Thank you The formula for computing the daily average return is below. You should therefore carefully consider I'm looking to create a sub that will loop through daily prices and calculate daily returns. Then, divide the result by the opening price. Am trying to tackle a financial drama. I need to be able to calculate what the percentage return has been on a weekly basis, as well as on a monthly basis, because it appears I was tricked by false advertising for an investment. I've been subtracting the opening value from the closing value to get the daily gain or loss, and then dividing that by the account's opening value for that day to get the %change in terms of change/initial amount. Your formula is for calculating geometry average. It is now September 7th and we would like to know our daily returns for our portfolio. As mentioned in our Getting Some Data article, values may sometimes appear as “#####”. We can then create a function on Excel or Google Sheets to calculate each days’ return for us in dollars. Third, we cover the process, going from the tricky daily data here, while showing you how to simpify things with monthly data including all corporate actions. If you have daily data that still makes sense when aggregated into weekly or monthly data, then you can accomplish that very easily in MS Excel, thanks to pivot tables. Hi, I am only a spreadsheet newbie. First, we would look up our Historical portfolio values by clicking “Graph My Portfolio” under the “My Portfolio” tab in the navigation bar. And in ou… Calculate Daily Return Divide your Step 4 result by the previous day’s closing price to calculate the daily return. Rate of return would be % chg in value / days. For a daily investment return, simply divide the amount of the return by the value of the investment. Second, we cover the type of return calculation, of the two we covered earlier: arithmetic or geometric return. That’s exactly what I was looking for. 1. Yes, if you have the total return and the number of days. Given that I’m too lazy to look up the root function, here is one that works off the top of my head: Let’s say your total return is 50%, (add 1 to that and) in cell B1 type: 1.5 In cell B2, type the number of days, for example: 75 In cell B3, type: =(1+B4)^B2 The result in cell B3 was too low (below 1.5) thanks. Although there's no basic percentage formula in Excel, you can multiply a number by a percentage using a formula. i have downloaded the last couple of years of historical data for a stock and want to calculate daily returns for each day. I have a column of dates going back in time over a thousand days (in date order) and an adjacent column of figures that show historic daily percentage movements in the value of an investment for each of those days. All information is provided on an "as-is" basis for informational purposes only, and is not intended for actual trading purposes or market advice. In that example, the answer was 0.542% daily return. Some days however show zero change. Percentage Change. Powered by Discourse, best viewed with JavaScript enabled. Continuing with the example, divide $1.25 by $35.50 to get 0.035. This is very simple. (From closing price to closing price) and format as 0.00%. Most people who trade lose money. The final spreadsheet should look something like this: If watching this video was an Assignment, get all 3 of these questions right to get credit! Step 1: To get the percentage of each student I need to calculate the total marks obtained by them among 6 subjects. I started with: .004 … calculate daily portfolio return and average daily return is below obtained in the year-end exams 0.25! Which portfolio yields the best daily and theoretical yearly return of historical data for a stock want... 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