Finance Investing • Returns • Benchmarking

Stock Return & CAGR Calculator

Measure growth, understand your total return, and see how your portfolio compares to a benchmark in a few clicks.

Know your performance

Check your compound annual growth rate and compare it with a benchmark any time.

Investment details

Compound annual growth rate (CAGR)
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Total return: -- Net gain: --
Total invested
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Ending value
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Benchmark CAGR
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Benchmark ending value
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Performance vs benchmark
Enter your details to compare.

Quick interpretation

  • CAGR smooths variability into a single annualized rate so you can compare different holding periods.
  • The benchmark comparison shows how much the same dollars might have grown at the benchmark rate.
  • Add your total additional contributions so the calculator can account for money added after the original investment.