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timelyportfolio/index.html

Created July 23, 2012 19:28
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performance charts example
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index.html
<!DOCTYPE html>
<html>
<head>
<meta charset="utf-8">
<title>d3.js Axys Performance Chart</title>
<script src="http://d3js.org/d3.v2.min.js?2.9.1"></script>
<style>
.axis path, .axis line {
fill: none;
stroke: #000;
shape-rendering: crispEdges;
}
.line {
fill: none;
stroke-width: 1.5px;
}
</style>
</head>
<body>
<script>
var perfdata = new Array();
var margin = {top: 20, right: 60, bottom: 60, left: 60},
width = 1000 - margin.right - margin.left,
height = 500 - margin.top - margin.bottom;
var x = d3.time.scale()
.range([0, width - 60]);
var y = d3.scale.linear()
.range([height - 20, 0]);
var duration = 1500,
delay = 500;
var color = d3.scale.category10();
var svg = d3.select("body").append("svg")
.attr("width", width + margin.right + margin.left)
.attr("height", height + margin.top + margin.bottom)
.append("g")
.attr("transform", "translate(" + margin.left + "," + margin.top + ")");
var parse = d3.time.format("%m/%d/%Y").parse, format = d3.time.format("%Y"),
perfdata = new Array();
var data = {
"cDataSet":[ {
"date":"12/31/2000",
"portfolio":"5.31",
"sp500":"9.56"
},
{
"date":"12/31/2001",
"portfolio":"1.30",
"sp500":"6.42"
},
{
"date":"12/31/2002",
"portfolio":"-6.71",
"sp500":"-1.43"
},
{
"date":"12/31/2003",
"portfolio":"-8.45",
"sp500":"1.80"
},
{
"date":"12/31/2004",
"portfolio":"-5.68",
"sp500":"-0.93"
},
{
"date":"12/31/2005",
"portfolio":"-3.71",
"sp500":"-8.07"
},
{
"date":"12/31/2006",
"portfolio":"9.92",
"sp500":"-0.241"
},
{
"date":"12/31/2007",
"portfolio":"1.16",
"sp500":"-9.70"
},
{
"date":"12/31/2008",
"portfolio":"7.22",
"sp500":"9.64"
},
{
"date":"12/31/2009",
"portfolio":"-6.34",
"sp500":"-7.29"
},
{
"date":"12/31/2010",
"portfolio":"-8.99",
"sp500":"-2.66"
},
{
"date":"12/31/2011",
"portfolio":"4.36",
"sp500":"-2.92"
}
]
}
</script>
<script>
var inc = 0;
data = data.cDataSet;
var cumul = new Array();
for (key in data[0]) {
if ( key != "date" ) {
cumul[key] = 1;
firstdate = parse(data[0].date);
firstdate.setFullYear(firstdate.getFullYear()-1);
perfdata[inc] = { date: firstdate, perf : 0, cumul : cumul[key], symbol : key };
inc = inc + 1;
}
}
data.forEach( function(d) {
for (key in d) {
if ( key != "date" ) {
cumul[key] = cumul[key] * (1 + parseFloat(d[key]) / 100);
perfdata[inc] = { date: parse(d.date) , perf : parseFloat(d[key]), cumul : cumul[key], symbol : key };
inc = inc + 1;
}
};
});
//if we want to filter only some set of what is there
//stocks = perfdata.filter(function(d) { return d.symbol in filter; });
// Nest stock values by symbol.
symbols = d3.nest()
.key(function(d) { return d.symbol; })
.entries(perfdata);
// Parse dates and numbers. We assume values are sorted by date.
// Also compute the maximum price per symbol, needed for the y-domain.
//symbols.forEach(function(s) {
// s.values.forEach(function(d) { d.date = parse(d.date); d.price = +d.price; });
//});
// Sort by maximum price, descending.
//symbols.sort(function(a, b) { return b.maxPrice - a.maxPrice; });
// Compute the minimum and maximum date across symbols.
