Percent Performance


Percent performance chart
A percent performance chart offers an easy way to compare the performance of multiple symbols.

It shows the percentage increase or decrease of a symbol relative to its price at a given start date, which may be selected globally in Chart Properties in the section Global Percent Performance Properties or for each symbol in the Symbol Percent Performance Properties.

You can create a percent performance chart either by setting the properties on an existing chart or by using the percent performance wizard in the toolbar to create a new chart.

Percent Performance Wizard


Percent performance wizard
The Percent Performance Wizards allows you to select up to 50 symbols from your symbol lists and to choose between several chart styles for your new chart.

You can also set the global start date in the wizard. If you do not select a start date, the first available price will be used.

Global Percent Performance Properties


Global properties
Found in the property inspector of the chart this group of properties allows you to enable/disable the percent performance transformation for all symbols in your chart and to select a new start date.
  • % Performance - Can be set to Active or Inactive.
  • Start Date - The price at this date will be used as a base value from which the percent increase/decrease is calculated. If none is selected the first price is used.

Symbol Percent Performance Properties


Symbol properties
The properties in the group % performance of the symbol properties apply only to the selected symbol.
  • % Performance - Default uses the global setting, On/Off are always on/off ignoring the global setting, On (Custom Start Date) uses the Start Date below.
  • Custom Start Date - The price at this date will be used as a base value from which the percent increase/decrease is calculated if in On (Custom Start Date. Otherwise the global Start Date is used.
  • Base Value - Select which price field (close, open, ...) you want to use.