CenterPoint Energy, Inc. (CNP) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$20,023
Total Return
100.23%
CAGR
14.90%
Dividends
$1,723.72
Yield on Cost
17.24%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.31% |
| Median | +1.53% |
| Best | +15.07% |
| Worst | -21.02% |
| % of Windows Positive | 60.3% |
1-Year (252 Trading Days)
| Average | +13.52% |
| Median | +12.34% |
| Best | +53.93% |
| Worst | -12.67% |
| % of Windows Positive | 74.3% |
3-Year (756 Trading Days)
| Average | +31.46% |
| Median | +29.09% |
| Best | +69.64% |
| Worst | +2.21% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -22.81% |
| Average Drawdown | -6.26% |
| Drawdown Duration | 553 Trading Days |
| Sortino Ratio | 1.14 |
| Calmar Ratio | 0.65 |
| CVaR (5%) | -2.85% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.38% (+50.65% ann.) | +$1237.55 | $59.99 | $12.00 | $0.10 |
| 2025 | +23.14% | +$2314.23 | $279.40 | $55.88 | $0.45 |
| 2024 | +13.60% | +$1359.87 | $285.99 | $57.20 | $0.46 |
| 2023 | -2.65% | $265.01 | $258.81 | $51.76 | $0.41 |
| 2022 | +9.48% | +$948.44 | $252.63 | $50.53 | $0.40 |
| 2021 | +31.71% | +$3171.36 | $302.90 | $60.58 | $0.48 |
| 2020 | -18.50% | $1849.79 | $273.92 | $54.78 | $0.44 |
| 2019 | -0.17% | $17.29 | $412.82 | $82.56 | $0.66 |
| 2018 | +2.89% | +$288.80 | $397.11 | $79.42 | $0.64 |
| 2017 | +18.68% | +$1868.05 | $440.29 | $88.06 | $0.70 |
| 2016 | +39.53% | +$3952.73 | $570.97 | $114.19 | $0.91 |
| 2015 | -18.40% | $1839.63 | $429.08 | $85.82 | $0.69 |
| 2014 | +4.33% | +$432.61 | $415.69 | $83.14 | $0.67 |
| 2013 | +23.88% | +$2387.64 | $434.95 | $86.99 | $0.70 |
| 2012 | -0.98% | $98.24 | $409.27 | $81.86 | $0.65 |
| 2011 | +32.33% | +$3232.89 | $510.79 | $102.16 | $0.82 |
| 2010 | +13.03% | +$1303.32 | $546.57 | $109.31 | $0.87 |
| 2009 | +20.94% | +$2093.97 | $613.86 | $122.77 | $0.98 |
| 2008 | -23.29% | $2329.23 | $433.34 | $86.67 | $0.69 |
| 2007 | +6.53% | +$652.74 | $414.77 | $82.95 | $0.66 |
| 2006 | +33.66% | +$3365.52 | $473.61 | $94.72 | $0.76 |
| 2005 | +16.59% | +$1658.55 | $357.59 | $71.52 | $0.57 |
| 2004 | +20.14% | +$2013.59 | $417.55 | $83.51 | $0.67 |
| 2003 | +24.42% | +$2442.45 | $1081.91 | $216.38 | $1.73 |
| 2002 | -56.46% | $5645.69 | $821.49 | $164.30 | $1.32 |
| 2001 | -36.62% | $3662.17 | $350.22 | $70.04 | $0.56 |
| 2000 | +97.07% | +$9707.44 | $667.37 | $133.47 | $1.07 |
