Stock Return Three Months Formula in Excel
Understanding Stock Return Three Months
The Stock Return Three Months formula in Excel with MarketXLS helps you quickly calculate the return on a specified symbol over the past 3 months (roughly 91 days), based on closing prices. It is ideal for:
- Monitoring short-term investment performance.
- Tracking equity, index, option, or cryptocurrency returns.
- Evaluating the impact of market fluctuations on your portfolio.
? Pro Tip: This function is updated daily around 5 PM EST, providing an accurate snapshot of recent performance.
Syntax and Parameters
=StockReturnThreeMonths(Symbol, [TypeOfReturn])| Parameter | Description | Required | Example |
|---|---|---|---|
Symbol |
The ticker or identifier of the asset (e.g., stocks, indices, options, crypto). | Yes | "MSFT" |
TypeOfReturn |
The type of return to retrieve. Options include "total", "price", "change", etc. If omitted, the function may default to a total return calculation. |
No | "total" |
Return Value
• A numeric value representing the three-month return on the specified symbol.
• Returns "NA" if the symbol is invalid, or if an error occurs during data retrieval.
?? Note: If the function cannot fetch valid historical data (e.g., for an invalid ticker), it will return "NA".
Examples and Usage
Below are some examples showing different ways to use the StockReturnThreeMonths formula in Excel:
-
Basic Stock Symbol
=StockReturnThreeMonths("MSFT")Retrieves the default (often total) three-month return for MSFT.
-
Indices
=StockReturnThreeMonths("^SPX","price")Retrieves the price return over three months for the S&P 500 index.
-
Options
=StockReturnThreeMonths("@MSFT 110122C00020000","total")Retrieves the total three-month return for the specified MSFT call option.
-
Cryptocurrency
=StockReturnThreeMonths("BTCUSD:DEFAULT","changepercent")Calculates the percentage change over three months for Bitcoin (BTC).
? Pro Tip: This formula does not require a separate date parameter; it automatically calculates three-month returns from today’s date (minus 91 days) to yesterday.
Common Questions
1. What if I want to reference a cell for the symbol?
Use a cell reference for the symbol, for example:
=StockReturnThreeMonths(A2)Where cell A2 contains a valid ticker like "MSFT".
2. Do I need to provide the TypeOfReturn each time?
No. Leaving it blank will typically result in a total return calculation. However, you can specify "price", "change", or "changepercent" if you need different return calculations.
3. How is the return calculated?
The function fetches historical closing prices from MarketXLS servers for the past three months. It compares the value from 91 days ago to the latest available closing price to compute the return.
4. Why am I getting "NA"?
• The symbol might be invalid.
• Data could not be retrieved (e.g., network issues).
• The MarketXLS license may be invalid or expired.
?? Note: Ensure you have a valid MarketXLS license and are connected to the internet to avoid data retrieval errors.
5. Are there any performance considerations?
Because this formula retrieves information from external data sources, large-scale calculations (e.g., multiple formulas in a single sheet) may take longer. Consider using caching or limiting the frequency of real-time updates if performance is an issue.
Use the Stock Return Three Months formula to streamline your short-term return calculations in Excel. With its simple syntax and reliable data, you can make informed decisions about your assets and keep track of market changes with confidence.
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