Stock Return Three Months

Returns the percentage price return for a stock over the past 3 months (91 days). This is calculated from 91 days ago to yesterday's close.

What is Calculated

The function calculates:

  • Start: Close price from 91 days ago
  • End: Close price from yesterday
  • Return: (End - Start) / Start

Parameters

Parameter Required Description
Symbol Yes Stock ticker symbol

Notes

  • Returns are expressed as decimals (0.10 = 10% gain)
  • Negative values indicate a decline
  • Commonly used for quarterly performance analysis

Examples

Apple 3-month return
Microsoft 3-month return
Nasdaq ETF 3-month return
Symbol from cell
=StockReturnThreeMonths("AAPL") * 100
Convert to percentage

When to Use

  • Quarterly performance analysis
  • Medium-term trend assessment
  • Comparing quarterly price movements
  • Quarterly momentum screening
  • Portfolio quarterly reviews

When NOT to Use

Scenario Use Instead
Need 30-day return StockReturnThirtyDays()
Need 6-month return StockReturnSixMonths()
Need 9-month return StockReturnNineMonths()
Need 1-year return StockReturnOneYear()
Need custom dates StockReturn()

Common Issues & FAQ

Q: Why am I getting "NA"? A: Check that:

  • The symbol is valid
  • The stock has been trading for at least 91 days
  • Market data is available for the period

Q: How do I convert to percentage? A: Multiply by 100: =StockReturnThreeMonths("AAPL") * 100

Q: What time period exactly is used? A: The return is calculated from Today-91 days to Today-1 day (yesterday's close).

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MarketXLS Excel Add-in Tutorial - How to Use Stock Return Three Months and Other Financial Formulas
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