XEL monthly performance report
Explore XEL's monthly returns, drawdown, and seasonality trends — updated every month.
XEL monthly report
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Key takeaways
- Xcel Energy (XEL) closed September 2026 at $73.63, down 2.72% for the month and +2.19% over the trailing 12 months.
- Year-to-date, XEL is −0.31%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −6.18% versus its 200-day moving average ($78.48), a cautious technical signal.
- Over the past three years, XEL has underperformed the S&P 500 by −44.99%, with a relative strength index reading of 73.9.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Xcel Energy ended September 2026 at $73.63, posting a monthly return of −2.72%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −2.14%.
The current quarter stands at −8.31% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −6.18% versus the 200-day moving average ($78.48).
Year-to-date, XEL is −0.31% against SPY +11.83%, a gap of −12.14%. The stock is currently −12.58% below its 52-week high, with maximum 3-year drawdown at −23.99%.
| Period | XEL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.27% | +1.13% | +0.13% |
| 1 Week | −2.36% | +0.63% | −2.99% |
| 1 Month | −2.72% | −0.58% | −2.14% |
| 3 Months | −7.06% | +1.64% | −8.69% |
| 6 Months | −9.10% | +15.15% | −24.24% |
| YTD | −0.31% | +11.83% | −12.14% |
| 12 Months | +2.19% | +15.69% | −13.50% |
| 3 Years | +27.01% | +72.00% | −44.99% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2025 | +11.41% |
| #2 | Feb 2026 | +9.60% |
| #3 | Jul 2024 | +9.12% |
| #4 | Nov 2024 | +8.61% |
| #5 | Jul 2025 | +7.84% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2024 | −11.99% |
| #2 | Dec 2025 | −10.05% |
| #3 | Aug 2023 | −8.93% |
| #4 | Dec 2024 | −6.95% |
| #5 | Mar 2026 | −4.70% |
| Quarter | Return |
|---|---|
| Q2 2025 | −3.80% |
| Q3 2025 | +18.43% |
| Q4 2025 | −8.42% |
| Q1 2026 | +7.55% |
| Q2 2026 | +1.08% |
| Q3 2026 (QTD) | −8.31% |
| Year | Return |
|---|---|
| 2023 | −11.70% |
| 2024 | +9.06% |
| 2025 | +9.39% |
| 2026 | −0.31% |
| Metric | Value |
|---|---|
| 52-Week High | $84.23 (2026-02-26) |
| 52-Week Low | $71.35 (2025-09-18) |
| Current Price | $73.63 |
| 200-Day Moving Average | $78.48 |
| Price vs 200DMA | −6.18% |
| 3-Year Maximum Drawdown | −23.99% (2024-03-06) |
| Current Drawdown from 52W High | −12.58% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 73.9 |
| 3-Year Excess Return vs S&P 500 | −44.99% |
| RS Peak | 110.8 (Oct 2023) |
| RS Trough | 71.7 (Jul 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XEL's return for this report period?
XEL returned −2.72% in the latest monthly window ending 2026-09-17.
Has XEL outperformed SPY year to date?
YTD XEL: −0.31% vs SPY: +11.83%.
What is XEL's 12-month return?
+2.19% over the trailing 12 months.
Is XEL above or below its 200-day moving average?
Price is −6.18% versus 200DMA ($78.48).
What is the maximum drawdown in the 3-year window?
−23.99% on 2024-03-06.