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Holding Period return of portfolio compared with a benchmark

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Three Stocks: FSLR, SCTY, SPWR.
Benchmark KWT
1a. Calculate the holding period return for each stock from the viewpoint of an investor who purchased them at the closing price on February Monday 10th 2014 and held them until the closing of the market on Wednesday March 12th.
If you had initially invested $10,000 in each of the three stocks, how much would your portfolio be worth at the end of your holding period?
1b. repeat the calculations in 1a. for your benchmark. (Holding period return and ending value of a $10,000 initial investment.)
2. Discuss reasons for the differences in results for 1a. and 1b. In retrospect, was your benchmark a reasonable one? Why or why not?

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Solution Summary

Calculates holding period return of a portfolio consisting of three Stocks: FSLR, SCTY, SPWR. It then compares the portfolio return with the return on a benchmark KWT.

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Three Stocks: FSLR, SCTY, SPWR.
Benchmark KWT
1a.  Calculate the holding period return for each stock from the viewpoint of an investor who purchased them at the closing price on February Monday 10th 2014 and held them until the closing of the market on Wednesday March 12th. 
If you had initially invested $10,000 in each of the three stocks, how much would your portfolio be worth at the end of your holding period?

Note:
Stock quotes from finance.yahoo.com
Holding period return = (Final Value - Initial value) / Initial Value

Date Open High Low Close Volume Adj Close

First Solar, Inc. (FSLR)

Wednesday, March 12, 2014 53.11 54.49 52.79 53.7 2,200,100 53.70
Monday, February 10, 2014 49.97 51.48 49.7 51.1 3,321,200 51.10

Holding Period return= 5.0881% =(53.7 - 51.1)/51.1
If yiou had initially invested $10,000 in this stock the value of the investment would be $10,508.81 = $10,000. x ( 1 + 0.050881)

SolarCity Corporation (SCTY)

Wednesday, March 12, 2014 74.37 78.5 74 78.5 5980900 78.50
Monday, February 10, ...

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