Learn how to calculate stock beta in Excel using historical price data and formulas—enhance your investment analysis with ...

Total return includes both capital gains and dividends, providing a comprehensive view of stock performance. Expressing total return as a percentage or dollar value helps compare various investments ...

Preferred stock combines features of both equity and debt. Unlike common stock, preferred shares often offer fixed dividends and priority in asset distribution, making them attractive for ...

Master calculating cost of equity in Excel using CAPM. Discover step-by-step guidance on market return, risk-free rate, and ...

ROI is an important measure of an investment's performance but it has some drawbacks. Reviewed by Margaret James Fact checked by Jared Ecker Return on investment (ROI) is a ratio that measures the ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. If your tax return involves equity compensation and stock sales, you ...

Forbes contributors publish independent expert analyses and insights. I write about financial planning and investing. Modern stock market performance reporting began in 1926. The stock market data in ...

Our writers and editors used an in-house natural language generation platform to assist with portions of this article, allowing them to focus on adding information that is uniquely helpful. The ...

Matt Frankel, CFP, is a contributing Motley Fool stock market analyst and personal finance expert covering financial stocks, REITs, SPACs, and personal finance. Prior to The Motley Fool, Matt taught ...