Rate of Return time series calculation

[Anonymous]

Hello everyone,

I would like to calculate a time series of [Rate of Return] of an index and need your help.

By calculating the returns, I want to display the current price [Close] in relation to a starting price [Previous Close Price], based on a user-defined time period. While [Close] changes correspondingly for each date, [Previous Close Price] should always refer to the value of the first date in the selected period (see Slicer à e.g. 19.02.2020).

Example: the formula to calculate the [Rate of Return] for the date of 21.02.2020 should be as follows:

[Rate of Return of 21.02.2020] = ( [Close of 21.02.2020] – [Previous Close Price of 19.02.2020]) / [Previous Close Price of 19.02.2020]

With this DAX, I have tried to solve the problem. But unfortunately, the [Rate of Return] is always calculated referring to  [Previous Close Price] of the previous row.

Rate of Return = 
//Create table corresponding to user-defined period
VAR
table_timeperiod = FILTER('Historical Data', 'Historical Data'[Date] >= [minSelectedDate] && 'Historical Data'[Date] <= [maxSelectedDate])

//Determine PreviousClosePrice of first date
VAR
PreviousClose_t0 = CALCULATE(
    MAX('Historical Data'[Previous Close Price]), FILTER('Historical Data', 'Historical Data'[Date] = [minSelectedDate])
)
RETURN

//Calculate RateofReturn for each row (=date) 
CALCULATE(
    SUMX('Historical Data', ('Historical Data'[Close]- PreviousClose_t0) / PreviousClose_t0), 
    table_timeperiod)

 Basically, I want to create the scheme of a YTD return time series calculation (for each date within the selected period). However, with a start date that has not necessarily to be the beginning of a year.

Do you have any ideas how do adjust my DAX? Thank you so much for your help.

Regards.

[V-pazhen-msft]

@Anonymous 

YTD Return Rate for a variable time period - Microsoft Power BI Community

Is this same question from you? If so, can you delete the old post and share your sample under the new post?

Regards
Paul