Descripció

1 2 3 4 5
n
Microsoft
Nombre
Corporation
Ticker MSFT
Sector(es) Tecnología
Software—
Industria Infraestructu
ra
Estados
País
Unidos
6 7 8 9 10
 Matriz de Precio ($)
Nº Date S&P500 TSLA AAPL VOO AMZN KO
1 Mar 01, 2019 2,834.40 18.66 45.72 238.39 89.04 40.09
2 Mar 31, 2019 2,945.83 15.91 48.30 249.40 96.33 42.34
3 Apr 30, 2019 2,752.06 12.34 42.13 233.57 88.75 42.40
4 May 31, 2019 2,941.76 14.90 47.82 248.61 94.68 43.94
5 Jun 30, 2019 2,980.38 16.11 51.47 253.55 93.34 45.77
6 Jul 31, 2019 2,926.46 15.04 50.43 249.39 88.81 47.87
7 Aug 31, 2019 2,976.74 16.06 54.32 253.10 86.80 47.35
8 Sep 30, 2019 3,037.56 20.99 60.33 259.86 88.83 47.68
9 Oct 31, 2019 3,140.98 22.00 64.81 269.28 90.04 46.78
10 Dec 01, 2019 3,230.78 27.89 71.43 275.95 92.39 48.85
11 Jan 01, 2020 3,225.52 43.37 75.29 277.19 100.44 51.54
12 Feb 01, 2020 2,954.22 44.53 66.49 254.74 94.19 47.21
13 Mar 01, 2020 2,584.59 34.93 62.00 222.00 97.49 39.05
14 Mar 31, 2020 2,912.43 52.13 71.64 251.56 123.70 40.86
15 Apr 30, 2020 3,044.31 55.67 77.52 263.48 122.12 41.56
16 May 31, 2020 3,100.29 71.99 89.19 266.94 137.94 39.78
17 Jun 30, 2020 3,271.12 95.38 103.92 284.11 158.23 42.44
18 Jul 31, 2020 3,500.31 166.11 126.19 303.92 172.55 44.50
19 Aug 31, 2020 3,363.00 143.00 113.46 291.26 157.44 44.35
20 Sep 30, 2020 3,269.96 129.35 106.65 285.06 151.81 43.53
21 Oct 31, 2020 3,621.63 189.20 116.63 316.26 158.40 46.73
22 Dec 01, 2020 3,756.07 235.22 130.22 326.77 162.85 50.06
23 Jan 01, 2021 3,714.24 264.51 129.50 324.75 160.31 43.95
24 Feb 01, 2021 3,811.15 225.17 119.00 333.73 154.65 44.72
25 Mar 01, 2021 3,972.89 222.64 120.06 347.78 154.70 48.11
26 Mar 31, 2021 4,181.17 236.48 129.21 367.46 173.37 49.68
27 Apr 30, 2021 4,204.11 208.41 122.47 369.92 161.15 50.89
28 May 31, 2021 4,297.50 226.57 134.84 377.00 172.01 49.80
29 Jun 30, 2021 4,395.26 229.07 143.60 387.53 166.38 52.88
30 Jul 31, 2021 4,522.68 245.24 149.48 398.97 173.54 52.22
31 Aug 31, 2021 4,307.54 258.49 139.52 379.12 164.25 48.66
32 Sep 30, 2021 4,605.38 371.33 147.70 407.14 168.62 52.67
33 Oct 31, 2021 4,567.00 381.59 162.99 404.15 175.35 49.00
34 Dec 01, 2021 4,766.18 352.26 175.34 421.03 166.72 55.75
35 Jan 01, 2022 4,515.55 312.24 172.59 400.43 149.57 57.44
36 Feb 01, 2022 4,373.94 290.14 163.05 388.50 153.56 58.60
37 Mar 01, 2022 4,530.41 359.20 172.64 401.86 163.00 58.38
38 Mar 31, 2022 4,131.93 290.25 155.87 367.80 124.28 61.30
