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 ...

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.

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

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier.

Knowing how an index is performing can give you an idea of how the market and your portfolio are doing relative to the index.

Gain insights on portfolio management through short-term returns. Learn to calculate and interpret monthly returns for informed long-term investing decisions.

Next, have Excel run the regression on the two columns of return data you generated. Under the Data menu, the Data Analysis button allows you to select Regression.