2 fin question using excel
Q1-3
| Stock | Date | Open | Close | Dividend | Monthly percentage holding period returns | Answer Colors | ||
| DIS | 10/1/13 | 64.370003 | 68.589996 | 6.56% | Q1 | |||
| DIS | 11/1/13 | 68.709999 | 70.540001 | 2.66% | Q2 | |||
| DIS | 12/1/13 | 70.790001 | 76.400002 | 0.86 | 9.14% | Q3 | ||
| DIS | 1/1/14 | 76.040001 | 72.610001 | -4.51% | ||||
| DIS | 2/1/14 | 72.660004 | 80.809998 | 11.22% | ||||
| DIS | 3/1/14 | 80.300003 | 80.07 | -0.29% | ||||
| DIS | 4/1/14 | 80.389999 | 79.339996 | -1.31% | ||||
| DIS | 5/1/14 | 79.349998 | 84.010002 | 5.87% | ||||
| DIS | 6/1/14 | 84.269997 | 85.739998 | 1.74% | ||||
| DIS | 7/1/14 | 85.809998 | 85.879997 | 0.08% | ||||
| DIS | 8/1/14 | 85.389999 | 89.879997 | 5.26% | ||||
| DIS | 9/1/14 | 90.18 | 89.029999 | -1.28% | ||||
| DIS | 10/1/14 | 89.080002 | 91.379997 | 2.58% | ||||
| DIS | 11/1/14 | 91.239998 | 92.510002 | 1.39% | ||||
| DIS | 12/1/14 | 92.629997 | 94.190002 | 1.15 | 2.93% | |||
| DIS | 1/1/15 | 94.910004 | 90.959999 | -4.16% | ||||
| DIS | 2/1/15 | 91.300003 | 104.080002 | 14.00% | ||||
| DIS | 3/1/15 | 104.349998 | 104.889999 | 0.52% | ||||
| DIS | 4/1/15 | 105.43 | 108.720001 | 3.12% | ||||
| DIS | 5/1/15 | 109.949997 | 110.370003 | 0.38% | ||||
| DIS | 6/1/15 | 111.480003 | 114.139999 | 2.39% | ||||
| DIS | 7/1/15 | 114.949997 | 120 | 0.66 | 4.97% | |||
| DIS | 8/1/15 | 120.879997 | 101.879997 | -15.72% | ||||
| DIS | 9/1/15 | 99.309998 | 102.199997 | 2.91% | ||||
| DIS | 10/1/15 | 102.970001 | 113.739998 | 10.46% | ||||
| DIS | 11/1/15 | 114.489998 | 113.470001 | -0.89% | ||||
| DIS | 12/1/15 | 114.150002 | 105.080002 | 0.71 | -7.32% | |||
| DIS | 1/1/16 | 103.120003 | 95.82 | -7.08% | ||||
| DIS | 2/1/16 | 95.080002 | 95.519997 | 0.46% | ||||
| DIS | 3/1/16 | 95.900002 | 99.309998 | 3.56% | ||||
| DIS | 4/1/16 | 98.800003 | 103.260002 | 4.51% | ||||
| DIS | 5/1/16 | 103.300003 | 99.220001 | -3.95% | ||||
| DIS | 6/1/16 | 98.669998 | 97.82 | -0.86% | ||||
| DIS | 7/1/16 | 97.75 | 95.949997 | 0.71 | -1.12% | |||
| DIS | 8/1/16 | 96.150002 | 94.459999 | -1.76% | ||||
| DIS | 9/1/16 | 94.730003 | 92.860001 | -1.97% | ||||
| DIS | 10/1/16 | 92.470001 | 92.690002 | 0.24% | ||||
| DIS | 11/1/16 | 92.779999 | 99.120003 | 6.83% | ||||
| DIS | 12/1/16 | 99.129997 | 104.220001 | 0.78 | 5.92% | |||
| DIS | 1/1/17 | 105.300003 | 110.650002 | 5.08% | ||||
| DIS | 2/1/17 | 110.709999 | 110.089996 | -0.56% | ||||
| DIS | 3/1/17 | 110.660004 | 113.389999 | 2.47% | ||||
| DIS | 4/1/17 | 113.18 | 115.599998 | 2.14% | ||||
| DIS | 5/1/17 | 115.589996 | 107.940002 | -6.62% | ||||
| DIS | 6/1/17 | 107.730003 | 106.25 | -1.37% | ||||
| DIS | 7/1/17 | 106.760002 | 109.93 | 0.78 | 3.70% | |||
