ProductX challenge to subject it to three date constraints

[Wolly]

I"m trying to produce a running product of a column named Return between FromDate and ToDate - all of which reside in the same table.  I'm also trying to limit the FromDate to the InceptionDate that resides in a different table but has a linked relationship by way of an Account field between two tables.

Working code is:

Running Return2 =

CALCULATE(

    PRODUCTX(

        FILTER(

               PerformanceManager[fromDate] <= MAX(PerformanceManager[toDate])

               PerformanceManager[fromDate] >= investmentswhollyowned[InceptionDate])

        ),

        PerformanceManager[Return] + 1

    )

 -1

All help appreciated

[Wolly]

I watched the video and couldn't make it work....

Here's a file that demonstrates the problem.  I have an inception date defined for each of the three accounts.  I want the two return calculations (both linked and Cumulative Running Return2 to be limited by each account's inception date) so that the two graphs' timeline match.  I'd also prefer to have both the cumulative and monthly on the same graph...so that's a bonus if you can help.

Thx as always      Test file 

[parry2k]

@Wolly It will be easier if you post some sample data, data model, and what you are trying to achieve. In the meantime, check the following video on my channel on PRODUCTX and see if these are of any help.

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