Formula Library
Investment Formulas
ROI calculations, portfolio analysis, and investment performance tracking formulas.
CAGR (Annualized Return)
intermediateCalculate the compound annual growth rate - the smoothed annual return of an investment over time.
=(ending_value/beginning_value)^(1/years)-1 Portfolio Allocation Percentage
beginnerCalculate what percentage of your total portfolio each investment represents.
=investment_value / total_portfolio_value * 100 Return on Investment (ROI)
beginnerCalculate the percentage return on an investment relative to its cost.
=(current_value - initial_investment) / initial_investment * 100