| 1999 | -25.49% | $2548.58 | $475.38 | $95.08 | $0.76 |
| 1998 | +24.97% | +$2497.08 | $570.08 | $114.02 | $0.91 |
| 1997 | +24.78% | +$2477.84 | $676.45 | $135.29 | $1.08 |
| 1996 | -1.74% | $173.86 | $630.67 | $126.13 | $1.01 |
| 1995 | +44.11% | +$4411.07 | $861.15 | $172.23 | $1.38 |
| 1994 | -18.61% | $1861.48 | $813.66 | $162.73 | $1.30 |
| 1993 | +9.30% | +$929.79 | $666.72 | $133.34 | $1.07 |
| 1992 | +9.51% | +$951.38 | $687.70 | $137.54 | $1.10 |
| 1991 | +28.08% | +$2808.46 | $824.77 | $164.95 | $1.32 |
| 1990 | +12.60% | +$1260.06 | $868.76 | $173.75 | $1.39 |
| 1989 | +35.02% | +$3502.08 | $1090.82 | $218.17 | $1.75 |
| 1988 | +0.78% | +$77.78 | $1007.92 | $201.58 | $1.61 |
| 1987 | -7.56% | $756.37 | $843.56 | $168.72 | $1.35 |
| 1986 | +32.92% | +$3291.71 | $1012.89 | $202.58 | $1.63 |
| 1985 | +34.89% | +$3489.13 | $1193.32 | $238.66 | $1.91 |
| 1984 | +27.89% | +$2788.63 | $1307.72 | $261.54 | $2.09 |
| 1983 | +5.57% | +$557.04 | $1178.52 | $235.71 | $1.89 |
| 1982 | +20.85% | +$2085.36 | $1233.97 | $246.79 | $1.98 |
| 1981 | +2.85% | +$285.19 | $989.78 | $197.96 | $1.58 |
| 1980 | +5.72% | +$571.90 | $946.62 | $189.32 | $1.51 |
| 1979 | +13.51% | +$1350.59 | $883.17 | $176.62 | $1.41 |
| 1978 | -5.31% | $530.90 | $707.40 | $141.48 | $1.14 |
| 1977 | +0.95% | +$95.08 | $595.82 | $119.17 | $0.95 |
| 1976 | +41.31% | +$4131.27 | $695.34 | $139.08 | $1.11 |
| 1975 | +10.48% | +$1047.53 | $704.08 | $140.82 | $1.12 |
| 1974 | -14.18% | $1418.15 | $552.46 | $110.48 | $0.89 |
| 1973 | -44.41% | $4440.55 | $276.50 | $55.29 | $0.43 |
| 1972 | +13.77% | +$1376.60 | $298.40 | $59.68 | $0.48 |
| 1971 | +2.60% | +$260.21 | $283.64 | $56.73 | $0.46 |
| 1970 partial | +18.28% (+18.40% ann.) | +$1827.92 | $304.78 | $60.95 | $0.48 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +22.04% | +4.44% | +$2204.50 | $3669.80 | $733.96 | $5.87 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -53.62% | -25.81% | $5361.52 | $2199.36 | $439.87 | $3.52 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +185.13% | +23.33% | +$18512.52 | $4467.84 | $893.57 | $7.15 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -43.24% | -33.03% | $4324.26 | $659.56 | $131.91 | $1.06 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +152.66% | +31.60% | +$15265.97 | $2937.60 | $587.52 | $4.70 