I want to calculate my returns in excel using XIRR format.
Currently, I am just listing down cashflows and dates and using the xirr formula… so this way I have my returns since inception.
Now, I want to calculate returns for periods like 3m, 6m, 1y, 2y etc…to be able to compare to benchmark indices…
What is the data set that should be included in this calculation ?
- stock A in purchased in June 2022 and sold in Mar 2023. In which all data sets will the cashflows from this stock included ?
- Stock B is purchase in in Jan 2022 and sold in Mar 2023. In which all data sets will the cashflows from this stock included ?
So for eg – for 1y return period, only stocks that are BOUGHT and SOLD within 1Y period should be included or only the ones that are SOLD within that 1Y period.
Sorry, if this question looks quite naive…
TIA
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