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Interactive PerfCharts

Our Interactive PerfCharts page lets you compare the performance of several different ticker symbols over differing periods of time where “performance” is defined as “percent change of the closing price over time.”

Each line on a PerfChart shows the percent change for one stock from the starting point (i.e. left edge) of the chart. By plotting several performance lines on top of each other, a PerfChart allows you to make relative comparisons for two or more ticker symbols. A slider at the bottom of the chart lets you interactively change the starting and ending dates for the chart, allowing you to easily zoom the chart in or out or slide the chart through time. Additional options (discussed below) are also available.

Creating A PerfChart

There are several ways to create an Interactive PerfChart on StockCharts.com including:

Parts of the Interactive PerfChart Page

There are several important sections of the Interactive PerfCharts page:

  1. The PerfChart itself
  2. The Symbol buttons
  3. The Line/Histogram Mode buttons
  4. The Date Slider
  5. The Symbol entry box / Predefined Group dropdown
  6. Additional Resources

The use of each of these sections is described below.

Working With Interactive PerfCharts

Changing the Chart's Time Period

You can use the slider at the bottom of the chart (#4 in the image above) to change the chart's starting and/or ending dates. The box that moves from side to side inside the slider area is called the “thumb.” It also displays the number of trading days represented on the chart.

You can use your mouse to adjust the slider in the following ways:

There are several keyboard equivalents that you can also use to adjust the chart's start and end dates:

Note: You may need to click once on the PerfChart before the keyboard controls will work.

Turning Lines On and Off

Click any of the colored squares in the Symbol area above the chart (#2 in the image above) to hide/unhide the corresponding performance lines.

Changing Between Absolute and Relative Performance

A PerfChart in Absolute Performance Mode shows each symbol's performance compared to its own past performance.

In Relative Performance Mode, each symbol's performance is compared to the performance of a “baseline” symbol. For example, each of the S&P Sector SPDR symbols might be compared to the baseline of the S&P 500, to compare each sector's performance to the larger market.

Any symbol on a PerfChart can be turned into the chart's baseline by clicking on the ticker symbol's name in the symbol area above the chart (#2 in the image above). The ticker symbol's button will change to gray when it is selected as the baseline.

When a PerfChart has a baseline, the performance of the baseline symbol is subtracted from the performance of all of the other symbols. This shows each symbol's performance relative to the performance of the baseline symbol.

Click on the ticker symbol's name again to deselect it as the baseline, changing the button to white. If all the buttons are white, then there is no baseline and the chart will show absolute performance for each symbol.

Histogram Mode vs. Line Mode

Two buttons in the lower left corner of the chart (#4 in the image above) allow you to switch between “Line Mode” (the default) and “Histogram Mode”. In histogram mode, a vertical histogram bar is displayed for each ticker symbol on the chart. The height of each histogram bar represents the percent change of the corresponding symbol calculated from the starting date to the ending date.

Resizing the Chart

You can click and drag the lower right corner of the chart to resize the chart inside your browser window.

Other Chart Options

You can right-click your mouse in the middle of the chart to bring up a menu of additional options including:

Saving Interactive PerfCharts

Members can click the “Permalink” link located below the chart to get a link to their chart that can be bookmarked and/or used in web links.

Additional Resources

Videos

Frequently Asked Questions

Q: Does the Percent Change value displayed reflect the “Total Return” for each stock?
A: In general, yes, as long as you are not using “unadjusted” ticker symbols (i.e. ones that start with an underscore).

Q: How do I print a PerfChart? A: Just choose File/Print from your web browser's menu bar.

Q: What is the maximum number of ticker symbols you can have on a PerfChart? A: In general, the maximum number is 10; however, there are a couple of predefined PerfCharts than can have more than 10.


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