As a first step, look up the U$.$S$.$ Treasury $10-$year bond rate and enter it in Cell D$6.$ This is considered the market standard definition of $$risk free rate.$$

The investments, ticker, dollar amounts, and weights have already been generated for each profile and should be left unchanged.

Enter the last business closing day dollar price for each investment in column G$.$ Note that cash and CD will not have any closing prices.

Enter the business closing day dollar price one year ago from the date in column G for each investment in column H$.$ Note that cash and CD will not have any closing prices.

In Column I, Annual Return will be automatically calculated as you complete columns G and H$.$

Any return generated must be considered in excess of what could have been earned without taking on market $($credit risk$),$ as in investing in the risk$-$free U$.$S$.$ Government bond. Column J$,$ Risk Adjusted Return, automatically calculates the difference between annual return and return generated from U$.$S$.$ Government Bond.

Five$-$year annual return can be calculated manually, where for simplicity you assume the asset was held in each prior five years, with the beginning year price as P$1,$ the end year price as P$2,$ and the annual return calculated as $($P$2-$P$1)/$P$1,$ and then multiplied by $100$ to be converted to $\%.$ Once you have the annual rate of return divided for each year, you add the five$-$year return and divide by five. Also, you can look up the five$-$year annual return from any financial search engine by looking up the ticker.