Currently, I have the following transactions.
01/01/2000 I used $1000 to purchase stocks 30/05/2000 I received $100 stock dividend. 31/12/2000 I sold all stocks for $2000.
Hence, if I use XIRR to calculate
01/01/2000 -1000 (Invest in stock) 30/05/2000 100 (Received dividend) 31/12/2000 2000 (Sales in stock)
My yearly return is 1.157284223 (115.73%)
From the above calculated XIRR, may I know how much % does the received dividend contribute to the total XIRR? Is there any proper formula to calculate so?
I wish to get x & y figure.
I am having annualized return 115.73%. Out of this 115.73% annualized return, x% is contributed by dividend gain, y% is contributed by stock sales.
The reason I ask so, as I'm currently building a portfolio performance chart.
I need to break down my yearly XIRR to different segments (dividend, sales gain, paper gain)