Performance calculator

Modified on Mon, 10 Aug, 2020 at 4:33 PM

The Performance calculator is a web-based tool allowing you to define your input parameters for custom stock performance calculations.

 

Where do I find it?

The Performance calculator is available in the Comparable Analysis menu (Companies and My List interfaces).

 

What can I do with it?

Compared with the Performance comparable analysis view, the Performance calculator offers additional flexibility, such as:

  • Price relative calculations − You can select a reference index and compare the relative performance of your stocks to that benchmark index.
  • Historical performance calculations − Price performance is generally computed for periods starting at a specific date in the past and continuing up to the present day; with the calculator, you have the option to calculate historical performance by specifying the period end date as reference date.

 

What do I need to know?

The results are automatically downloaded as an Excel workbook when the calculation is complete (no add-in required).



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