rentabilidad

Run it yourself

This is the exact query behind the result above. Change a ticker, a date or a column and run it against the warehouse — no account, no key. The no-signup tier is smaller than the one this page was computed on; a query that reaches past it comes back saying which plan runs it.

WITH mensual AS
(
    SELECT
        toStartOfMonth(date)           AS mes,
        argMax(toFloat64(close), date) AS cierre
    FROM global_markets.stocks_daily_aggs
    WHERE ticker = 'NKE'
      AND date >= today() - 760
    GROUP BY mes
),
dividendos AS
(
    SELECT
        ex_dividend_date            AS fecha_ex,
        any(toFloat64(cash_amount)) AS importe
    FROM global_markets.stocks_dividends
    WHERE ticker = 'NKE'
      AND ex_dividend_date >= today() - 1300
    GROUP BY ex_dividend_date
)
SELECT
    m.mes                                          AS month,
    formatDateTime(m.mes, '%m/%Y')                 AS mes_label,
    round(any(m.cierre), 2)                        AS cierre_usd,
    round(sum(d.importe), 4)                       AS dividendo_12m_usd,
    round(100 * sum(d.importe) / any(m.cierre), 2) AS rentabilidad_pct
FROM mensual AS m
CROSS JOIN dividendos AS d
WHERE d.fecha_ex >= addMonths(m.mes, -11)
  AND d.fecha_ex <  addMonths(m.mes, 1)
GROUP BY m.mes
HAVING count() = 4
ORDER BY m.mes