Stock Return Thirty Days Formula in Excel

Welcome to this comprehensive guide on how to use the Stock Return Thirty Days formula in Excel (with MarketXLS). In this article, you’ll learn everything you need to know about calculating 30-day returns for a given symbol, including how to set parameters, interpret the output, and troubleshoot errors.

Understanding Stock Return Thirty Days

The Stock Return Thirty Days formula helps you retrieve the total or price return for a specified stock over the previous 30 days. This function:

• Provides a quick overview of a stock’s performance in the past month.
• Automatically retrieves data from the MarketXLS database.
• Enables flexible return types (e.g., total return, change, changepercent).

Use this formula when you want to:

• Compare multiple stocks over a recent 30-day period.
• Evaluate short-term investment opportunities.
• Track performance for risk management or portfolio analysis.

Syntax and Parameters

Below is the syntax for the StockReturnThirtyDays formula in Excel:

=StockReturnThirtyDays(Symbol, [TypeOfReturn])

Return Value:

• A numeric value representing the 30-day stock return.
• If an error occurs or the symbol is invalid, the function returns "NA".

? Pro Tip: For best results, ensure you have a valid MarketXLS license and an active internet connection.

Examples and Usage

Below are some practical examples illustrating how to use StockReturnThirtyDays in Excel:

1. Basic total return:

   =StockReturnThirtyDays("MSFT")

   Returns the total 30-day return for Microsoft.

2. Specify return type as total:

   =StockReturnThirtyDays("MSFT","total")

   Returns the total 30-day return for Microsoft.

3. Specify return type as price return:

   =StockReturnThirtyDays("MSFT","price")

   Returns just the price-based 30-day return for Microsoft.

4. Use an index symbol:

   =StockReturnThirtyDays("^SPX","change")

   Returns the absolute 30-day price change for the S&P 500 Index.

5. Use an option symbol:

   =StockReturnThirtyDays("@MSFT 110122C00020000","return")

   Returns the 30-day return for a specified MSFT option contract.

6. Use a cryptocurrency symbol:

   =StockReturnThirtyDays("BTCUSD:DEFAULT","changepercent")

   Retrieves the 30-day percentage change of Bitcoin (BTC/USD).

?? Note: The function automatically calculates the 30-day window using today’s date minus 31 days to yesterday’s date. You do not need to specify dates.

Common Questions

1. What happens if the symbol is invalid or doesn’t exist?

   • The function returns "NA" if the provided symbol is incorrect or not found in the database.

2. Why am I getting delayed or no data?

   • Check your MarketXLS license status and internet connection. The function fetches data from external servers, so connectivity and license validity are crucial.

3. Can I use real-time data for intraday trades?

   • This function is designed for end-of-day data (updated around 5 PM EST). If you need intraday updates, consider other MarketXLS functions or commands.

4. Is there a performance impact when retrieving data for many symbols at once?

   • Retrieving large data sets can be slower due to multiple server requests. Try using fewer symbols at a time or scheduling queries outside peak hours.

By following these guidelines, you’ll be able to effectively use the Stock Return Thirty Days formula in Excel with MarketXLS to evaluate short-term performance and make informed decisions in your investment strategy.