Python scripts to calculate the Total Shareholder Return for stocks and compare to a list of peers over a defined period.

refresh_data.py - handles the price data loading, refresh and calculations

RankTSR.py - calculates ranking, outputs performance summary and charts

RankTSR.py - a Panel App to display the TSR performance over a selected period

Make edits to config.ini to change peers, primary_ticker and performance periods

Example output:

For period  2021-All years ( 2021-01-01 : 2023-12-31 )
CVE.TO starting VWAP date: 2020-12-31 VWAP: 7.221259417474435
CVE.TO ending VWAP date: 2023-12-29 VWAP: 22.702139632578053
+--------+------------+----------+-----------+--------+
| Ticker | Start VWAP | End VWAP | Dividends |  TSR   |
+--------+------------+----------+-----------+--------+
|  DVN   | 15.169575  | 44.8715  |  10.0100  | 2.6179 |
| IMO.TO | 23.944658  | 75.7963  |   4.4300  | 2.3505 |
| CVE.TO |  7.221259  | 22.7021  |   1.0780  | 2.2931 |
| OVV.TO | 18.177292  | 58.7366  |   0.0000  | 2.2313 |
| CNQ.TO | 30.260149  | 87.4635  |  10.2261  | 2.2283 |
|  COP   | 41.485251  | 114.3829 |  10.8500  | 2.0187 |
|  HES   | 52.544130  | 140.9641 |   4.2520  | 1.7637 |
|  APA   | 14.173405  | 35.7666  |   1.7630  | 1.6479 |
| SU.TO  | 22.120119  | 43.4390  |   5.0350  | 1.1914 |
|   BP   | 21.186388  | 35.4706  |   4.3280  | 0.8785 |
|  CVX   | 88.899881  | 145.9496 |  17.0300  | 0.8333 |
+--------+------------+----------+-----------+--------+
The percentile rank for CVE.TO is 0.836% and the CVE Score is 1.84 


Performance Summary:

+----------------+------------+------------+-----------+-------+-------+
|     Period     |   Start    |    End     | Weighting |  Rank | Score |
+----------------+------------+------------+-----------+-------+-------+
|  2021-Year 1   | 2021-01-01 | 2021-12-31 |    0.1    | 0.839 |  1.85 |
|  2021-Year 2   | 2022-01-01 | 2022-12-31 |    0.1    | 0.734 |  1.59 |
|  2021-Year 3   | 2023-01-01 | 2023-12-31 |    0.1    | 0.362 |  0.59 |
| 2021-All years | 2021-01-01 | 2023-12-31 |    0.7    | 0.836 |  1.84 |
|     Total      |            |            |           |       |  1.69 |
|       -        |     -      |     -      |     -     |   -   |   -   |
|  2022-Year 1   | 2022-01-01 | 2022-12-31 |    0.1    | 0.734 |  1.59 |
|  2022-Year 2   | 2023-01-01 | 2023-12-31 |    0.1    | 0.362 |  0.59 |
+----------------+------------+------------+-----------+-------+-------+

Developed with python 3.11.7