This spreadsheet allows you to input past returns on a stock and a market index to analyze its price performance, its sensitivity to market movements and the proportion of its risk that can be attributed to the market. Using the free Stock Return Performance Template, you will be able to analyze this data in a way that you can easily predict the performance of that specific stock you want to analyze. The free template document offers a multitude of different options for customization as well, serving as the best tool for new stock buyers and old professionals alike. To give this template at try, simply follow the link that we have provided for you below.
How to Use the Stock Return Performance Template
You will find that downloading the free template document to your computer is as easy as following the link at the bottom of this page.
You will begin by entering the specified data of your stock at the top of this page. Simply enter items like current risk-free rate, the number of periods you want to watch, stock price, and annual DPS.
The template will then provide you with the feedback you need at the bottom of this page. You can enter the changes in stock price and the rest of the information in the sections of the template highlighted in tan.
What you see to the right of the main table is the important feedback that will allow you to analyze the performance of that stock.
In the example given, you will see that the stock has been performing poorly over time; you would then make the decision to either sell or continue until a rise is likely to happen.
Top Features of the Stock Return Performance Template
- Simple to get started.
- Reusable for year after year.
- Track as many stocks as you like.
Download: Stock Return Performance Template
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