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.

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 ...

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.

Reviewed by Thomas Brock Fact checked by Suzanne Kvilhaug CAPM: An Overview Many investors use the capital asset pricing model (CAPM) as a way to estimate the potential return of a stock or other ...

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