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XEL vs. NEP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between XEL and NEP is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

XEL vs. NEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xcel Energy Inc. (XEL) and NextEra Energy Partners, LP (NEP). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%150.00%200.00%OctoberNovemberDecember2025FebruaryMarch
203.46%
-44.20%
XEL
NEP

Key characteristics

Fundamentals

Market Cap

XEL:

$38.87B

NEP:

$985.85M

EPS

XEL:

$3.44

NEP:

-$0.10

PEG Ratio

XEL:

2.19

NEP:

3.64

Total Revenue (TTM)

XEL:

$13.46B

NEP:

$1.22B

Gross Profit (TTM)

XEL:

$3.85B

NEP:

$437.00M

EBITDA (TTM)

XEL:

$5.47B

NEP:

$543.00M

Returns By Period


XEL

YTD

1.04%

1M

0.51%

6M

8.43%

1Y

45.04%

5Y*

2.36%

10Y*

10.55%

NEP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

XEL vs. NEP — Risk-Adjusted Performance Rank

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

XEL
The Risk-Adjusted Performance Rank of XEL is 9090
Overall Rank
The Sharpe Ratio Rank of XEL is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of XEL is 9191
Sortino Ratio Rank
The Omega Ratio Rank of XEL is 8989
Omega Ratio Rank
The Calmar Ratio Rank of XEL is 8383
Calmar Ratio Rank
The Martin Ratio Rank of XEL is 9292
Martin Ratio Rank

NEP
The Risk-Adjusted Performance Rank of NEP is 44
Overall Rank
The Sharpe Ratio Rank of NEP is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NEP is 33
Sortino Ratio Rank
The Omega Ratio Rank of NEP is 44
Omega Ratio Rank
The Calmar Ratio Rank of NEP is 88
Calmar Ratio Rank
The Martin Ratio Rank of NEP is 11
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.

XEL vs. NEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and NextEra Energy Partners, LP (NEP). 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 XEL, currently valued at 2.56, compared to the broader market-3.00-2.00-1.000.001.002.003.002.56-1.14
The chart of Sortino ratio for XEL, currently valued at 3.54, compared to the broader market-4.00-2.000.002.004.003.54-1.73
The chart of Omega ratio for XEL, currently valued at 1.45, compared to the broader market0.501.001.502.001.450.74
The chart of Calmar ratio for XEL, currently valued at 1.51, compared to the broader market0.001.002.003.004.005.001.51-0.70
The chart of Martin ratio for XEL, currently valued at 11.92, compared to the broader market0.005.0010.0015.0020.0025.0011.92-1.71
XEL
NEP


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2025FebruaryMarch
2.56
-1.14
XEL
NEP

Dividends

XEL vs. NEP - Dividend Comparison

XEL's dividend yield for the trailing twelve months is around 3.24%, while NEP has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
XEL
Xcel Energy Inc.
3.16%2.43%3.36%2.78%2.71%2.58%2.55%3.09%2.99%3.34%3.56%3.34%
NEP
NextEra Energy Partners, LP
25.76%20.20%11.10%4.27%3.08%3.37%3.74%3.98%3.46%5.08%3.03%0.56%

Drawdowns

XEL vs. NEP - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-4.11%
-84.49%
XEL
NEP

Volatility

XEL vs. NEP - Volatility Comparison

Xcel Energy Inc. (XEL) has a higher volatility of 5.46% compared to NextEra Energy Partners, LP (NEP) at 0.00%. This indicates that XEL's price experiences larger fluctuations and is considered to be riskier than NEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%OctoberNovemberDecember2025FebruaryMarch
5.46%
0
XEL
NEP

Financials

XEL vs. NEP - Financials Comparison

This section allows you to compare key financial metrics between Xcel Energy Inc. and NextEra Energy Partners, LP. 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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