Cagr Irr Solved

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UnitCos

OrderDate Region Rep Item Units t Total


1/6/2018 East Jones Pencil 95 1.99 189.05
1/23/2018 Central Kivell Binder 50 19.99 999.5
2/9/2018 Central Jardine Pencil 36 4.99 179.64
2/26/2018 Central Gill Pen 27 19.99 539.73
3/15/2018 West Sorvino Pencil 56 2.99 167.44
4/1/2018 East Jones Binder 60 4.99 299.4
4/18/2018 Central Andrews Pencil 75 1.99 149.25
5/5/2018 Central Jardine Pencil 90 4.99 449.1
Thompso
5/22/2018 West n Pencil 32 1.99 63.68
6/8/2018 East Jones Binder 60 8.99 539.4
6/25/2018 Central Morgan Pencil 90 4.99 449.1
7/12/2018 East Howard Binder 29 1.99 57.71
7/29/2018 East Parent Binder 81 19.99 1,619.19
8/15/2018 East Jones Pencil 35 4.99 174.65
9/1/2018 Central Smith Desk 2 125 250
9/18/2018 East Jones Pen Set 16 15.99 255.84
10/5/2018 Central Morgan Binder 28 8.99 251.72
10/22/2018 East Jones Pen 64 8.99 575.36
11/8/2018 East Parent Pen 15 19.99 299.85
11/25/2018 Central Kivell Pen Set 96 4.99 479.04
12/12/2018 Central Smith Pencil 67 1.29 86.43
12/29/2018 East Parent Pen Set 74 15.99 1,183.26
1/15/2019 Central Gill Binder 46 8.99 413.54
2/1/2019 Central Smith Binder 87 15 1,305.00
2/18/2019 East Jones Binder 4 4.99 19.96
3/7/2019 West Sorvino Binder 7 19.99 139.93
3/24/2019 Central Jardine Pen Set 50 4.99 249.5
4/10/2019 Central Andrews Pencil 66 1.99 131.34
4/27/2019 East Howard Pen 96 4.99 479.04
5/14/2019 Central Gill Pencil 53 1.29 68.37
5/31/2019 Central Gill Binder 80 8.99 719.2
6/17/2019 Central Kivell Desk 5 125 625
7/4/2019 East Jones Pen Set 62 4.99 309.38
7/21/2019 Central Morgan Pen Set 55 12.49 686.95
8/7/2019 Central Kivell Pen Set 42 23.95 1,005.90
8/24/2019 West Sorvino Desk 3 275 825
9/10/2019 Central Gill Pencil 7 1.29 9.03
9/27/2019 West Sorvino Pen 76 1.99 151.24
Thompso
10/14/2019 West n Binder 57 19.99 1,139.43
10/31/2019 Central Andrews Pencil 14 1.29 18.06
11/17/2019 Central Jardine Binder 11 4.99 54.89
12/4/2019 Central Jardine Binder 94 19.99 1,879.06
12/21/2019 Central Andrews Binder 28 4.99 139.72
1/7/2020 Central Sorvino Pen Set 5 1.29 9.03
1/24/2020 West Gill Desk 62 1.99 151.24
2/10/2020 West Sorvino Pencil 55 19.99 1,139.43
Thompso
2/27/2020 Central n Pen 42 1.29 18.06
3/15/2020 West Andrews Binder 3 4.99 54.89
4/1/2020 West Jardine Pen Set 7 19.99 1,879.06
4/18/2020 Central Jardine Desk 76 4.99 139.72
5/5/2020 West Andrews Pencil 43 12.4 879.229
5/22/2020 West Sorvino Pen 45 13.5 977.913
6/8/2020 Central Gill Binder 47 14.7 1,076.60
6/25/2020 West Sorvino Pen Set 48 15.8 1175.28
Thompso
7/12/2020 West n Desk 50 17.0 1274
7/29/2020 Central Andrews Pencil 52 18.1 1,372.65
8/15/2020 West Jardine Pen 54 19.3 1471.34
9/1/2020 West Jardine Binder 56 20.4 1570
9/18/2020 Central Andrews Pen Set 58 21.5 1668.71
10/5/2020 West Sorvino Desk 59 22.7 1,767.39
Sales Data Task
Application of Pivot Table
1 Inventory Decision: Which Product brings the maximum revenue?
2 Inventory Decision: Which Product sells the most in each of the regions?
3 Sales Review: Which region brings most revenue?
4 Sales
Sales Review:
Review: Which
PresentSales Representative
in a chart bringswise
format product in most revenue?
breakup of revenue
5 for each year
6 Sales Review: Plot revenue for each year