| DIS | 8/1/17 | 109.980003 | 101.199997 | -7.98% | ||||
| DIS | 9/1/17 | 101.650002 | 98.57 | -3.03% | ||||
| DIS | 10/1/17 | 99.309998 | 97.809998 | -1.51% | ||||
| DIS | 11/1/17 | 98.129997 | 104.82 | 6.82% | ||||
| DIS | 12/1/17 | 104.580002 | 107.510002 | 2.80% | ||||
| DIS | 1/1/18 | 108.949997 | 108.669998 | 0.84 | 0.51% | |||
| DIS | 2/1/18 | 108.620003 | 103.160004 | -5.03% | ||||
| DIS | 3/1/18 | 103.199997 | 100.440002 | -2.67% | ||||
| DIS | 4/1/18 | 100.18 | 100.330002 | 0.15% | ||||
| DIS | 5/1/18 | 100.18 | 99.470001 | -0.71% | ||||
| DIS | 6/1/18 | 99.690002 | 104.809998 | 5.14% | ||||
| DIS | 7/1/18 | 104.150002 | 113.559998 | 0.84 | 9.84% | |||
| DIS | 8/1/18 | 113.68 | 112.019997 | -1.46% | ||||
| DIS | 9/1/18 | 111.800003 | 116.940002 | 4.60% | ||||
| Average | APR | |||||||
| 1.16% | 13.96% | |||||||
| Standard Deviation | ||||||||
| 0.0508696398 | ||||||||
| NFLX | 10/1/13 | 44.967144 | 46.068573 | 2.45% | ||||
| NFLX | 11/1/13 | 46.975716 | 52.257141 | 11.24% | ||||
| NFLX | 12/1/13 | 52.125713 | 52.595715 | 0.90% | ||||
| NFLX | 1/1/14 | 52.401428 | 58.475716 | 11.59% | ||||
| NFLX | 2/1/14 | 58.842857 | 63.66143 | 8.19% | ||||
| NFLX | 3/1/14 | 63.027142 | 50.290001 | -20.21% | ||||
| NFLX | 4/1/14 | 50.25 | 46.005714 | -8.45% | ||||
| NFLX | 5/1/14 | 46.292858 | 59.689999 | 28.94% | ||||
| NFLX | 6/1/14 | 59.925713 | 62.942856 | 5.03% | ||||
| NFLX | 7/1/14 | 65.175713 | 60.388573 | -7.34% | ||||
| NFLX | 8/1/14 | 60.251427 | 68.234283 | 13.25% | ||||
| NFLX | 9/1/14 | 68.35714 | 64.454285 | -5.71% | ||||
| NFLX | 10/1/14 | 64.098572 | 56.110001 | -12.46% | ||||
| NFLX | 11/1/14 | 56.175713 | 49.512856 | -11.86% | ||||
| NFLX | 12/1/14 | 49.285713 | 48.80143 | -0.98% | ||||
| NFLX | 1/1/15 | 49.151428 | 63.114285 | 28.41% | ||||
| NFLX | 2/1/15 | 62.842857 | 67.844284 | 7.96% | ||||
| NFLX | 3/1/15 | 67.714287 | 59.527142 | -12.09% | ||||
| NFLX | 4/1/15 | 59.642857 | 79.5 | 33.29% | ||||
| NFLX | 5/1/15 | 79.855713 | 89.151428 | 11.64% | ||||
| NFLX | 6/1/15 | 88.837143 | 93.848572 | 5.64% | ||||
| NFLX | 7/1/15 | 94.805717 | 114.309998 | 20.57% | ||||
| NFLX | 8/1/15 | 114.599998 | 115.029999 | 0.38% | ||||
| NFLX | 9/1/15 | 109.349998 | 103.260002 | -5.57% | ||||
| NFLX | 10/1/15 | 102.910004 | 108.379997 | 5.32% | ||||
| NFLX | 11/1/15 | 109.199997 | 123.330002 | 12.94% | ||||
| NFLX | 12/1/15 | 124.470001 | 114.379997 | -8.11% | ||||
| NFLX | 1/1/16 | 109 | 91.839996 | -15.74% | ||||
| NFLX | 2/1/16 | 91.790001 | 93.410004 | 1.76% | ||||
| NFLX | 3/1/16 | 94.580002 | 102.230003 | 8.09% | ||||
| NFLX | 4/1/16 | 102.93 | 90.029999 | -12.53% | ||||
| NFLX | 5/1/16 | 90.410004 | 102.57 | 13.45% | ||||
