XEL vs. CPK
XEL (Xcel Energy Inc.) and CPK (Chesapeake Utilities Corporation) are both stocks. Both are in the Utilities sector — XEL in Utilities - Regulated Electric, CPK in Utilities - Regulated Gas. Over the past 10 years, XEL returned 9.29%/yr vs 9.72%/yr for CPK. Their 0.28 correlation means their historical movements had little consistent relationship.
Performance
XEL vs. CPK - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XEL having a 7.46% return and CPK slightly higher at 7.63%. Both investments have delivered pretty close results over the past 10 years, with XEL having a 9.29% annualized return and CPK not far ahead at 9.72%.
XEL
- 1D
- -0.04%
- 1M
- -4.59%
- 6M
- 4.35%
- YTD
- 7.46%
- 1Y
- 9.72%
- 3Y*
- 11.28%
- 5Y*
- 6.09%
- 10Y*
- 9.29%
- ALL TIME*
- 9.52%
CPK
- 1D
- -0.29%
- 1M
- 6.22%
- 6M
- 4.35%
- YTD
- 7.63%
- 1Y
- 13.60%
- 3Y*
- 6.66%
- 5Y*
- 3.30%
- 10Y*
- 9.72%
- ALL TIME*
- 12.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $27.10M | $29.74M | $23.60M | |
| $387.09M | $394.63M | $451.51M |
XEL vs. CPK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XEL Xcel Energy Inc. | 7.46% | 13.89% | 12.32% | -8.67% | 6.44% | 4.40% | 7.77% | 32.37% | 5.88% | 21.91% |
CPK Chesapeake Utilities Corporation | 7.63% | 5.07% | 17.44% | -8.83% | -17.61% | 36.78% | 15.15% | 19.88% | 5.37% | 19.34% |
Correlation
The correlation between XEL and CPK is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.54 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.28 |
Over the past year, XEL and CPK have become more correlated (0.49) than their long-term average of 0.28, meaning their price movements have been converging.
Fundamentals
XEL:
$48.82B
CPK:
$3.19B
XEL:
$2.77
CPK:
$3.21
XEL:
28.23
CPK:
41.37
XEL:
7.28
CPK:
6.56
XEL:
3.25
CPK:
5.30
XEL:
2.04
CPK:
1.93K
XEL:
$14.62B
CPK:
$586.05M
XEL:
$321.00M
CPK:
$313.50M
XEL:
$6.39B
CPK:
$224.92M
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Return for Risk
XEL vs. CPK — Risk / Return Rank
XEL
CPK
XEL vs. CPK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and Chesapeake Utilities Corporation (CPK). 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.
| XEL | CPK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.12 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.02 | -0.17 |
| Martin ratioReturn relative to average drawdown | 2.12 | 1.99 | +0.13 |
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Drawdowns
XEL vs. CPK - Drawdown Comparison
The maximum XEL drawdown since its inception was -80.64%, which is greater than CPK's maximum drawdown of -38.67%. Use the drawdown chart below to compare losses from any high point for XEL and CPK.
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Drawdown Indicators
| XEL | CPK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.64% | -38.67% | -41.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -13.01% | +1.51% |
Max Drawdown (3Y)Largest decline over 3 years | -23.99% | -23.50% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -38.67% | +4.26% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -38.67% | +4.26% |
Current DrawdownCurrent decline from peak | -5.41% | -3.73% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -7.81% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 6.68% | -2.06% |
Volatility
XEL vs. CPK - Volatility Comparison
The current volatility for Xcel Energy Inc. (XEL) is 5.77%, while Chesapeake Utilities Corporation (CPK) has a volatility of 7.93%. This indicates that XEL experiences smaller price fluctuations and is considered to be less risky than CPK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEL | CPK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 7.93% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | 15.49% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.41% | 19.91% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 22.93% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 26.57% | -4.82% |
Dividends
XEL vs. CPK - Dividend Comparison
XEL's dividend yield for the trailing twelve months is around 2.97%, more than CPK's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPK Chesapeake Utilities Corporation | 2.10% | 2.16% | 2.07% | 2.18% | 1.76% | 1.29% | 1.59% | 1.65% | 1.77% | 1.63% | 1.80% | 2.00% |
XEL Xcel Energy Inc. | 2.97% | 3.83% | 2.43% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% |
Financials
XEL vs. CPK - Financials Comparison
This section allows you to compare key financial metrics between Xcel Energy Inc. and Chesapeake Utilities Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
XEL vs. CPK - Profitability Comparison
XEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Xcel Energy Inc. reported a gross profit of -915.00M and revenue of 3.12B. Therefore, the gross margin over that period was -29.3%.
CPK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Chesapeake Utilities Corporation reported a gross profit of 0.00 and revenue of 353.10K. Therefore, the gross margin over that period was 0.0%.
XEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Xcel Energy Inc. reported an operating income of 706.00M and revenue of 3.12B, resulting in an operating margin of 22.6%.
CPK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Chesapeake Utilities Corporation reported an operating income of 99.40K and revenue of 353.10K, resulting in an operating margin of 28.2%.
XEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Xcel Energy Inc. reported a net income of 37.00M and revenue of 3.12B, resulting in a net margin of 1.2%.
CPK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Chesapeake Utilities Corporation reported a net income of 59.30K and revenue of 353.10K, resulting in a net margin of 16.8%.
Frequently Asked Questions
XEL and CPK have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPK has higher volatility (7.93%) compared to XEL (5.77%). In terms of maximum drawdown, XEL dropped -80.64% vs CPK's -38.67%.
CPK currently has the higher Sharpe Ratio (0.67 vs 0.51), 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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