Stop-loss on the minds of XEL investors as it ranked worse than it's peers

XCEL ENERGY INC ranked among the worst performers on Friday. It lost -1.01% to close at 53.14. It is currently trading +26% above it's 52 week low of 42.13 and is down only -1% from it's 52 week high.

[Themes containing XEL]

Buy-and-Hold investors in XEL experienced a maximum drawdown of -5.05% over the last three months. It grew by +9.82% during this up trending period. There were both Long and Short signals during this period, while the long signals were significantly more profitable than the short signals. The net profit from Long signals was +6.46%.

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Return distribution

XEL has been outperforming the SP500 index in recent time. Over the last 2 years 11 months and 10 days, XEL outperformed the SP500 index on 52% days.

During the last three months XEL was mostly profitable and delivered on average +0.16% per day. It's best return during this period (of +2.8%) was on Wednesday, 24 Oct, 2018. While it's worst loss in the same period (of -2.5%) was on Thursday, 11 Oct, 2018. There was initially a bearish trend during this period which started on 24 Sep, 2018 and went on till 26 Sep, 2018. The trend delivered -3.02% losses to investors. This was followed by a bullish trend that started on 4 Oct, 2018 and ended on 9 Oct, 2018. This bullish trend delivered +3.92% to investors.

XEL had 8 profitable and 4 loss making months over the last year. During the last year, number of profitable months of XEL and SP500 index were the same. XEL significantly outperformed SP500 index in Nov 2018, when it returned +7.02% compared to +4.75% returned by SP500 index during it's best month in the last one year - Jan 2018. XEL had a shorter streak of profitable months than SP500 index. It only went up in 3 straight months during the last year. It is interesting to note that both XEL and SP500 index significantly outperform during months when quarterly/annual results are announced.

If you would be wealthy, think of saving as well as getting.
-- Benjamin Franklin

XEL is becoming less volatile overall. In comparison, the SP500 index is seeing a rise in volatility. During the last three months, there was a significant surge in XEL's volatility from 17 Sep, 2018 to 26 Oct, 2018. While there was a significant surge in the SP500 index's volatility from 25 Sep, 2018 to 29 Oct, 2018.

Advanced/professional short-term investors should note that XEL has significant positive skewness in it's return distribution. This indicates that investors can expect XEL to recover from drawdowns quickly. Which makes XEL a good candidate for investing on short-term bullish trends or even counter-trends hoping for a pull-back.

XEL has more chance of extreme outcomes than the SP500 index. Therefore, XEL must receive a lower allocation than SP500 in your portfolio. SP500 index usually has shorter drawdown period than XEL.

On a general note (since you are interested in XEL), AAXN is a small cap that deserves to be closely tracked for investment opportunities.