Excel templates

On this page you can find the links to download the Excel spreadsheets we use on our YouTube channel. Simply check the contents box below to find the Excel template you’re interested in. We’ve also included links to the YouTube videos for your convenience.

Portfolio risk and return

Visit the tutorial page to download the Excel template: How to calculate portfolio risk and return in Excel.

Combining two stocks in a portfolio

Portfolio beta

Jensen’s alpha calculations

Visit the tutorial page to download the Excel template: How to calculate Jensen’s alpha in Excel.

Treynor ratio calculations