Risk-adjusted returns
Download daily adjusted closing prices for your stocks, peer/aspirant stocks, your fund, and a benchmark (e.g.
S&P500) from Yahoo Finance or another source
Calculate daily HPRs for each
Calculate excess returns in another column for each of your stocks and the benchmark assuming a T-bill rate
of .12% (don't forget to un-annualize; divide by 360)
For each stock
Regress excess returns for the stock (Y) on benchmark excess return (X) [Data, Data Analysis, Regression];
you now have beta and Jensen alpha for each of your stocks
Test whether beta signficantly > 1 or < 1, whichever is appropriate for the stock [this is equivalent to testing
whether the slope is > or < 1]
Test whether the Jensen alpha is significantly > 0
State your decision/conclusion for each test
Make a table with the following for the stocks, fund, and the benchmark: average HPRs, standard deviation of
HPRs, 1 year beta, CAPM required return, Sharpe ratio, M2, and the Treynor ratio.
Turn in a Word doc (and your Excel) with the table and your discussion/interpretation. What did you learn about
your stocks? Which asset is best using these performance measures?