Date NASDAQ Sensex NASDAQ MONTHLY RETRUN SENSEX MONTHLY RETURN
3/1/2015 4900.88 27957.49
4/1/2015 4941.42 27011.31 0.8% -3.384%
5/1/2015 5070.03 27828.44 2.6% 3.025%
6/1/2015 4986.87 27780.83 -1.6% -0.171%
7/1/2015 5128.28 28114.56 2.8% 1.201%
8/1/2015 4812.71 26283.09 -6.2% -6.514%
9/1/2015 4620.16 26154.83 -4.0% -0.488%
10/1/2015 5053.75 26656.83 9.4% 1.919%
11/1/2015 5108.67 26145.67 1.1% -1.918%
12/1/2015 5007.41 26117.54 -2.0% -0.108%
1/1/2016 4613.95 24870.69 -7.9% -4.774%
2/1/2016 4557.95 23002 -1.2% -7.514%
3/1/2016 4869.85 25341.86 6.8% 10.172%
4/1/2016 4775.36 25606.62 -1.9% 1.045%
5/1/2016 4948.05 26667.96 3.6% 4.145%
6/1/2016 4842.67 26999.72 -2.1% 1.244%
7/1/2016 5162.13 28051.86 6.6% 3.897%
8/1/2016 5213.22 28452.17 1.0% 1.427%
9/1/2016 5312 27865.96 1.9% -2.060%
10/1/2016 5189.14 27941.51 -2.3% 0.271%
11/1/2016 5323.68 26652.81 2.6% -4.612%
12/1/2016 5444.5 26626.46 2.3% -0.099%
1/1/2017 5614.79 27655.96 3.1% 3.866%
2/1/2017 5825.44 28743.32 3.8% 3.932%
3/1/2017 5911.74 29620.5 1.5% 3.052%
4/1/2017 6047.61 29918.4 2.3% 1.006%
5/1/2017 6198.52 31145.8 2.5% 4.102%
6/1/2017 6140.42 30921.61 -0.9% -0.720%
7/1/2017 6348.12 32514.94 3.4% 5.153%
8/1/2017 6428.66 31730.49 1.3% -2.413%
9/1/2017 6495.96 31283.72 1.0% -1.408%
10/1/2017 6727.67 33213.13 3.6% 6.167%
11/1/2017 6873.97 33149.35 2.2% -0.192%
12/1/2017 6903.39 34056.83 0.4% 2.738%
1/1/2018 7411.48 35965.02 7.4% 5.603%
2/1/2018 7273.01 34184.04 -1.9% -4.952%
3/1/2018 7063.45 32968.68 -2.9% -3.555%
4/1/2018 7066.27 35160.36 0.0% 6.648%
5/1/2018 7442.12 35322.38 5.3% 0.461%
6/1/2018 7510.3 35423.48 0.9% 0.286%
7/1/2018 7671.79 37606.58 2.2% 6.163%
8/1/2018 8109.54 38645.07 5.7% 2.761%
9/1/2018 8046.35 36227.14 -0.8% -6.257%
10/1/2018 7305.9 34442.05 -9.2% -4.927%
11/1/2018 7330.54 36194.3 0.3% 5.088%
12/1/2018 6635.28 36068.33 -9.5% -0.348%
1/1/2019 7281.74 36256.69 9.7% 0.522%
2/1/2019 7532.53 35867.44 3.4% -1.074%
3/1/2019 7729.32 38672.91 2.6% 7.822%
4/1/2019 8095.39 39031.55 4.7% 0.927%
5/1/2019 7453.15 39714.2 -7.9% 1.749%
6/1/2019 8006.24 39394.64 7.4% -0.805%
7/1/2019 8175.42 37481.12 2.1% -4.857%
8/1/2019 7962.88 37332.79 -2.6% -0.396%
9/1/2019 7999.34 38667.33 0.5% 3.575%
10/1/2019 8292.36 40129.05 3.7% 3.780%
11/1/2019 8665.47 40793.81 4.5% 1.657%
12/1/2019 8972.6 41253.74 3.5% 1.127%
1/1/2020 9150.94 40723.49 2.0% -1.285%
2/1/2020 9731.18 41257.74 6.3% 1.312%
2/14/2020 9731.176 0.0% -100.0%
mr 1.2% 0.73%
stdev 4.13% 3.7%
cagr 14.70% 8.09%

14.7% 8.09%

MONTHLY RETRUR
15.0%

10.0%

5.0%

0.0%

-5.0%

-10.0%

-15.0%

NASDAQ S
NASADQ

MIN -9.5%
MAX 9.7%

CLASS NASDAQ
-10% YO -5% 5
-5% TO 0% 13
0% TO 5% 33
5% TO 10 % 9
Aveage nasdaq monthly return
MONTHLY RETRURN CHART

NASDAQ SENSEX
SENSEX

-7.5%
10.2%

SENSEX
3
NASADAQ SENSEX
S.D 4.13% 3.71%
RETURN 1.23% 0.73%
RISK RETURN 0.30 0.20
CAGR 14.70% 8.09%
ALTERNATIVE` 14.70% 8.09%
Application of Formulae
Risk Return Task
1 Return Assessment: Calculate Average Monthly Return
2 CAGR: Calculate CAGR for both
3 Risk Assessment: Calculate Volatility for Both
4 Return Risk Trade off: Calculate Risk-Return trade off and comment on it
5 Plot Returns Data for both indices on one chart, compare and comment
6 Plot Skewness data for returns of both

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