XEL monthly performance report
Monthly XEL research: returns, drawdown, relative strength, seasonality, and key stats.
XEL monthly report
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Key takeaways
- Xcel Energy (XEL) closed August 2026 at $77.20, down 1.28% for the month and +4.71% over the trailing 12 months.
- Year-to-date, XEL is +4.52%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −2.35% versus its 200-day moving average ($79.06), a cautious technical signal.
- Over the past three years, XEL has underperformed the S&P 500 by −44.45%, with a relative strength index reading of 75.6.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Xcel Energy ended August 2026 at $77.20, posting a monthly return of −1.28%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −4.33%.
The current quarter stands at −3.15% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.35% versus the 200-day moving average ($79.06).
Year-to-date, XEL is +4.52% against SPY +12.89%, a gap of −8.36%. The stock is currently −8.35% below its 52-week high, with maximum 3-year drawdown at −23.99%.
| Period | XEL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.71% | −0.20% | −0.51% |
| 1 Week | −3.90% | +3.90% | −7.80% |
| 1 Month | −1.28% | +3.05% | −4.33% |
| 3 Months | −6.93% | +7.11% | −14.05% |
| 6 Months |