Chainlinking portfolio returns into a cumulative return

I would like to chainlink monthly portoflio returns into a cumulative return

In excel I would use

{=product(range+1)-1}

Can you help me with the formule to use in Alteryx?

Thanks

Best

Sebastiaan

Expression

Accepted answers

Assuming you have a column called return and the data is in date ascending order.

You would need to use a multi-row formula, something like:

([Row-1:CumlReturn]+1)*(IIF(ISNULL(Return),0,Return)+1) - 1

I have attached a sample doing daily returns for MSFT and creating a cumulative

Hi Sebastiaan,

I'm not quite getting the final outcome you pursue. Can you provide a sample of the data you have and the result you seek?

Assuming you have a column called return and the data is in date ascending order.

You would need to use a multi-row formula, something like:

([Row-1:CumlReturn]+1)*(IIF(ISNULL(Return),0,Return)+1) - 1

I have attached a sample doing daily returns for MSFT and creating a cumulative

Thanks jdunkerley79

Can you convert the flow into alteryx 10.1? I can not open the link... Or send me a screenprint of the settings of the flow.

Thanks in advance

Best

Sebastiaan