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +64.23% | +6.78% | +$6422.67 | $4297.29 | $859.46 | $6.88 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -52.95% | -99.98% | $5295.49 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +69.90% | +134.64% | +$6990.43 | $220.88 | $44.18 | $0.35 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +15.01% | +14.19% | +$1500.93 | $340.82 | $68.16 | $0.55 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +10.32% | +10.99% | +$1031.85 | $201.69 | $40.34 | $0.32 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +0.64% | +0.35% | +$64.38 | $537.28 | $107.46 | $0.86 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +56.47% | +33.03% | +$5647.13 | $473.90 | $94.78 | $0.76 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-02-06 | $0.0843 | 0.80% |
| 1970-05-11 | $0.0843 | 0.80% |
| 1970-08-10 | $0.0843 | 0.75% |
| 1970-11-06 | $0.0843 | 0.74% |
| 1971-02-05 | $0.0843 | 0.66% |
| 1971-05-10 | $0.0927 | 0.75% |
| 1971-08-09 | $0.0927 | 0.75% |
| 1971-11-08 | $0.0927 | 0.73% |
| 1972-02-14 | $0.0955 | 0.76% |
| 1972-05-15 | $0.0955 | 0.77% |
| 1972-08-14 | $0.0955 | 0.77% |
| 1972-11-13 | $0.0955 | 0.63% |
| 1973-01-29 | $0.0984 | 0.74% |
| 1973-05-14 | $0.0984 | 0.82% |
| 1973-08-13 | $0.0984 | 0.91% |
| 1973-11-12 | $0.0984 | 0.98% |
| 1974-02-08 | $0.1040 | 1.29% |
| 1974-05-13 | $0.1040 | 1.51% |
| 1974-08-12 | $0.1040 | 1.64% |
| 1974-11-08 | $0.1096 | 1.44% |
| 1975-02-07 | $0.1096 | 1.63% |
| 1975-05-12 | $0.1096 | 1.76% |
| 1975-08-11 | $0.1096 | 1.90% |
| 1975-11-07 | $0.1096 | 1.71% |
| 1976-02-06 | $0.1096 | 1.62% |
| 1976-05-10 | $0.1096 | 1.61% |
| 1976-08-16 | $0.1096 | 1.47% |
| 1976-11-15 | $0.1236 | 1.51% |
| 1977-02-07 | $0.1236 | 1.29% |
| 1977-05-09 | $0.1236 | 1.35% |
| 1977-08-08 | $0.1377 | 1.45% |
| 1977-11-14 | $0.1377 | 1.50% |
| 1978-02-06 | $0.1489 | 1.80% |
| 1978-05-15 | $0.1489 | 1.86% |
| 1978-08-14 | $0.1489 | 1.60% |
| 1978-11-13 | $0.1489 | 1.86% |
| 1979-01-22 | $0.1658 | 2.03% |
| 1979-05-14 | $0.1658 | 1.96% |
| 1979-08-13 | $0.1658 | 1.97% |
| 1979-11-09 | $0.1658 | 2.11% |
| 1980-02-08 | $0.1883 | 2.32% |
| 1980-05-09 | $0.1883 | 2.30% |
| 1980-08-11 | $0.1883 | 2.37% |
| 1980-11-07 | $0.1883 | 2.53% |
| 1981-02-09 | $0.2079 | 2.65% |
| 1981-05-19 | $0.1405 | 1.75% |
| 1981-08-10 | $0.2107 | 2.33% |
| 1981-11-09 | $0.2107 | 2.53% |
| 1982-02-08 | $0.2276 | 2.86% |