x.domain([
d3.min(symbols, function(d) { return d.values[0].date; }),
d3.max(symbols, function(d) { return d.values[d.values.length - 1].date; })
]);
var g = svg.selectAll("g")
.data(symbols)
.enter().append("g")
.attr("class", "symbol");
groupedBar();
setTimeout(clearBar, duration + delay);
function clearBar() {
svg.selectAll("text").transition()
.duration(duration/2)
.remove();
svg.selectAll(".y.axis").transition()
.duration(duration/2)
.remove();
svg.selectAll("rect").transition()
.duration(duration)
.style("fill-opacity", 1e-6)
.remove();
}
setTimeout(cumulLine, duration * 2 + delay);
function groupedBar() {
x = d3.scale.ordinal()
.domain(symbols[0].values.map(function(d) { return d.date; }))
.rangeBands([0, width - 60], .1);
var x1 = d3.scale.ordinal()
.domain(symbols.map(function(d) { return d.key; }))
.rangeBands([0, x.rangeBand()]);
var y0 = Math.max(Math.abs(d3.min(symbols.map(function(d) { return d3.min(d.values.map(function(d) { return d.perf; })); }))), d3.max(symbols.map(function(d) { return d3.max(d.values.map(function(d) { return d.perf; })); })));
y
.domain([-y0, y0])
//.domain([d3.min(symbols.map(function(d) { return d3.min(d.values.map(function(d) { return d.perf; })); })), d3.max(symbols.map(function(d) { return d3.max(d.values.map(function(d) { return d.perf; })); }))])
.range([height, 0])
.nice();
var yAxis = d3.svg.axis().scale(y).orient("left");
svg.selectAll(".labels")
.data(symbols[0].values.map(function(d) { return d.date; }))
.enter().append("text")
.attr("class", "labels")
.attr("text-anchor", "middle")
.attr("x", function(d,i) { return x(i) + x.rangeBand() / 2 ; })
.attr("y", height / 2 + 15)
.text(function(d) {return format(d) })
.style("fill-opacity", 1);
var g = svg.selectAll(".symbol");
var t = g.transition()
.duration(duration);
//got working with lots of help but this section particularly dedicated to http://stackoverflow.com/questions/10127402/bar-chart-with-negative-values
g.each(function(p, j) {
d3.select(this).selectAll("rect")
.data(function(d) { return d.values; })
.enter().append("rect")
.attr("x", function(d) { return x(d.date) + x1(p.key); })
.attr("y", function(d, i) { return y(Math.max(0, d.perf)); })
//.attr("y", function(d) { return y(d.perf); })
.attr("width", x1.rangeBand())
.attr("height", function(d, i) { return Math.abs(y(d.perf) - y(0)); })
//.attr("height", function(d) { return height - y(d.perf); })
.style("fill", color(p.key))
.style("fill-opacity", 1e-6)
.transition()
.duration(duration)
.style("fill-opacity", 1);
d3.select(this).selectAll("text")
.data(function(d) { return d.values; })
.enter().append("text")
.attr("x", function(d) { return x(d.date) + x1(p.key) + x1.rangeBand() / 2 ; })
.attr("y", function(d, i) { return y(d.perf) ; })
.attr("text-anchor", "middle")
.text(function(d) { return d.perf; })
.style("fill-opacity", 1e-6)
.transition()
.duration(duration)
.style("fill-opacity", 1);
});
//svg.append("g")
// .attr("class", "x axis")
// .call(d3.svg.axis().scale(x).orient("bottom"));
svg.append("g")
.attr("class", "y axis")
.call(yAxis);
// .attr("y1", 0)
// .attr("y2", height);
}
function cumulLine() {
x = d3.time.scale()
.domain([perfdata[0].date, perfdata[perfdata.length - 1].date])
.range([0,width])
var y0 = d3.max(symbols.map(function(d) { return d3.max(d.values.map(function(d) { return d.cumul; })); }));
y
.domain([d3.min(symbols.map(function(d) { return d3.min(d.values.map(function(d) { return d.cumul; })); })),
d3.max(symbols.map(function(d) { return d3.max(d.values.map(function(d) { return d.cumul; })); }))])
.range([height, 0])
.nice();
var xAxis = d3.svg.axis()
.scale(x)
.ticks(d3.time.years, 1)
.tickSubdivide(data.length-1)
.tickValues([parse("12/31/1999"),parse("12/31/2011")])
.tickFormat(d3.time.format("%b %Y"));
var yAxis = d3.svg.axis().scale(y).orient("left");
// Add the x-axis.
svg.append("g")
.attr("class", "x axis")
.attr("transform", "translate(0," + y(1) + ")")
.call(xAxis);
// Add the y-axis.
svg.append("g")
.attr("class", "y axis")
//.attr("transform", "translate(" + width + ",0)")
.call(yAxis);
var line = d3.svg.line()
.x(function (d) {return x(d.date);})
.y(function (d) {return y(d.cumul);});
var g = svg.selectAll(".symbol");
g.each(function(p) {
var thispath = d3.select(this)
.append("path")
.attr("class", "line")
.style("stroke", color(p.key));
var k = 0, n = symbols[0].values.length;
d3.timer( function() {
thispath
.transition()
.attr("d", function() { return line(p.values.slice(0, k + 1)); });
k = k + 1;
if (k == n) return true;
});
d3.select(this).selectAll(".dot")
.data(function(d) { return d.values; })
.enter().append("circle")
.attr("class", "dot")
.attr("cx", line.x())
.attr("cy", line.y())
.attr("r", 3.5)
.style("fill", color(p.key));
})
};
</script>
</body>
</html>
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