Stock Return Week To Date Formula in Excel

Understanding Stock Return Week To Date

The Stock Return Week To Date formula enables you to calculate the performance of a stock (or other tradable instruments) from the start of the week to the current date. This function is especially useful for short-term analysis, allowing you to measure how a symbol has moved from the previous week's close until now.

• Ideal for monitoring weekly gains or losses.
• Helps traders and analysts make quick, informed decisions.
• Integrates seamlessly with Excel for streamlined reporting.

Syntax and Parameters

=StockReturnWTD(Symbol, [TypeOfReturn])

Return Value:
• Returns the calculated Week-To-Date return value, which could be a percentage, absolute price change, or other format depending on TypeOfReturn.
• Returns "NA" if the symbol is invalid, data is unavailable, or if there is a license issue.

?? Note: If TypeOfReturn is invalid or not recognized, the function may also return "Please enter a valid argument".

Examples and Usage

Below are several ways you can use the Stock Return Week To Date formula in Excel:

1. Basic usage for default WTD return:

   =StockReturnWTD("MSFT")

   • Retrieves the default Week-To-Date return (commonly total return) for Microsoft stock.

2. Specify return type (e.g., total return):

   =StockReturnWTD("MSFT", "total")

   • Calculates the Week-To-Date total return including potential dividends or distributions.

3. Price-based return for an index:

   =StockReturnWTD("^SPX", "price")

   • Shows the Week-To-Date price return for the S&P 500 index.

4. Using an options symbol:

   =StockReturnWTD("@MSFT 110122C00020000", "change")

   • Determines the absolute price change for a specific Microsoft option from the start of the week.

5. Cryptocurrency symbol example:

   =StockReturnWTD("BTCUSD:DEFAULT", "changepercent")

   • Shows the Week-To-Date percentage change for Bitcoin.

? Pro Tip: If your symbols or data references are stored in cells, you can reference them directly:
=StockReturnWTD(A2)
or even integrate date functions if needed.

Error Handling and Special Cases

• Returns "NA" if the license is invalid or the API is unreachable.
• If the specified symbol data is not found or beyond supported historical ranges, the function displays "NA".
• For advanced date-based calculations like YTD, MTD, or custom ranges, consider using alternative MarketXLS functions.

Performance Considerations

• This function contacts MarketXLS servers for updated data. A stable internet connection and valid license are required for optimal performance.
• Data is typically cached to improve response times, but frequent repeated calls in large spreadsheets may impact performance.

Common Questions

1. How often is the data updated?
   MarketXLS updates price and return information daily, typically after market close. Real-time options depend on your subscription level.

2. Can I use this formula for historical Week-To-Date returns?
   The function is designed to calculate up to the current date. For past dates, consider the full range MarketXLS historical data functions.

3. What if I just want the price change?
   Use TypeOfReturn = "change" to focus exclusively on price movement from the start of the week to now.

4. Why am I getting "NA"?
   Possible reasons include invalid ticker symbols, expired license, or data not available. Verify inputs and try again.

5. Which return type should I choose?

   • Use "return" or "total" to see returns including or adjusting for dividends.
   • Alternatively, "change", "changepercent", or "price" if you only need price-based movement.

?? Note: Ensure your MarketXLS subscription is active and that the symbol is correctly formatted for best results.