Stock Return Seven Days Formula in Excel

The Stock Return Seven Days formula in Excel with MarketXLS calculates the stock return percentage for the last seven consecutive calendar days, providing quick insights into recent performance. This function can return either the total return, price return, or other variations, making it an essential tool for short-term investment analysis and tracking.

Understanding Stock Return Seven Days

• Purpose and Use Cases
  The Stock Return Seven Days formula helps you track a security's short-term return from seven consecutive calendar days. It's especially useful for:

  • Monitoring weekly performance of stocks, options, indices, or cryptocurrencies
  • Assessing quick gains or losses for short-term investment strategies
  • Comparing short-term returns across multiple symbols within a portfolio

• Key Benefits

  • Automatically calculates returns for the most recent seven days
  • Flexible enough to retrieve different types of returns (total, price, change, etc.)
  • Updated daily around 5 PM EST for reliable, near real-time data

• When to Use
  Use this function whenever you need a concise view of a security’s one-week performance and want to make timely investment decisions based on short-term trends.

? Pro Tip: The function checks for valid tickers. If the symbol is invalid, you’ll receive "NA" in the cell.

Syntax and Parameters

Below is the standard Excel syntax for the Stock Return Seven Days formula:

=StockReturnSevenDays(Symbol, [TypeOfReturn])

Return Value

• Returns a numeric value representing the seven-day return. This might be a percentage or decimal, depending on the TypeOfReturn selected.
• If the symbol is invalid or the data cannot be retrieved, the function returns "NA".

?? Note: This function calculates returns for the last seven consecutive calendar days from the current date. It does not accept custom start or end dates.

Examples and Usage

Basic Examples

1. Return the default (typically total) seven-day return for Microsoft:

   =StockReturnSevenDays("MSFT")

2. Specify the return type as "price" for Microsoft:

   =StockReturnSevenDays("MSFT","price")

Advanced Scenarios

• Using an Index Symbol (e.g., S&P 500):

  =StockReturnSevenDays("^SPX")

• Checking a specific Option contract:

  =StockReturnSevenDays("@MSFT 110122C00020000")

• Retrieving the weekly return for a Cryptocurrency pair:

  =StockReturnSevenDays("BTCUSD:DEFAULT")

Practical Tips

• Combine MarketXLS functions to compare the 7-day return of multiple symbols quickly.
• Use conditional formatting in Excel to highlight those cells that have the highest or lowest 7-day returns.

Common Questions

1. Why am I getting "NA"?

   • An invalid or unsupported symbol was passed to the function, or there is no recent data available. Double-check your ticker symbol or ensure that MarketXLS data is up to date.

2. What does "total" vs. "price" return mean?

   • "total" includes dividends or distributions if available, while "price" focuses on price appreciation alone.

3. Can I specify a custom date range or an exact date?

   • This function specifically calculates returns for the last seven consecutive days from the current date. For a custom date range, consider using other MarketXLS functions like StockReturn.

4. Are there performance considerations?

   • MarketXLS efficiently caches data to speed up future queries. However, extensive or frequent calls can increase load time. Try consolidating calls and referencing cells to improve performance.

? Pro Tip: For deeper analysis or different timeframes, use functions like StockReturnFifteenDays or StockReturnThirtyDays alongside this function.