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This spreadsheet shows how to compute the average growth rate (r) and volatility (σ

for a function of the form f(t) = aert, from original Google stock price data

prepared by Michel-Alexandre Cardin, 11/2007, updated 08/2008



Reconstructed (% Difference

Date Month (t) P ($) LN(P) fit of form f(t) = with

rt

ae observation)2

800.00



8/31/2004 0 102.37 4.63 193.47 0.79

9/30/2004 1 129.60 4.86 198.94 0.29 700.00

###### 2 190.64 5.25 204.57 0.01

###### 3 181.98 5.20 210.36 0.02 Fitted curve obtained fro

###### 4 192.79 5.26 216.31 0.01 600.00 "Add Trendline" function

1/31/2005 5 195.62 5.28 222.43 0.02

2/28/2005 6 187.99 5.24 228.72 0.05

500.00

3/31/2005 7 180.51 5.20 235.19 0.09









Price ($)

4/29/2005 8 220.00 5.39 241.85 0.01

5/31/2005 9 277.27 5.62 248.69 0.01 400.00

6/30/2005 10 294.15 5.68 255.72 0.02

7/29/2005 11 287.76 5.66 262.96 0.01

8/31/2005 12 286.00 5.66 270.40 0.00 300.00

9/30/2005 13 316.46 5.76 278.05 0.01

###### 14 371.81 5.92 285.92 0.05 200.00

###### 15 404.91 6.00 294.01 0.08

###### 16 414.86 6.03 302.32 0.07 Original price da

1/31/2006 17 432.66 6.07 310.88 0.08 100.00

2/28/2006 18 362.62 5.89 319.67 0.01

3/31/2006 19 390.00 5.97 328.72 0.02

0.00

4/28/2006 20 417.94 6.04 338.02 0.04

0 10

5/31/2006 21 371.82 5.92 347.58 0.00

6/30/2006 22 419.33 6.04 357.42 0.02

7/31/2006 23 386.60 5.96 367.53 0.00

8/31/2006 24 378.53 5.94 377.93 0.00

9/29/2006 25 401.90 6.00 388.62 0.00

###### 26 476.39 6.17 399.61 0.03

###### 27 484.81 6.18 410.92 0.02

7.00

###### 28 460.48 6.13 422.55 0.01

1/31/2007 29 501.50 6.22 434.50 0.02 Regression obtained from Ex

2/28/2007 30 449.45 6.11 446.80 0.00 6.00 "Add Trendline" function

3/30/2007 31 458.16 6.13 459.44 0.00

4/30/2007 32 471.38 6.16 472.43 0.00

5.00

5/31/2007 33 497.91 6.21 485.80 0.00

6/29/2007 34 522.70 6.26 499.55 0.00

7/31/2007 35 510.00 6.23 513.68 0.00 4.00

LN(P)









8/31/2007 36 515.25 6.24 528.21 0.00

9/28/2007 37 567.27 6.34 543.16 0.00

3.00

###### 38 707.00 6.56 558.53 0.04

###### 39 693.00 6.54 574.33 0.03

###### 40 692.60 6.54 590.58 0.02 2.00

1/31/2008 41 564.30 6.34 607.29 0.01

2/29/2008 42 472.00 6.16 624.47 0.10

1.00

1.00

3/31/2008 43 440.47 6.09 642.14 0.21

4/30/2008 44 574.29 6.35 660.30 0.02

5/30/2008 45 585.80 6.37 678.99 0.03 0.00

6/30/2008 46 526.42 6.27 698.20 0.11 0 10

7/31/2008 47 473.75 6.16 717.95 0.27





Regression Results

α

Alpha (α) 5.2651 => a = e 193.47

Beta (β) 2.79% => average growth rate r per month

(since 1 period = 1 month)



Mean squared difference (variance σ2) in % 5.51%

Standard deviation (volatility σ) in % 23.46%

(r) and volatility (σ)









y = 193.47e0.0279x

R² = 0.7776



Fitted curve obtained from Excel

"Add Trendline" function









Reconstructed curve from

regression results "a" and





Original price data









10 20 30 40 50

Time (months starting 08/2004)







Regression on LN(P)







gression obtained from Excel

dd Trendline" function



y = 0.0279x + 5.2651

R² = 0.7776







LN(P) data

10 20 30 40 50

Time (months since 08/2004)

Random Draw from standardized Realized return (expected return +

Time Stock Price

normal distribution random draw * volatility)

