XEL vs. OTTR

In the year-to-date period, XEL achieves a 15.55% return, which is significantly higher than OTTR's -3.34% return. Over the past 10 years, XEL has underperformed OTTR with an annualized return of 10.95%, while OTTR has yielded a comparatively higher 14.09% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and Otter Tail Corporation (OTTR). 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.

The current XEL Sharpe Ratio is 0.91, which is higher than the OTTR Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of XEL and OTTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XEL's dividend yield for the trailing twelve months is around 3.12%, more than OTTR's 2.33% yield.

The maximum XEL drawdown since its inception was -80.64%, which is greater than OTTR's maximum drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for XEL and OTTR. For additional features, visit the drawdowns tool.

The current volatility for Xcel Energy Inc. (XEL) is 7.18%, while Otter Tail Corporation (OTTR) has a volatility of 9.80%. This indicates that XEL experiences smaller price fluctuations and is considered to be less risky than OTTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Xcel Energy Inc. and Otter Tail 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.