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Use the Returns Tracker
Updated 31 October 2026 · 3 min read · 14 Contents
Plain-language meaning
The Returns Tracker shows a listing's price returns three ways: a rolling return line, trailing returns from one week to five years, and calendar-year returns.
Why it is useful #
It shows how consistent returns have been over time, not just the latest number, and gives annualised figures for longer periods.
Where it appears and the workflow #
Open Market Details and the Financials tab, or the Financials workspace (/{exchange}/finance/{symbol}); in the app it is at the top of the Financials tab. Choose a rolling period (1M, 3M, 6M or 1Y) and a window (6M, 1Yr, 3Yr or 5Yr). The rolling view shows the latest value, average, range and share of positive sessions; trailing performance lists 1W to 5Y with start date, start close, end close, return and CAGR; annual performance lists each calendar year, marking the current year as partial. Web offers a CSV download.
Calculation or source #
Return = (end close ÷ start close − 1) × 100. CAGR = ((end ÷ start)^(365 ÷ days) − 1) × 100, shown only for spans of a year or more. The start close is the last close on or before the anchor date, accepted only within 21 days of it. Annual returns run from the prior year-end close to the year's last close.
Prerequisites, inputs, period and unit #
Requires a Pro plan. Returns are price returns in the listing's currency; the note under the tracker states whether closes are adjusted and how many sessions are covered.
Worked example #
Illustrative only: a close of 120 against a start close of 100 three years earlier is a 20% return and a CAGR of about 6.3%.
What high and low mean #
A higher rolling average means returns over that period were higher on average across the window; a wide range means they varied a lot.
Positive, negative and zero #
Negative returns are falls. The share of positive sessions counts rolling values above zero.
Limitations and common mistakes #
Returns exclude dividends when closes are not adjusted, and during market hours the latest value can use a provisional close. Past returns do not predict future returns.
Market-specific differences #
Each listing uses its own exchange's sessions and currency.
Suggested next steps #
Compare the 1Y rolling average with the latest 1Y trailing return for one listing and explain why they differ.
Educational use only #
This guide explains descriptive research evidence. It is not investment advice, a price prediction, a recommendation, a claim of predictive accuracy, or an instruction to buy, sell, rebalance or place an order.