# Returns Analysis Schedule IRR, MOIC and cash-on-cash returns for sponsors and investors. - Canonical: https://finamodel.com/schedules/returns-analysis - Group: Valuation & Returns - Found in: 76 models - Sheet-name variants: Returns, Returns_Analysis, Returns_Valuation ## About this returns analysis schedule A returns analysis schedule measures investment performance using IRR, MOIC, cash-on-cash returns, equity value creation, and exit proceeds. It shows how entry price, leverage, operating performance, and exit valuation translate into investor outcomes. Use this free Excel returns analysis schedule preview to compare sponsor return layouts from real private equity, venture, infrastructure, and acquisition models. It is useful when building investment committee materials, LBO cases, or portfolio return sensitivities. ## Source models - [lbo](https://finamodel.com/templates/lbo-model) - sheet: Returns_Analysis - [cap-table](https://finamodel.com/templates/cap-table-model) - sheet: Returns - [ipo-pricing](https://finamodel.com/templates/ipo-pricing-model) - sheet: Returns_Analysis - [share-buyback](https://finamodel.com/templates/share-buyback-model) - sheet: Returns_Analysis - [venture-studio](https://finamodel.com/templates/venture-studio-model) - sheet: Returns_Analysis - [exit-waterfall](https://finamodel.com/templates/exit-waterfall-model) - sheet: Returns - [convertible-safe](https://finamodel.com/templates/convertible-safe-model) - sheet: Returns - [restaurant](https://finamodel.com/templates/restaurant-model) - sheet: Returns - [hotel](https://finamodel.com/templates/hotel-model) - sheet: Returns - [gym](https://finamodel.com/templates/gym-model) - sheet: Returns - [brewery](https://finamodel.com/templates/brewery-model) - sheet: Returns - [ride-hailing](https://finamodel.com/templates/ride-hailing-model) - sheet: Returns_Valuation - [mixed-use](https://finamodel.com/templates/mixed-use-model) - sheet: Returns - [self-storage](https://finamodel.com/templates/self-storage-model) - sheet: Returns - [self-storage-ops](https://finamodel.com/templates/self-storage-ops-model) - sheet: Returns - [student-housing](https://finamodel.com/templates/student-housing-model) - sheet: Returns - [senior-living](https://finamodel.com/templates/senior-living-model) - sheet: Returns_Valuation - [real-estate-fund](https://finamodel.com/templates/real-estate-fund-model) - sheet: Returns - [land-banking](https://finamodel.com/templates/land-banking-model) - sheet: Returns - [construction-draw](https://finamodel.com/templates/construction-draw-model) - sheet: Returns - [bnpl](https://finamodel.com/templates/bnpl-model) - sheet: Returns_Valuation - [direct-lending](https://finamodel.com/templates/direct-lending-model) - sheet: Returns - [mezzanine-debt](https://finamodel.com/templates/mezzanine-debt-model) - sheet: Returns - [microfinance](https://finamodel.com/templates/microfinance) - sheet: Returns - [distressed-debt](https://finamodel.com/templates/distressed-debt-model) - sheet: Returns_Analysis - [abs-clo](https://finamodel.com/templates/abs-clo-model) - sheet: Returns - [collateral-pool](https://finamodel.com/templates/collateral-pool-model) - sheet: Returns - [credit-portfolio-cdo](https://finamodel.com/templates/credit-portfolio-cdo-model) - sheet: Returns - [loan-portfolio-cdr](https://finamodel.com/templates/loan-portfolio-cdr-model) - sheet: Returns - [fixed-income-portfolio](https://finamodel.com/templates/fixed-income-portfolio-model) - sheet: Returns_Analysis - [fund-of-funds](https://finamodel.com/templates/fund-of-funds-model) - sheet: Returns - [secondaries](https://finamodel.com/templates/secondaries-model) - sheet: Returns - [continuation-fund](https://finamodel.com/templates/continuation-fund-model) - sheet: Returns - [co-investment](https://finamodel.com/templates/co-investment-model) - sheet: Returns - [search-fund](https://finamodel.com/templates/search-fund-model) - sheet: Returns_Analysis - [target-date](https://finamodel.com/templates/target-date-model) - sheet: Returns - [multi-asset-allocation](https://finamodel.com/templates/multi-asset-allocation-model) - sheet: Returns_Analysis - [alternatives-allocation](https://finamodel.com/templates/alternatives-allocation-model) - sheet: