Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel ...

Find your initial cost, including commissions, by adding how much you spent to buy the investment. Here, it’s $1,000 + $5 = $1,005. Check the asset’s current value. A quick internet search or ...

For example, if you calculate your portfolio's beta to be 1.3, the three-month Treasury bill yields 0.02% as of October of 2015, and the expected market return is 8%, then we can use the formula ...

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier. You may be investing through SIP or making lump sum investments ...

Excel 2013 provides the DATE and XIRR functions, which derive the final annual interest rate from a series of payments on known dates.

Updated - March 22, 2024 at 09:11 PM. By including low or negatively correlated assets in a portfolio, investors can achieve a more balanced risk-return profile ...

Next, have Excel run the regression on the two columns of return data you generated. Under the Data menu, the Data Analysis button allows you to select Regression.

How to Use Excel to Calculate the ROI on a Product. "Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money.