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Performance Section
Performance Section

How the Performance section works

Colton Carnevale avatar
Written by Colton Carnevale
Updated over 5 months ago

Video Tutorial


The Performance section in FAST Graphs provides a detailed analysis of a stock's performance over a selected timeframe, allowing for comprehensive comparisons with other tickers. This section is divided into three key parts:

Comparison Chart

Cumulative Change Chart

The Cumulative Change Chart illustrates the cumulative change in the stock price and the cumulative change of a selected metric over the specified period. This chart helps in understanding the stock's price movement in relation to its fundamental performance.

Valuation Comparison Chart

The Valuation Comparison Chart displays the weekly closing PE ratio (or price to metric ratio such as Price to Sales, Price to EBITDA, Price to OCF, etc.) against the fair value PE (or fair value Price to Metric) calculated for the same timeframe. This chart assists in evaluating the stock's valuation in relation to its fair value over time.

Features

  • Synced and Stacked Charts: The cumulative change chart and the valuation comparison chart are synchronized and stacked on top of each other for easy comparison.

  • Multi-Ticker Comparison: Users can add up to three different tickers to the charts, enabling side-by-side comparisons.


Performance Results

The Performance Section provides a detailed table comparing the performance of the selected ticker with other comparison tickers.

Summary Information

At the top of this section, users can view the following summary data for the primary ticker:

  • Beginning Price: The stock price at the start of the period.

  • Ending Price: The stock price at the end of the period.

  • Invested Amount: The amount invested at the beginning.

  • Beginning Shares: The number of shares at the start.

  • Ending Shares: The number of shares at the end.

Performance Table

The table is divided into two parts: Performance and Dividend Performance.

Performance

  • Start Date: The beginning date of the analysis period.

  • End Date: The ending date of the analysis period.

  • Total Dividends: The total dividends paid during the period.

  • Growth: The capital growth in the investment amount over the period.

  • Annualized ROR (w/o divs): The annualized rate of return excluding dividends.

  • Growth + Dividends: The combined growth of the investment and dividends.

  • Compound Growth: The compounded growth rate over the period.

Dividend Performance

  • Average Dividend Growth Rate: The average rate at which dividends grew during the period.

  • Compound Dividend Growth Rate: The compounded growth rate of dividends over the period.

Dividend Cash Flow

The Dividend Cash Flow section provides a detailed table of the dividends paid by the selected ticker in each fiscal year. This section can be expanded to show individual dividend payments within each fiscal year.

Table Headers

  • Record Date: The date when the dividend was recorded.

  • Pay Date: The date when the dividend was paid.

  • Div Per Share: The dividend paid per share.

  • Div Growth (%): The percentage growth of the dividend compared to the previous period.

  • Payout Ratio: The ratio of dividends paid to earnings.

  • End of Period # of Shares: The number of shares at the end of the period.

  • Total Dividends Received: The total dividends received during the period.

  • Yield on Cost: The yield on the original investment cost based on the dividends received.

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