Returns - [fx-portfolio](https://finamodel.com/templates/fx-portfolio-model) - sheet: Returns - [reinsurance](https://finamodel.com/templates/reinsurance-model) - sheet: Returns_Valuation - [renewable-energy](https://finamodel.com/templates/renewable-energy-model) - sheet: Returns - [ev-charging](https://finamodel.com/templates/ev-charging-model) - sheet: Returns - [battery-storage](https://finamodel.com/templates/battery-storage-model) - sheet: Returns - [hydrogen](https://finamodel.com/templates/hydrogen-model) - sheet: Returns - [lng-terminal](https://finamodel.com/templates/lng-terminal-model) - sheet: Returns - [mining](https://finamodel.com/templates/mining-model) - sheet: Returns - [fibre-network](https://finamodel.com/templates/fibre-network-model) - sheet: Returns_Valuation - [data-centre](https://finamodel.com/templates/data-centre-model) - sheet: Returns - [cloud-infra](https://finamodel.com/templates/cloud-infrastructure-model) - sheet: Returns - [project-finance-sculpting](https://finamodel.com/templates/project-finance-sculpting-model) - sheet: Returns - [infrastructure-fund](https://finamodel.com/templates/infrastructure-fund-model) - sheet: Returns - [infrastructure-bond](https://finamodel.com/templates/infrastructure-bond-model) - sheet: Returns - [infrastructure-concession](https://finamodel.com/templates/infrastructure-concession-model) - sheet: Returns - [ppp-availability](https://finamodel.com/templates/ppp-availability-model) - sheet: Returns - [tax-equity-flip](https://finamodel.com/templates/tax-equity-flip-model) - sheet: Returns - [airport](https://finamodel.com/templates/airport-financial-model) - sheet: Returns - [rail-concession](https://finamodel.com/templates/rail-concession-model) - sheet: Returns - [toll-road](https://finamodel.com/templates/toll-road-model) - sheet: Returns - [port](https://finamodel.com/templates/port-model) - sheet: Returns_Valuation - [theme-park](https://finamodel.com/templates/theme-park-model) - sheet: Returns - [film-slate](https://finamodel.com/templates/film-slate-model) - sheet: Returns - [car-wash](https://finamodel.com/templates/car-wash) - sheet: Returns - [carbon-credit](https://finamodel.com/templates/carbon-credit-model) - sheet: Returns - [cro](https://finamodel.com/templates/cro-model) - sheet: Returns - [private-school](https://finamodel.com/templates/private-school-model) - sheet: Returns - [preferred-equity-waterfall](https://finamodel.com/templates/preferred-equity-waterfall-model) - sheet: Returns - [spac](https://finamodel.com/templates/spac-model) - sheet: Returns_Analysis - [dental-practice](https://finamodel.com/templates/dental-practice) - sheet: Returns - [revenue-based-financing](https://finamodel.com/templates/revenue-based-financing) - sheet: Returns - [catastrophe-bond](https://finamodel.com/templates/catastrophe-bond) - sheet: Returns - [aircraft-leasing](https://finamodel.com/templates/aircraft-leasing) - sheet: Returns - [litigation-funding](https://finamodel.com/templates/litigation-funding) - sheet: Returns - [neobank](https://finamodel.com/templates/neobank) - sheet: Returns - [pet-care](https://finamodel.com/templates/pet-care) - sheet: Returns - [mobile-home-park](https://finamodel.com/templates/mobile-home-park-model) - sheet: Returns - [parking-garage](https://finamodel.com/templates/parking-garage) - sheet: Returns ## Related schedules - [Sensitivity](https://finamodel.com/schedules/sensitivity) - Two-way data tables and tornado charts on the key value drivers. - [Exit Waterfall](https://finamodel.com/schedules/exit-waterfall) - Distribution waterfall across debt, preferred and equity at exit. - [DCF & Valuation](https://finamodel.com/schedules/dcf-valuation) - Discounted-cash-flow with WACC, terminal value and implied value per share. - [Ratios & KPIs](https://finamodel.com/schedules/ratios-kpis) - Operating and financial ratio dashboard derived from the statements. - [NAV & Portfolio](https://finamodel.com/schedules/nav-portfolio) - Net-asset-value and holdings rollup for funds and portfolios. - [Capital Returns](https://finamodel.com/schedules/capital-returns) - Dividend and buyback schedule with payout and yield analysis.