Note: Tax is applied only if P/L is positive; minor fees are excluded; risk-free and inflation are user-adjustable.
Overview
Ending Value (net of costs/tax)--
Risk-free Ending Value--
Difference vs. Risk-free--
Real Purchasing Power (inflation-adjusted)--
Annualized Comparison
Your CAGR--
Risk-free CAGR--
Alpha (CAGR − RF)--
Outperformance Multiple (CAGR/RF)--
Notes
--
Cost Breakdown
Financing Cost--
Estimated Tax--
Catch-up Analysis
Annualized Return Needed to Catch Up--
Meta
Years (converted)--
Leverage (borrow/principal)--