Formula to calculate Inflation adjusted returns for an index

polly95

New Member
Joined
Jul 15, 2021
Messages
3
Office Version
  1. 365
Platform
  1. Windows
  2. MacOS
Hello, I am a newbie here so hopefully this is suitable for this forum.

I am currently trying to find the inflation adjusted returns for a particular energy index just over a 5 year period.
I collected the CPI data for the FRED and collected and calculated the returns for the index from Bloomberg data.

I am unsure what formulas I should be using to 1. find the correct CPI and 2. how to adjust the returns for the index with inflation. Below is the following of how I have attempted some steps.
I could very well be completely off on my formulas but this is all I could find on the internet.

Any help would be amazing.

CPI .xlsx
ABCDEF
1
2DateCPI (FRED)CPI/100Monthly returns Index
301/03/21264.7932.650.6%-6.97
401/02/21263.1612.630.4%-13.39
501/01/21262.2312.620.3%6.28
601/12/20261.5602.620.2%19.33
701/11/20260.9272.610.2%20.54
801/10/20260.4622.600.1%5.76
901/09/20260.1492.600.2%7.60
1001/08/20259.5112.600.4%18.68
1101/07/20258.6042.590.5%15.74
1201/06/20257.2822.570.5%5.18
1301/05/20255.9422.56-0.1%10.23
1401/04/20256.1922.56-0.7%11.76
1501/03/20257.9892.58-0.3%-23.02
1601/02/20258.8242.590.1%2.23
1701/01/20258.6872.590.2%3.43
1801/12/19258.2032.580.1%7.06
1901/11/19257.9892.580.2%2.79
2001/10/19257.3872.570.3%-1.95
2101/09/19256.5322.570.2%-0.77
2201/08/19256.1182.560.1%1.57
2301/07/19255.9252.560.2%0.59
2401/06/19255.4232.550.0%6.65
2501/05/19255.3712.550.0%-2.01
2601/04/19255.3262.550.5%3.68
2701/03/19254.1472.540.5%-0.30
2801/02/19252.9692.530.2%2.58
2901/01/19252.4412.520.0%14.32
3001/12/18252.4932.52-0.1%-6.94
3101/11/18252.8222.530.0%10.09
3201/10/18252.8992.530.3%-5.62
3301/09/18252.1832.520.2%-2.02
3401/08/18251.7352.520.2%-4.85
3501/07/18251.3452.510.1%4.03
3601/06/18251.1522.510.1%-9.31
3701/05/18250.7862.510.2%-2.36
3801/04/18250.2752.500.3%4.03
3901/03/18249.5172.500.1%0.50
4001/02/18249.3002.490.2%-2.40
4101/01/18248.7212.490.4%2.77
4201/12/17247.7362.480.1%5.29
4301/11/17247.3782.470.3%-4.37
4401/10/17246.6572.470.0%4.08
4501/09/17246.5512.470.5%-1.90
4601/08/17245.2052.450.4%0.41
4701/07/17244.2802.440.0%5.40
4801/06/17244.2182.440.1%-0.20
4901/05/17244.0692.44-0.1%1.47
5001/04/17244.2742.440.2%-0.80
5101/03/17243.7662.440.0%-1.48
5201/02/17243.8722.440.1%4.46
5301/01/17243.6202.440.4%4.26
5401/12/16242.6372.430.3%0.13
5501/11/16242.0262.420.1%-9.28
5601/10/16241.7412.420.2%-2.93
5701/09/16241.1762.410.3%-1.72
5801/08/16240.5452.410.2%1.08
5901/07/16240.1012.40-0.1%3.59
6001/06/16240.2222.400.3%1.74
6101/05/16239.5572.400.2%-6.01
6201/04/16238.9922.390.4%-0.86
6301/03/16238.0802.380.3%9.40
6401/02/16237.3362.37-0.1%-2.37
6501/01/16237.6522.380.0%-11.99
6601/12/15237.7612.37761
CPI
Cell Formulas
RangeFormula
D3:D65D3=(C3-C4)/C4
C3:C66C3=B3/100
 

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