O monthly performance report
View O's monthly returns, drawdown, and seasonality trends — updated every month.
O monthly report
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Key takeaways
- Realty Income (O) closed September 2026 at $57.15, down 6.74% for the month and −4.72% over the trailing 12 months.
- Year-to-date, O is +1.38%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −7.63% versus its 200-day moving average ($61.87), a cautious technical signal.
- Over the past three years, O has underperformed the S&P 500 by −64.43%, with a relative strength index reading of 62.6.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Realty Income ended September 2026 at $57.15, posting a monthly return of −6.74%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −5.04%.
The current quarter stands at −7.76% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −7.63% versus the 200-day moving average ($61.87).
Year-to-date, O is +1.38% against SPY +10.58%, a gap of −9.19%. The stock is currently −15.88% below its 52-week high, with maximum 3-year drawdown at −20.15%.
| Period | O | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.66% | −0.44% | −2.22% |
| 1 Week | −4.92% | −1.10% | −3.83% |
| 1 Month | −6.74% | −1.69% | −5.04% |
| 3 Months | −7.69% | −0.10% | −7.59% |
| 6 Months | −11.91% | +13.21% | −25.12% |
| YTD | +1.38% | +10.58% | −9.19% |
| 12 Months | −4.72% | +14.25% | −18.97% |
| 3 Years | +5.64% | +70.07% | −64.43% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +13.89% |
| #2 | Feb 2026 | +9.55% |
| #3 | Jul 2024 | +8.73% |
| #4 | Jan 2026 | +8.50% |
| #5 | Aug 2024 | +8.15% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2023 | −10.89% |
| #2 | Mar 2026 | −8.69% |
| #3 | Aug 2023 | −8.09% |
| #4 | Dec 2024 | −7.74% |
| #5 | Sep 2026 | −6.74% |
| Quarter | Return |
|---|---|
| Q2 2025 | −0.69% |
| Q3 2025 | +5.52% |
| Q4 2025 | −7.27% |
| Q1 2026 | +8.53% |
| Q2 2026 | +1.27% |
| Q3 2026 (QTD) | −7.76% |
| Year | Return |
|---|---|
| 2023 | −9.48% |
| 2024 | −6.98% |
| 2025 | +5.54% |
| 2026 | +1.38% |
| Metric | Value |
|---|---|
| 52-Week High | $67.94 (2026-02-27) |
| 52-Week Low | $55.86 (2025-12-23) |
| Current Price | $57.15 |
| 200-Day Moving Average | $61.87 |
| Price vs 200DMA | −7.63% |
| 3-Year Maximum Drawdown | −20.15% (2025-01-10) |
| Current Drawdown from 52W High | −15.88% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 62.6 |
| 3-Year Excess Return vs S&P 500 | −64.43% |
| RS Peak | 103.5 (Jan 2024) |
| RS Trough | 62.6 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was O's return for this report period?
O returned −6.74% in the latest monthly window ending 2026-09-16.
Has O outperformed SPY year to date?
YTD O: +1.38% vs SPY: +10.58%.
What is O's 12-month return?
−4.72% over the trailing 12 months.
Is O above or below its 200-day moving average?
Price is −7.63% versus 200DMA ($61.87).
What is the maximum drawdown in the 3-year window?
−20.15% on 2025-01-10.