XLE monthly performance report
Explore XLE's monthly returns, drawdown, and seasonality trends — updated every month.
XLE monthly report
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Key takeaways
- XLE (XLE) closed November 2026 at $64.96, down 7.23% for the month and +43.59% over the trailing 12 months.
- Year-to-date, XLE is +45.29%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +9.43% versus its 200-day moving average ($59.36), a bullish technical signal.
- Over the past three years, XLE has underperformed the S&P 500 by −16.74%, with a relative strength index reading of 90.2.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
XLE ended November 2026 at $64.96, posting a monthly return of −7.23%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −7.05%.
The current quarter stands at +5.63% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +9.43% versus the 200-day moving average ($59.36).
Year-to-date, XLE is +45.29% against SPY +10.62%, a gap of +34.67%. The stock is currently −7.40% below its 52-week high, with maximum 3-year drawdown at −22.06%.
| Period | XLE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.98% | −0.36% | +1.34% |
| 1 Week | +5.42% | +2.59% | +2.83% |
| 1 Month | −7.23% | −0.18% | −7.05% |
| 3 Months | +4.93% | −2.37% | +7.29% |
| 6 Months | +12.72% | +0.83% | +11.89% |
| YTD | +45.29% | +10.62% | +34.67% |
| 12 Months | +43.59% | +12.25% | +31.34% |
| 3 Years | +54.63% | +71.37% | −16.74% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +14.18% |
| #2 | Oct 2026 | +13.85% |
| #3 | Jul 2026 | +12.13% |
| #4 | Mar 2024 | +9.61% |
| #5 | Mar 2026 | +9.55% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −13.85% |
| #2 | Dec 2024 | −10.32% |
| #3 | Nov 2026 | −7.23% |
| #4 | Oct 2023 | −5.73% |
| #5 | Jun 2026 | −5.65% |
| Quarter | Return |
|---|---|
| Q3 2025 | +5.35% |
| Q4 2025 | +0.09% |
| Q1 2026 | +37.02% |
| Q2 2026 | −13.30% |
| Q3 2026 | +15.80% |
| Q4 2026 (QTD) | +5.63% |
| Year | Return |
|---|---|
| 2023 | −4.16% |
| 2024 | +2.17% |
| 2025 | +4.39% |
| 2026 | +45.29% |
| Metric | Value |
|---|---|
| 52-Week High | $70.15 (2026-10-30) |
| 52-Week Low | $43.77 (2025-12-16) |
| Current Price | $64.96 |
| 200-Day Moving Average | $59.36 |
| Price vs 200DMA | +9.43% |
| 3-Year Maximum Drawdown | −22.06% (2025-04-08) |
| Current Drawdown from 52W High | −7.40% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 90.2 |
| 3-Year Excess Return vs S&P 500 | −16.74% |
| RS Peak | 103.4 (Mar 2026) |
| RS Trough | 66.6 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLE's return for this report period?
XLE returned −7.23% in the latest monthly window ending 2026-11-13.
Has XLE outperformed SPY year to date?
YTD XLE: +45.29% vs SPY: +10.62%.
What is XLE's 12-month return?
+43.59% over the trailing 12 months.
Is XLE above or below its 200-day moving average?
Price is +9.43% versus 200DMA ($59.36).
What is the maximum drawdown in the 3-year window?
−22.06% on 2025-04-08.