Sparklines for Stocks Prices and Returns
Sparklines, invented by Edward Tufte, are small charts with unlabeled axis used to show general trends. On buyupside.com the following sparklines are used in sample portfolio summary tables. All prices and dividends are fro Finance Yahoo.
1-Year Price Sparkline
The sparkline is generated using weekly closing prices. The sparkline is green if the last weekly price is greater than the first weekly price. It is red if the last weekly price is less than or equal to the first weekly price.
10-Year Moving Average Sparkline
The 10-year moving average is computed for a stock with eleven or more years of monthly closes using monthly closing prices for a stock from Finance Yahoo. The sparkline shows the closing monthly price and 10-year moving average.
The sparkline is generated using the last 10-years of dividend data for a stock with 10 or more years of dividend data. The sparkline includes all dividend data for a stock with fewer than 10 years of dividend data.
For a stock with 10 or more years of prices, the 10-year annualized return sparkline is based on the last 120 monthly prices. For a stock with less than 10 years of prices, the annualized return is based on all monthly prices. The sparkline is green if the return is positive. It is red if the return is zero or negative.
An annualized return of one hundred percent or greater will fill the entire width of the chart.
Percent Profitable and Unprofitable Returns
The percent profitable and unprofitable returns are derived from returns for the buy and sell combinations of a stock. The returns are based on the last last 10 years of monthly prices for a stock with 10 or more years of prices. The sparkline is based on all returns for a stock with fewer than 10 years of price data. This sparkline uses weekly or daily prices depending on the number of prices. The sparkline shows the percent of all returns that are profitable in green and the percent of unprofitable returns in red.
For stocks with fewer than 10 years of price data, the percent profitable and unprofitable returns displayed in the stock calculator results table link and the stock return map link will not agree exactly because the table always uses monthly prices and the map uses daily or weekly prices.
See many sample portfolios that use the above sparklines.
Stock Sparkline Maker
Display sparklines that show price trends, returns and dividends for up to ten stocks.