Optuma Forums › Optuma General Discussion › Seasonality Charts
Tagged: Seasonality, election, midterm
- This topic has 4 replies, 2 voices, and was last updated 1 year ago by
Darren.
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September 4, 2019 at 2:10 am #54525
Darren
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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.
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:
12345678//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.
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This topic was modified 4 years ago by
Darren.
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February 11, 2020 at 9:32 pm #57001Darren
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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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November 17, 2022 at 12:13 am #69785Darren
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Attached is an updated workbook with a look at midterm years, and a YTD time series using an Historical Comparison chart:
November 18, 2022 at 12:46 am #69799John
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Thanks for sharing these!
Is this a way to take the historical chart comparison and blend the years into one line showing the average?
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This reply was modified 1 year ago by
John.
November 21, 2022 at 7:40 pm #69811Darren
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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.
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