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Performance tracking graphic showing CAGR analysis and structured portfolio return tracking for long-term investing and compounding performance measurement.

Performance tracking graphic showing CAGR analysis and structured portfolio return tracking for long-term investing and compounding performance measurement.

1.8 - How to Track Your Portfolio Performance (The Right Way – Not Just “Up or Down”)

Most investors track performance the wrong way. Learn how to measure your portfolio properly using total return and CAGR — and why it changes everything.

Compounding Investor

Apr 166 min read

CAGR Calculator System thumbnail showing portfolio growth analysis, CAGR calculations, benchmark comparison metrics, compounding performance measurement and a structured checklist for evaluating long-term investment returns.

CAGR Calculator System thumbnail showing portfolio growth analysis, CAGR calculations, benchmark comparison metrics, compounding performance measurement and a structured checklist for evaluating long-term investment returns.

2.0 - How to Calculate CAGR in Excel for Investment Performance

Most investors don’t actually know their true returns — they track prices, not performance. This guide explains how to calculate CAGR in Excel step-by-step, so you can measure your investment performance accurately and make more informed decisions.

Compounding Investor

Apr 79 min read

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