SO monthly performance report
Check SO's monthly returns, drawdown, and seasonality trends — updated every month.
SO monthly report
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Key takeaways
- Southern Company (SO) closed November 2026 at $93.59, down 0.13% for the month and +2.65% over the trailing 12 months.
- Year-to-date, SO is +7.33%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +1.01% versus its 200-day moving average ($92.65), a bullish technical signal.
- Over the past three years, SO has underperformed the S&P 500 by −32.39%, with a relative strength index reading of 81.1.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Southern Company ended November 2026 at $93.59, posting a monthly return of −0.13%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +0.05%.
The current quarter stands at +12.91% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +1.01% versus the 200-day moving average ($92.65).
Year-to-date, SO is +7.33% against SPY +10.62%, a gap of −3.30%. The stock is currently −6.00% below its 52-week high, with maximum 3-year drawdown at −17.42%.
| Period | SO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.21% | −0.36% | +1.57% |
| 1 Week | +1.35% | +2.59% | −1.24% |
| 1 Month | −0.13% | −0.18% | +0.05% |
| 3 Months | +1.41% | −2.37% | +3.78% |
| 6 Months | −0.10% | +0.83% | −0.92% |
| YTD | +7.33% | +10.62% | −3.30% |
| 12 Months | +2.65% | +12.25% | −9.60% |
| 3 Years | +38.98% | +71.37% | −32.39% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +13.05% |
| #2 | Feb 2026 | +9.04% |
| #3 | May 2024 | +9.03% |
| #4 | Jul 2024 | +7.67% |
| #5 | Feb 2025 | +6.96% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −7.64% |
| #2 | Aug 2026 | −6.92% |
| #3 | Sep 2026 | −5.81% |
| #4 | May 2026 | −4.81% |
| #5 | Sep 2023 | −4.44% |
| Quarter | Return |
|---|---|
| Q3 2025 | +3.20% |
| Q4 2025 | −7.99% |
| Q1 2026 | +10.69% |
| Q2 2026 | −0.84% |
| Q3 2026 | −13.39% |
| Q4 2026 (QTD) | +12.91% |
| Year | Return |
|---|---|
| 2023 | −1.81% |
| 2024 | +17.40% |
| 2025 | +5.93% |
| 2026 | +7.33% |
| Metric | Value |
|---|---|
| 52-Week High | $99.56 (2026-03-17) |
| 52-Week Low | $81.69 (2026-09-29) |
| Current Price | $93.59 |
| 200-Day Moving Average | $92.65 |
| Price vs 200DMA | +1.01% |
| 3-Year Maximum Drawdown | −17.42% (2026-09-28) |
| Current Drawdown from 52W High | −6.00% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 81.1 |
| 3-Year Excess Return vs S&P 500 | −32.39% |
| RS Peak | 115.1 (Apr 2025) |
| RS Trough | 70.2 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SO's return for this report period?
SO returned −0.13% in the latest monthly window ending 2026-11-13.
Has SO outperformed SPY year to date?
YTD SO: +7.33% vs SPY: +10.62%.
What is SO's 12-month return?
+2.65% over the trailing 12 months.
Is SO above or below its 200-day moving average?
Price is +1.01% versus 200DMA ($92.65).
What is the maximum drawdown in the 3-year window?
−17.42% on 2026-09-28.