Capital Allocation Line (CAL) – Excel Template

Capital Allocation Line (CAL)

The Capital Allocation Line (CAL) is a line graph that represents the combinations of expected return and standard deviation of return available to an investor when combining the optimal portfolio of risky assets with the risk-free asset. According to the two-fund separation theorem, every investor should choose a portfolio that lies on the Capital Allocation Line (CAL).

Some other related topics you might be interested to explore are the Efficient Frontier and Optimal Risky Portfolio.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Statistician, Financial Analyst, Data Analyst, or Portfolio Manager.

You can now download the Excel template for free.

The Capital Allocation Line is among the topics included in the Portfolio Management module of the CFA Level 1 Curriculum.

3-Statement Model – Excel Template

The P&L, Balance sheet, and Cash flow statements are three interrelated parts. The P&L feeds net income on the

3-Statement Model – Excel Template

The P&L, Balance sheet, and Cash flow statements are three interrelated parts. The P&L feeds net income on the liabilities and equity side of the Balance sheet. At the same time, we obtain Cash (an asset) by summing the bottom-line result of the Cash flow statement with previous year...
Learn More

Cash Flow – Excel Template

The cash flow statement shows how a company generated and spent cash throughout a given timeframe. An important truth

Cash Flow – Excel Template

The cash flow statement shows how a company generated and spent cash throughout a given timeframe. An important truth that is frequently neglected by inexperienced business owners is that profit does not equal cash. Every business owner and manager needs to have a clear idea of the cash flows...
Learn More

Balance Sheet – Excel Template

If the P&L statement shows how profitable a company was over a given timeframe, we can say that the

Balance Sheet – Excel Template

If the P&L statement shows how profitable a company was over a given timeframe, we can say that the Balance sheet is like a momentary picture of the firm’s condition at the time of preparation. The Balance sheet shows what a company owns (assets) and what it owes (liabilities...
Learn More