Excel Formula - Annualized Compound Returns

In Progress

This short simple project is to take a series of daily returns for the S&P 500 ( that I have provided) and provide the formula to reach the annualized compound return. The goal is to show the annualized compound return of the time frame if you were to buy and hold, growth of $1MM and the annualized compound return if you were to remove the 40 best days and if you remove the 40 worst days. This is a take off of an old Forbes article suggesting that one must buy and hold stocks in order to reach your investment goals because if you missed the 40 best days your return would be much less. What I am showing is that if you miss the 40 worst days your return would be MUCH better. I do not know how to input the formula. I would like this to be my template to update on a quarterly basis. I need the formula in the spreadsheet for the supplied time frame as well as detailed instructions on how to update for future dates.

Skills: Data Entry, Data Processing, Excel

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Project ID: #5034892

Awarded to:

priyal1997

ITS DONE!!! I will send it ............................................................................................................................................................................................. More

$60 USD in 1 day
(65 Reviews)
5.3

18 freelancers are bidding on average $111 for this job

sonarkaushik

Sir, I am well versed in this kind of jobs and can do your project as per requirement. Refer my online work portfolio at http://bit.ly/Lta2EN Looking for further discussions in this matter. with than More

$147 USD in 5 days
(65 Reviews)
5.9
inoussakabore

I am a statistician engineer working as a database manager there is about 4 years. I master VBA Excel, all about data managment I can do this job for you.

$105 USD in 3 days
(2 Reviews)
3.3
haiyenle

At first I will help you to calculate the return if you hold the securities from the first day to the last day and then calculate annualized compound return using this formula http://www.investopedia.com/terms/c/cagr.a More

$35 USD in 1 day
(4 Reviews)
3.0
gallyn

Good day sir! I'm very interested in this project and ready to discuss further for details. I'm looking forward to get your reply. Thanks and regards

$111 USD in 7 days
(1 Review)
2.8
Aldo21

Here is your file, if you hire me I could show you how to use and update it https://docs.google.com/file/d/0B5LM-dF66NaoSjZxOXRuNS1lNUk/edit?usp=sharing

$90 USD in 3 days
(4 Reviews)
2.2
amitchaps

Hi, This is Amit from Illuminatus Softwares,India. We have expertise in excel macros & excel vba & executed multiple such projects. We can discuss the requirement in detail as we are not sure if this is only e More

$166 USD in 5 days
(1 Review)
1.0
dviruki

Hello! I already have what you need, the result is that annualized compound return indeed is higher if you exlude extremums. Please see my PM for details.

$30 USD in 0 days
(2 Reviews)
0.9
francisco49

At this same moment I am making some proofs with attached excel spreadsheet. Think can afford with your problem Expert in data entry, data processing and excel.

$155 USD in 3 days
(0 Reviews)
0.0
elisabettabos1

I'm a frequently user of excel and now I can spend time for doing quickly this job. My bid is absolutly onest and cheaper.

$155 USD in 4 days
(0 Reviews)
0.0
pratiktulsiyan13

Hello, I am an experienced professional with expertise in Data entry, Excel, analyzing and refining data. I have experience in communicating with American clients, both verbal and written. I strictly adhere to deadlin More

$111 USD in 2 days
(0 Reviews)
0.0
y4yogi

i will give you best endresult because i have done this kind of work earliar so i am quite proficient of doing these kind of work. one more thing i does all the project by myself no outsourcing

$155 USD in 3 days
(0 Reviews)
0.0
GeetikaTitla

Hi Rawson, can help you work on the annualized compound interest calculation for the investment work. Will use your format provided, i.e, S& P 500 file and will provide you a dashboard which will show the impact of buy More

$100 USD in 3 days
(0 Reviews)
0.0
raymondgardiner

I can do this very quick, just provide me all the details and requirements. Please contact me for more info.

$222 USD in 1 day
(0 Reviews)
0.0
miglancer

Hi, I have a mathematical background (Master of Science in Mathematics) and I know Excel very well. I can do this task for you within 2 days. If you are interested in my offer just bid it. Regards, Michal Update: More

$55 USD in 2 days
(0 Reviews)
0.0
ProIngles

Hi, I am a former analyst with Merrill Lynch and also a qualified chartered accountant. I'm based in Mexico now but from the UK. Please get in touch and we can talk about the project further. Best regards

$155 USD in 3 days
(0 Reviews)
0.0
kingkai

Dear rawsonsmith, I will work on this project with my best. and I will not disappoint you. how I work on this project with step by step I'm concerned. 1 deskripi of your project and know what you want to it. 2 More

$138 USD in 3 days
(0 Reviews)
0.0
michellehsieh

I have done the calculation and am sending the file to you through the PM. I believe this satisfies your need for which you placed the project.

$50 USD in 1 day
(0 Reviews)
0.0
sramu1

I have over 15 yrs experience in IT and data processing. I have over 10 yrs experience in project management. I have over 5 yrs experience in quality assurance and software testing. I am a level 3 candidate in the CFA More

$155 USD in 3 days
(0 Reviews)
0.0
shaneo39

A proposal has not yet been provided

$155 USD in 3 days
(0 Reviews)
0.0
rishabhkhurana85

I can do this project by provided you a macro enabled excel file which will ask for few inputs (start and end dates) and give you exactly what you want. Let me know if this sounds ok.

$111 USD in 3 days
(0 Reviews)
0.0