| 1982-05-11 | $0.2276 | 2.72% |
| 1982-08-10 | $0.2276 | 3.02% |
| 1982-11-09 | $0.2276 | 2.68% |
| 1983-02-10 | $0.2276 | 2.63% |
| 1983-05-10 | $0.2445 | 2.61% |
| 1983-08-10 | $0.2445 | 2.76% |
| 1983-11-09 | $0.2445 | 2.56% |
| 1984-02-09 | $0.2445 | 2.88% |
| 1984-05-10 | $0.2613 | 3.10% |
| 1984-08-10 | $0.2613 | 3.14% |
| 1984-11-09 | $0.2613 | 2.80% |
| 1985-02-08 | $0.2613 | 2.68% |
| 1985-05-10 | $0.2782 | 2.58% |
| 1985-08-12 | $0.2782 | 2.39% |
| 1985-11-08 | $0.2782 | 2.36% |
| 1986-02-10 | $0.2782 | 2.21% |
| 1986-05-12 | $0.2950 | 2.23% |
| 1986-08-11 | $0.2950 | 2.05% |
| 1986-11-07 | $0.2950 | 1.98% |
| 1987-02-09 | $0.2950 | 1.82% |
| 1987-05-11 | $0.3035 | 2.09% |
| 1987-08-10 | $0.3035 | 2.19% |
| 1987-11-09 | $0.3035 | 2.25% |
| 1988-02-09 | $0.3035 | 2.17% |
| 1988-05-10 | $0.3119 | 2.41% |
| 1988-08-10 | $0.3119 | 2.33% |
| 1988-11-09 | $0.3119 | 2.50% |
| 1989-02-10 | $0.3119 | 2.64% |
| 1989-05-10 | $0.3119 | 2.56% |
| 1989-08-10 | $0.3119 | 2.18% |
| 1989-11-10 | $0.3119 | 2.09% |
| 1990-02-12 | $0.3119 | 2.15% |
| 1990-05-10 | $0.3119 | 2.22% |
| 1990-08-10 | $0.3119 | 2.18% |
| 1990-11-09 | $0.3119 | 2.05% |
| 1991-02-11 | $0.3119 | 1.95% |
| 1991-05-10 | $0.3119 | 1.93% |
| 1991-08-12 | $0.3119 | 1.89% |
| 1991-11-08 | $0.3119 | 1.83% |
| 1992-02-10 | $0.3119 | 1.75% |
| 1992-05-11 | $0.3119 | 1.66% |
| 1992-08-10 | $0.3161 | 1.67% |
| 1992-11-09 | $0.3161 | 1.66% |
| 1993-02-09 | $0.3161 | 1.56% |
| 1993-05-10 | $0.3161 | 1.60% |
| 1993-08-10 | $0.3161 | 1.63% |
| 1993-11-09 | $0.3161 | 1.54% |
| 1994-02-10 | $0.3161 | 1.67% |
| 1994-05-10 | $0.3161 | 2.25% |
| 1994-08-10 | $0.3161 | 2.11% |
| 1994-09-09 | $0.3161 | 2.15% |
| 1994-11-09 | $0.3161 | 2.14% |
| 1995-02-10 | $0.3161 | 1.89% |
| 1995-05-10 | $0.3161 | 1.83% |
| 1995-08-14 | $0.3161 | 1.71% |
| 1995-11-14 | $0.3161 | 1.60% |
| 1996-02-14 | $0.3161 | 1.55% |
| 1996-05-14 | $0.3161 | 1.60% |
| 1996-08-14 | $0.3161 | 1.65% |
| 1996-11-13 | $0.3161 | 1.57% |
| 1997-02-12 | $0.3161 | 1.64% |
| 1997-05-14 | $0.3161 | 1.66% |
| 1997-08-13 | $0.3161 | 1.72% |
| 1997-11-12 | $0.3161 | 1.68% |
| 1998-02-11 | $0.3161 | 1.40% |
| 1998-05-13 | $0.3161 | 1.28% |
| 1998-08-12 | $0.3161 | 1.36% |
| 1998-11-12 | $0.3161 | 1.17% |
| 1999-02-11 | $0.3161 | 1.32% |
| 1999-05-12 | $0.3161 | 1.30% |
| 1999-08-12 | $0.3161 | 1.39% |
| 1999-11-12 | $0.3161 | 1.42% |
