In terms of maximum drawdown, XBIO dropped -99.95% vs LU's -96.68%.
XBIO currently has the higher Sharpe Ratio (-0.05 vs -1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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