Finance Project 2

User Generated

lbfrs911

Business Finance

Finance 344

Morgan State University

Description

  1. For your assigned firm, using monthly stock price data from 2010-2017:1) Compute the beta coefficient, using S&P 500 Index as the benchmark;2) Compute the Sharpe Ratio
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Explanation & Answer

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Sonic
Date
11/1/2017
10/1/2017
9/1/2017
8/1/2017
7/1/2017
6/1/2017
5/1/2017
4/1/2017
3/1/2017
2/1/2017
1/1/2017
12/1/2016
11/1/2016
10/1/2016
9/1/2016
8/1/2016
7/1/2016
6/1/2016
5/1/2016
4/1/2016
3/1/2016
2/1/2016
1/1/2016
12/1/2015
11/1/2015
10/1/2015
9/1/2015
8/1/2015
7/1/2015
6/1/2015
5/1/2015
4/1/2015
3/1/2015
2/1/2015
1/1/2015
12/1/2014
11/1/2014
10/1/2014
9/1/2014
8/1/2014
7/1/2014
6/1/2014
5/1/2014
4/1/2014

SONIC
S&P 500 SONIC% S&P 500%
24.41026
0.00 -0.03268
-1
25.23486 2557.00 -0.00196 0.0257377
25.28454 2492.84 0.093416 0.0149091
23.12436 2456.22 -0.01057 0.0008639
23.37131 2454.10 -0.10683 0.0082622
26.16677 2433.99 -0.08895 0.0161313
28.72168 2395.35 0.087054 0.0152757
26.42158 2359.31 0.059937 -0.003173
24.92751 2366.82 0.008735 0.0158418
24.71164 2329.91 0.015261 0.0240822
24.34018 2275.12 -0.06073 0.0126812
25.91398 2246.63 0.021809 0.0377092
25.36089 2164.99 0.139241 0.0102519
22.26122 2143.02
-0.1249 -0.0067989
25.43862 2157.69 -0.08389 -0.0090885
27.7681 2177.48 0.066147 0.0132998
26.0453 2148.90 -0.00518 0.0311965
26.1808 2083.89 -0.08899
0.008879
28.73833 2065.55 -0.13326 -0.0048132
33.15665 2075.54 -0.02247 0.0265041
33.91876 2021.95 0.202017 0.0617143
28.2182 1904.42 -0.00034 -0.0073908
28.2278 1918.60 -0.09068 -0.0659565
31.0429 2054.08 0.116215 -0.0127558
27.81086 2080.62 0.01822 0.0275631
27.31322 2024.81 0.243573 0.0413547
21.9635 1944.40 -0.14739 -0.046802
25.76034 2039.87 -0.09152 -0.0259152
28.35545 2094.14 0.031944 -0.0024485
27.47769 2099.28 -0.04163 -0.0059945
28.67126 2111.94 0.052007 0.0081533
27.25387 2094.86 -0.09621 0.0071491
30.15524 2079.99 4.43E-05 -0.0010614
30.1539 2082.20 0.050215 0.0266347
28.71213 2028.18 0.111642 -0.0127004
25.82859 2054.27 0.005071 0.0047443
25.69828 2044.57 0.07854 0.0553872
23.82691 1937.27 0.12746 -0.028075
21.13327 1993.23 0.059214 0.0161609
19.95184 1961.53 0.022276 -0.0058639
19.51708 1973.10 -0.06476 0.0133584
20.86863 1947.09 0.061539 0.0303317
19.65885 1889.77 0.092437 0.0136837
17.99541 1864.26 -0.16455 0.0003971

Numertor
Denominator
Beta

0.001667
0.011342
0.146986

Verifying Beta

0.146986

3/1/2014
2/1/2014
1/1/2014
12/1/2013
11/1/2013
10/1/2013
9/1/2013
8/1/2013
7/1/2013
6/1/2013
5/1/2013
4/1/2013
3/1/2013
2/1/2013
1/1/2013
12/1/2012
11/1/2012
10/1/2012
9/1/2012
8/1/2012
7/1/2012
6/1/2012
5/1/2012
4/1/2012
3/1/2012
2/1/2012
1/1/2012
12/1/2011
11/1/2011
10/1/2011
9/1/2011
8/1/2011
7/1/2011
6/1/2011
5/1/2011
4/1/2011
3/1/2011
2/1/2011
1/1/2011
12/1/2010
11/1/2010
10/1/2010
9/1/2010
8/1/2010
7/1/2010
6/1/2010
5/1/2010

21.53968
19.26189
16.81399
19.08232
18.70427
18.24114
16.77618
15.08439
14.52675
13.75174
12.4002
11.84257
12.17337
10.6706
10.54773
9.838878
9.57424
9.423018
9.706558
8.855934
9.356858
9.470273
8.06202
6.823889
7.258653
7.806833
6.474189
6.360774
6.672668
7.003465
6.68212
8.761419
10.11297
10.04681
10.85963
10.60444
8.553493
8.392817
9.063865
9.564787
8.846483
8.402268
7.636709
7.249203
8.317206
7.324812
9.971197

1863.52
1817.03
1822.36
1807.78
1783.54
1720.03
1687.17
1670.09
1668.68
1618.77
1639.84
1570.70
1550.83
1512.31
1480.40
1422.29
1394.51
1437.82
1443.42
1403.44
1359.78
1323.48
1341.27
1386.43
1389.24
1352.49
1300.58
1243.32
1226.41
1207.22
1173.88
1185.31
1325.18
1287.29
1338.31
1331.51
1304.49
1321.12
1282.62
1241.53
1198.89
1171.58
1122.08
1087.28
1079.80
1083.36
1125.06

