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  • How to calculate previous fiscal year industry adjusted stock returns?

    Dear sir/madam,

    I am currently doing research on top executive turnover and for this research I need to calculate cumulative industry adjusted stock returns.

    My dataset is a S&P500 sample from ExecuComp. The sampel consists of fiscal year observations for different firms (panel data).
    I want to combine my fiscal year observations from ExecuComp with monthly return data (from CRSP). I have monthly return data that I want to convert to annual returns.The idea is that annual returns = (1+first month ret) * (1+ second month return) * ........(1+ the 12th month return) - 1

    In particular, I want to calculate for each ExecuComp firm year observation in my sample the industry adjusted stock return of the firm in the previous fiscal year.

    E.g, If I have an year observation for company X, who's fiscal year runs from 1/jan/2010-31/dec/2010, I am interested in its stock return for the period 1/jan/2009-31/dec/2009. To calculate the industry adjusted stock return for a fiscal year observation of firm X in fiscal year "t", I need something like return firm X (t-1) - average industry return (t-1).
    Industry return is the average return of same industry group as firm x, over the same period.

    Since I have to deal with different fiscal years and different industry groups, how can this problem be programmed with Stata?

    I attached a sample of my data. I have different identification codes available.
    Attached Files
    Last edited by Wiebe Boer; 18 Nov 2015, 09:33.

  • #2
    Wiebe:
    welcome to the list.
    Please post attachments in Stats formats only (.dta for database excerpts), as most Stats users (included myself) avoid downloading spreadsheets due to the risk of dangerous active contents. Thanks.
    Kind regards,
    Carlo
    (Stata 19.0)

    Comment


    • #3
      For the first part where you want to convert monthly returns to continuously compounded annual returns, see this page http://www.opendoors.pk/STATA/cumula...o-monthly-data
      Regards
      --------------------------------------------------
      Attaullah Shah, PhD.
      Professor of Finance, Institute of Management Sciences Peshawar, Pakistan
      FinTechProfessor.com
      https://asdocx.com
      Check out my asdoc program, which sends outputs to MS Word.
      For more flexibility, consider using asdocx which can send Stata outputs to MS Word, Excel, LaTeX, or HTML.

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