compound rate of return

[Bob Terrell]

How do I get a % for compound rate of return for a single
stock investment? Facts: date purchased, cost paid,
current date, curent value.

How do I do this for say 40 investments? An overall
compound rate of return OVERALL for all of 40 investments?
Seems like there should be a way to get a single % for
this portfolio? What rate of performance was achieved for
the 40 dates of investments if the total value on a later
date is such and such?

Any ideas are welcome. Seems like Excel should do this.

Please email me at (e-mail address removed)

Bob

 

[Paul Corrado]

With no dividends

((End Value + Dividends Paid Out)/ (Start Value))^(1/n) -1

where n = 365/(end date-start date) and Dividends Paid Out represent
dividend payments that were not reinvested in the portfolio.

will be the average annual compounded rate of return for a single security
or the entire portfolio.

HTH

PC

 

[Fred Smith]

For an entire portfolio, use the XIRR function. Just give XIRR your cash
flows (dividend reinvestments, buys and sells don't affect portfolio return)
and it will calculate your overall return.