investment

CAPM Excel Template
(0)
494
107
The CAPM Excel template is a great tool to calculate the required rate of return for investing in a security…
Portfolio Beta Template
(0)
490
99
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
Alpha Excel Calculator
(0)
468
91
Alpha measures how well an investment performs relative to an appropriate market index. When alpha = 1, it means that…
Equity Risk Premium Excel Template
(0)
490
87
This equity risk premium (ERP) template shows the calculation of the equity risk premium of individual security based on the…
Compound Annual Growth Rate (CAGAR) Template
(0)
463
87
Compound annual growth rate (CAGR) measures a company's or an investment's annual growth rate over a time horizon, taken into…
Capital Gains Yield Calculator
(0)
444
80
Capital gains yield (CGY) measures how much the market price of an investment or security appreciates over a certain period…
Expected Return Excel Template
(0)
348
71
Expected return on an investment is the sum of all possible returns multiplied by the probability of each outcome. It…
Efficient Frontier and Capital Allocation Line (CAL) Template
(0)
412
65
The capital allocation line (CAL) is a line chart which graphically shows the risk-and-reward profile of risky assets and is…
Effective Annual Rate Excel Calculator
(0)
344
66
Effective annual rate (EAR), also referred to as effective interest rate or effective rate, is the rate of interest at…