39 Apr 30, 2022 4,132.15 252.75 147.16 368.75 120.21 60.13
40 May 31, 2022 3,785.38 224.47 135.37 336.89 106.21 59.69
41 Jun 30, 2022 4,130.29 297.15 160.91 369.39 134.95 61.32
42 Jul 31, 2022 3,955.00 275.61 155.67 354.14 126.77 58.97
43 Aug 31, 2022 3,585.62 265.25 137.03 320.15 113.00 53.53
44 Sep 30, 2022 3,871.98 227.54 152.04 347.67 102.44 57.61
45 Oct 31, 2022 4,080.11 194.70 146.78 366.80 96.54 61.23
46 Dec 01, 2022 3,839.50 123.18 129.04 344.13 84.00 61.66
47 Jan 01, 2023 4,076.60 173.22 143.31 367.53 103.13 59.44
48 Feb 01, 2023 3,970.15 205.71 146.40 358.35 94.23 57.69
49 Mar 01, 2023 4,109.31 207.46 164.02 370.12 103.29 60.13
50 Mar 31, 2023 4,169.48 164.31 168.78 377.55 105.45 62.67
51 Apr 30, 2023 4,179.83 203.93 176.31 379.37 120.58 58.28
52 May 31, 2023 4,450.38 261.77 193.21 402.48 130.36 58.83
53 Jun 30, 2023 4,588.96 267.43 195.68 417.36 133.68 60.96
54 Jul 31, 2023 4,507.66 258.08 187.13 410.56 138.01 58.89
55 Aug 31, 2023 4,288.05 250.22 170.77 389.60 127.12 55.10
56 Sep 30, 2023 4,193.80 200.84 170.33 382.59 133.09 56.04
57 Oct 31, 2023 4,567.80 240.08 189.46 417.68 146.09 57.98
58 Dec 01, 2023 4,769.83 248.48 192.28 435.00 151.94 58.93
59 Jan 01, 2024 4,845.65 187.29 184.16 443.82 155.20 59.49
60 Feb 01, 2024 5,087.03 197.41 184.14 466.57 174.58 61.15
 Matriz de Rentabilidad (%)
Nº Date S&P500 TSLA AAPL VOO AMZN
1 Mar 01, 2019
2 Mar 31, 2019 3.93% -14.71% 5.64% 4.62% 8.19%
3 Apr 30, 2019 -6.58% -22.43% -12.76% -6.35% -7.86%
4 May 31, 2019 6.89% 20.68% 13.49% 6.44% 6.68%
5 Jun 30, 2019 1.31% 8.12% 7.64% 1.99% -1.42%
6 Jul 31, 2019 -1.81% -6.62% -2.02% -1.64% -4.85%
7 Aug 31, 2019 1.72% 6.76% 7.70% 1.49% -2.27%
8 Sep 30, 2019 2.04% 30.74% 11.07% 2.67% 2.35%
9 Oct 31, 2019 3.40% 4.77% 7.43% 3.63% 1.36%
10 Dec 01, 2019 2.86% 26.79% 10.21% 2.48% 2.61%
11 Jan 01, 2020 -0.16% 55.52% 5.40% 0.45% 8.71%
12 Feb 01, 2020 -8.41% 2.68% -11.68% -8.10% -6.22%
13 Mar 01, 2020 -12.51% -21.56% -6.76% -12.85% 3.50%
14 Mar 31, 2020 12.68% 49.21% 15.54% 13.32% 26.89%
15 Apr 30, 2020 4.53% 6.79% 8.22% 4.74% -1.28%
16 May 31, 2020 1.84% 29.32% 15.05% 1.32% 12.96%
17 Jun 30, 2020 5.51% 32.50% 16.51% 6.43% 14.71%
18 Jul 31, 2020 7.01% 74.15% 21.44% 6.97% 9.05%
19 Aug 31, 2020 -3.92% -13.91% -10.09% -4.16% -8.76%
20 Sep 30, 2020 -2.77% -9.55% -6.00% -2.13% -3.58%
21 Oct 31, 2020 10.75% 46.27% 9.36% 10.95% 4.34%
22 Dec 01, 2020 3.71% 24.33% 11.65% 3.32% 2.81%
