analysis-annual-returns
Example
<cr-component id="component" name="analysis-annual-returns"></cr-component>
<script>
const component = document.querySelector("#component");
component.init({
calculateStatistics: true,
period: "SI",
nav: [
{ date: "20040601", valuation: 107.746 },
{ date: "20040602", valuation: 108.701 },
{ date: "20040603", valuation: 104.176 },
{ date: "20040604", valuation: 104.446 },
{ date: "20040607", valuation: 108.729 },
{ date: "20040608", valuation: 108.845 },
{ date: "20040609", valuation: 108.627 },
{ date: "20040610", valuation: 109.363 },
{ date: "20040611", valuation: 110.621 },
{ date: "20040614", valuation: 106.717 },
{ date: "20040615", valuation: 105.948 },
{ date: "20040616", valuation: 105.698 },
{ date: "20040617", valuation: 103.197 },
{ date: "20040618", valuation: 100.608 },
{ date: "20040621", valuation: 101.029 },
{ date: "20040622", valuation: 101.057 },
{ date: "20040623", valuation: 102.202 },
{ date: "20040624", valuation: 106.515 },
{ date: "20040625", valuation: 107.2 },
{ date: "20040628", valuation: 107.985 },
{ date: "20040629", valuation: 106.63 },
{ date: "20040630", valuation: 108.323 },
{ date: "20040701", valuation: 108.391 },
{ date: "20040702", valuation: 108.729 },
{ date: "20040705", valuation: 109.242 },
{ date: "20040706", valuation: 110.072 },
{ date: "20040707", valuation: 110.407 },
{ date: "20040708", valuation: 107.623 },
{ date: "20040709", valuation: 107.983 },
{ date: "20040712", valuation: 106.459 },
{ date: "20040713", valuation: 105.343 },
{ date: "20040714", valuation: 104.04 },
{ date: "20040715", valuation: 103.967 },
{ date: "20040716", valuation: 106.528 },
{ date: "20040719", valuation: 108.806 },
{ date: "20040720", valuation: 108.669 },
{ date: "20040722", valuation: 109.266 },
{ date: "20040723", valuation: 108.986 },
{ date: "20040726", valuation: 108.225 },
{ date: "20040727", valuation: 108.526 },
{ date: "20040728", valuation: 108.624 },
{ date: "20040729", valuation: 107.755 },
{ date: "20040730", valuation: 108.724 },
{ date: "20040802", valuation: 108.054 },
{ date: "20040803", valuation: 107.586 },
{ date: "20040804", valuation: 107.051 },
{ date: "20040805", valuation: 108.921 },
{ date: "20040806", valuation: 108.043 },
{ date: "20040809", valuation: 106.629 },
{ date: "20040810", valuation: 105.357 },
{ date: "20040811", valuation: 103.247 },
{ date: "20040812", valuation: 103.807 },
{ date: "20040813", valuation: 103.181 },
{ date: "20040816", valuation: 101.941 },
{ date: "20040817", valuation: 102.083 },
{ date: "20040818", valuation: 103.047 },
{ date: "20040819", valuation: 105.323 },
{ date: "20040820", valuation: 105.039 },
{ date: "20040823", valuation: 104.653 },
{ date: "20040824", valuation: 105.981 },
{ date: "20040825", valuation: 107.556 },
{ date: "20040826", valuation: 108.318 },
{ date: "20040827", valuation: 108.045 },
{ date: "20040830", valuation: 109.361 },
{ date: "20040831", valuation: 109.172 },
{ date: "20040901", valuation: 110.835 },
{ date: "20040902", valuation: 110.77 },
{ date: "20040903", valuation: 110.345 },
{ date: "20040906", valuation: 111.641 },
{ date: "20040907", valuation: 112.224 },
{ date: "20040908", valuation: 111.653 },
{ date: "20040909", valuation: 109.952 },
{ date: "20040910", valuation: 110.164 },
{ date: "20040913", valuation: 110.83 },
{ date: "20040914", valuation: 111.506 },
