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.

One simple but powerful method investors can use to assess the risk and reward of a stock portfolio is using the Capital Asset Pricing Model, or CAPM, model for expected returns.

How to Calculate the Average Annual Rate of Return in Excel. If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of ...

With Excel and data from your broker, however, calculating the average return is fairly easy using the XIRR function. How to calculate average stock returns in Excel ...

The goal of rational investors is to maximize total return under a given set of constraints.

Calculate the expected annual return of your portfolio in Microsoft Excel by using the value and expected rate of return of each investment.