bensittingdown
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Hi,
I am only a spreadsheet newbie. Am trying to tackle a financial drama. I have a column of dates going back in time
over a thousand days and an adjacent column of figures that shows historic daily percentage movements in the value
of an investment for each of those days.
I need to be able to calculate what the percentage return has been on a weekly basis, as well as on a monthly basis.
About half the daily returns are positive eg 0.121561% and about half are negative eg -0.115487. Some days however
show zero change.
I need to be accurate as the outcome will form basis of a complaint which they will certainly shoot down if not correct.
To be accurate the calculation must occur on a day by day basis, in that figures for one week can’t be merely added
together then divided to get an average. Also the figures for most weeks are a mix of positive and negative percentage movements.
So maybe there is a need to start each calculation on a base figure of say 100 then multiply by first
percentage movement then multiply the answer by the next percentage movement, and repeat until end of week gives the weekly percentage movement. How to get the program to distinguish and calculate the negative and positive percentage returms sequentially on a day by day basis is something way beyond me unfortunately.
As my hard drive failed recently, I purchased a new drive but no longer have excel so have downloaded freeware
spreadsheets, gnumeric and kingsoft to do this. I think the excel process and formula might be identical to excel or close enough for me to adjust, hopefully. Thanks greatly if anyone can help.
Ben Davis
I am only a spreadsheet newbie. Am trying to tackle a financial drama. I have a column of dates going back in time
over a thousand days and an adjacent column of figures that shows historic daily percentage movements in the value
of an investment for each of those days.
I need to be able to calculate what the percentage return has been on a weekly basis, as well as on a monthly basis.
About half the daily returns are positive eg 0.121561% and about half are negative eg -0.115487. Some days however
show zero change.
I need to be accurate as the outcome will form basis of a complaint which they will certainly shoot down if not correct.
To be accurate the calculation must occur on a day by day basis, in that figures for one week can’t be merely added
together then divided to get an average. Also the figures for most weeks are a mix of positive and negative percentage movements.
So maybe there is a need to start each calculation on a base figure of say 100 then multiply by first
percentage movement then multiply the answer by the next percentage movement, and repeat until end of week gives the weekly percentage movement. How to get the program to distinguish and calculate the negative and positive percentage returms sequentially on a day by day basis is something way beyond me unfortunately.
As my hard drive failed recently, I purchased a new drive but no longer have excel so have downloaded freeware
spreadsheets, gnumeric and kingsoft to do this. I think the excel process and formula might be identical to excel or close enough for me to adjust, hopefully. Thanks greatly if anyone can help.
Ben Davis