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hagosusng
Frequent Visitor

Calculating asset returns - year, months, quarters, semi-annual, 1yr, 3 yrs, 5 yrs, 10 years, week,

Hi,

 

I am trying to get the returns (in this example - yearly. but i also will like to get it the other periods in the topic) from a table that contains  date (in minutes), value, and index (i added the index column - wasn't part of the original table), both periodic (yearly in this instance) returns and cummulative returns.

 

Below is the link to sample of the table. Not that this is the first 1000 records. The data is over 10 million rows , so i can't put it on excel.

 

Data 

 

Below is the formula i tried and the output i got using a matrix.

 

hagosusng_0-1684573074689.png

 

 

hagosusng_1-1684573084081.png

 

 

hagosusng_2-1684573097936.png

 

 

The problem is that the max(data[close]) function returns the  '(highest value of the year/highest value of previous year) - 1', instead of the '(value of the last minutes recorded of the year/value of the last minutes recorded of the previous year)-1'.

 

Please let me know if further clarication is required.

 

Thank you!

1 REPLY 1
hagosusng
Frequent Visitor

I have included snapshot of the sample file, should you be unable to open the link.

 

hagosusng_0-1684573768297.png

 

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