Xcel Energy Inc. (XEL)

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Xcel Energy Inc. (XEL) is up 8.3% since the beginning of the year. At $79 per share, XEL is trading 6.4% below its 52-week high of $84. Investors who bought $1,000 worth of XEL shares 5 years ago would now be looking at an investment worth $1,395.

Xcel Energy Inc. (XEL) has returned 8.30% so far this year and 21.91% over the past 12 months. Over the last ten years, XEL has returned 9.48% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Sep 24, 1985, XEL's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Aug 2002 with a return of +38.8%, while the worst month was Jul 2002 at -57.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, XEL closed higher 50% of trading days. The best single day was Aug 6, 2002 with a return of +23.5%, while the worst single day was Jul 26, 2002 at -36.8%.

Xcel Energy Inc. has an annualized alpha of 6.25%, beta of 0.55, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since September 24, 1985.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (55.43%) than losses (42.95%) - typical of diversified or defensive assets.
• Beta of 0.55 may look defensive, but with R2 of 0.18 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

XEL ranks 74 for risk / return — better than 74% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Xcel Energy Inc. provided a 2.95% dividend yield over the last twelve months, with an annual payout of $2.33 per share.

The table displays the monthly dividend distributions for Xcel Energy Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Xcel Energy Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Xcel Energy Inc. was 80.64%, occurring on Jul 29, 2002. Recovery took 1137 trading sessions.

The current Xcel Energy Inc. drawdown is 4.67%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Xcel Energy Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Xcel Energy Inc. is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.