{ date: "20040915", valuation: 111.381 },
{ date: "20040916", valuation: 114.22 },
{ date: "20040917", valuation: 115.43 },
{ date: "20040920", valuation: 117.766 },
{ date: "20040921", valuation: 118.496 },
{ date: "20040922", valuation: 117.004 },
{ date: "20040923", valuation: 117.758 },
{ date: "20040924", valuation: 115.427 },
{ date: "20040927", valuation: 115.303 },
{ date: "20040928", valuation: 114.817 },
{ date: "20040929", valuation: 114.808 },
{ date: "20040930", valuation: 117.238 },
{ date: "20041001", valuation: 117.238 },
{ date: "20041004", valuation: 120.436 },
{ date: "20041005", valuation: 120.274 },
{ date: "20041006", valuation: 119.546 },
{ date: "20041007", valuation: 121.424 },
{ date: "20041008", valuation: 120.258 },
{ date: "20041011", valuation: 121.264 },
{ date: "20041012", valuation: 119.946 },
{ date: "20041013", valuation: 117.875 },
{ date: "20041014", valuation: 115.615 },
{ date: "20041015", valuation: 116.048 },
{ date: "20041018", valuation: 115.42 },
{ date: "20041019", valuation: 116.906 },
{ date: "20041020", valuation: 114.381 },
{ date: "20041021", valuation: 114.465 },
{ date: "20041022", valuation: 114.478 },
{ date: "20041025", valuation: 112.685 },
{ date: "20041026", valuation: 113.369 },
{ date: "20041027", valuation: 113.548 },
{ date: "20041028", valuation: 116.177 },
{ date: "20041029", valuation: 114.168 },
{ date: "20041101", valuation: 114.321 },
{ date: "20041102", valuation: 116.384 },
{ date: "20041103", valuation: 117.425 },
{ date: "20041104", valuation: 116.685 },
{ date: "20041105", valuation: 117.618 },
{ date: "20041108", valuation: 117.846 },
{ date: "20041109", valuation: 118.7 },
{ date: "20041110", valuation: 120.54 },
{ date: "20041111", valuation: 120.645 },
{ date: "20041112", valuation: 121.494 },
{ date: "20041115", valuation: 123.221 },
{ date: "20041116", valuation: 121.309 },
{ date: "20041117", valuation: 122.357 },
{ date: "20041118", valuation: 122.752 },
{ date: "20041119", valuation: 122.236 },
{ date: "20041122", valuation: 122.151 },
{ date: "20041123", valuation: 124.149 },
{ date: "20041124", valuation: 125.181 },
{ date: "20041125", valuation: 124.51 },
{ date: "20041126", valuation: 124.261 },
{ date: "20041129", valuation: 125.404 },
{ date: "20041130", valuation: 125.538 },
{ date: "20041201", valuation: 125.807 },
{ date: "20041202", valuation: 127.03 },
{ date: "20041203", valuation: 125.865 },
{ date: "20041206", valuation: 126.174 },
{ date: "20041207", valuation: 125.252 },
{ date: "20041208", valuation: 122.533 },
{ date: "20041209", valuation: 122.75 },
{ date: "20041210", valuation: 120.937 },
{ date: "20041213", valuation: 120.864 },
{ date: "20041214", valuation: 122.256 },
{ date: "20041215", valuation: 123.533 },
{ date: "20041216", valuation: 122.879 },
{ date: "20041217", valuation: 123.231 },
{ date: "20041220", valuation: 124.696 },
{ date: "20041221", valuation: 124.209 },
{ date: "20041222", valuation: 123.705 },
{ date: "20041223", valuation: 124.176 },
{ date: "20041224", valuation: 123.787 },
{ date: "20041227", valuation: 123.788 },
{ date: "20041228", valuation: 123.628 },
{ date: "20041229", valuation: 124.349 },
{ date: "20041230", valuation: 122.741 },
{ date: "20041231", valuation: 123.249 },
{ date: "20050103", valuation: 123.843 },
{ date: "20050104", valuation: 121.706 },
{ date: "20050105", valuation: 118.223 },
