investment

Crossover rate is the rate of return (or the weighted average cost of capital - WACC) at which the net…

This Beta Excel Calculator template is great tool to measure the volatility of an individual stock/portfolio relative to the volatility…

This excel model allows you to calculate return on investment easily using different methods based on information that you have.…

Alpha measures how well an investment performs relative to an appropriate market index. When alpha = 1, it means that…

This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…

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 (CGY) measures how much the market price of an investment or security appreciates over a certain period…

This equity risk premium (ERP) template shows the calculation of the equity risk premium of individual security based on the…

Expected return on an investment is the sum of all possible returns multiplied by the probability of each outcome. It…

The capital allocation line (CAL) is a line chart which graphically shows the risk-and-reward profile of risky assets and is…

Effective annual interest rate (EAR), also referred to as effective interest rate or effective rate, is the interest rate adjusted…