Change Quarter To Date In Percent Formula in Excel

Leverage the Change Quarter To Date In Percent formula in Excel (with MarketXLS) to quickly analyze the percentage change in a security’s price from the start of the current quarter to the present date. This function is especially useful for tracking quarterly performance, evaluating investment returns, and monitoring market trends.

Understanding Change Quarter To Date In Percent

• Purpose: Retrieves a security’s price change in percentage since the beginning of the current quarter.
• Key Benefits:
  • Instant access to quarter-to-date performance.
  • Simplifies monitoring of multiple securities within Excel.
  • Integrates seamlessly with MarketXLS data for up-to-date insights.
• When to Use:
  • Evaluating a stock’s quarterly trend.
  • Comparing multiple assets over the same time frame.
  • Providing quick metrics for portfolio performance presentations.

Syntax and Parameters

=ChangePercentQTD(symbol)

Return Value
• Returns the percentage change (as a decimal) in the security’s price from the start of the quarter to the current date.
• If the symbol is invalid or data is unavailable, the function returns NA.

? Pro Tip: Use cell references or concatenate text strings if you need a dynamic ticker symbol input for your functions: For example:
=ChangePercentQTD(A2)
where cell A2 contains the symbol of interest.

Examples and Usage

1. Basic Usage

   =ChangePercentQTD("MSFT")

   This formula calculates the quarter-to-date percentage change for Microsoft stock.

2. Index Tracking

   =ChangePercentQTD("^SPX")

   Track the quarter-to-date percentage change of the S&P 500 index.

3. Option Symbol

   =ChangePercentQTD("@MSFT 110122C00020000")

   Retrieve quarter-to-date performance for a specific Microsoft call option.

4. Crypto Ticker

   =ChangePercentQTD("BTCUSD:DEFAULT")

   Monitor the quarter-to-date percentage change for Bitcoin (USD).

?? Note: Large or repeated requests may take longer to process depending on your internet connection and the number of data calls to MarketXLS.

Common Questions

Why am I getting "NA"?

• The symbol may be invalid, missing, or does not have sufficient historical data.
• Ensure your MarketXLS license is valid and properly activated.

How can I improve performance?

• Limit the frequency of calls by referencing the same cell for repeated symbols instead of using multiple formulas with direct references.
• Refresh data manually rather than on automatic recalculations for large worksheets.

Can I use future or past dates directly in the function?

• This function automatically uses the current date for the end of quarter-to-date period. For other durations, consider functions like ChangePercentYTD, ChangePercentMTD, etc.

? Pro Tip: Combine quarter-to-date metrics with other MarketXLS functions to gain deeper insights into your portfolio’s performance over varying time frames.