Stock Return Fifteen Days Formula in Excel

Understanding Stock Return Fifteen Days

The Stock Return Fifteen Days formula in Excel (with MarketXLS) helps you track the percentage change in a stock’s price over the past fifteen days. This function can calculate either the total return (including dividends if available) or the price return (excludes dividends). It pulls data from MarketXLS databases through web APIs and updates daily, typically around 5 PM EST.

• Purpose: Evaluate short-term performance of a stock over a 15-day window.
• Use Cases:
  • Monitor rapid price movements
  • Compare recent performance across multiple symbols
  • Integrate short-term return metrics into broader portfolio analysis
• Key Benefits:
  • Automated data retrieval
  • Daily updates
  • Flexible return types, such as total return or price return

Syntax and Parameters

Use this formula directly in your Excel worksheet. The basic syntax is:

=StockReturnFifteenDays(Symbol, [TypeOfReturn])

?? Note: If the symbol is invalid or the license is not valid, the function returns "NA".

Return Value

• Returns a numeric value representing the percentage change (e.g., 0.05 for a 5% increase).
• If TypeOfReturn is "change", it returns the difference in price rather than a percentage.
• If there is an error retrieving data or if the date range is too old, returns "NA".

Performance Considerations

• The function makes web calls to retrieve historical data.
• MarketXLS employs caching to reduce delays.
• Extremely large or frequent requests may lead to slower response times.

Examples and Usage

1. Basic Usage (Defaults to Total Return)

   =StockReturnFifteenDays("MSFT")

   This returns the total 15-day return for MSFT, updated daily around 5 PM EST.

2. Specifying Return Type (Price Return)

   =StockReturnFifteenDays("MSFT","price")

   Returns the price-only change (excluding dividends) over the past 15 days.

3. Using Different Instruments

   • Indices:

     =StockReturnFifteenDays("^SPX","return")

   • Options:

     =StockReturnFifteenDays("@MSFT 110122C00020000","total")

   • Crypto:

     =StockReturnFifteenDays("BTCUSD:DEFAULT","price")

? Pro Tip: You can insert cell references or directly input dates in other MarketXLS date-based functions for advanced calculations. However, this function specifically looks at the most recent 15-day window.

Common Questions

1. What if my symbol is not recognized?

   • The formula will return "NA". Ensure you have the correct ticker format (e.g., "MSFT" instead of "msft").

2. Why do I get ‘NA’ sometimes?

   • Possible reasons include invalid license, data not found for the specified symbol, or an API error. Double-check your MarketXLS subscription and symbol input.

3. How often is the data updated?

   • The daily updates typically occur around 5 PM EST.

4. Can I calculate a custom date range with this function?

   • This function specifically calculates returns for a rolling 15-day period. For custom ranges, use other MarketXLS date-based functions.

5. Are dividends factored in automatically?

   • By default, the function returns total return, which includes dividends if available. Specify "price" to exclude dividends.

?? Note: If you need returns for periods older than 11 years, the function may return “NA” due to data availability and caching limits in MarketXLS.

Use the Stock Return Fifteen Days formula in Excel with MarketXLS for a quick snapshot of a stock’s short-term performance. This powerful feature helps you maintain a nimble and informed approach when assessing recent trends in your portfolio.