September $473.75 2.347378532 0.578682417

October $747.90 1.321189298 0.337900209

November $1,000.62 -0.499841439 -0.089381415

December $911.18 -1.089702852 -0.227784868

January $703.63 -0.821257253 -0.164797534

February $587.67 -0.124795273 -0.001381618

March $586.86 0.967262063 0.2548557

April $736.42 2.415182446 0.59459174

May $1,174.29 -0.365918901 -0.057958201

June $1,106.23 0.796184123 0.214714444

July $1,343.76 -1.169818463 -0.246582974

August $1,012.41 0.652452119 0.180989564





Google Stock Price Simulation





$1,600.00

$1,400.00

$1,200.00

$1,000.00

$800.00

$600.00

$400.00

$200.00

$0.00

Random Draw from standardized Realized return (expected reversion +

Time Interest rate

normal distribution random draw * volatility)

2006 4.25% -1.296266662 -0.011194

2007 3.13% -0.950250057 -0.002645551

2008 2.87% -0.33406483 0.007390893

2009 3.61% -0.296002669 0.005744557

2010 4.18% -0.785757992 -0.00332514

2011 3.85% -2.228717523 -0.023971991

2012 1.45% -0.410372345 0.010494784

2013 2.50% -0.749655325 0.002257104

2014 2.73% 0.41992226 0.019123637

2015 4.64% 0.995427169 0.022019119

2016 6.84% 0.811955871 0.012661314





Interest rate Simulation



8.00%

7.00%

6.00%

5.00%

4.00%

3.00%

2.00%

1.00%

0.00%

2004 2006 2008 2010 2012 2014 2016 2018

Mean reversion (η): 0.3

Long-term mean (u): 7.00%

Annual volatility (σ): 1.50%

Inputs:



Demand in year 0 80

Limit of demand (M) 1600

Translation parameter (a) 19

Sharpness parameter (b) 1

Annual volatility 10%

Realized demand in year 0 can differ from projected demand by 20%

Limit of demand can differ from projected demand by 40%

Sharpness parameter (b) may differ from projection by 40%









Calculation:



Realized demand in year 0 88.92566588

Actual limit of demand 1964.324032

Translation parameter (a) 21.08950602

Sharpness parameter (b) 1.206461875





Demand Growth

Year Demand projection

projection

0 88.92566588

1 268.6760875 202.1%

2 680.0192045 153.1%

3 1255.014344 84.6%

4 1680.154962 33.9%

5 1869.692075 11.3%

6 1935.015608 3.5%

7 1955.460693 1.1%

8 1961.663227 0.3%

9 1963.527018 0.1%

10 1964.085454 0.0%

11 1964.25263 0.0%

12 1964.302664 0.0%

13 1964.317637 0.0%

14 1964.322118 0.0%

15 1964.323459 0.0%

16 1964.32386 0.0%

17 1964.323981 0.0%

18 1964.324017 0.0%

19 1964.324027 0.0%

20 1964.32403 0.0%

21 1964.324031 0.0%

22 1964.324032 0.0%

23 1964.324032 0.0%

S-curve simulation





3000





2500





2000

Demand









1500





1000





500





0

0 5 10 15 20 25

Year





with uncertainty deterministic



Random draw from

Realized Realized Deterministi

standardized normal

Growth Demand c

distribution

88.92567 80

1.540622153 217.5% 282.3762 200.2575968

0.442439217 157.5% 691.9065 448.0072995

0.024845234 84.8% 1256.704 822.2186928

-1.601491324 17.9% 1479.166 1186.946139

-0.139404128 9.9% 1846.27 1418.413319

-1.022782638 -6.7% 1743.787 1528.035209

0.362881035 4.7% 2025.679 1572.7509

0.069337978 1.0% 1975.222 1589.866525

-1.557230077 -15.5% 1658.051 1596.257118

-0.553125895 -5.5% 1855.478 1598.621032

0.970917412 9.7% 2154.949 1599.492429

2.630040054 26.3% 2480.909 1599.813238

-0.432982256 -4.3% 1879.267 1599.931289

-0.076171762 -0.8% 1949.36 1599.974722

1.344198961 13.4% 2228.367 1599.990701

0.744497388 7.4% 2110.567 1599.996579

0.819654345 8.2% 2125.331 1599.998741

-0.623033425 -6.2% 1841.94 1599.999537

-1.157487426 -11.6% 1736.956 1599.99983

-2.162461751 -21.6% 1539.546 1599.999937

-0.153354466 -1.5% 1934.2 1599.999977

-1.095366101 -11.0% 1749.159 1599.999992

1.017006763 10.2% 2164.097 1599.999997



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