Portfolio Case

profiletenealewis21
DanExcelReturn.xlsx

Returns

Date SPY SBUX GM VZ XPO RF
1/1/14 -3.52% -9.26% -11.72% -2.28% -5.21% 0.04%
2/1/14 4.55% -0.22% 0.33% 0.16% 26.16% 0.05%
3/1/14 0.39% 3.41% -4.92% -0.02% -6.46% 0.05%
4/1/14 0.70% -3.76% 0.17% -1.77% -7.72% 0.03%
5/1/14 2.32% 3.71% 0.29% 8.10% -7.41% 0.03%
6/1/14 1.58% 5.65% 4.97% -2.06% 13.89% 0.04%
7/1/14 -1.34% 0.39% -6.83% 3.05% 7.93% 0.03%
8/1/14 3.95% 0.17% 2.90% -0.13% 0.26% 0.03%
9/1/14 -1.84% -3.02% -8.22% 0.34% 21.63% 0.02%
10/1/14 2.36% 0.13% -1.69% 0.52% 5.97% 0.02%
11/1/14 2.75% 7.48% 6.46% 1.80% -3.11% 0.02%
12/1/14 -0.80% 1.03% 4.43% -7.53% 5.69% 0.03%
1/1/15 -2.96% 6.68% -6.56% -2.29% -10.00% 0.03%
2/1/15 5.62% 6.81% 14.38% 9.46% 20.01% 0.02%
3/1/15 -2.01% 1.29% 0.51% -1.66% 2.99% 0.03%
4/1/15 0.98% 4.71% -6.51% 3.72% 6.66% 0.02%
5/1/15 1.29% 4.80% 2.60% -0.88% 1.36% 0.02%
6/1/15 -2.49% 3.19% -7.34% -5.72% -8.10% 0.02%
7/1/15 2.21% 8.04% -5.46% 0.39% -4.05% 0.03%
8/1/15 -5.36% -3.42% -6.57% -0.51% -19.03% 0.07%
9/1/15 -3.80% 1.59% 1.97% -5.43% -32.11% 0.02%
10/1/15 9.03% 10.08% 16.29% 7.75% 16.49% 0.02%
11/1/15 -0.10% -1.89% 3.70% -1.79% 9.87% 0.12%
12/1/15 -2.31% -2.22% -6.05% 1.69% -10.66% 0.23%
1/1/16 -4.98% 1.23% -12.85% 8.11% -16.15% 0.26%
2/1/16 -0.08% -4.21% -0.67% 2.77% 8.36% 0.31%
3/1/16 6.18% 2.56% 6.76% 6.60% 23.99% 0.29%
4/1/16 0.39% -5.81% 1.18% -5.81% -1.82% 0.23%
5/1/16 1.70% -2.38% -1.64% 0.98% -2.92% 0.27%
6/1/16 -0.17% 4.06% -9.53% 9.71% -10.25% 0.27%
7/1/16 3.65% 1.63% 11.45% -0.77% 12.80% 0.30%
8/1/16 0.12% -3.14% 1.20% -4.61% 20.86% 0.30%
9/1/16 -0.50% -3.72% -0.47% -0.67% 2.43% 0.29%
10/1/16 -1.73% -1.98% -0.54% -7.46% -10.20% 0.33%
11/1/16 3.68% 9.23% 9.27% 4.92% 35.23% 0.45%
12/1/16 1.43% -4.23% 0.90% 6.97% -3.08% 0.51%
1/1/17 1.79% -0.54% 5.08% -8.19% 3.66% 0.51%
2/1/17 3.93% 2.99% 0.63% 2.35% 13.97% 0.52%
3/1/17 -0.31% 2.67% -4.02% -1.77% -6.08% 0.74%
4/1/17 0.99% 2.86% -2.04% -5.83% 3.13% 0.80%
5/1/17 1.41% 5.91% -2.05% 2.80% 6.50% 0.89%
6/1/17 0.15% -8.33% 2.95% -4.25% 22.87% 0.98%
7/1/17 2.06% -7.43% 3.01% 8.37% -6.99% 1.07%
8/1/17 0.29% 1.63% 1.56% 0.41% 1.81% 1.01%
9/1/17 1.51% -2.10% 10.51% 3.17% 10.75% 1.03%
10/1/17 2.36% 2.10% 6.44% -3.27% 2.32% 1.07%
11/1/17 3.06% 5.43% 0.26% 7.58% 13.96% 1.23%
12/1/17 0.70% -0.67% -4.87% 4.01% 15.89% 1.32%
1/1/18 5.64% -1.08% 3.46% 2.15% 3.11% 1.41%
2/1/18 -3.64% 0.51% -7.22% -10.70% 4.22% 1.57%
3/1/18 -3.13% 1.38% -7.65% 0.17% 3.43% 1.70%
4/1/18 0.52% -0.55% 1.10% 3.20% -4.57% 1.76%
5/1/18 2.43% -1.56% 16.22% -2.19% 8.33% 1.86%
6/1/18 0.13% -13.80% -7.73% 5.54% -4.82% 1.90%
7/1/18 3.70% 7.25% -3.78% 2.64% -0.46% 1.96%
8/1/18 3.19% 2.02% -4.91% 6.51% 6.80% 2.03%
9/1/18 0.14% 6.34% -6.60% -1.80% 7.20% 2.13%
10/1/18 -6.91% 2.52% 8.67% 6.93% -21.71% 2.25%
11/1/18 1.85% 14.50% 3.72% 6.79% -15.13% 2.33%
12/1/18 1.32% 1.17% 1.32% -3.55% -5.21% 2.37%