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Cumulative Rate of Return

I would like to set up a chart that shows the cumulative return % throughout the year. I tried modifying the existing chart on the "Yearly" sheet but I think I will need to create a new measure as the profit % one only calculates the return for that specific period (month, year, etc.).

Could someone help me with this?




  • You would need to first create new measure, something like this:
    Profit % YTD:=CALCULATE([Profit %], DATESYTD ( Dates[Date] ))

    Then you would use that measure in your chart.
    Note - this would be an expensive calculation to calculate Profit % for every day of the year!
  • Thanks so much for your help Vidas. This worked!
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