The total return over the past 12 months is +15.65% vs. +17.77% for the S&P 500. So far it's up +12.21% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +12.22% | +7.86% | +3.65% | +6.30% | +8.34% | +7.28% |
| Total Return CAGR | +15.65% | +11.57% | +7.00% | +9.61% | +11.99% | +11.23% |
| Revenue CAGR | +7.93% | (1.86%) | +3.82% | +3.16% | +2.43% | +1.91% |
| Net Income CAGR | +8.29% | +5.63% | +6.31% | +6.89% | +6.72% | +7.02% |
| EPS CAGR | 0.00% | +2.76% | +4.20% | +5.89% | +5.11% | +5.15% |
| Free Cash Flow CAGR | N/A | (6.15%) | N/A | (12.19%) | +25.92% | +6.41% |
| Operating Cash Flow CAGR | (85.52%) | (46.33%) | (20.01%) | (13.43%) | (7.03%) | (3.27%) |
| Dividends CAGR | +4.40% | +5.54% | +5.90% | +6.00% | +5.61% | +5.04% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Xcel Energy Inc. (XEL)
| Year | Start Value | End Value | XEL Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1137.32 | 1276.14 | +12.21% | +8.94% | +3.27% |
| 2025 | 998.59 | 1137.32 | +13.89% | +17.72% | (3.83%) |
| 2024 | 889.30 | 998.59 | +12.29% | +24.89% | (12.60%) |
| 2023 | 973.97 | 889.30 | (8.69%) | +26.19% | (34.88%) |
| 2022 | 914.80 | 973.97 | +6.47% | (18.17%) | +24.64% |
| 2021 | 876.26 | 914.80 | +4.40% | +28.74% | (24.34%) |
| 2020 | 812.64 | 876.26 | +7.83% | +18.37% | (10.54%) |
| 2019 | 613.96 | 812.64 | +32.36% | +31.22% | +1.14% |
| 2018 | 580.06 | 613.96 | +5.84% | (4.56%) | +10.40% |
| 2017 | 475.88 | 580.06 | +21.89% | +21.70% | +0.19% |
