Excel templates

excess return, raw return, risk-free rate

On this page, you can find the links to download the Excel spreadsheets we refer to on our YouTube channel. Simply check the contents box below to find the Excel template you want. We’ve also included links to the relevant 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

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

Sharpe ratio

You might also find the following lesson in our investments course useful: Sharpe ratio formula and calculator.

Treynor ratio