Finance Portfolios

Go to Kenneth French’s data library (google it) and get the following monthly returns from 1963-07 until 2020-07 (each line corresponds to a different data file):

• T-Bills and Market Excess Return

• 3 portfolios formed on size (lowest 30%, intermediate 40%, highest 30%)

• 3 portfolios formed on BE/ME (lowest 30%, intermediate 40%, highest 30%) Linear Regressions. If you have not used Excel to run regressions, you may need to activate

Analysis ToolPak from Add-Ins.

Regression is now available under Tools->Data Analysis, or in Exccel 2007, under Data->Data Analysis.

a) Consider the portfolios formed on the smallest 30% stocks. What are its CAPM beta and abnormal return? Consider the portfolio formed on the largest 30% of stocks.

What is its CAPM abnormal return? Provide intuition to your empirical findings.

b) Consider the portfolios formed on the 30% lowest BE/ME stocks. What are its CAPM beta and abnormal return? Consider the portfolio formed on the largest 30% BE/ME of

stocks. What is its CAPM abnormal return? Provide intuition to your empirical findings.

Sample Solution