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Spreadsheet to track returns

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  1. #1
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    Spreadsheet to track returns

    I am trying to create a spreadsheet that will automatically update itself as we move from quarter to quarter. I would like to track the 1 year, 3 Year and 5 Year returns and have some sort of formula that drops the last quarter and adds the current quarter as each quarter closes.

    Please see the attached and let me know if I'm not being totally clear. For example, once I change the date in cell A1 to be 9/30/08, I would like the 1 Year return to grab 4Q 2007, 1Q 2008, 2Q 2008 and 3Q 2008 (assuming I have input data in the 3Q 2008 columns).
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  2. #2
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    12-06-2005
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    I am still struggling with this one. A sum would be much easier to do but am struggling since I need to compoound the returns. It has to be something like greater than 12 months ago but less than....

    Right?

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