AESI vs. XLE
AESI (Atlas Energy Solutions Inc) is a stock, while XLE (State Street Energy Select Sector SPDR ETF) is Energy Equities fund tracking the Energy Select Sector Index. Over the past 3 years, AESI returned -17.19%/yr vs 14.62%/yr for XLE. Their 0.55 correlation means they have sometimes moved together and sometimes differently.
Performance
AESI vs. XLE - Performance Comparison
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Returns By Period
In the year-to-date period, AESI achieves a 14.54% return, which is significantly lower than XLE's 35.03% return.
AESI
- 1D
- 4.76%
- 1M
- -25.43%
- 6M
- -7.54%
- YTD
- 14.54%
- 1Y
- -11.92%
- 3Y*
- -17.19%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -9.72%
XLE
- 1D
- 1.00%
- 1M
- 11.89%
- 6M
- 18.26%
- YTD
- 35.03%
- 1Y
- 43.49%
- 3Y*
- 14.62%
- 5Y*
- 23.67%
- 10Y*
- 10.52%
- ALL TIME*
- 8.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $47.01M | $42.41M | $55.35M | |
| $1.70B | $1.73B | $1.97B |
AESI vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AESI Atlas Energy Solutions Inc | 14.54% | -55.28% | 34.96% | 2.24% |
XLE State Street Energy Select Sector SPDR ETF | 35.03% | 7.88% | 5.56% | 2.38% |
Correlation
The correlation between AESI and XLE is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2023 | 0.55 |
The correlation between AESI and XLE has been stable across timeframes, ranging from 0.46 to 0.55 - a consistent structural relationship.
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Return for Risk
AESI vs. XLE — Risk / Return Rank
AESI
XLE
AESI vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atlas Energy Solutions Inc (AESI) and State Street Energy Select Sector SPDR ETF (XLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AESI | XLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.20 | ||
| Sortino ratioReturn per unit of downside risk | -2.47 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.32 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 2.74 | -3.05 |
| Martin ratioReturn relative to average drawdown | -0.89 | 7.32 | -8.21 |
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Drawdowns
AESI vs. XLE - Drawdown Comparison
The maximum AESI drawdown since its inception was -65.91%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for AESI and XLE.
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Drawdown Indicators
| AESI | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.91% | -71.26% | +5.35% |
Max Drawdown (1Y)Largest decline over 1 year | -48.46% | -14.98% | -33.48% |
Max Drawdown (3Y)Largest decline over 3 years | -65.91% | -20.14% | -45.77% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.81% | — |
Current DrawdownCurrent decline from peak | -54.59% | -4.13% | -50.46% |
Average DrawdownAverage peak-to-trough decline | -25.89% | -17.93% | -7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.75% | 5.62% | +12.13% |
Volatility
AESI vs. XLE - Volatility Comparison
Atlas Energy Solutions Inc (AESI) has a higher volatility of 20.20% compared to State Street Energy Select Sector SPDR ETF (XLE) at 5.85%. This indicates that AESI's price experiences larger fluctuations and is considered to be riskier than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AESI | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.20% | 5.85% | +14.35% |
Volatility (6M)Calculated over the trailing 6-month period | 45.50% | 16.71% | +28.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.50% | 21.05% | +40.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.27% | 25.77% | +23.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.27% | 29.57% | +19.70% |
Dividends
AESI vs. XLE - Dividend Comparison
AESI's dividend yield for the trailing twelve months is around 2.32%, less than XLE's 2.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AESI Atlas Energy Solutions Inc | 2.32% | 7.96% | 4.33% | 4.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLE State Street Energy Select Sector SPDR ETF | 2.55% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Frequently Asked Questions
AESI and XLE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AESI has higher volatility (20.20%) compared to XLE (5.85%). In terms of maximum drawdown, AESI dropped -65.91% vs XLE's -71.26%.
XLE currently has the higher Sharpe Ratio (1.95 vs -0.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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