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Beta equation (security)

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The market beta of a security is determined as follows: Regress excess returns of stock y on excess returns of the market. The slope coefficient is beta. Define n as number of observation numbers.
Beta=

[(n) (sum of [xy]) ]-[ (sum of x) (sum of y)]/
[(n) (sum of [xx]) ]-[ (sum of x) (sum of x)]

where: n = # of observations (usually 36 to 60 months)

x = rate of return for the S&P 500 index
y = rate of return for the security.
Related: Alpha

Copyright © 2005, Campbell R. Harvey. All Worldwide Rights Reserved. Do not reproduce without explicit permission.

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