Annualized Returns in Excel

[@wirsyt]

Thank you Ronald. It will be a great help if you can perhaps maybe generalize this CAGR calculation for a more realistic scenario. With realistic scenario, I mean instead of buying a stock in just one shot, how can we calculate annualized return if we were buying chunks at regular intervals i.e. Dollar Cost Averaging). Also, is there a way to account for dividend income in this calculation?

[@arturogallobalma4621]

XIRR excel function

[@mm0dk0ur]

Many thanks Ronald, can you please make a video showing the returns affected but adding cash and withdrawals from the account? Also for the above example is there a better way when for the same stock you have several purchases at different date ? Thanks

[@arturogallobalma4621]

XIRR excel function

[@jacobsello1162]

Thanks for the video. Let's say I invest $100 on 01/10/2024. I then deposited an extra $100 on 25/10/2024. Then on 01/11/2024 I receive my interests amounting to $20, which means now I have a total of $220. How do I annualise this return? (considering the additional investment)

[@arturogallobalma4621]

(Current Value/Initial Investment)^(365/Days)-1 si ottiene il medesimo risultato.