Cumulative Rate of Return

ivanm

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?

Thanks,

Ivan

VidasMatelis

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!

ivanm

Thanks so much for your help Vidas. This worked!