Stock Beta Calculator





What does beta mean in stocks?

The beta coefficient is an indicator of the correlation of a stock (or a portfolio) compared to the overall market to which it belongs.

Using a statistical approach, we analyze the historical returns of a company and the overall market. Therefore, we can identify what happened with the stock when the market went up/down and consider it an indication for the future.

Stock Beta Formula

The formula to calculate the Beta of a stock is:

\[ \beta = \frac{\text{Covariance}(r_{\text{market}}, r_{\text{stock}})}{\text{Variance}(r_{\text{market}})} \]

Example Calculation

Let's assume the following historical prices:

The returns for the stock and market are calculated, followed by the covariance and variance to find the Beta.