{ date: "20050106", valuation: 117.401 },
{ date: "20050107", valuation: 116.492 },
{ date: "20050110", valuation: 116.818 },
{ date: "20050111", valuation: 116.605 },
{ date: "20050112", valuation: 117.301 },
{ date: "20050113", valuation: 117.361 },
{ date: "20050114", valuation: 116.366 },
{ date: "20050117", valuation: 118.096 },
{ date: "20050118", valuation: 118.782 },
{ date: "20050119", valuation: 119.34 },
{ date: "20050120", valuation: 118.405 },
{ date: "20050121", valuation: 117.142 },
{ date: "20050124", valuation: 116.671 },
{ date: "20050125", valuation: 118.586 },
{ date: "20050126", valuation: 119.632 },
{ date: "20050127", valuation: 119.827 },
{ date: "20050128", valuation: 120.152 },
{ date: "20050131", valuation: 120.984 },
{ date: "20050201", valuation: 119.543 },
{ date: "20050202", valuation: 120.109 },
{ date: "20050203", valuation: 119.703 },
{ date: "20050204", valuation: 120.592 },
{ date: "20050207", valuation: 123.043 },
{ date: "20050208", valuation: 123.792 },
{ date: "20050209", valuation: 123.792 },
{ date: "20050210", valuation: 123.792 },
{ date: "20050211", valuation: 123.792 },
{ date: "20050214", valuation: 125.263 },
{ date: "20050215", valuation: 125.311 },
{ date: "20050216", valuation: 125.177 },
{ date: "20050217", valuation: 124.894 },
{ date: "20050218", valuation: 125.705 },
{ date: "20050221", valuation: 126.099 },
{ date: "20050222", valuation: 126.117 },
{ date: "20050223", valuation: 125.426 },
{ date: "20050224", valuation: 125.902 },
{ date: "20050225", valuation: 127.768 },
{ date: "20050228", valuation: 129.935 },
{ date: "20050301", valuation: 129.447 },
{ date: "20050302", valuation: 126.062 },
{ date: "20050303", valuation: 126.76 },
{ date: "20050304", valuation: 125.188 },
{ date: "20050307", valuation: 125.95 },
{ date: "20050308", valuation: 128.114 },
{ date: "20050309", valuation: 128.686 },
{ date: "20050310", valuation: 127.766 },
{ date: "20050311", valuation: 127.56 },
{ date: "20050314", valuation: 128.0 },
{ date: "20050315", valuation: 126.39 },
{ date: "20050316", valuation: 127.506 },
{ date: "20050317", valuation: 127.508 },
{ date: "20050318", valuation: 127.608 },
{ date: "20050321", valuation: 128.271 },
{ date: "20050322", valuation: 126.321 },
{ date: "20050323", valuation: 124.335 },
{ date: "20050324", valuation: 124.068 },
{ date: "20050325", valuation: 124.073 },
{ date: "20050328", valuation: 124.082 },
{ date: "20050329", valuation: 122.794 },
{ date: "20050330", valuation: 122.584 },
{ date: "20050331", valuation: 123.242 },
{ date: "20050401", valuation: 124.147 },
{ date: "20050404", valuation: 124.276 },
{ date: "20050405", valuation: 124.284 },
{ date: "20050406", valuation: 125.052 },
{ date: "20050407", valuation: 125.25 },
{ date: "20050408", valuation: 126.396 },
{ date: "20050411", valuation: 125.576 },
{ date: "20050412", valuation: 125.1 },
{ date: "20050413", valuation: 126.001 },
{ date: "20050414", valuation: 124.869 },
{ date: "20050415", valuation: 122.834 },
{ date: "20050418", valuation: 118.983 },
{ date: "20050419", valuation: 120.5 },
{ date: "20050420", valuation: 120.734 },
{ date: "20050421", valuation: 121.293 },
{ date: "20050422", valuation: 123.375 },
{ date: "20050425", valuation: 123.426 },
{ date: "20050426", valuation: 124.693 },
{ date: "20050427", valuation: 124.016 },
{ date: "20050428", valuation: 124.317 },
