Calculating Dual-Beta in Excel 1. Choose your period and frequency Think about your style and outlook as an investor. Keeping this in mind, decide which period to use (I recommend 10 years).

Launch Excel and create a new, blank spreadsheet. Type "Securities" in cell A1, "Rate of Return" in B1, "Beta" in C1 and "CAPM" in cell D1. Type "Risk-free" in cell A2, "Market" in A3 and "Stock ...

Both manually and using the Microsoft Excel program. Portfolio beta formula The formula for portfolio beta takes the beta of each individual stock, asset or holding and averages the weights together.