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Formula Manipulation While Calculating Returns

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    Formula Manipulation While Calculating Returns

    Hello, everyone!

    I have a range of data with daily stock returns presented in percentage for each company starting from the day when event has happened. For each stock, which is presented on the first row I need to add additional column and calculate cumulative returns, which is the value of 1$ investment.

    a) I'm wondering what could be the best way to calculate cumulative returns data without adding a new column for each company
    b) What could be the formula for this kind of operation, where we just put '1' (invest 1$) in the first cell in front of the first return and then we keep on with formulas?

    I also add a sample with highlighted cells to be more clear.

    Thank you beforehand!
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    Last edited by Orif; 05-27-2021 at 02:56 AM.

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    Re: Formula Manipulation While Calculating Returns

    Maybe creating a list for your companies and dates, then adding a dropdown+A vlookup for date.
    and based on that date a single column formula:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    See attached
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    Click the * to say thanks.

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    Re: Formula Manipulation While Calculating Returns

    Hi, Paul!

    Thanks for the solution, it works!

    I've decided to duplicate the first two rows on the right side of my dataset without generating new columns. There I tried to use your formula and I got correct results!
    However, I am just being curious how to deal with #VALUE! message which I get after 30 calculated cumulative returns. I understand that it happens due to logical test I put for my dates, but maybe there is a way to omit #VALUE! message within the formula.

    Many thanks once more!

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