S&P 500 stocks and their performance

Comments

• lmkwin ✭✭

  July 18

  One possible option
  
  You have a list of SP500 stocks and then run a scan on the list and the only criteria in the scan is a Rank by ROC(whatever period you are interested in). Then you would offset the date of the scan using the Calendar function.
  
  Most months have 20-22 trading days but this example uses ROC20. You can adjust the ROC period for each month's trading days if desired.
  
  
  
  
  To offset the scan, click on the number in the Starting field and a calendar will appear. Select your starting date you want to run the scan.
  
  
  
  
  Your results page will have the Rank by data in the last column.
  
  
  
  ROC is just one option. PctChange and PctDiff, probably would work as well.
  
  
  
  
  
  

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• Jccj ✭

  July 18

  I could count the trading days to January 1 2025.(lets say it is 135 days) but how could I put the end date as 1/31/2025 to get the performance of all 500 stocks for the month of January 2025.otherwise it will calculate from the date I put to the current date. thanks
  

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• lmkwin ✭✭

  July 19

  Sorry, my bad technical writing.
  
  The ROC value, ROC(20) in the example, is your number of Market days in the month.
  
  You'd pick the month ending date on the calendar for the month you want and you would change the ROC value would be the number of Market days in that month.
  
  For example, you'd figure out how many market days in May and make that your ROC value. Then you'd select May 31 on the calendar and run the rank by scan for May to get your performance for the month.
  
  

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