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D vs. WEC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between D and WEC is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

D vs. WEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dominion Energy, Inc. (D) and WEC Energy Group, Inc. (WEC). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
9.27%
18.59%
D
WEC

Key characteristics

Sharpe Ratio

D:

1.06

WEC:

1.22

Sortino Ratio

D:

1.59

WEC:

1.80

Omega Ratio

D:

1.20

WEC:

1.22

Calmar Ratio

D:

0.52

WEC:

0.80

Martin Ratio

D:

4.94

WEC:

4.73

Ulcer Index

D:

4.81%

WEC:

4.23%

Daily Std Dev

D:

22.50%

WEC:

16.41%

Max Drawdown

D:

-52.20%

WEC:

-45.05%

Current Drawdown

D:

-29.02%

WEC:

-6.14%

Fundamentals

Market Cap

D:

$45.07B

WEC:

$30.23B

EPS

D:

$2.71

WEC:

$4.09

PE Ratio

D:

19.80

WEC:

23.37

PEG Ratio

D:

2.03

WEC:

2.47

Total Revenue (TTM)

D:

$11.00B

WEC:

$6.32B

Gross Profit (TTM)

D:

$5.92B

WEC:

$2.18B

EBITDA (TTM)

D:

$5.37B

WEC:

$2.84B

Returns By Period

In the year-to-date period, D achieves a 2.23% return, which is significantly higher than WEC's 1.63% return. Over the past 10 years, D has underperformed WEC with an annualized return of 0.77%, while WEC has yielded a comparatively higher 9.03% annualized return.


D

YTD

2.23%

1M

2.74%

6M

9.27%

1Y

25.33%

5Y*

-4.09%

10Y*

0.77%

WEC

YTD

1.63%

1M

0.67%

6M

18.14%

1Y

20.29%

5Y*

3.09%

10Y*

9.03%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

D vs. WEC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

D
The Risk-Adjusted Performance Rank of D is 7676
Overall Rank
The Sharpe Ratio Rank of D is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of D is 7474
Sortino Ratio Rank
The Omega Ratio Rank of D is 7373
Omega Ratio Rank
The Calmar Ratio Rank of D is 6969
Calmar Ratio Rank
The Martin Ratio Rank of D is 8282
Martin Ratio Rank

WEC
The Risk-Adjusted Performance Rank of WEC is 7979
Overall Rank
The Sharpe Ratio Rank of WEC is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of WEC is 7878
Sortino Ratio Rank
The Omega Ratio Rank of WEC is 7575
Omega Ratio Rank
The Calmar Ratio Rank of WEC is 7777
Calmar Ratio Rank
The Martin Ratio Rank of WEC is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

D vs. WEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dominion Energy, Inc. (D) and WEC Energy Group, Inc. (WEC). 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.


Sharpe ratio
The chart of Sharpe ratio for D, currently valued at 1.06, compared to the broader market-2.000.002.001.061.24
The chart of Sortino ratio for D, currently valued at 1.59, compared to the broader market-4.00-2.000.002.004.001.591.82
The chart of Omega ratio for D, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.22
The chart of Calmar ratio for D, currently valued at 0.52, compared to the broader market0.002.004.006.000.520.81
The chart of Martin ratio for D, currently valued at 4.94, compared to the broader market-10.000.0010.0020.0030.004.944.91
D
WEC

The current D Sharpe Ratio is 1.06, which is comparable to the WEC Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of D and WEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
1.06
1.24
D
WEC

Dividends

D vs. WEC - Dividend Comparison

D's dividend yield for the trailing twelve months is around 4.85%, more than WEC's 3.49% yield.


TTM20242023202220212020201920182017201620152014
D
Dominion Energy, Inc.
4.85%4.96%5.68%4.35%3.21%4.59%4.43%4.67%3.74%3.66%3.83%3.12%
WEC
WEC Energy Group, Inc.
3.49%3.55%3.71%3.10%2.79%2.75%2.56%3.19%3.13%3.38%3.40%2.96%

Drawdowns

D vs. WEC - Drawdown Comparison

The maximum D drawdown since its inception was -52.20%, which is greater than WEC's maximum drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for D and WEC. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-29.02%
-6.14%
D
WEC

Volatility

D vs. WEC - Volatility Comparison

Dominion Energy, Inc. (D) has a higher volatility of 5.13% compared to WEC Energy Group, Inc. (WEC) at 4.36%. This indicates that D's price experiences larger fluctuations and is considered to be riskier than WEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
5.13%
4.36%
D
WEC

Financials

D vs. WEC - Financials Comparison

This section allows you to compare key financial metrics between Dominion Energy, Inc. and WEC Energy Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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