How to calculate return on investment (ROI), the money an investment made relative to its cost, in Microsoft Excel.

Excel and Google Sheets have three functions to calculate the internal rate of return: IRR, XIRR, and MIRR. Learn how these functions can calculate investment returns.

If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel.

We show you how to calculate compound interest in Excel at different rate of interests, like semi-annually, quarterly, monthly, etc.

Calculating the return One of the best methods for calculating an average return for a stock investment is the XIRR function in Excel.

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.

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.