Seasonality Charts

Optuma General Discussion
1

For more on Seasonality Charts click here.

Attached is a workbook containing charts for the ASX200 index, SPX, FTSE, DAX, NIFTY, Shanghai and Nikkei showing average performance each month. The chart on the left shows the change for a specified month each year - in this example September.

You can change to your own charts, or right-click on the page tab and select Clone Page to make a copy and keep the original.

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Note - the blue diamond on the Seasonality Chart on the right is the current value.

It’s created using a Show View under a monthly chart changed to a histogram, and then the price chart itself is hidden in the Structure Panel so only the histogram is displayed.

For September, the formula used is as follows:

//Choose the month;
M1 = MONTHNUM() == 9;
//Calculate the monthly change;
M2 = CHANGE(INT_TYPE=Month);
//If M1 is true plot M2, else plot 0;
IF(M1 == 1,M2,0)

Change the MONTHNUM() value in Line 3 for the required month.

Seasonality.owb (110 KB)

2

By changing the Comparison Style property of the Seasonality chart to Compare Years you can enter the years of the US Elections. Here’s the S&P500 index showing annual performance since 1952 (note the workbook can be downloaded from the link below).

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Seasonality-US-Election-Years.owb (4.79 KB)

3

Attached is an updated workbook with a look at midterm years, and a YTD time series using an Historical Comparison chart:

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Seasonality-US-Elections-and-Midterms.owb (25.4 KB)

4

Thanks for sharing these!

Is this a way to take the historical chart comparison and blend the years into one line showing the average?

5

Thanks John - it’s not possible to show the average of the Historical Comparison chart at this time, but this has been logged for inclusion in a future update.