Calculating Trailing Returns as New Data Populates

James02

Board Regular
Joined
Nov 6, 2014
Messages
108
Hi,

I have no idea if I linked this correctly or not. But I'm trying!

C:\Users\jkaelin\Dropbox\2015-04-07 Trailing Cumulative Returns.xlsx


QUESTION:
I'm trying to automate the trailing returns. As new data gets populated, I'm trying find a formula that will provide me the most recently 1-mo, 6-mo, 1-yr, 2-yr trailing returns. Note: The highlighted yellow cells starting in column E125 is what I'm referring to.

Right now, i adjust the formula each month. Any ideas?

Thank you!
James
 
Last edited:

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That works for the Since Inception. I appreciate it! Thanks for the help. Any ideas on the 1,3,6 month? those are the difficult ones. I think offset is definitely the formula to use.
 
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Try this for 1yr then play with the other months, for the 1yr I used cell D124 as the "anchor"

=PRODUCT(OFFSET(D124,-34,,12))
 
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James, I think the last one won't work unless you delete rows that are blank at the end, then as you add it will always look at last 12 months, try this on after deleting the blank rows, then add a few to see it's ok. (I left row 103 blank)

=PRODUCT(OFFSET(D103,-13,,12))

Let me know if you get stuck.

Gaz
 
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