| NFLX | 6/1/16 | 101.5 | 91.480003 | -9.87% | ||||
| NFLX | 7/1/16 | 95 | 91.25 | -3.95% | ||||
| NFLX | 8/1/16 | 91.230003 | 97.449997 | 6.82% | ||||
| NFLX | 9/1/16 | 97.809998 | 98.550003 | 0.76% | ||||
| NFLX | 10/1/16 | 98 | 124.870003 | 27.42% | ||||
| NFLX | 11/1/16 | 124.980003 | 117 | -6.39% | ||||
| NFLX | 12/1/16 | 117.519997 | 123.800003 | 5.34% | ||||
| NFLX | 1/1/17 | 124.959999 | 140.710007 | 12.60% | ||||
| NFLX | 2/1/17 | 141.199997 | 142.130005 | 0.66% | ||||
| NFLX | 3/1/17 | 142.839996 | 147.809998 | 3.48% | ||||
| NFLX | 4/1/17 | 146.699997 | 152.199997 | 3.75% | ||||
| NFLX | 5/1/17 | 151.910004 | 163.070007 | 7.35% | ||||
| NFLX | 6/1/17 | 163.520004 | 149.410004 | -8.63% | ||||
| NFLX | 7/1/17 | 149.800003 | 181.660004 | 21.27% | ||||
| NFLX | 8/1/17 | 182.490005 | 174.710007 | -4.26% | ||||
| NFLX | 9/1/17 | 175.550003 | 181.350006 | 3.30% | ||||
| NFLX | 10/1/17 | 182.110001 | 196.429993 | 7.86% | ||||
| NFLX | 11/1/17 | 197.240005 | 195.509995 | -0.88% | ||||
| NFLX | 12/1/17 | 186.990005 | 191.960007 | 2.66% | ||||
| NFLX | 1/1/18 | 196.100006 | 270.299988 | 37.84% | ||||
| NFLX | 2/1/18 | 266.410004 | 291.380005 | 9.37% | ||||
| NFLX | 3/1/18 | 292.75 | 295.350006 | 0.89% | ||||
| NFLX | 4/1/18 | 291.940002 | 312.459991 | 7.03% | ||||
| NFLX | 5/1/18 | 310.359985 | 351.600006 | 13.29% | ||||
| NFLX | 6/1/18 | 353.880005 | 391.429993 | 10.61% | ||||
| NFLX | 7/1/18 | 385.450012 | 337.450012 | -12.45% | ||||
| NFLX | 8/1/18 | 335.869995 | 367.679993 | 9.47% | ||||
| NFLX | 9/1/18 | 366.470001 | 374.130005 | 2.09% | ||||
| Average | APR | |||||||
| 4.29% | 51.48% | |||||||
| Standard Deviation | ||||||||
| 0.1207518235 | ||||||||
| ^GSPC | 10/1/13 | 1682.410034 | 1756.540039 | 4.41% | ||||
| ^GSPC | 11/1/13 | 1758.699951 | 1805.810059 | 2.68% | ||||
| ^GSPC | 12/1/13 | 1806.550049 | 1848.359985 | 2.31% | ||||
| ^GSPC | 1/1/14 | 1845.859985 | 1782.589966 | -3.43% | ||||
| ^GSPC | 2/1/14 | 1782.680054 | 1859.449951 | 4.31% | ||||
| ^GSPC | 3/1/14 | 1857.680054 | 1872.339966 | 0.79% | ||||
| ^GSPC | 4/1/14 | 1873.959961 | 1883.949951 | 0.53% | ||||
| ^GSPC | 5/1/14 | 1884.390015 | 1923.569946 | 2.08% | ||||
| ^GSPC | 6/1/14 | 1923.869995 | 1960.22998 | 1.89% | ||||
| ^GSPC | 7/1/14 | 1962.290039 | 1930.670044 | -1.61% | ||||
| ^GSPC | 8/1/14 | 1929.800049 | 2003.369995 | 3.81% | ||||
| ^GSPC | 9/1/14 | 2004.069946 | 1972.290039 | -1.59% | ||||
| ^GSPC | 10/1/14 | 1971.439941 | 2018.050049 | 2.36% | ||||
| ^GSPC | 11/1/14 | 2018.209961 | 2067.560059 | 2.45% | ||||
| ^GSPC | 12/1/14 | 2065.780029 | 2058.899902 | -0.33% | ||||
| ^GSPC | 1/1/15 | 2058.899902 | 1994.98999 | -3.10% | ||||
| ^GSPC | 2/1/15 | 1996.670044 | 2104.5 | 5.40% | ||||
