Share price performance
The "Price performance" evaluation is a table that calculates the price performance for all securities of the input object (e.g. a folder or filter from the Explorer) in the period under review.
You can find the price development in open workspaces (e.g. folders or filters) on the "Securities" worksheet.
In addition to the master data (WKN, ISIN, security number or position), the individual price development columns contain the following price information:
Column | Description |
|---|---|
Close | The most recent close price in the evaluation period. Take the course date from the "On" column. |
Course date | Course date of the Close. |
Close Start of period | The close price at the beginning of the evaluation period. |
Performance | Percentage performance of the close price in the selected period. (Close / Close start of period - 1) |
Deep | Period minimum of the Close. |
High | Period maximum of the Close. |
Distance to period low | Percentage distance of the close to the period minimum. |
Distance to period high | Percentage distance of the close to the period maximum. |
Trend | The slope of the regression line of the close prices in the period. |
To edit Tables , read the chapter of the same name if necessary.
Price performance parameters
The price performance has the following parameters:
Parameters | Description |
|---|---|
Evaluation date | Evaluation date of the evaluation, which you can enter in the form "dd.mm.yy". The default setting is the current date or the evaluation date entered in the input field on the "Start" tab. |
Period length (days) | Enter the desired number of days for the evaluation period here. The default setting is 25 days. |
Consider corporate actions | Activated by default. Deactivate this checkbox if any corporate actions carried out in the evaluation period are not to be offset. |
Consider dividends | Disabled by default. Activate this checkbox if any dividends paid in the evaluation period are to be taken into account. |