portfolio: A command for conducting portfolio analysis in Stata

Author:

Zhu Hongbing1,Yang Lihua1

Affiliation:

1. Hohai University Nanjing, China,

Abstract

Portfolio analysis is widely used in empirical asset pricing to explore the cross-sectional relation between two or more variables. In this article, we introduce the methodology of portfolio analysis and describe a new command, portfolio, that provides a one-step solution for portfolio analysis. portfolio calculates the equal- or value-weighted returns with a t statistic for the portfolio and tests the significance of a long-short strategy in portfolios. portfolio also provides the Newey–West standard-error adjustment option for alleviating the impact of potential autocorrelation and heteroskedasticity in financial time series.

Publisher

SAGE Publications

Subject

Mathematics (miscellaneous)

Reference16 articles.

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2. Financial Portfolio Selection using the Multifactor Capital Asset Pricing Model and Imported Options Data

3. Technical Financial Analysis Tools for Stata

4. A five-factor asset pricing model

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