If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

Discover how to accurately calculate beta in Excel, understand its importance in finance, and ensure consistency by choosing ...

Learn how to calculate the present value of various bond types using Excel, including zero-coupon, annuities, and continuous ...

"Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money. To calculate ROI you divide the earnings you made from an investment by the ...

A stock's historical variance measures the difference between the stock's returns for different periods and its average return. A stock with a lower variance typically generates returns that are ...

Successful investing requires the ability to distinguish long-term trends from the short-term noise that moves stock prices on a minute-to-minute basis. One way to tune out the random oscillations and ...

How to calculate conditional running totals in an Excel revenue sheet Your email has been sent Adding a running total to a simple Microsoft Excel revenue sheet isn't difficult, but adding a ...

When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

Later, we'll add an IF() function that returns a subtotal for each day. How to calculate conditional subtotals in an Excel revenue sheet Your email has been sent Adding a condition to a simple revenue ...

Stock's historical variance measures its return stability over time. Higher variance indicates greater return unpredictability and risk. Calculate variance using Excel to simplify the process for ...