23 Jan 01, 2021 -1.11% 12.45% -0.55% -0.62% -1.56%
24 Feb 01, 2021 2.61% -14.87% -8.11% 2.77% -3.53%
25 Mar 01, 2021 4.24% -1.12% 0.88% 4.21% 0.04%
26 Mar 31, 2021 5.24% 6.21% 7.62% 5.66% 12.07%
27 Apr 30, 2021 0.55% -11.87% -5.21% 0.67% -7.05%
28 May 31, 2021 2.22% 8.71% 10.10% 1.91% 6.74%
29 Jun 30, 2021 2.27% 1.10% 6.50% 2.79% -3.27%
30 Jul 31, 2021 2.90% 7.06% 4.09% 2.95% 4.30%
31 Aug 31, 2021 -4.76% 5.40% -6.66% -4.98% -5.35%
32 Sep 30, 2021 6.91% 43.65% 5.87% 7.39% 2.66%
33 Oct 31, 2021 -0.83% 2.76% 10.35% -0.73% 3.99%
34 Dec 01, 2021 4.36% -7.69% 7.58% 4.18% -4.93%
35 Jan 01, 2022 -5.26% -11.36% -1.57% -4.89% -10.28%
36 Feb 01, 2022 -3.14% -7.08% -5.53% -2.98% 2.67%
37 Mar 01, 2022 3.58% 23.80% 5.88% 3.44% 6.14%
38 Mar 31, 2022 -8.80% -19.19% -9.71% -8.48% -23.75%
39 Apr 30, 2022 0.01% -12.92% -5.59% 0.26% -3.28%
40 May 31, 2022 -8.39% -11.19% -8.01% -8.64% -11.65%
41 Jun 30, 2022 9.11% 32.38% 18.86% 9.65% 27.06%
42 Jul 31, 2022 -4.24% -7.25% -3.26% -4.13% -6.06%
43 Aug 31, 2022 -9.34% -3.76% -11.98% -9.60% -10.86%
44 Sep 30, 2022 7.99% -14.22% 10.96% 8.59% -9.35%
45 Oct 31, 2022 5.38% -14.43% -3.46% 5.50% -5.76%
46 Dec 01, 2022 -5.90% -36.73% -12.08% -6.18% -12.99%
47 Jan 01, 2023 6.18% 40.62% 11.05% 6.80% 22.77%
48 Feb 01, 2023 -2.61% 18.76% 2.16% -2.50% -8.63%
49 Mar 01, 2023 3.51% 0.85% 12.04% 3.28% 9.61%
50 Mar 31, 2023 1.46% -20.80% 2.90% 2.01% 2.09%
51 Apr 30, 2023 0.25% 24.11% 4.46% 0.48% 14.35%
52 May 31, 2023 6.47% 28.36% 9.58% 6.09% 8.11%
53 Jun 30, 2023 3.11% 2.16% 1.28% 3.70% 2.55%
54 Jul 31, 2023 -1.77% -3.50% -4.37% -1.63% 3.24%
55 Aug 31, 2023 -4.87% -3.05% -8.74% -5.11% -7.89%
56 Sep 30, 2023 -2.20% -19.73% -0.26% -1.80% 4.70%
57 Oct 31, 2023 8.92% 19.54% 11.23% 9.17% 9.77%
58 Dec 01, 2023 4.42% 3.50% 1.49% 4.15% 4.00%
59 Jan 01, 2024 1.59% -24.63% -4.22% 2.03% 2.15%
60 Feb 01, 2024 4.98% 5.40% -0.02% 5.13% 12.49%
Promedio Mensual 1.14% 6.29% 2.76% 1.29% 1.58%

Date
Mar 01, 2019 2.243 2.24%
Mar 31, 2019 2.282 2.28%
Apr 30, 2019 1.927 1.93%
May 31, 2019 1.758 1.76%
Jun 30, 2019 1.844 1.84%
Jul 31, 2019 1.391 1.39%
Aug 31, 2019 1.551 1.55%
Sep 30, 2019 1.523 1.52%
Oct 31, 2019 1.621 1.62%
Dec 01, 2019 1.693 1.69%
Jan 01, 2020 1.326 1.33%
Feb 01, 2020 0.913 0.91%
Mar 01, 2020 0.375 0.38%
Mar 31, 2020 0.345 0.35%
Apr 30, 2020 0.304 0.30%
May 31, 2020 0.289 0.29%
Jun 30, 2020 0.215 0.22%
Jul 31, 2020 0.264 0.26%
