It’s used by companies, big and small, as well as individuals to calculate the money they made off an investment. Calculating ROI is simple, both on paper and in Excel.

Microsoft Excel serves as a tool to organize data and calculate beta. What Is Beta? An index of 1.0 is commonly selected as the benchmark for a market index like the S&P 500 index.

Launch Excel. Type "Investment Amount" in cell A1. Widen column A until it is slightly larger than the text in cell A1. Type "Money Gained from Investment" into cell B1.

Enter this same formula in subsequent cells to calculate the portfolio weight of each investment, always dividing by the value in cell A2. In cell F2, enter the formula = ([D2*E2] + [D3*E3 ...

Estimated rate of return: The calculator uses 6% as a default, but this field is modifiable since your estimated rate of return will depend on your investment strategy.As a point of reference, the ...

There are several different ways to calculate VaR with the historical method being among the easiest to manually calculate. Excel can be very helpful in calculating the mean return, standard ...

Stock's historical variance measures its return stability over time. Higher variance indicates greater return unpredictability and risk. Calculate variance using Excel to simplify the process for ...

Divide the gain or loss by the original price of the investment to calculate the performance expressed as a decimal. In this example, you would divide -$200 by $1,500 to get -0.1333.

Successful investing requires the ability to distinguish long-term trends from the short-term noise that moves stock prices on a minute-to-minute. How to Calculate the Regression of 2 Stocks Using ...

According to this calculator, if you invest Rs 5,000 monthly for ten years at an anticipated return of 12%, then your investment amount will be Rs 6,00,000, and Rs 5,61,695 will be the estimated ...