Stock, Fund or Portfolio Rolling Return Comparison Calculator

The interactive tool below lets you stack‑rank the historical rolling (annualized) returns of any mix of stocks, ETFs, mutual funds, or even MyPlanIQ portfolio IDs.  Enter one ticker (or portfolio code) per line, choose the rolling windows in years, and hit Run Comparison.  Behind the scenes the script pulls total‑return price history from MyPlanIQ, aligns every series to the most recent common start‑date, calculates every rolling window you asked for, and then:

• plots the selected window in a line chart with a movable date‑range slider, and
• prints a table of each holding’s worst annualised rolling return for every window.

Stock, Fund or Portfolio Rolling Return Comparison Calculator Instructions

1. Choose Rolling Windows – Type any set of year counts (for example 1,3,7,10) separated by commas.
2. Enter Symbols – List each stock, ETF, mutual‑fund ticker, or MyPlanIQ portfolio code (P_12345) on its own line.
3. Run Comparison – Click Run Comparison to fetch total‑return histories, align them to the longest common range, and compute rolling annualised returns.
4. Explore the Chart – Use the tabs that appear above the chart to flip between rolling periods. Drag the slider under the chart to zoom in on more‑recent history.
5. Review Worst‑Case Numbers – The table lists, for every rolling window, the single worst (lowest) annualised return each holding has ever posted over that span.

All percentage values are shown after compounding and fully reinvesting dividends.  This tool is for research and illustration only and is not investment advice.

You can also refer to the research page for each symbol such as AAPL page for more returns and dividend information for each individual stock, ETF, mutual fund or a portfolio. Use the Search box to get a quote page for a symbol.

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