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Excel Cheatsheet

Excel Cheat sheet that can be used to do Statistical Calculations. This contains the formulae to be used as well as Excel functions

Uploaded by

Peeyush Thakur
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
7K views

Excel Cheatsheet

Excel Cheat sheet that can be used to do Statistical Calculations. This contains the formulae to be used as well as Excel functions

Uploaded by

Peeyush Thakur
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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EXCEL STATISTICAL CHEAT SHEET

Name of Function Brief Explanation Formula In Excel


HPR (Holding Period Determines the total return earned from holding Type in the formula in a cell as
Return) an investment for a period of time. stated

(Actual Return)

= Beginning Price

= Ending Price
Arithmetic Mean Commonly called the ‘average’ Go to Paste Function >
Statistical> AVERAGE

(Average Return) Measure of central tendency =

= Return in year i
Geometric Mean Alternative measure of mean, which is Go to Paste Function >
particularly applicable when the average rate of Statistical> GEOMEAN
growth is to be measured. =
(Compound Average
Return)

= Return in year n

Note: Only applicable if x >0


Variance Statistically, measure of association. Go to Paste Function >
Financially, measure of risk and uncertainty on Statistical> VAR
the returns of an asset.
Standard Deviation Statistically, measure of association. Go to Paste Function >
Financially, measure of risk and uncertainty on Statistical> STDEV
the returns of an asset.

Covariance Measure of co-movement. It relates how 2 sets Go to Paste Function >


of variables behave in relation to one another. Statistical> COV or

Go to Data Analysis >


COVARIANCE
Correlation Same as covariance but it is units free – easier Go to Paste Function >
to interpret. It is always between –1<ρ <+1. Statistical> CORREL or

Go to Data Analysis >


CORRELATION
Beta Risk of the asset in relation to market, where Type in the formula in a cell as
the market beta is 1 stated

or Go to Data Analysis >


REGRESSION and the result
will be quoted as the coefficient
of X Variable
Weighted Average Each and every individual asset is assigned a Weighted Average Return = Type in the formula in a cell as
Return weighting showing its percentage contribution stated, given the weightings
to a portfolio. provided for you
Variance of a Portfolio Measures the risk of an overall portfolio with Type in the formula in a cell as
of 2 assets two assets. stated, given the weightings
provided for you

© 2002 Hughey Center for Financial Services.


All Rights Reserved.

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