CAPM / SML & Market Model

FIN 30600 · Investment Theory — Topic 4 · §2–3

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Security Market Line & Alpha

§2 · CAPM

The SML plots the CAPM-required return against market risk (β). An asset off the line is mispriced; the vertical gap to the line is its alpha.

The Market Model (single-index regression)

§3 · Estimation

Simulate n months of excess returns from a known β, then estimate it by OLS. Watch estimation noise shrink as the sample grows — hit Resample to redraw.

Variance decomposition (true parameters)