| 2000-02-14 | $0.3161 | 1.67% |
| 2000-05-12 | $0.3161 | 1.37% |
| 2000-08-14 | $0.3161 | 1.01% |
| 2000-11-14 | $0.3161 | 0.89% |
| 2001-02-14 | $0.3161 | 0.92% |
| 2001-05-14 | $0.3161 | 0.81% |
| 2001-08-14 | $0.3161 | 1.21% |
| 2001-11-14 | $0.3161 | 1.38% |
| 2002-02-14 | $0.3161 | 1.62% |
| 2002-05-14 | $0.3161 | 2.13% |
| 2002-08-15 | $0.1349 | 1.46% |
| 2002-10-01 | $0.8430 | 9.99% |
| 2002-11-13 | $0.1600 | 2.42% |
| 2003-01-07 | $0.4930 | 5.77% |
| 2003-03-10 | $0.1000 | 1.56% |
| 2003-05-15 | $0.1000 | 1.21% |
| 2003-08-13 | $0.1000 | 1.19% |
| 2003-11-13 | $0.1000 | 1.02% |
| 2004-02-11 | $0.1000 | 0.96% |
| 2004-05-20 | $0.1000 | 0.95% |
| 2004-08-12 | $0.1000 | 0.89% |
| 2004-11-23 | $0.1000 | 0.90% |
| 2005-02-14 | $0.1000 | 0.83% |
| 2005-03-14 | $0.1000 | 0.81% |
| 2005-06-13 | $0.0700 | 0.56% |
| 2005-09-08 | $0.0700 | 0.48% |
| 2005-11-14 | $0.0600 | 0.46% |
| 2006-02-14 | $0.1500 | 1.17% |
| 2006-05-12 | $0.1500 | 1.22% |
| 2006-08-14 | $0.1500 | 1.08% |
| 2006-11-14 | $0.1500 | 0.93% |
| 2007-02-14 | $0.1700 | 0.93% |
| 2007-05-14 | $0.1700 | 0.86% |
| 2007-08-14 | $0.1700 | 1.05% |
| 2007-11-14 | $0.1700 | 0.95% |
| 2008-02-13 | $0.1830 | 1.17% |
| 2008-05-14 | $0.1830 | 1.17% |
| 2008-08-13 | $0.1830 | 1.13% |
| 2008-11-12 | $0.1830 | 1.52% |
| 2009-02-11 | $0.1900 | 1.41% |
| 2009-05-13 | $0.1900 | 1.78% |
| 2009-08-12 | $0.1900 | 1.52% |
| 2009-11-12 | $0.1900 | 1.48% |
| 2010-02-11 | $0.1950 | 1.41% |
| 2010-05-12 | $0.1950 | 1.38% |
| 2010-08-12 | $0.1950 | 1.32% |
| 2010-11-12 | $0.1950 | 1.18% |
| 2011-02-14 | $0.1980 | 1.22% |
| 2011-05-12 | $0.1980 | 1.04% |
| 2011-08-12 | $0.1980 | 1.04% |
| 2011-11-14 | $0.1980 | 1.00% |
| 2012-02-14 | $0.2030 | 1.08% |
| 2012-05-14 | $0.2030 | 1.00% |
| 2012-08-14 | $0.2030 | 0.98% |
| 2012-11-14 | $0.2030 | 1.02% |
| 2013-02-13 | $0.2070 | 0.98% |
| 2013-05-14 | $0.2070 | 0.86% |
| 2013-08-14 | $0.2070 | 0.86% |
| 2013-11-13 | $0.2070 | 0.83% |
| 2014-02-12 | $0.2380 | 1.01% |
| 2014-05-14 | $0.2380 | 1.01% |
| 2014-08-13 | $0.2380 | 0.98% |
| 2014-11-12 | $0.2380 | 0.94% |
| 2015-02-11 | $0.2470 | 1.09% |
| 2015-05-13 | $0.2480 | 1.24% |
| 2015-08-12 | $0.2480 | 1.28% |
| 2015-11-10 | $0.2480 | 1.42% |
| 2016-02-11 | $0.2580 | 1.39% |
| 2016-05-12 | $0.2580 | 1.17% |
| 2016-08-12 | $0.2580 | 1.14% |
| 2016-11-14 | $0.2580 | 1.13% |
| 2017-02-14 | $0.2680 | 1.00% |
