Calculation of cumulative returns

[henkdertien]

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}

date	monthly return	cumulative return
		0%
01/31/2018	1.00%	1.00%
02/28/2018	3.00%	4.03%
03/31/2018	-5.00%	-1.17%
04/30/2018	2.00%	0.81%
05/31/2018	2.00%	2.82%

regards,

Henk

[mmenth · Accepted solution]

Hi @henkdertien 

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

Best,

mmenth

[atrozz · Accepted solution]

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