Learn how to turn Monthly Returns into Annual Returns and annualized Standard Deviation in Excel using both Simple Returns and Log Returns. We start with Adjusted Close prices, calculate Monthly Returns (simple and log), then annualize Monthly Returns step-by-step before converting monthly volatility to annual volatility. You’ll see the exact Excel workflow and formulas to compute returns, CAGR-style annualization, and annualized risk from monthly data. Perfect for investors and analysts who want a clean, repeatable Excel process for stock return analysis and volatility (std dev) measurement.
Chapters:
0:00 – Adjusted Close Prices
0:44 – Calculate Monthly Returns From Prices (Simple)
1:28 – Calculate Monthly Returns From Prices (Log)
2:00 – Annualize Monthly Returns (Simple)
3:23 – Annualize Monthly Returns (Log)
4:13 – Calculate Annual Standard Deviation From Monthly Returns
💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/monthly-to-annual-returns-excel/
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*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.