Aug 31, 2020 0.272 0.27%
Sep 30, 2020 0.381 0.38%
Oct 31, 2020 0.362 0.36%
 Dec 01, 2020 0.361 0.36%
Jan 01, 2021 0.443 0.44%
Feb 01, 2021 0.776 0.78%
Mar 01, 2021 0.938 0.94%
Mar 31, 2021 0.857 0.86%
Apr 30, 2021 0.788 0.79%
May 31, 2021 0.873 0.87%
Jun 30, 2021 0.703 0.70%
Jul 31, 2021 0.772 0.77%
Aug 31, 2021 0.997 1.00%
Sep 30, 2021 1.188 1.19%
Oct 31, 2021 1.15 1.15%
Dec 01, 2021 1.263 1.26%
Jan 01, 2022 1.614 1.61%
Feb 01, 2022 1.721 1.72%
Mar 01, 2022 2.422 2.42%
Mar 31, 2022 2.912 2.91%
Apr 30, 2022 2.811 2.81%
May 31, 2022 3.004 3.00%
Jun 30, 2022 2.695 2.70%
Jul 31, 2022 3.284 3.28%
Aug 31, 2022 4.041 4.04%
Sep 30, 2022 4.248 4.25%
Oct 31, 2022 3.832 3.83%
Dec 01, 2022 4 4.00%
Jan 01, 2023 3.638 3.64%
Feb 01, 2023 4.168 4.17%
Mar 01, 2023 3.611 3.61%
Mar 31, 2023 3.536 3.54%
Apr 30, 2023 3.743 3.74%
May 31, 2023 4.133 4.13%
Jun 30, 2023 4.179 4.18%
Jul 31, 2023 4.244 4.24%
Aug 31, 2023 4.606 4.61%
Sep 30, 2023 4.816 4.82%
Oct 31, 2023 4.298 4.30%
Dec 01, 2023 3.84 3.84%
Jan 01, 2024 3.882 3.88%
Feb 01, 2024
Promedio Mensual 2.089%
0.172%
 Treasury
KO Yield 5
Years
2.24%
5.61% 2.28%
0.14% 1.93%
3.64% 1.76%
4.17% 1.84%
4.58% 1.39%
-1.09% 1.55%
0.71% 1.52%
-1.89% 1.62%
4.43% 1.69%
5.51% 1.33%
-8.41% 0.91%
-17.27% 0.38%
4.62% 0.35%
1.72% 0.30%
-4.28% 0.29%
6.69% 0.22%
4.85% 0.26%
-0.32% 0.27%
-1.87% 0.38%
7.37% 0.36%
7.11% 0.36%
-12.20% 0.44%
1.74% 0.78%
7.59% 0.94%
3.26% 0.86%
2.43% 0.79%
-2.13% 0.87%
6.19% 0.70%
-1.26% 0.77%
-6.82% 1.00%
8.24% 1.19%
-6.95% 1.15%
13.76% 1.26%
3.04% 1.61%
2.02% 1.72%
-0.39% 2.42%
5.01% 2.91%
-1.90% 2.81%
-0.74% 3.00%
2.74% 2.70%
-3.83% 3.28%
-9.22% 4.04%
7.62% 4.25%
6.28% 3.83%
0.71% 4.00%
-3.60% 3.64%
-2.95% 4.17%
4.23% 3.61%
4.21% 3.54%
-7.00% 3.74%
0.94% 4.13%
3.62% 4.18%
-3.39% 4.24%
-6.43% 4.61%
1.71% 4.82%
3.45% 4.30%
1.64% 3.84%
0.95% 3.88%
2.79%
0.87% 0.17%
 Resumen
Indicadores S&P500 TSLA AAPL
Ponderación 20.00% 20.00%
Retorno Esperado (Mensual Promedio) 1.137% 6.294% 2.756%
Volatilidad 5.290% 22.299% 8.645%
Dominancia 0.2149
Chart 0.2822
Title 0.3188
Beta 2.41895059238
100.00%
Indice Sharper
Indice Treynor 80.00%
Prima de Riesgo 60.00%

40.00%
f(x) = 2.41895059238336 x + 0.0354355719909947
20.00%
R² = 0.329366413284336
0.00%
-15.00% -10.00% -5.00% 0.00% 5.00% 10.00% 15.00%
-20.00%

-40.00%

-60.00%
 VOO AMZN KO
20.00% 20.00% 20.00%
1.290% 1.580% 0.871%
5.382% 9.422% 5.450%
0.2397 0.1677 0.1597

10.00% 15.00%