Stock Annual Return & Standard Deviation in Excel | FREE FILE

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Join Ryan O'Connell, CFA, FRM, in this informative tutorial as he guides you through the process of calculating stock annual return and standard deviation using Excel. Starting with how to obtain stock price data from Yahoo Finance, Ryan will teach you step-by-step how to calculate daily returns, annual returns, and finally, the annual standard deviation to assess investment risk and performance efficiently. Perfect for investors and finance students, this video is packed with practical tips and Excel formulas to enhance your financial analysis skills. Whether you're a beginner or looking to refine your expertise, this guide offers valuable insights into making informed investment decisions.

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Chapters:
0:00 - Get Stock Price Data from Yahoo Finance
1:07 - Calculate Daily Returns
2:30 - Calculate Annual Return
3:54 - Calculate Annual Standard Deviation

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.
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💾 Download Free Excel File:

🎓 Tutor With Me: 1-On-1 Video Call Sessions Available
► Join me for personalized finance tutoring tailored to your goals:

RyanOConnellCFA
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Very informative video. Thanks for teaching.

williama.rivera
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Great stuff. Would love to see you put together a financial modeling video with forecasting.

mitchellwalsh
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Thanks for the video, Ryan! To calculate the annual yield of bonds, we use a 365-day basis, unlike stocks, where we use 252, right?

МаксимСидоров-шя
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Hi @RyanOConnellCFA in your other video in calculating Tracking error and Information ratio you have used PRODUCT function to calculate the annualized return but in this video with log returns the formula for annualized returns is different.

Can you please explain why the different formula is used.

tarunhasija
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I have a question:
If 252 is the number of trading days in a year, why is n so high? Is n the number of times the value of a stock changed?

kavanpuranik