SO monthly performance report
Monthly SO research: returns, drawdown, relative strength, seasonality, and key stats.
SO monthly report
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Key takeaways
- Southern Company (SO) closed August 2026 at $92.90, down 1.73% for the month and −1.88% over the trailing 12 months.
- Year-to-date, SO is +6.54%, underperforming the S&P 500 which has returned +12.71% YTD.
- The stock is trading +0.14% versus its 200-day moving average ($92.77), a bullish technical signal.
- Over the past three years, SO has underperformed the S&P 500 by −35.07%, with a relative strength index reading of 80.1.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Southern Company ended August 2026 at $92.90, posting a monthly return of −1.73%. The S&P 500 returned +2.88% over the same window, leaving relative performance at −4.62%.
The current quarter stands at −0.53% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +0.14% versus the 200-day moving average ($92.77).
Year-to-date, SO is +6.54% against SPY +12.71%, a gap of −6.17%. The stock is currently −7.87% below its 52-week high, with maximum 3-year drawdown at −15.68%.
| Period | SO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.21% | −0.16% | −0.06% |
| 1 Week | −3.28% | +5.36% | −8.64% |
| 1 Month | −1.73% | +2.88% | −4.62% |
| 3 Months | −3.94% | +6.65% | −10.59% |
| 6 Months |