Excel Lab #4 – Comparing Annual Returns

Fidelity Technology Portfolio: SampleApple Inc
Microsoft Corp
NVIDIA Corp
MasterCard Inc
Marvell Tech
ON Semiconductor Corp
CRM
CISCO Systems
2.15
3.12
0.95
3.91
0.69
3.23
1.08
0.98
Fidelity Health Care Services: Sample
United Health Group Inc
Humana Inc
Cigna CORP
CVS Health Corp
HCA Healthcare
Molina Healthcare Inc
Amerisourcebergen Corp
McKesson Corp
11.02
3.67
5.67
1.46
-16.83
4.78
3.37
8.19
Descriptive Statistics
Descriptive Statistics
Hypothesis Test
Hypothesis Test
Excel Lab #4 – Comparing Annual Returns
NOTE: You need to use the Excel functions/tools rather than just typing numbers into
the cells. Please view the Excel tutorial video “Hypothesis Test for two population
means using Excel” in the Resources folder and refer to the examples provided chapter
10, section 1, before attempting the lab.
As a financial analyst intern, you have been asked to compare returns for two highgrowth industries, health care and technology. One of your fellow interns has already
started the project and has randomly sampled firms in each industry. The annual return
data (given in percentages) is provided in the “MAT312 Excel Lab #4 Data
File Download MAT312 Excel Lab #4 Data File” which can be downloaded here.
Part 1
Using Excel, determine the descriptive statistics for each industry. Then conduct the
appropriate hypothesis test to determine whether the average returns in each industry
differ (use a 5% significance level; assume that population variances are not equal.)
The results of your testing need to be shown in the space provided in the file.
Part 2
Write a report that compares the descriptive statistics for each industry and comments
on the reward and risk for each industry. Also, analyze the results of your statistical test
and summarize the conclusion in the context of the problem. What are your final
recommendations and why? This should be written as if you were writing a professional
report to your employer, not an outline of tasks you did for a project in stat class. You
can find a sample report (for a different type of test!) on page 373 in the textbook.
Submit both your Excel file and your report (as a word doc) through the assignment link
here in Canvas.
Rubric
MAT312 Excel Labs – Scoring Rubric
MAT312 Excel Labs – Scoring Rubric
Criteria
This criterion is
linked to a
Learning
OutcomeExcel
File – Use of
Functions/Tools
(Must be
submitted as an
.xls or .xlsx
file)*
This criterion is
linked to a
Learning
OutcomeExcel
File – Accuracy
of Data Analysis
Ratings
33.3 to >29.0 pts
Exemplary
• Values calculated
using Excel functions,
tools, cell references,
etc. • All required
analysis tasks
completed and
presented in Excel
Sheet(s) • All required
graphs generated within
Excel
33.3 to >29.0 pts
Exemplary
• Correct tests and
data analysis tools
used throughout •
All values
calculated
correctly • All
required graphs
accurately display
the correct results
29 to >25.0 pts
Developing
• Most values
calculated using Excel
functions, tools, cell
references, etc. • Some
necessary values are
just “typed” typed into
cells without utilizing
Excel functions
29 to >25.0 pts
Developing
• Correct tests and
data analysis tools
mostly used
throughout • Few
values calculated
incorrectly • All
required graphs
accurately display
the correct results,
but missing some
components
Pts
25 to >19.0 pts
Beginning
• Most necessary
values are just
“typed” into cells
without utilizing
Excel functions. •
Not all required
Excel tasks
completed.
19 to
>0 pts
Missing
25 to >19.0 pts
Beginning
• Many incorrect values
throughout • Incorrect
tests/techniques/tools
utilized in Excel • Graphs
not generated correctly, or
wrong graphs used
19 to
>0 pts
Missing
33.3 pts
33.3 pts
MAT312 Excel Labs – Scoring Rubric
Criteria
Ratings
Pts
This criterion is
linked to a
Learning
OutcomeWritten
Report (Must be
submitted as a
PDF file)
33.4 to >29.0 pts
Exemplary
• Report written as a
professional style report,
not just a list or outline of
tasks for a project. (similar
to the sample reports in the
textbook) • Appropriate
introduction and
conclusion • Statistical
analysis is accurate and
justified throughout • All
required tasks/questions
are discussed • All
necessary graphs/tables
are embedded effectively
Total Points: 100
29 to >25.0 pts
Developing
• Some portions of
the statistical
analysis missing
from the report •
Conclusion of stat
analysis not
effectively justified •
Not all necessary
graphs/tables
embedded within
report, or graphs are
not embedded, sized,
or labelled properly
25 to >19.0 pts
Beginning
• Report is just a
list or outline of
tasks completed. •
No necessary
graphs/tables. •
Conclusion of
statistical analysis
contradicts
statistical test
results.
19 to
>0 pts
Missing
33.4 pts