CompInvestI Homework 1 rubric

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  • Screenshot
    • 0 Points : No screenshot.png file submitted.
    • 2 Points : Screenshot.png is present and shows a portfolio.
  • Spreadsheet.pdf
    • 0 Points : Spreadsheet.pdf is absent.
    • 2 Points : Spreadsheet.pdf is present.
  • Data Values are correct (check one row)
    • Total value of the portfolio.
      • 0 Points : Not Calculated
      • 1 Point  : Calculated but Incorrect
      • 2 Points : Correctly calculated
    • Daily returns of the portfolio
      • 0 Points : Not Calculated
      • 1 Point  : Calculated but Incorrect
      • 2 Points : Correctly calculated
  • Chart is correct.
    • 0 Points : The values in the chart correspond to the values in the spreadsheet and the chart is completely incorrect. And no lines are plotted correctly.
    • 1 Point  : The values in the chart correspond to the values in the spreadsheet and the chart is incorrect for some lines.
    • 2 Points : The values in the chart correspond to the values in the spreadsheet and the chart is correct.
  • Data Analysis. Each of the subparts is present for the portfolio and for the benchmark.
    • Start and End Dates
      • 0 Points : Incorrect start and end dates are used.
      • 1 Point  : One of the start and end dates is correct.
      • 2 Points : Correct start and end dates for the equities. Both are correct.
    • Annual returns of the portfolio and benchmark
      • 0 Points : Not Calculated
      • 1 Point  : Calculated but Incorrect
      • 2 Points : Correctly calculated
    • Average daily return of the portfolio and benchmark
      • 0 Points : Not Calculated
      • 1 Point  : Calculated but Incorrect
      • 2 Points : Correctly calculated
    • Standard deviation of daily returns for portfolio and benchmark
      • 0 Points : Not Calculated
      • 1 Point  : Calculated but Incorrect
      • 2 Points : Correctly calculated
    • Sharpe Ratio of the portfolio
      • 0 Points : Not Calculated
      • 1 Point  : Calculated but Incorrect
      • 2 Points : Correctly calculated
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