Finance Returns Calculation - DAX

[Anonymous]

Hi, 

I am trying to calculate and visualize cummulative returns for Funds (Ex: S&P 500). 

I have daily performance data for the fund. 

Desired Output:

Making the measure dynamically start from 0% for the selected date range and then calculate returns from there. 

Example: 

Challenge/Issue: 

I would greatly appreceate any help in making the calculation start from 0 for any selected date range. 

This is where I am at currently:

Return = 
CALCULATE(
    PRODUCTX(Table, 1 + (Table[DataPointValue]/100))
   , FILTER(ALLSELECTED(Table[AsOfDate]),  ISONORAFTER(Table[AsOfDate], MAX(Table[AsOfDate]), DESC)
    )) - 1

Sample Data: 

AsOfDate	Fund	Daily Performance
4/28/2020 0:00	S&P 500 Index	-0.52%
4/27/2020 0:00	S&P 500 Index	1.47%
4/24/2020 0:00	S&P 500 Index	1.39%
4/23/2020 0:00	S&P 500 Index	-0.05%
4/22/2020 0:00	S&P 500 Index	2.30%
4/21/2020 0:00	S&P 500 Index	-3.07%
4/20/2020 0:00	S&P 500 Index	-1.79%
4/17/2020 0:00	S&P 500 Index	2.68%
4/16/2020 0:00	S&P 500 Index	0.58%
4/15/2020 0:00	S&P 500 Index	-2.20%
4/14/2020 0:00	S&P 500 Index	3.07%
4/13/2020 0:00	S&P 500 Index	-1.01%
4/9/2020 0:00	S&P 500 Index	1.46%
4/8/2020 0:00	S&P 500 Index	3.43%
4/7/2020 0:00	S&P 500 Index	-0.16%
4/6/2020 0:00	S&P 500 Index	7.03%
4/3/2020 0:00	S&P 500 Index	-1.50%
4/2/2020 0:00	S&P 500 Index	2.30%
4/1/2020 0:00	S&P 500 Index	-4.41%
3/31/2020 0:00	S&P 500 Index	-1.59%
3/30/2020 0:00	S&P 500 Index	3.37%
3/27/2020 0:00	S&P 500 Index	-3.37%
3/26/2020 0:00	S&P 500 Index	6.25%
3/25/2020 0:00	S&P 500 Index	1.15%
3/24/2020 0:00	S&P 500 Index	9.39%
3/23/2020 0:00	S&P 500 Index	-2.93%
3/20/2020 0:00	S&P 500 Index	-4.32%
3/19/2020 0:00	S&P 500 Index	0.48%
3/18/2020 0:00	S&P 500 Index	-5.18%
3/17/2020 0:00	S&P 500 Index	6.00%
3/16/2020 0:00	S&P 500 Index	-11.98%

Thanks!

[amitchandak]

@Anonymous , when every you do such calculation use date table

Return = 
CALCULATE(
    PRODUCTX(Table, 1 + (Table[DataPointValue]/100))
   , FILTER(ALLSELECTED(DATE[AsOfDate]),  ISONORAFTER(DATE[DATE], MAX(DATE[DATE]), DESC)
    )) - 1

I used like

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))