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本帖于 2024-01-18 07:28:24 时间, 由普通用户 t130152 编辑

Total Shareholder Return (TSR) and Compound Annual Growth Rate (CAGR) are financial metrics used to evaluate the performance of investments, particularly in the context of stocks or securities.

- **Total Shareholder Return (TSR):** TSR represents the total return an investor receives from holding a particular investment over a specific period. It includes both capital gains (or losses) and any dividends or other distributions received during that time. It gives a comprehensive view of the overall return on an investment.

- **Compound Annual Growth Rate (CAGR):** CAGR is a measure of the geometric progression ratio that provides a constant rate of return over a specified time period. It smoothens out the fluctuations in an investment's value, providing a single, consistent rate of growth over time.

In summary, while TSR reflects the overall return from holding an investment, CAGR provides a standardized annual growth rate, making it easier to compare the performance of different investments over various time frames.

- **Total Shareholder Return (TSR) Formula:**
TSR = ending adj price/start adj price 减1,此即为前文所述总收益率

- **Compound Annual Growth Rate (CAGR) Formula:**
CAGR = (ending adj price/start adj pric)的n分之一次方减1

These formulas provide a way to calculate TSR and CAGR based on the relevant parameters like stock prices, dividends, beginning and ending values, and the number of years.

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