PORTFOLIO ANALYSIS

Portfolio Analysis of Starbucks Corporation

Portfolio Analysis of Starbucks Corporation

Answer # 1

Sum

82.78

-38.68

15.27

72.98

71.92

-68.74

237.35

-94.57

32.99

-63.61

50.94

43.01

Average Quarterly Return

2.07

-0.97

0.38

1.82

1.80

-1.72

5.93

-2.36

0.82

-1.59

1.27

1.08

(X-X)

80.71

-37.71

14.89

71.15

70.12

-67.02

231.42

-92.20

32.17

-62.02

49.67

41.94

(X-X)^2

6514.31

1422.3

221.75

5062.86

4917.43

4492.27

53553.28

8501.4

1034.6

3845.9

2467.1

1758.5

(X-X)^2 divided by N

167.03

36.47

5.69

129.82

126.09

115.19

1373.16

217.99

26.53

98.61

63.26

45.09

Standard Deviation of Each Asset Class

12.92

6.04

2.38

11.39

11.23

10.73

37.06

14.76

5.15

9.93

7.95

6.72

On the above chart I have calculated the sum of each particular security, after that I have calculated the average quarterly returns of every security. For the purpose of Standard Deviation I have calculated the value of (X - X bar) and then got its square. After which I have divided it by the numbers of quarter i.e. 40 - 1 = 39. The answer after that I got the square root which has given me the standard ...