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Calculation of cumulative returns

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5 - Atom

hi,

 

Who can help me out calculatng cumulative returns out of monthly returns?

 

The column 'monthly return' is given data. The column 'cumulative return' is a geometric calculated and calculated in Excel as follow: =(1+monthly return)*(1+cumulative return(previous month))-1. I can't use Running Total because this tool uses arithmetic calculation.

 

A second option in Excel is using the product formula: {=product(1+monthly return(start):monthlyreturn(end))-1}

 

datemonthly returncumulative return
  0%
01/31/20181.00%1.00%
02/28/20183.00%4.03%
03/31/2018-5.00%-1.17%
04/30/20182.00%0.81%
05/31/20182.00%2.82%

 

regards,

Henk

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11 - Bolide

Hi @henkdertien 

 

You can achieve this with a multi-row formula. See attached!

 

Best,

mmenth

Alteryx Partner

Hello.  With this workflow, you can solve it. The idea is to use Multi-Row Formula. Good luck!!!

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