PEP monthly performance report
View PEP's monthly returns, drawdown, and seasonality trends — updated every month.
PEP monthly report
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Key takeaways
- PepsiCo (PEP) closed November 2026 at $145.44, up 5.90% for the month and +0.29% over the trailing 12 months.
- Year-to-date, PEP is +1.34%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −0.23% versus its 200-day moving average ($145.77), a cautious technical signal.
- Over the past three years, PEP has underperformed the S&P 500 by −84.68%, with a relative strength index reading of 50.6.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
PepsiCo ended November 2026 at $145.44, posting a monthly return of +5.90%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +6.08%.
The current quarter stands at +14.77% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −0.23% versus the 200-day moving average ($145.77).
Year-to-date, PEP is +1.34% against SPY +10.62%, a gap of −9.29%. The stock is currently −15.19% below its 52-week high, with maximum 3-year drawdown at −32.43%.
| Period | PEP | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.24% | −0.36% | +2.60% |
| 1 Week | +2.90% | +2.59% | +0.31% |
| 1 Month | +5.90% | −0.18% | +6.08% |
| 3 Months | +5.21% | −2.37% | +7.58% |
| 6 Months | −2.17% | +0.83% | −3.00% |
| YTD | +1.34% | +10.62% | −9.29% |
| 12 Months | +0.29% | +12.25% | −11.96% |
| 3 Years | −13.31% | +71.37% | −84.68% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +10.49% |
| #2 | Oct 2026 | +8.38% |
| #3 | Aug 2025 | +7.78% |
| #4 | Jan 2026 | +7.04% |
| #5 | Nov 2026 | +5.90% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2026 | −9.71% |
| #2 | Apr 2025 | −9.58% |
| #3 | May 2026 | −9.02% |
| #4 | Mar 2026 | −8.51% |
| #5 | Dec 2024 | −6.97% |
| Quarter | Return |
|---|---|
| Q3 2025 | +6.36% |
| Q4 2025 | +2.19% |
| Q1 2026 | +8.20% |
| Q2 2026 | −12.81% |
| Q3 2026 | −6.41% |
| Q4 2026 (QTD) | +14.77% |
| Year | Return |
|---|---|
| 2023 | −5.99% |
| 2024 | −10.47% |
| 2025 | −5.62% |
| 2026 | +1.34% |
| Metric | Value |
|---|---|
| 52-Week High | $171.48 (2026-02-12) |
| 52-Week Low | $123.47 (2026-10-07) |
| Current Price | $145.44 |
| 200-Day Moving Average | $145.77 |
| Price vs 200DMA | −0.23% |
| 3-Year Maximum Drawdown | −32.43% (2026-10-07) |
| Current Drawdown from 52W High | −15.19% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 50.6 |
| 3-Year Excess Return vs S&P 500 | −84.68% |
| RS Peak | 100 (Nov 2023) |
| RS Trough | 41.8 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PEP's return for this report period?
PEP returned +5.90% in the latest monthly window ending 2026-11-13.
Has PEP outperformed SPY year to date?
YTD PEP: +1.34% vs SPY: +10.62%.
What is PEP's 12-month return?
+0.29% over the trailing 12 months.
Is PEP above or below its 200-day moving average?
Price is −0.23% versus 200DMA ($145.77).
What is the maximum drawdown in the 3-year window?
−32.43% on 2026-10-07.