{ date: "20050429", valuation: 123.693 },
{ date: "20050502", valuation: 123.693 },
{ date: "20050503", valuation: 123.693 },
{ date: "20050504", valuation: 123.964 },
{ date: "20050505", valuation: 126.113 },
{ date: "20050506", valuation: 126.022 },
{ date: "20050509", valuation: 126.778 },
{ date: "20050510", valuation: 126.516 },
{ date: "20050511", valuation: 125.423 },
{ date: "20050512", valuation: 125.299 },
{ date: "20050513", valuation: 123.882 },
{ date: "20050516", valuation: 123.875 },
{ date: "20050517", valuation: 121.107 },
{ date: "20050518", valuation: 121.159 },
{ date: "20050519", valuation: 122.682 },
{ date: "20050520", valuation: 123.317 },
{ date: "20050523", valuation: 122.309 },
{ date: "20050524", valuation: 122.556 },
{ date: "20050525", valuation: 121.121 },
{ date: "20050526", valuation: 120.811 },
{ date: "20050527", valuation: 123.098 },
{ date: "20050530", valuation: 124.29 },
{ date: "20050531", valuation: 124.632 },
{ date: "20050601", valuation: 123.764 },
{ date: "20050602", valuation: 123.195 },
{ date: "20050603", valuation: 123.555 },
{ date: "20050606", valuation: 125.298 },
{ date: "20050607", valuation: 125.522 },
{ date: "20050608", valuation: 126.947 },
{ date: "20050609", valuation: 125.96 },
{ date: "20050610", valuation: 126.791 },
{ date: "20050613", valuation: 126.586 },
{ date: "20050614", valuation: 125.484 },
{ date: "20050615", valuation: 125.84 },
{ date: "20050616", valuation: 126.184 },
{ date: "20050617", valuation: 126.129 },
{ date: "20050620", valuation: 127.036 },
{ date: "20050621", valuation: 127.192 },
{ date: "20050622", valuation: 129.212 },
{ date: "20050623", valuation: 129.162 },
{ date: "20050624", valuation: 129.197 },
{ date: "20050627", valuation: 128.871 },
],
});
</script>
Schema
{
"type": "object",
"properties": {
"symbolId": {
"type": "number"
},
"nav": {
"type": "array",
"items": {
"type": "object",
"properties": {
"date": {
"type": "string"
},
"valuation": {
"type": "number"
}
}
},
"minItems": 1
},
"period": {
"type": "string",
"default": "SI",
"description": "A period must be one of 1W,2W,1M,3M,6M,YTD,1Y,3Y,5Y,10Y,SI or a string containig two valid dates like 20211012-20220812"
},
"calculateStatistics": {
"type": "boolean",
"default": true
},
"dateRangeEnabled": {
"type": "boolean",
"default": true
},
"visualization": {
"type": "string",
"enum": [
"chart",
"table"
],
"default": "chart"
},
"frequency": {
"type": "string",
"enum": [
"M",
"Y"
],
"default": "Y"
}
},
"additionalProperties": true,
"oneOf": [
{
"required": [
"symbolId"
],
"prohibited": [
"nav"
]
},
{
"required": [
"nav"
],
"prohibited": [
"symbolId"
]
}
]
}Complete Schema
{}Public functions
-
setPeriod(period)
Function to set another period
Params
- {string} period
Locales
{
"title": "Annual performance analysis",
"series": "Performance",
"statistics": {
"minimumPeriodicReturn": "Minimum annual return",
"maximumPeriodicReturn": "Maximum annual return",
"averagePeriodicReturn": "Average annual return"
},
"tooltips": {
"minimumPeriodicReturn": "Minimum annual return of the portfolio in the selected interval",
"maximumPeriodicReturn": "Maximum annual return of the portfolio in the selected interval",
"averagePeriodicReturn": "Average annual return of the portfolio in the selected interval"
},
"frequency": {
"year": "Year",
"month": "Month"
},
"messages": {
"insufficientData": "Not enough data to show"
}
}