0.118253
0.145587
-0.11887
0.020212
0.025389
0.087324
0.112155
0.038387
0.056357
0.108994
0.047087
-0.02717
0.140833
0.011649
0.072046
0.027641
0.016048
-0.02921
0.096051
-0.05354
-0.01198
0.174677
0.181441
-0.0599
-0.07022
0.20584
0.01783
-0.04674
-0.04723
0.04809
-0.23732
-0.13365
0.006585
-0.07485
0.024064
0.239779
0.019144
-0.07404
-0.05237
0.081197
0.052868
0.100247
0.053455
-0.12841
0.135484
-0.2654
-0.09983

0.0255857
-0.0029248
0.0080651
0.0135909
0.0369238
0.0194764
0.010227
0.000845
0.0308321
-0.0128488
0.0440186
0.0128125
0.025471
0.021555
0.0408566
0.019921
-0.030122
-0.0038797
0.0284871
0.0321081
0.0274277
-0.0132635
-0.0325729
-0.0020227
0.0271721
0.039913
0.0460541
0.0137882
0.015896
0.0284015
-0.009643
-0.1055479
0.0294339
-0.0381227
0.005107
0.0207131
-0.0125878
0.0300167
0.0330963
0.0355662
0.0233104
0.0441145
0.0320065
0.0069272
-0.0032861
-0.0370647
-0.0603515

4/1/2010
3/1/2010
2/1/2010
1/1/2010

11.07701
10.45322
8.024214
7.967505

1197.32 0.059675 0.0392952
1152.05 0.302709 0.0577417
1089.16 0.007118 -0.0306342
1123.58
0
0

Wendy's
Date
11/1/2017
10/1/2017
9/1/2017
8/1/2017
7/1/2017
6/1/2017
5/1/2017
4/1/2017
3/1/2017
2/1/2017
1/1/2017
12/1/2016
11/1/2016
10/1/2016
9/1/2016
8/1/2016
7/1/2016
6/1/2016
5/1/2016
4/1/2016
3/1/2016
2/1/2016
1/1/2016
12/1/2015
11/1/2015
10/1/2015
9/1/2015
8/1/2015
7/1/2015
6/1/2015
5/1/2015
4/1/2015
3/1/2015
2/1/2015
1/1/2015
12/1/2014
11/1/2014
10/1/2014
9/1/2014
8/1/2014
7/1/2014
6/1/2014
5/1/2014
4/1/2014

Wendy's S&P 500
14.11
0
15.21 2557.00
15.53 2492.84
14.84876 2456.22
15.36628 2454.10
15.43594 2433.99
16.02377 2395.35
14.6067 2359.31
13.48692 2366.82
13.7432 2329.91
13.33898 2275.12
13.32912 2246.63
12.33029 2164.99
10.63328 2143.02
10.59404 2157.69
9.935879 2177.48
9.419096 2148.90
9.380094 2083.89
9.965301 2065.55
10.52755 2075.54
10.55663 2021.95
9.025182 1904.42
9.853534 1918.60
10.37366 2054.08
10.06544 2080.62
8.772542 2024.81
8.284113 1944.40
8.673058 2039.87
9.7679 2094.14
10.73898 2099.28
10.64904 2111.94
9.587928 2094.86
10.32692 2079.99
10.45619 2082.20
9.937626 2028.18
8.513925 2054.27
8.169365 2044.57
7.513568 1937.27
7.738413 1993.23
7.588285 1961.53
7.588285 1973.10
7.942093 1947.09
7.588736 1889.77
7.690534 1864.26

Wendy's%
-7.2320842
-2.060528
4.58786488
-3.3678752
-0.4513233
-3.668451
9.70150199
8.30271292
-1.8647629
3.03029826
0.07397335
8.10068801
15.9593841
0.37038747
6.62409436
5.48654563
0.41579541
-5.8724468
-5.3407123
-0.2754762
16.9685886
-8.4066488
-5.0139377
3.06223198
14.7379631
5.89597221
-4.4845198
-11.208571
-9.0425551
0.84455492
11.0671774
-7.1559678
-1.2363485
5.21822818
16.7220289
4.21770848
8.72817016
-2.9055699
1.97841805
0
-4.4548458
4.65633539
-1.3236792
-8.8815699

S&P 500%
-100
2.573771
1.490909
0.086386
0.826215
1.613125
1.527565
-0.3173
1.584181
2.408225
1.268122
3.770918
1.025189
-0.67989
-0.90885
1.329983
3.119646
0.887899
-0.48132
2.650412
6.171433
-0.73908
-6.59565
-1.27558
2.756308
4.135466
-4.6802
-2.59152
-0.24485
-0.59945
0.815329
0.714907
-0.10614
2.663472
-1.27004
0.474427
5.538722
-2.8075
1.616085
-0.58639
1.33584
3.033173
1.368371
0.03971

Numertor
Denominator
Beta
Verifying Beta

3/1/2014
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12/1/2013
11/1/2013
10/1/2013
9/1/2013
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7/1/2013
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4/1/2013
3/1/2013
2/1/2013
1/1/2013
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11/1/2012
10/1/2012
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6/1/2012
5/1/2012
4/1/2012
3/1/2012
2/1/2012
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