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 ...

Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles here to correctly calculate your investment portfolio returns.

One simple but powerful method investors can use to assess the risk and reward of a stock portfolio is using the Capital Asset Pricing Model, or CAPM, model for expected returns.

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier.

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.

Microsoft Excel, the widely used spreadsheet software, can be helpful for statistical analysis, with its built-in functions and free add-in tools.

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.

By knowing how to calculate how volatile your portfolio is, you can get a better sense of its potential risk going forward.