| ^GSPC | 3/1/15 | 2105.22998 | 2067.889893 | -1.77% | ||||
| ^GSPC | 4/1/15 | 2067.629883 | 2085.51001 | 0.86% | ||||
| ^GSPC | 5/1/15 | 2087.379883 | 2107.389893 | 0.96% | ||||
| ^GSPC | 6/1/15 | 2108.639893 | 2063.110107 | -2.16% | ||||
| ^GSPC | 7/1/15 | 2067 | 2103.840088 | 1.78% | ||||
| ^GSPC | 8/1/15 | 2104.48999 | 1972.180054 | -6.29% | ||||
| ^GSPC | 9/1/15 | 1970.089966 | 1920.030029 | -2.54% | ||||
| ^GSPC | 10/1/15 | 1919.650024 | 2079.360107 | 8.32% | ||||
| ^GSPC | 11/1/15 | 2080.76001 | 2080.409912 | -0.02% | ||||
| ^GSPC | 12/1/15 | 2082.929932 | 2043.939941 | -1.87% | ||||
| ^GSPC | 1/1/16 | 2038.199951 | 1940.23999 | -4.81% | ||||
| ^GSPC | 2/1/16 | 1936.939941 | 1932.22998 | -0.24% | ||||
| ^GSPC | 3/1/16 | 1937.089966 | 2059.73999 | 6.33% | ||||
| ^GSPC | 4/1/16 | 2056.620117 | 2065.300049 | 0.42% | ||||
| ^GSPC | 5/1/16 | 2067.169922 | 2096.949951 | 1.44% | ||||
| ^GSPC | 6/1/16 | 2093.939941 | 2098.860107 | 0.23% | ||||
| ^GSPC | 7/1/16 | 2099.340088 | 2173.600098 | 3.54% | ||||
| ^GSPC | 8/1/16 | 2173.149902 | 2170.949951 | -0.10% | ||||
| ^GSPC | 9/1/16 | 2171.330078 | 2168.27002 | -0.14% | ||||
| ^GSPC | 10/1/16 | 2164.330078 | 2126.149902 | -1.76% | ||||
| ^GSPC | 11/1/16 | 2128.679932 | 2198.810059 | 3.29% | ||||
| ^GSPC | 12/1/16 | 2200.169922 | 2238.830078 | 1.76% | ||||
| ^GSPC | 1/1/17 | 2251.570068 | 2278.870117 | 1.21% | ||||
| ^GSPC | 2/1/17 | 2285.590088 | 2363.639893 | 3.41% | ||||
| ^GSPC | 3/1/17 | 2380.129883 | 2362.719971 | -0.73% | ||||
| ^GSPC | 4/1/17 | 2362.340088 | 2384.199951 | 0.93% | ||||
| ^GSPC | 5/1/17 | 2388.5 | 2411.800049 | 0.98% | ||||
| ^GSPC | 6/1/17 | 2415.649902 | 2423.409912 | 0.32% | ||||
| ^GSPC | 7/1/17 | 2431.389893 | 2470.300049 | 1.60% | ||||
| ^GSPC | 8/1/17 | 2477.100098 | 2471.649902 | -0.22% | ||||
| ^GSPC | 9/1/17 | 2474.419922 | 2519.360107 | 1.82% | ||||
| ^GSPC | 10/1/17 | 2521.199951 | 2575.26001 | 2.14% | ||||
| ^GSPC | 11/1/17 | 2583.209961 | 2584.840088 | 0.06% | ||||
| ^GSPC | 12/1/17 | 2645.100098 | 2673.610107 | 1.08% | ||||
| ^GSPC | 1/1/18 | 2683.72998 | 2823.810059 | 5.22% | ||||
| ^GSPC | 2/1/18 | 2816.449951 | 2713.830078 | -3.64% | ||||
| ^GSPC | 3/1/18 | 2715.219971 | 2640.870117 | -2.74% | ||||
| ^GSPC | 4/1/18 | 2633.449951 | 2648.050049 | 0.55% | ||||
| ^GSPC | 5/1/18 | 2642.959961 | 2705.27002 | 2.36% | ||||
| ^GSPC | 6/1/18 | 2718.699951 | 2718.370117 | -0.01% | ||||
| ^GSPC | 7/1/18 | 2704.949951 | 2816.290039 | 4.12% | ||||
| ^GSPC | 8/1/18 | 2821.169922 | 2901.52002 | 2.85% | ||||
| ^GSPC | 9/1/18 | 2896.959961 | 2913.97998 | 0.59% | ||||
| Average | APR | |||||||
| 0.87% | 10.42% | |||||||
| Standard Deviation | ||||||||
| 0.0267393847 |