Investment Metrics to Compare Multiple Stocks / Cryptocurrencies

Cryptocurrency, Financial Model, Financial Services, General Excel Financial Models, Stock Market

Excel, Net Yield, Private Equity, Return on Investment (ROI)

This acts as a logic explainer of the most commonly accepted and used financial ratios. You can use this template to build your own investment analysis. The ratios / values you drive are going to be useful when trying to quantitatively analyze multiple stocks / cryptocurrencies against each other.

Much of the ratios are based on some benchmark measured against a given asset. There could be multiple assets measured all at once and that gives you a unique filter when looking for an investment. The primary driver of data is time-series data points over various lengths of time.

Tabs include:
Buy and Hold Return %
Returns %
Alpha
Beta
Sharpe
Sortino
Benchmark Returns
Drawdown
Volatility
Max Drawdown

Note this is not investment advice. Use at your own risk.