Beta Calculator Strictly Confidential

Notes
This Excel model is for educational purposes only and should not be used for any other reason.
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Beta (β) Calculator

Individual Stock S&P 500 Index

Date Price Return Date Price Return
1/2/2018 16.00 1/2/2018 2,696
1/9/2018 30.00 87.5% 1/9/2018 2,751 2.0%
1/16/2018 16.00 -46.7% 1/16/2018 2,776 0.9%
1/23/2018 29.00 81.3% 1/23/2018 2,839 2.3%
1/30/2018 24.00 -17.2% 1/30/2018 2,822 -0.6%
2/6/2018 28.00 16.7% 2/6/2018 2,695 -4.5%
2/13/2018 25.00 -10.7% 2/13/2018 2,663 -1.2%
2/20/2018 21.00 -16.0% 2/20/2018 2,716 2.0%
2/27/2018 25.00 19.0% 2/27/2018 2,765 1.8%

Beta (β) 6.04

Beta Chart
100.0%

80.0%

60.0%

40.0%
Stock

20.0%
f(x) = 6.88370017823565 x
0.0%
-5.0% -4.0% -3.0% -2.0% -1.0% 0.0% 1.0% 2.0% 3.0%
-20.0%

-40.0%

S&P 500 -60.0%

This file is for educational purposes only. E&OE

Corporate Finance Institute®

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