Stock Beta – Excel Template

Ivan Kitov
Ivan Kitov

Beta is a measure of systematic risk that shows how an individual security moves when the overall stock market increases or decreases. It can be calculated as the covariance between the stock and the market, divided by the variance of the market.

Some other related topics you might be interested to explore are the Capital Asset Pricing Model, Regression Analysis, and Security Market Line.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Statistician, Financial Analyst, Data Analyst, or Portfolio Manager.

You can now download the Excel template for free.

Stock Beta is among the topics included in the Portfolio Management module of the CFA Level 1 Curriculum.