Historical Comparison Chart

Optuma Forums Feature Requests Historical Comparison Chart

This topic contains 1 reply, has 2 voices, and was last updated by Mathew Mathew 3 months ago.

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  • #50403
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    Duke
    • Topics: 4
    • Replies: 4
    • Posts: 8

    I love the historical comparison chart as it is not limited to 6 securities like Bloomberg’s Comp function. However, since it is not total return performance it is misleading when comparing high dividend stocks or Fixed Income securities.  Is there a way to plot total return using Bloomberg overrides or dividend information?

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    #50415
    Mathew
    Mathew
    • Topics: 16
    • Replies: 919
    • Posts: 935

    Hi Duke,

    In Bloomberg, would you use a field like EQY_TRR_PCT_YTD to get the total return year to date? or EQY_TRR_PCT_1YR for the rolling 1 year total return?

    If so, you can add those as External Data Fields in the Data menu.

    Then you can create a Script Chart (New -> Multi-Code -> Script Chart).

    Add the securities in the same way.

    Change the script to DATAFIELD(FIELD=EQY_TRR_PCT_YTD)

    That should work.

    I can’t test that right now because my Optuma is in pieces while I am working on it, but that should get you what you are after.

    Let us know how you go.

    All the best

    Mathew

     

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