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Trying to calculate weekly & monthly returns using daily share price data

  1. #1
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    Trying to calculate weekly & monthly returns using daily share price data

    Hi all,

    I am trying to calculate weekly and monthly returns using daily share price data.

    In its simplest form, the calculations should be:
    1. Current Week / Last Week - 1
    2. Current Month / Last Month - 1


    I added in columns for Year, Month, Week, and Day to facilitate using some IF formulas paired with VLookups but got stuck.

    There seem to be two complicating factors:


    The data spans multiple years (i.e. there is not only one week 2, there is a week 2 in every year of data)
    Not every week has the same number of days (holidays, etc.)

    I've attached some sample cells. Any help you could give me would be hugely appreciated.
    Attached Files Attached Files

  2. #2
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    Re: Trying to calculate weekly & monthly returns using daily share price data

    Hello 4MA8 and Welcome to Excel Forum.
    It is always helpful for the person asking the question to include a few manually calculated results so that contributors have something with which to compare the results of their formulas/code.
    That said I feel that the following formulas yield the results you are looking for:
    Weekly close and adjusted close:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Monthly close and adjusted close:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Let us know if you have any questions.
    Attached Files Attached Files
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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