Return formula from day x to day y

Dear Friends,


I am building an excel database, where I have the date of IPO of more than 1000+ companies and I am interested to find the return after 365 days from the initial public offering. Example what's the stock return of company x which has IPO on the 1st of january 2015 to january 2016.


This is what I am building. if anyone could give me a formula, that would be amazing!!!


thanks!

Best Answer

  • Alex Putkov.1
    Alex Putkov.1 ✭✭✭✭✭
    Answer ✓

    If you're looking for a price return, you need the closing price on the date of the IPO and on the date a year after. E.g.

    =100*TR("FB.O","TR.PriceClose","SDate:18-May-2013")/TR("FB.O","TR.PriceClose","SDate:18-May-2012")-100

    Facebook stock lost 31.34% in the first year since IPO.
    If you're looking for a total return, you can use

    =TR("FB.O","TR.TotalReturn","SDate=18-May-2012 EDate=18-May-2013")

    In case of Facebook the result is the same, since the company hasn't been paying dividends since it went public.

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