Use annual return to compare investments over different time frames. Calculate annual return: Adjust purchase price for splits, then annualize simple return. Dividends can be included by using ...

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.

Gain insights on portfolio management through short-term returns. Learn to calculate and interpret monthly returns for informed long-term investing decisions.