Seasonality Charts

Seasonality Charts

Our Interactive Seasonality Chart lets you interactively determine how frequently a stock rises during each month of the year.

The idea is that certain stocks perform better during particular months of the year. This tool will allow you to confirm whether or not these kinds of “seasonal” effects happen for any ticker symbol in our database.

In the example above, each histogram bar represents a different month of the year. The height of each bar is determined by the percentage of years that the stock ($SPX in this case) has risen during that month. The number at the bottom of each column is the average gain/loss for that month. The slider at the bottom of the chart lets you change the chart's timeframe. In addition to “Histogram” mode, there are two other modes for viewing the underlying data - “Separate Scale” and “Same Scale.” Here's what they look like:

Separate Scale

The Separate Scale mode shows a line chart for each year, one below the other, so that you can compare the performance from year to year at a glance.

Same Scale

The Same Scale mode is similar to an Interactive PerfChart, plotting percentage change over time, rather than price. The Same Scale mode shows one line for each year, all plotted on the same chart for easy comparison.

Creating A Seasonality Chart

There are several ways to create an Interactive Seasonality Chart on StockCharts.com including:

  • Click on the “Free Charts” tab and then enter a ticker symbol into the “Seasonality Chart” box on that page.
  • Select “Seasonality” from the “Create a Chart” bar dropdown, enter a ticker symbol in the text box and then press the “Go” button
  • Click on the “Seasonality” link in the “Control Center” area of the Members Dashboard.

Parts of the Seasonality Chart Page

There are several important sections of the Interactive Seasonality Chart page:

Seasonality Chart with Labels

  1. The Seasonality Chart itself
  2. The Year buttons
  3. The Separate/Same Scale/Histogram Mode buttons
  4. The Date Slider
  5. The Symbol entry box
  6. The Compare Symbol box (optional)
  7. Additional Resources

The use of each of these sections is described below.

Working With Interactive Seasonality Charts

Changing the Chart's Time Period

You can use the slider at the bottom of the chart (#4 in the image above) to change the chart's starting and/or ending years.

You can use your mouse to adjust the slider in the following ways:

  • You can click on the middle of the slider's thumb and drag it left or right to change both the starting year and ending year. This allows you to “slide” your chart forward and backward through time.
  • You can click on the left edge of the slider's thumb and drag it left or right to change the chart's starting year.
  • You can click on the right edge of the slider's thumb and drag it left or right to change the chart's ending year.

There are several keyboard equivalents that you can also use to adjust the chart's start and end dates:

  • You can use the left and right arrow keys to move the entire slider's thumb left and/or right.
  • You can hold down the Shift key and then use the left and right arrow keys to change the chart's starting year.
  • You can hold down the Control key (Cmd on a Mac) and then use the left and right arrow keys to change the chart's ending year.

Note: You may need to click once on the Seasonality Chart before the keyboard controls will work.

Turning Years On and Off

Click any of the year buttons above the chart (#2 in the image above) to hide that year's line and remove that year's data from the calculations. Click on the button again to return it to the chart.

Creating a "Comparison" Seasonality Chart

Enter a ticker symbol into the optional “Compare” box and press “Go” to show how frequently the chart's main symbol outperforms the Comparison symbol.

Separate Mode vs. Same Scale Mode vs. Histogram Mode

Three buttons in the lower left corner of the chart (#3 in the image above) allow you to switch between “Separate Mode,” “Same Scale Mode” and “Histogram Mode” (the default).

Resizing the Chart

You can click and drag the lower right corner of the chart to resize the chart inside your browser window.

Saving a Seasonality Chart

Members can click the “Permalink” link located below the chart to get a link to their chart that can be bookmarked and/or used in web links.

Viewing ChartLists in Seasonality Format

Members can also use Seasonality charts to view ChartLists. From the Members Dashboard, you can select “Seasonality” from the “View As” dropdown next to the ChartList you wish to view. Or you can switch to Seasonality format from other ChartList formats such as Summary, GalleryView, or CandleGlance. Select “Seasonality” from the “View List As” dropdown.

The Seasonality View will display one chart at a time in Seasonality format. Above the chart, you can use the “Select List” dropdown to choose a different ChartList to display. Use the “Select Chart” dropdown to choose a specific chart in the ChartList to display. The arrow buttons on either side of this dropdown allow you to quickly cycle through the ChartList's charts.

You can add or edit notes for the entire ChartList by clicking in the ChartList Notes box at the bottom of the screen. Click the Save button once you've made your changes. For more editing functionality, use the Edit List button at the top of the screen to load the ChartList in Edit View.

The Delete List and New List buttons can be used to delete the current ChartList and create a new ChartList, respectively.


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