The details of return calculation are given in the worksheet stock return analysis of Pfizer.xlsx. Table 21.5. Average yearly returns in percent YearPfizerDJIAExcess returns 2010 −5.0 5.6 −10.57 2011 23.8 12.0 11.74 2012 18.8 5.7 13.11 2013 17.5 25.9 −8.46 2014 3.6 9.2 −5.58 The ...
Offsetting Capital Gains Suppose that you have a $5,000 capital loss, and you also have a $5,000capital gainon the sale of another investment. The gain and the loss would offset each other on your return. In that situation, you would have no tax loss remaining to carry over to the ...