Trade Details
$
The price you paid per share when you bought.
$
The price per share at which you sold (or current price if still holding).
Total shares bought.
$
Total dividends received per share over the entire holding period. Enter 0 if none.
$
Total transaction cost when buying (broker commissions, taxes). Usually $0 with modern brokers.
$
Total transaction cost when selling.
yrs
How many full years you held the investment.
mo
Additional months beyond the full years above.
✓ Profit of $3,750 (75.00% total return)
Results
Net Profit / Loss
+$3,750
100 shares
Total Return (ROI)
75.00%
Including dividends & fees
Total Investment Cost
$5,000
Buy price × shares + fees
Sale Proceeds
$8,500
Sell price × shares − fees
Price Return
70.00%
Price change only
Dividend Income
$250.00
5.00% yield on cost
CAGR
20.51%
Over 3.0 years
Trade Visualization
Sell Price
Break-even
Buy Price
Price change: +70.00%Break-even: $50.00/shareCAGR: 20.51%
Return Breakdown
S&P 500 Benchmark Comparison
How your investment compared to holding an S&P 500 index fund for the same period. S&P 500 shown at historical average ~10%/yr — not the actual return for this specific period.
| Metric | Your Investment | S&P 500 (~10%/yr) |
|---|---|---|
| Total Cost | $5,000 | $5,000 |
| Final Value | $8,750 | $6,655 |
| Gain / Loss | $3,750 | $1,655 |
| Total Return | 75.00% | 33.10% |
| CAGR | 20.51% | 10.00% |
| Outperformed S&P? | ✓ Yes | — |
You beat the S&P 500 by $2,095 (41.90% more return)
Exit Price Scenarios
How your return changes at different exit prices (starting from buy price of $50.00, 100 shares, $250.00 total dividends).
| Sell Price | Price Change | Net Profit | Total Return | CAGR (annualized) |
|---|---|---|---|---|
| $35.00 | -30.00% | -$1,250 | -25.00% | -9.14% |
| $40.00 | -20.00% | -$750.00 | -15.00% | -5.27% |
| $45.00 | -10.00% | -$250.00 | -5.00% | -1.70% |
| $47.50 | -5.00% | +$0.00 | +0.00% | +0.00% |
| $50.00 | +0.00% | +$250.00 | +5.00% | +1.64% |
| $52.50 | +5.00% | +$500.00 | +10.00% | +3.23% |
| $55.00 | +10.00% | +$750.00 | +15.00% | +4.77% |
| $60.00 | +20.00% | +$1,250 | +25.00% | +7.72% |
| $65.00 | +30.00% | +$1,750 | +35.00% | +10.52% |
| $75.00 | +50.00% | +$2,750 | +55.00% | +15.73% |
| $87.50 | +75.00% | +$4,000 | +80.00% | +21.64% |
| $100.00 | +100.00% | +$5,250 | +105.00% | +27.03% |
Total Return vs Price Return
Price return only counts the stock price change. Total return includes dividends received during the holding period — and for dividend stocks, this can be a substantial portion of total performance. A stock that rose 30% but paid 15% in cumulative dividends actually delivered a 45% total return.
What is CAGR?
CAGR (Compound Annual Growth Rate) is the constant annual rate that would turn your initial investment into the final value. It normalizes returns across different time periods so you can compare a 3-year investment to a 7-year one fairly. CAGR is always lower than the simple annualized return for gains.
Break-even Price
Your break-even price accounts for commissions and fees. It's the minimum sell price needed to recover your full cost. At a $0 fee broker, break-even = buy price. With $5 buy + $5 sell fees on 100 shares bought at $50, break-even is $50.10/share.
Beating the S&P 500
Over long periods (~15+ years), roughly 90% of actively managed funds underperform the S&P 500 after fees. This benchmark is useful for honest evaluation of individual stock picks — if you can't beat the index consistently, low-cost index funds are usually the better choice. Luck vs skill is only distinguishable over many trades.
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