| 2017-05-12 | $0.2680 | 0.98% |
| 2017-08-14 | $0.2680 | 0.93% |
| 2017-11-15 | $0.2680 | 0.89% |
| 2018-02-14 | $0.2780 | 1.04% |
| 2018-05-16 | $0.2780 | 1.07% |
| 2018-08-15 | $0.2780 | 0.99% |
| 2018-11-14 | $0.2780 | 0.99% |
| 2019-02-20 | $0.2880 | 0.92% |
| 2019-05-15 | $0.2880 | 0.97% |
| 2019-08-14 | $0.2880 | 1.03% |
| 2019-11-20 | $0.2880 | 1.14% |
| 2020-02-19 | $0.2900 | 1.07% |
| 2020-05-20 | $0.1500 | 0.88% |
| 2020-08-19 | $0.1500 | 0.74% |
| 2020-11-18 | $0.1500 | 0.60% |
| 2021-02-17 | $0.1600 | 0.74% |
| 2021-05-19 | $0.1600 | 0.65% |
| 2021-08-18 | $0.1600 | 0.60% |
| 2021-11-17 | $0.1700 | 0.63% |
| 2022-02-16 | $0.1700 | 0.63% |
| 2022-05-18 | $0.1700 | 0.54% |
| 2022-08-17 | $0.1800 | 0.55% |
| 2022-11-16 | $0.1800 | 0.62% |
| 2023-02-15 | $0.1900 | 0.65% |
| 2023-05-17 | $0.1900 | 0.66% |
| 2023-08-16 | $0.1900 | 0.67% |
| 2023-11-15 | $0.2000 | 0.72% |
| 2024-02-14 | $0.2000 | 0.73% |
| 2024-05-15 | $0.2000 | 0.67% |
| 2024-08-15 | $0.2000 | 0.78% |
| 2024-11-21 | $0.2100 | 0.67% |
| 2025-02-20 | $0.2200 | 0.65% |
| 2025-05-15 | $0.2200 | 0.60% |
| 2025-08-21 | $0.2200 | 0.57% |
| 2025-11-20 | $0.2200 | 0.56% |
| 2026-02-19 | $0.2300 | 0.55% |
| Total | 229 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-19 | $67.48 | $13.50 | $0.11 | 2.2009 |
| 2021-08-18 | $67.83 | $13.57 | $0.11 | 2.0515 |
| 2021-11-17 | $72.42 | $14.48 | $0.12 | 2.1656 |
| 2022-02-16 | $72.79 | $14.56 | $0.12 | 2.1621 |
| 2022-05-18 | $73.16 | $14.63 | $0.12 | 1.9045 |
| 2022-08-17 | $77.80 | $15.56 | $0.12 | 1.9108 |
| 2022-11-16 | $78.15 | $15.63 | $0.12 | 2.1194 |
| 2023-02-15 | $82.89 | $16.58 | $0.13 | 2.2719 |
| 2023-05-17 | $83.32 | $16.66 | $0.13 | 2.3164 |
| 2023-08-16 | $83.76 | $16.75 | $0.13 | 2.3791 |
| 2023-11-15 | $88.65 | $17.73 | $0.14 | 2.5803 |
| 2024-02-14 | $89.17 | $17.83 | $0.14 | 2.6029 |
| 2024-05-15 | $89.69 | $17.94 | $0.14 | 2.4061 |
| 2024-08-15 | $90.17 | $18.03 | $0.14 | 2.7827 |
| 2024-11-21 | $95.26 | $19.05 | $0.15 | 2.3970 |
| 2025-02-20 | $100.32 | $20.06 | $0.16 | 2.3747 |
| 2025-05-15 | $100.85 | $20.17 | $0.16 | 2.1626 |
| 2025-08-21 | $101.32 | $20.26 | $0.16 | 2.1288 |
| 2025-11-20 | $101.79 | $20.36 | $0.16 | 2.0528 |
| 2026-02-19 | $106.89 | $21.38 | $0.17 | 2.0014 |
| Total | $1723.72 | $344.74 | $2.76 | 44.9713 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.